YPF Sociedad Anónima

BASE:YPFD Rapport sur les actions

Capitalisation boursière : AR$29.8t

YPF Sociedad Anónima Croissance future

Future contrôle des critères 3/6

YPF Sociedad Anónima devrait augmenter ses bénéfices et ses revenus de 50.6% et de 6.2% par an respectivement, tandis que le BPA devrait croître de croître de 60.1% par an.

Informations clés

50.6%

Taux de croissance des bénéfices

60.09%

Taux de croissance du BPA

Oil and Gas croissance des bénéfices7.5%
Taux de croissance des recettes6.2%
Rendement futur des capitaux propresn/a
Couverture par les analystes

Good

Dernière mise à jour05 Jul 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • Jun 28

YPFD: LNG Expansion And Margin Execution Will Drive Future Upside Potential

Analysts have adjusted the fair value estimate for YPF Sociedad Anónima to ARS 102,586 from ARS 84,420, citing updated assumptions around discount rates, profit margins, and future P/E that are broadly consistent with recent increases in Street price targets. Analyst Commentary Recent Street research on YPF Sociedad Anónima shows price targets clustered in a similar range, with one update setting a target of US$48 and another indicating an US$8 uplift from a prior level.
Mise à jour du récit • Jun 14

YPFD: Higher Revenue Assumptions Will Eventually Expose Execution Risk

Narrative Update on YPF Sociedad Anónima Analysts have raised their ARS price target on YPF Sociedad Anónima to ARS 48 from ARS 45, citing updated assumptions around revenue growth, profit margins and a slightly lower future P/E multiple. Analyst Commentary Recent research points to a mixed stance on YPF Sociedad Anónima, with the latest move being a price target adjustment to $48 from $45 while keeping a Neutral rating on the stock.
Mise à jour du récit • May 31

YPFD: Cautious Oil Price Reliance Will Limit Future Upside Potential

Analysts have lifted the fair value estimate for YPF Sociedad Anónima to ARS 71,000 from ARS 60,000, reflecting updated views on profit margins, discount rate, and future P/E after a series of recent price target increases from ARS 36 to ARS 48 in Street research. Analyst Commentary Recent price target revisions on YPF Sociedad Anónima have generally moved higher, but commentary around those changes still carries a cautious tone.
Mise à jour du récit • May 10

YPFD: Higher Oil Price Scenarios Will Support Future Earnings Repricing

Analyst price targets for YPF Sociedad Anónima have been raised to ARS 109,461, supported by updated assumptions around discount rates, revenue growth, profit margins and P/E expectations that reflect recent Street research discussing potential upside risks for oil prices. Analyst Commentary Recent Street research on YPF Sociedad Anónima points to a cluster of raised price targets, with bullish analysts citing updated assumptions for discount rates, revenue growth, profit margins and P/E expectations, alongside potential upside risks for oil prices.
Mise à jour du récit • Apr 22

YPFD: Oil Price Upside And LNG Project Will Shape A Balanced Outlook

Analysts have lifted the YPF Sociedad Anónima price target to ARS 40 from ARS 36. The change is supported by updated assumptions around oil price upside, a lower discount rate, modestly higher revenue growth and profit margin forecasts, and a slightly lower future P/E multiple.
Mise à jour du récit • Apr 08

YPFD: Higher Oil Price Scenarios Will Support Future Share Upside

Analysts have raised their price target for YPF Sociedad Anónima to ARS 40 from ARS 36, citing upside risks to oil prices and updated estimates for regional oil peers as the main drivers of the revision. Analyst Commentary Recent Street research on YPF Sociedad Anónima points to a more constructive tone from several research desks, with a focus on higher oil price assumptions and updated peer benchmarks in Latin America.
Mise à jour du récit • Mar 25

YPFD: Oil Price Assumptions And LNG Project Will Shape A Fair Outlook

Analysts now place fair value for YPF Sociedad Anónima at ARS 60,000, up from ARS 55,000. This reflects updates to oil price assumptions and related earnings estimates cited in recent Street research.
Mise à jour du récit • Mar 10

YPFD: LNG Expansion And Margin Execution Will Support Future Upside

Narrative Update: YPF Sociedad Anónima The updated analyst work trims YPF Sociedad Anónima's fair value estimate by ARS 400 to ARS 84,420, as analysts incorporate a lower discount rate, adjust revenue growth expectations, factor in a slightly higher profit margin, and revise the assumed future P/E multiple in line with the recent ARS 3 price target increase cited in Street research. Analyst Commentary Street research around YPF Sociedad Anónima currently centers on the recent US$3 price target increase reported by JPMorgan, alongside the updated fair value estimate of ARS 84,420.
Mise à jour du récit • Feb 24

YPFD: LNG Push And Vaca Muerta Exports Will Support Future Upside

Analysts have raised their ARS price target on YPF Sociedad Anónima by ARS 3, reflecting updated assumptions around discount rates, revenue growth, profit margins and a revised future P/E outlook. Analyst Commentary Recent Street research on YPF Sociedad Anónima, including a price target increase of ARS 3 cited in a JPMorgan report, points to a more constructive stance from bullish analysts who are updating their models for the stock.
Mise à jour du récit • Feb 09

YPFD: Export Agreements And Governance Changes Will Shape A Fairly Valued Outlook

Analysts have raised their price target on YPF Sociedad Anónima from AR$47,800 to AR$55,000, citing revised assumptions around the discount rate, revenue growth, profit margin, and future P/E as key drivers of the updated view. What's in the News A board meeting is set for November 18, 2025, with the agenda not yet publicly detailed.
Mise à jour du récit • Jan 25

YPFD: Long-Term Vaca Muerta Export Deals Will Underpin Future Upside

Analysts have raised their price target for YPF Sociedad Anónima from AR$65,000 to AR$109,461, citing updated assumptions that include a lower discount rate, revised expectations for revenue growth and profit margins, and a higher future P/E multiple. What's in the News YPF and partners Vista Energy Lach, Shell Argentina, Equinor Argentina and ENAP signed long term agreements for shale oil exports from Vaca Muerta, with contracts valid until June 2033 and an initial combined volume of up to 70,000 barrels per day, which is expected to generate an estimated US$12b in revenues for Argentina over the term of the contracts (Key Developments).
Mise à jour du récit • Jan 10

YPFD: Refined Assumptions Will Support Future Upside Potential

Analysts trimmed their price target on YPF Sociedad Anónima to US$44 from US$47, citing updated modeling assumptions that refine estimates for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent commentary centers on how the updated model feeds into valuation rather than a change in overall stance.
Mise à jour du récit • Dec 27

YPFD: Future Export Agreements Will Support Efficiency Gains And Forward Momentum

Analysts have modestly lowered their price target on YPF Sociedad Anónima to $44 from $47, reflecting updated models that incorporate stronger top line growth but more conservative assumptions on profitability and valuation multiples. Analyst Commentary Analysts describe the modest price target reduction as a recalibration rather than a shift in fundamental conviction.
Mise à jour du récit • Dec 13

YPFD: Lower Projected Upside Will Constrain Future Share Price Performance

Analysts modestly cut their price target on YPF Sociedad Anónima from $47.80 to $44.00, reflecting updated models that incorporate a slightly lower fair value despite improved projected revenue growth, profit margins, and a more attractive future price-to-earnings multiple. Analyst Commentary Recent research updates suggest that, while the overall rating on YPF Sociedad Anónima remains constructive, the recalibration of price targets signals a more cautious stance on the balance of risk and reward at current levels.
Mise à jour du récit • Nov 27

YPFD: Improved Margins Will Drive Efficiency And Support Forward Momentum

Analysts have raised YPF Sociedad Anónima's fair value estimate from $57,100 to $70,000, citing improved profit margins and a lower discount rate. This revision comes despite a moderated revenue growth outlook.
Mise à jour du récit • Aug 15

Vaca Muerta Expansion Will Unlock Long Term Export Potential

The upward revision in YPF Sociedad Anónima’s price target reflects improved valuation as indicated by a lower future P/E ratio, despite a modest decline in net profit margin, resulting in a consensus analyst target increase from ARS53,800 to ARS57,100. What's in the News YPF is nearing an agreement to acquire shale oil assets from France’s TotalEnergies, potentially valued between $400 million and $500 million.
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Nouveau récit • Nov 18

Vaca Muerta's Shale Boom Sparks Revenue Boost Amidst PE Challenges And Efficient Restructuring

Strategic focus on Vaca Muerta and midstream expansions aims to boost margins, manage cash flow, and reduce financial leverage.

Prévisions de croissance des bénéfices et des revenus

BASE:YPFD - Estimations futures des analystes et données financières antérieures (ARS Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202830,384,6074,154,1112,004,2849,129,65510
12/31/202729,335,3813,423,210796,1528,093,71610
12/31/202630,259,2203,530,2911,355,6858,945,1019
3/31/202625,325,776-461,5681,549,6598,208,987N/A
12/31/202523,240,162-1,087,72141,8876,481,040N/A
9/30/202521,465,436-523,917-323,0435,491,011N/A
6/30/202520,186,7531,127,195-352,7955,385,857N/A
3/31/202519,163,6551,520,528-138,2785,417,615N/A
12/31/202417,895,0312,077,482213,4285,599,148N/A
9/30/202415,204,649760,020147,6604,629,172N/A
6/30/202411,619,517-699,04520,7413,512,774N/A
3/31/20248,266,415-1,082,69368,4992,556,503N/A
12/31/20235,484,544-1,561,217183,2731,774,199N/A
9/30/20234,117,211144,18543,6891,270,456N/A
6/30/20233,386,133301,660123,0881,034,110N/A
3/31/20232,945,340321,020184,018879,675N/A
12/31/20222,526,466289,057204,532736,660N/A
9/30/20222,151,285236,426233,447632,068N/A
6/30/20221,762,291167,030198,165522,591N/A
3/31/20221,482,19428,926184,605459,395N/A
12/31/20211,315,633257165,213400,014N/A
9/30/20211,091,79419,652169,187360,715N/A
6/30/2021911,721-38,314166,572303,918N/A
3/31/2021729,406-77,927133,795243,511N/A
12/31/2020692,514-69,64994,600209,216N/A
9/30/2020688,623-124,36086,320214,791N/A
6/30/2020695,587-101,62071,325226,351N/A
3/31/2020722,358-19,67453,987233,452N/A
12/31/2019678,595-34,071N/A217,137N/A
9/30/2019617,460-6,245N/A187,505N/A
6/30/2019558,19919,684N/A159,408N/A
3/31/2019490,90424,361N/A146,272N/A
12/31/2018435,82038,613N/A125,058N/A
9/30/2018359,65933,273N/A102,035N/A
6/30/2018304,50520,163N/A83,377N/A
3/31/2018271,63318,382N/A68,750N/A
12/31/2017252,81312,340N/A71,974N/A
9/30/2017237,7572,051N/A66,208N/A
6/30/2017227,572-28,253N/A69,377N/A
3/31/2017220,169-29,208N/A63,008N/A
12/31/2016210,100-28,237N/A49,183N/A
9/30/2016196,488-31,653N/A43,849N/A
6/30/2016180,695408N/A36,910N/A
3/31/2016167,9393,448N/A40,298N/A
12/31/2015156,1364,579N/A41,404N/A
9/30/2015152,9297,657N/A41,475N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: YPFD devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 8.9% ).

Bénéfices vs marché: YPFD devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.

Croissance élevée des bénéfices: YPFD devrait devenir rentable dans les 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de YPFD ( 6.2% par an) devrait croître plus lentement que le marché de AR ( 13.8% par an).

Croissance élevée des revenus: Le chiffre d'affaires de YPFD ( 6.2% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de YPFD devrait être élevé dans 3 ans

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/10 16:54
Cours de l'action en fin de journée2026/07/08 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

YPF Sociedad Anónima est couverte par 18 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Matias CattaruzziAdCap Securities Argentina S.A.
Leonardo MarcondesBofA Global Research
Vicente Falanga NetoBradesco S.A. Corretora de Títulos e Valores Mobiliários