YPF Sociedad Anónima

Report azionario BASE:YPFD

Capitalizzazione di mercato: AR$30.6t

YPF Sociedad Anónima Crescita futura

Criteri Future verificati 3/6

Si prevede che YPF Sociedad Anónima aumenterà gli utili e i ricavi rispettivamente del 27.8% e 5.4% all'anno, mentre si prevede che l'EPS crescerà del 12.2% all'anno.

Informazioni chiave

27.8%

Tasso di crescita degli utili

12.21%

Tasso di crescita dell'EPS

Oil and Gas crescita degli utili-0.7%
Tasso di crescita dei ricavi5.4%
Rendimento futuro del capitale proprion/a
Copertura analitica

Good

Ultimo aggiornamento11 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Aug 09

YPFD: Higher Revenue Outlook Will Be Outweighed By Compressed Future Earnings Multiple

Analysts lifted their fair value estimate for YPF Sociedad Anónima to ARS1,043.19, supported by a higher ARS48 price target from recent Street research that reflects updated assumptions on revenue growth, profit margins and the stock's future P/E. What's in the News Transportadora de Gas del Sur S.A. executed commercial agreements for the Integrated NGLs Project with YPF Sociedad Anónima, Pluspetrol entities and Chevron Argentina.
Aggiornamento narrativa • Jul 26

YPFD: Higher Revenue Assumptions Will Temper Neutral Street Views On Execution

Analysts have lifted the fair value estimate for YPF Sociedad Anónima to ARS 81,000 from ARS 71,000, citing updated assumptions for revenue growth, profit margin, and future P/E in line with recent Street price target increases. Analyst Commentary Recent price target updates for YPF Sociedad Anónima highlight a mixed tone, with some analysts adjusting fair value assumptions but maintaining neutral stances.
Aggiornamento narrativa • Jul 12

YPFD: Higher UBS Price Assumptions Will Support Future Earnings Repricing

Analysts have raised their fair value estimate for YPF Sociedad Anónima from ARS 109,461 to ARS 127,958, reflecting updated views on discount rates, revenue growth, profit margin, and future P/E after a recent series of price target increases cited in Street research. Analyst Commentary Recent Street research on YPF Sociedad Anónima points to a more constructive tone, with higher price targets reflecting updated assumptions on valuation and earnings power.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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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Nuova narrativa • 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.

Previsioni di crescita degli utili e dei ricavi

BASE:YPFD - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202821,3142,9141,3616,47511
12/31/202720,1522,3738345,85411
12/31/202620,8852,3311,1737,50511
6/30/202617,9588372,2696,616N/A
3/31/202618,325-3341,1215,940N/A
12/31/202516,017-750294,467N/A
9/30/202515,558-380-2343,980N/A
6/30/202516,759936-2934,471N/A
3/31/202517,8581,417-1295,049N/A
12/31/202417,3652,0162075,433N/A
9/30/202415,6997851524,780N/A
6/30/202412,748-767233,854N/A
3/31/20249,643-1,263802,982N/A
12/31/20236,784-1,9312272,195N/A
9/30/202311,7654121253,630N/A
6/30/202313,1891,1754794,028N/A
3/31/202314,0931,5368814,209N/A
12/31/202214,2941,6351,1574,168N/A
9/30/202214,6041,6051,5854,291N/A
6/30/202214,0731,3341,5824,173N/A
3/31/202213,3532611,6634,139N/A
12/31/202112,81131,6093,895N/A
9/30/202111,0581991,7143,653N/A
6/30/20219,526-4001,7403,175N/A
3/31/20217,930-8471,4552,647N/A
12/31/20208,236-8281,1252,488N/A
9/30/20209,040-1,6331,1332,820N/A
6/30/20209,873-1,4421,0123,213N/A
3/31/202011,232-306N/A3,630N/A
12/31/201911,334-569N/A3,627N/A
9/30/201910,721-108N/A3,256N/A
6/30/201913,139463N/A3,752N/A
3/31/201911,320562N/A3,373N/A
12/31/201811,5751,025N/A3,321N/A
9/30/20188,711806N/A2,471N/A
6/30/201810,525697N/A2,882N/A
3/31/201813,504914N/A3,418N/A
12/31/201713,582663N/A3,867N/A
9/30/201713,750119N/A3,829N/A
6/30/201713,691-1,700N/A4,174N/A
3/31/201714,308-1,898N/A4,095N/A
12/31/201613,250-1,781N/A3,102N/A
9/30/201612,882-2,075N/A2,875N/A
6/30/201612,10027N/A2,472N/A
3/31/201611,485236N/A2,756N/A
12/31/201512,059354N/A3,198N/A
9/30/201516,235813N/A4,403N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di YPFD ( 27.8% all'anno) è superiore al tasso di risparmio ( 9% ).

Guadagni vs Mercato: Si prevede che gli utili di YPFD ( 27.8% all'anno) cresceranno più rapidamente del mercato AR ( 23.3% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di YPFD cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di YPFD ( 5.4% all'anno) crescerà più lentamente rispetto al mercato AR ( 12.8% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di YPFD ( 5.4% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di YPFD è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/12 01:25
Prezzo dell'azione a fine giornata2026/08/12 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

YPF Sociedad Anónima è coperta da 18 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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