Repsol Croissance future
Future contrôle des critères 1/6
Repsol devrait augmenter ses bénéfices et son chiffre d'affaires de 2.5% et de 8% par an respectivement. Le BPA devrait croître de de 7.3% par an. Le rendement des capitaux propres devrait être 10.4% dans 3 ans.
Informations clés
2.5%
Taux de croissance des bénéfices
7.28%
Taux de croissance du BPA
| Oil and Gas croissance des bénéfices | 6.7% |
| Taux de croissance des recettes | 8.0% |
| Rendement futur des capitaux propres | 10.43% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 23 Jun 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • Jun 17
REP: Venezuela And Libya Upstream Deals Will Drive Future Repricing
The updated Repsol analyst price target of €31.40, compared with the prior €20.00 level, reflects analysts' recent series of target increases and upgrades, including moves by several major banks who point to revised assumptions on revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research on Repsol has been mixed, but the pattern of upgrades and higher price objectives from several large banks helps explain why the current analyst price target sits well above earlier levels.Article d’analyse • Jun 17
Repsol (BME:REP) Stock Could Be 11.3% Undervalued After Libya Offshore Deal
Repsol stock in focus after Libya offshore exploration deal Repsol (BME:REP) is back on investors’ radar after signing a production sharing agreement with MOL Group and Türkiye Petrolleri A.O. to explore the offshore O7 block in Libya’s Mediterranean waters. Acting as operator with a 40% stake, Repsol plans seismic surveys and one exploration well. This adds a fresh upstream project to a business that spans exploration, refining, low carbon power generation and customer energy services. See...
Mise à jour du récit • Jun 03
REP: Venezuelan And Alaska Oil Moves With Mixed Ratings Will Shape Shares
Analysts have nudged their fair value estimate for Repsol up from €24.03 to €24.55, reflecting recent price target increases and upgrades that highlight expectations for changes in revenue growth, a higher future P/E multiple, and adjustments to margins and discount rates in their models. Analyst Commentary Recent research on Repsol shows a mix of upgrades, downgrades, and price target revisions that leaves the stock with both supportive and cautious voices around valuation and execution.
Mise à jour du récit • May 14
REP: Venezuela Oil Exposure Will Pressure Future Cash Flow And Margins
The analyst fair value estimate for Repsol has increased from about €13.61 to roughly €16.91, reflecting a series of recent price target revisions as analysts incorporate updated views on revenue growth, margins, and valuation, including higher assumed future P/E multiples. Analyst Commentary Recent Street research on Repsol shows a mix of upgraded views and renewed caution.Article d’analyse • May 01
Upgrade: Analysts Just Made A Massive Increase To Their Repsol, S.A. (BME:REP) Forecasts
Celebrations may be in order for Repsol, S.A. ( BME:REP ) shareholders, with the analysts delivering a significant...Mise à jour du récit • Apr 30
REP: Venezuelan Deals And Mixed Ratings Will Shape Fairly Valued Shares
The analyst fair value estimate for Repsol has increased to €24.03 from €19.92, with analysts citing updated views on revenue growth, profit margins, and future P/E expectations following a wave of recent target changes and rating shifts across major banks. Analyst Commentary Recent research on Repsol shows a mix of optimism and caution, with several firms adjusting price targets and ratings in quick succession.Mise à jour du récit • Apr 15
REP: Venezuela Exposure Will Drive Future Cash Flow And Margin Downside Risk
The analyst price target for Repsol has been adjusted higher to €13.61 from €13.30, with analysts citing updated price targets across the broker community, along with small shifts in the discount rate, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on Repsol shows a mix of upgrades and downgrades, with price targets being moved both higher and lower.Mise à jour du récit • Apr 01
REP: Venezuela Exposure And Refining Uncertainty Will Drive Future Downside Risk
Analysts have lifted the average price target for Repsol by several euros into the high teens to low €20s range, pointing to updated models that reflect lower discount rates, modestly higher revenue growth assumptions, and supportive sector research on refining margins and valuation for integrated energy names. Analyst Commentary Recent research has pulled Repsol into sharper focus, with several major banks updating ratings and targets as they refresh models and sector views.Mise à jour du récit • Mar 18
REP: Venezuelan Exposure Will Tighten Future Risk Profile For Richly Priced Shares
Repsol's analyst fair value has increased from €17.42 to €19.92 as analysts highlight higher price targets across the Street, citing sustained refining margins, stronger free cash flow and broad valuation support for integrated energy names. Analyst Commentary Recent research points to a clear reset in expectations for Repsol, with several firms lifting price targets into a €18 to €25 range and reassessing ratings as their models are updated and sector views evolve.Mise à jour du récit • Mar 04
REP: Venezuela Exposure Will Shape Future Risk Profile For Overvalued Shares
Analysts have nudged their price expectations for Repsol higher, with the updated fair value estimate moving from about €16.45 to roughly €17.42. This adjustment is supported by recent target increases from several banks highlighting valuation support for integrated energy names.Mise à jour du récit • Feb 18
REP: Venezuela Exposure And Upstream Optionality Will Drive Future Repricing
Analysts have trimmed their average price target on Repsol to €19 from €20, citing a slightly lower assumed discount rate and P/E, along with updated views on revenue growth and profitability. Analyst Commentary Recent research has highlighted a mix of caution and optimism around Repsol, with some high profile houses adjusting their views in different directions.Mise à jour du récit • Feb 03
REP: Upstream Liquidity Event And Reverse Merger Optionality Will Drive Repricing
Analysts have lifted their fair value estimate for Repsol to €20.00 from €17.73, reflecting updated assumptions on discount rate, revenue growth, margins and future P/E, even as recent research has included both downgrades and an upgrade following model roll forwards. Analyst Commentary Street research on Repsol has been mixed in recent weeks, with several downgrades from large banks including JPMorgan and RBC Capital alongside at least one upgrade and higher price targets from bullish analysts.Mise à jour du récit • Jan 20
REP: Upstream Reverse Merger Talks Will Drive Future Downside Risk
Analysts have lifted their price expectations for Repsol, with our fair value estimate moving from €11.00 to €13.30. This reflects recent target raises to €16 and €19, as well as updated views on valuation, discount rates and longer term earnings multiples.Mise à jour du récit • Jan 06
REP: Upstream Merger Options And Refining Margin Risks Will Shape Outlook
Analysts have made a very small trim to their fair value estimate for Repsol to about €16.45. Recent Street research highlights a mix of more cautious views on refining margins and interest around potential corporate actions, which supported an increase in one published price target to €16 from €15.Mise à jour du récit • Dec 19
REP: Upstream Merger Talks And Refining Margins Will Shape Future Narrative
Analysts have nudged their blended price target for Repsol modestly higher to about EUR 16.45 from roughly EUR 16.20, reflecting slightly stronger long term revenue growth expectations, a marginally higher fair value estimate, and continued support from recent upward target revisions despite some caution on refining margins. Analyst Commentary Analyst views on Repsol remain mixed, with incremental target hikes balanced by growing concerns around the sustainability of current refining profitability and broader upstream strategy uncertainty.Mise à jour du récit • Dec 05
REP: Upstream Merger Talks And Renewable Fuels Expansion Will Shape Near-Term Outlook
The analyst price target for Repsol has been nudged higher to EUR 16.20 from about EUR 15.98 as analysts factor in modestly stronger long term revenue growth, a slightly higher fair value estimate, and supportive sector views reflected in recent target increases, even as some see limited upside at current valuation levels. Analyst Commentary Street research on Repsol has been mixed, with recent notes highlighting both constructive and more cautious elements around growth prospects, capital allocation, and valuation.Article d’analyse • Dec 03
There's Been No Shortage Of Growth Recently For Repsol's (BME:REP) Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Mise à jour du récit • Nov 20
REP: Potential Upstream Merger And Renewable Projects Will Determine Near-Term Outlook
Analysts have slightly increased their fair value estimate for Repsol to €15.98 from €15.77. They cite a modest outlook adjustment that reflects updated price targets and tempered revenue growth expectations.Article d’analyse • Nov 07
Repsol's (BME:REP) Soft Earnings Are Actually Better Than They Appear
The market for Repsol, S.A.'s ( BME:REP ) shares didn't move much after it posted weak earnings recently. We did some...Mise à jour du récit • Nov 06
REP: Future Profit Margins And Renewable Supply Agreements Will Shape Outlook
Analysts have raised their price target for Repsol from €15.27 to €15.77, citing a modest improvement in profit margins and a more favorable industry outlook as the primary drivers for the upward revision. Analyst Commentary Recent street research highlights a mix of optimism and caution among analysts regarding Repsol's outlook and valuation.Mise à jour du récit • Oct 23
Analysts React to Repsol’s Upward Valuation as Renewable Fuel Strategy Gains Momentum
Repsol's fair value estimate has been raised modestly from €15.08 to €15.27 per share. Analysts cite improving profit margins and stronger revenue growth, partially offset by expectations for moderated refining spreads.Mise à jour du récit • Oct 09
Renewable Energy Expansion Will Unlock Future Value
Analysts have raised their price target for Repsol from €14.45 to €15.08. They cite improved revenue growth, higher profit margins, and sector trends favoring companies with strong diesel exposure as key reasons for this change.Mise à jour du récit • Sep 25
Renewable Energy Expansion Will Unlock Future Value
Repsol’s price target was raised to €14.45 as analysts cite improving oil prices, stronger refining margins, and enhanced shareholder returns supporting higher valuations. Analyst Commentary Bullish analysts cite Repsol's strong leverage to diesel markets as a key differentiator, particularly amid a strengthening oil price environment.Mise à jour du récit • Aug 30
Renewable Energy Expansion Will Unlock Future Value
Analysts have raised Repsol’s price target to €14.28, citing strong diesel refining leverage, resilience to higher oil prices, and sector leadership, supporting a more bullish outlook. Analyst Commentary Bullish analysts highlight Repsol’s strong leverage to diesel refining, positioning it as a hedge against rising oil prices.Article d’analyse • Aug 18
Why Investors Shouldn't Be Surprised By Repsol, S.A.'s (BME:REP) Low P/S
You may think that with a price-to-sales (or "P/S") ratio of 0.3x Repsol, S.A. ( BME:REP ) is a stock worth checking...
Nouveau récit • Nov 10
Balancing High-Margin Ambitions Against Shrinking Margins And Geopolitical Risks
Focus on high-margin, lower-emission projects and strategic CapEx management could enhance cash flows, margins, and net earnings.Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 63,582 | 3,154 | 2,721 | 6,399 | 8 |
| 12/31/2027 | 64,444 | 3,258 | 2,824 | 6,467 | 9 |
| 12/31/2026 | 70,277 | 3,858 | 3,525 | 6,922 | 9 |
| 3/31/2026 | 49,559 | 2,395 | 1,605 | 5,383 | N/A |
| 12/31/2025 | 48,349 | 1,832 | 1,619 | 5,365 | N/A |
| 9/30/2025 | 48,906 | 1,081 | 1,816 | 5,461 | N/A |
| 6/30/2025 | 49,402 | 673 | 1,515 | 5,493 | N/A |
| 3/31/2025 | 50,609 | 1,093 | 408 | 4,749 | N/A |
| 12/31/2024 | 51,387 | 1,696 | -141 | 4,965 | N/A |
| 9/30/2024 | 52,678 | 2,115 | 338 | 5,498 | N/A |
| 6/30/2024 | 54,579 | 3,314 | 331 | 5,315 | N/A |
| 3/31/2024 | 52,931 | 2,965 | 1,520 | 6,143 | N/A |
| 12/31/2023 | 53,118 | 3,108 | 2,222 | 6,511 | N/A |
| 9/30/2023 | 54,125 | 3,754 | 2,409 | 6,796 | N/A |
| 6/30/2023 | 59,422 | 3,072 | 4,547 | 8,754 | N/A |
| 3/31/2023 | 67,330 | 3,911 | 4,911 | 8,735 | N/A |
| 12/31/2022 | 69,291 | 4,191 | 4,297 | 7,832 | N/A |
| 9/30/2022 | 69,500 | 3,722 | 4,364 | 7,270 | N/A |
| 6/30/2022 | 61,970 | 3,777 | 3,006 | 5,469 | N/A |
| 3/31/2022 | 51,797 | 3,183 | 2,406 | 4,567 | N/A |
| 12/31/2021 | 44,529 | 2,439 | 2,775 | 4,677 | N/A |
| 9/30/2021 | 37,752 | 1,174 | 2,161 | 3,817 | N/A |
| 6/30/2021 | 32,476 | 367 | 2,071 | 3,661 | N/A |
| 3/31/2021 | 27,758 | -2,216 | 1,571 | 3,239 | N/A |
| 12/31/2020 | 28,249 | -3,343 | 852 | 2,738 | N/A |
| 9/30/2020 | 30,123 | -7,892 | 775 | 3,476 | N/A |
| 6/30/2020 | 34,208 | -7,465 | 556 | 3,594 | N/A |
| 3/31/2020 | 40,912 | -4,940 | 1,087 | 4,402 | N/A |
| 12/31/2019 | 42,478 | -3,845 | N/A | 4,849 | N/A |
| 9/30/2019 | 43,911 | 1,607 | N/A | 4,867 | N/A |
| 6/30/2019 | 45,014 | 1,899 | N/A | 5,082 | N/A |
| 3/31/2019 | 44,686 | 1,974 | N/A | 4,561 | N/A |
| 12/31/2018 | 43,578 | 1,900 | N/A | 4,579 | N/A |
| 9/30/2018 | 41,782 | 2,153 | N/A | 4,664 | N/A |
| 6/30/2018 | 38,552 | 2,000 | N/A | 4,400 | N/A |
| 3/31/2018 | 36,252 | 1,731 | N/A | 5,213 | N/A |
| 12/31/2017 | 35,358 | 1,818 | N/A | 5,113 | N/A |
| 9/30/2017 | 34,108 | 1,712 | N/A | 4,916 | N/A |
| 6/30/2017 | 32,984 | 1,715 | N/A | 4,371 | N/A |
| 3/31/2017 | 30,894 | 1,596 | N/A | 3,667 | N/A |
| 12/31/2016 | 28,440 | 1,409 | N/A | 3,890 | N/A |
| 9/30/2016 | 27,883 | -1,138 | N/A | 4,449 | N/A |
| 6/30/2016 | 29,172 | -1,841 | N/A | 5,239 | N/A |
| 3/31/2016 | 31,869 | -1,754 | N/A | 4,744 | N/A |
| 12/31/2015 | 33,532 | -1,420 | N/A | 4,936 | N/A |
| 9/30/2015 | 34,125 | 453 | N/A | 3,784 | N/A |
| 6/30/2015 | 36,175 | 1,001 | N/A | 3,700 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de REP ( 2.5% par an) est inférieure au taux d'épargne ( 2.7% ).
Bénéfices vs marché: Les bénéfices de REP ( 2.5% par an) devraient croître plus lentement que le marché Spanish ( 11.4% par an).
Croissance élevée des bénéfices: Les bénéfices de REP devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de REP ( 8% par an) devrait croître plus rapidement que le marché Spanish ( 6.6% par an).
Croissance élevée des revenus: Le chiffre d'affaires de REP ( 8% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de REP devrait être faible dans 3 ans ( 10.4 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/24 12:28 |
| Cours de l'action en fin de journée | 2026/06/24 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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
Repsol, S.A. est couverte par 47 analystes. 21 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.
| Analyste | Institution |
|---|---|
| null null | Banco de Sabadell. S.A. |
| Virginia Romero | Banco de Sabadell. S.A. |
| Alejandro Vigil | Banco Santander |