Santos (STO) Panoramica del titolo
Santos Limited esplora, sviluppa, produce, trasporta e commercializza idrocarburi in Australia e Papua Nuova Guinea. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 2/6 |
STO Community Fair Values
Create NarrativeSee what 136 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
AU$8.89
FV
9.8% sottovalutato sconto intrinseco11.10%
Revenue growth p.a.
238
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
Concorrenti di Santos Limited
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | AU$8.02 |
| Massimo di 52 settimane | AU$8.19 |
| Minimo di 52 settimane | AU$5.81 |
| Beta | -0.13 |
| Variazione di 1 mese | 0.63% |
| Variazione a 3 mesi | 14.41% |
| Variazione di 1 anno | 31.91% |
| Variazione a 3 anni | 12.01% |
| Variazione a 5 anni | 13.76% |
| Variazione dall'IPO | 174.66% |
Notizie e aggiornamenti recenti
STO: Future Upside Will Rely On Low Costs And Papua LNG Progress
Analysts have nudged their price targets for Santos higher, with fair value moving from A$8.49 to A$8.56. This reflects updated assumptions around revenue growth, margins and production outlook tied to recent research that highlights Santos' low cost model and planned production expansion supported by progress at Papua LNG.STO: Future Returns Will Reflect Low Costs And Papua LNG Execution Risk
The analyst fair value estimate for Santos has shifted from A$7.95 to A$8.49. The change is linked to recent upgrades that highlight the company's low cost model and planned production growth as key supports for higher price targets around A$7.30 to A$7.50.STO: Future Returns Will Reflect Low Costs And Asset Review Execution Risk
Analysts have lifted their average price target for Santos to about A$7.95, up from roughly A$7.55, citing a solid in line result, expectations for more than 25% production growth by 2027 and a supportive low cost operating model, along with updated Street views that factor in more moderate assumptions for future commodity prices. Analyst Commentary Bullish Takeaways Bullish analysts point to Santos' low cost operating model as a key support for margins and cash generation potential, which they see as helping to underpin the higher A$7.30 to A$7.50 price targets.Recent updates
STO: Future Upside Will Rely On Low Costs And Papua LNG Progress
Analysts have nudged their price targets for Santos higher, with fair value moving from A$8.49 to A$8.56. This reflects updated assumptions around revenue growth, margins and production outlook tied to recent research that highlights Santos' low cost model and planned production expansion supported by progress at Papua LNG.STO: Future Returns Will Reflect Low Costs And Papua LNG Execution Risk
The analyst fair value estimate for Santos has shifted from A$7.95 to A$8.49. The change is linked to recent upgrades that highlight the company's low cost model and planned production growth as key supports for higher price targets around A$7.30 to A$7.50.STO: Future Returns Will Reflect Low Costs And Asset Review Execution Risk
Analysts have lifted their average price target for Santos to about A$7.95, up from roughly A$7.55, citing a solid in line result, expectations for more than 25% production growth by 2027 and a supportive low cost operating model, along with updated Street views that factor in more moderate assumptions for future commodity prices. Analyst Commentary Bullish Takeaways Bullish analysts point to Santos' low cost operating model as a key support for margins and cash generation potential, which they see as helping to underpin the higher A$7.30 to A$7.50 price targets.
Santos: Undervalued After Takeover Fallout
Santos (ASX: STO) experienced a sharp share price drop after the failed A$36 billion takeover by a consortium led by ADNOC. While the deal’s withdrawal removed a near-term premium, it highlighted the strategic value of Santos’ LNG and gas assets.STO: Future Returns Will Reflect Low Costs And Papua LNG Execution Risk
The analyst price target for Santos has moved from A$6.75 to A$7.50, with analysts pointing to a solid in line result, a low cost operating model, and expectations for production growth and Papua LNG progress as key supports for the higher fair value and slightly adjusted discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the move in price targets to A$7.30 to A$7.50 as better aligning the stock with their updated fair value assumptions after a solid in line result and a reaffirmed low cost operating model.STO: Future Returns Will Reflect Less Bearish 2026 Commodity Assumptions
Narrative Update on Santos Analysts have trimmed their Santos price target slightly to A$7.29 from A$7.38, reflecting updated views on fair value, discount rate and future P/E as they factor in expectations for 2026 oil and gas prices that are less bearish than broader consensus. Analyst Commentary Recent research has seen a shift in tone around Santos, with bullish analysts lifting their stance even while building in lower oil and gas price assumptions for 2026.STO: Future Share Momentum Will Reflect Less Bearish 2026 Commodity Assumptions
Analysts have trimmed their price target on Santos to about A$7.38 from roughly A$7.56, reflecting updated assumptions for slightly softer revenue growth and profit margins, along with a modestly higher expected future P/E. They still view the shares more positively relative to consensus expectations for oil and gas prices into 2026.STO: Future Share Momentum Will Reflect Firmer 2026 Pricing Expectations
Analysts have nudged their fair value estimate for Santos to A$7.56 from A$7.53, reflecting slightly higher assumptions for revenue growth, profit margins and future P/E, as some now expect oil and gas prices in 2026 to be less weak than broader forecasts. Analyst Commentary Bullish Takeaways Bullish analysts view the upgrade alongside a A$7.30 price target as support for the revised fair value, suggesting current assumptions on revenue growth, margins and P/E are within a range some investors may find reasonable.STO: Future Share Momentum Will Reflect Takeover Clarity And Rising Free Cash Flows
Analysts have trimmed their price target for Santos by A$0.29 to A$7.53, reflecting a slightly lower fair value and profit margin outlook, while also highlighting improving long term free cash flow prospects and a supportive valuation following the withdrawal of the XRG takeover proposal. Analyst Commentary Bullish Takeaways Bullish analysts see the withdrawal of the XRG takeover proposal as removing a key overhang, allowing the market to refocus on Santos fundamentals and intrinsic valuation support.STO: Share Momentum Expected As Takeover Uncertainty Ends And Cash Flows Improve
Analysts have slightly raised their price target for Santos from A$7.77 to A$7.82. They highlight an improved outlook following the withdrawal of the XRG consortium’s takeover bid and expectations for increased free cash flow as major projects advance.STO: Free Cash Flow Growth Expected As Key Projects Reach Completion
The analyst price target for Santos has increased slightly from A$7.76 to A$7.77. This reflects analysts' view that the withdrawal of a takeover proposal and expectations for improved cash flow from major projects support a higher valuation.STO: Focus Will Shift To Project Delivery Following Takeover Withdrawal
The analyst price target for Santos has been modestly reduced from A$7.88 to A$7.76. Analysts are factoring in adjusted expectations for revenue growth and profit margins following the withdrawal of the XRG takeover proposal and continued focus on future project execution.Barossa LNG And CCS Initiatives Will Drive Future Energy Transition
Analysts have trimmed their average price target for Santos from A$8.10 to A$7.88. This reflects more cautious assumptions on revenue growth and profit margins.Barossa LNG And CCS Initiatives Will Drive Future Energy Transition
Analysts have revised Santos' fair value estimate downward from A$8.37 to A$8.10. This change reflects updated expectations for stronger revenue growth and profit margins, along with sector valuation considerations after the XRG takeover proposal was withdrawn.Barossa LNG And CCS Initiatives Will Drive Future Energy Transition
Analysts have lowered Santos’s price target from A$8.51 to A$8.37 primarily due to concerns over risks to the completion of XRG's acquisition proposal. Analyst Commentary Bearish analysts cite potential risks to the completion of XRG's acquisition proposal as a reason for the downgrade and reduced price target.Securing Long-Term LNG Agreements Will Sustain Cash Flows Beyond 2029
Analysts have revised Santos’ price target upward to A$8.58, primarily reflecting concerns over risks to the XRG acquisition proposal, which has prompted a more cautious outlook. Analyst Commentary Concern over potential risks to XRG's acquisition proposal completing, leading to a more cautious outlook and lower price target.
Securing Long-Term LNG Agreements Will Sustain Cash Flows Beyond 2029
Santos's production is set to increase significantly with new projects, boosting revenue and lowering costs.Rendimenti per gli azionisti
| STO | AU Oil and Gas | AU Mercato | |
|---|---|---|---|
| 7D | 3.0% | 2.9% | -1.4% |
| 1Y | 31.9% | 51.1% | 6.2% |
Ritorno vs Industria: STO ha avuto una performance inferiore rispetto al Australian Oil and Gas che ha registrato un rendimento 51.1 % nell'ultimo anno.
Rendimento vs Mercato: STO ha superato il mercato Australian che ha restituito 6.2 % nell'ultimo anno.
Volatilità dei prezzi
| STO volatility | |
|---|---|
| STO Average Weekly Movement | 4.5% |
| Oil and Gas Industry Average Movement | 12.5% |
| Market Average Movement | 10.6% |
| 10% most volatile stocks in AU Market | 17.5% |
| 10% least volatile stocks in AU Market | 4.5% |
Prezzo delle azioni stabile: STO non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato Australian.
Volatilità nel tempo: La volatilità settimanale ( 4% ) di STO è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1954 | 4,028 | Kevin Gallagher | www.santos.com |
Santos Limited esplora, sviluppa, produce, trasporta e commercializza idrocarburi in Australia e Papua Nuova Guinea. Le attività della società sono situate in Alaska, nel bacino di Cooper, nel Queensland e nel Nuovo Galles del Sud, in Papua Nuova Guinea, nell'Australia settentrionale, a Timor-Leste e nell'Australia occidentale. L'azienda è anche impegnata nello sviluppo di tecnologie di decarbonizzazione.
Santos Limited Riepilogo dei fondamenti
| STO statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | AU$25.99b |
| Utili (TTM) | AU$1.13b |
| Ricavi(TTM) | AU$6.84b |
22.9x
Rapporto P/E3.8x
Rapporto P/SSTO è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| STO Conto economico (TTM) | |
|---|---|
| Ricavi | US$4.94b |
| Costo del fatturato | US$3.28b |
| Profitto lordo | US$1.66b |
| Altre spese | US$846.00m |
| Utili | US$818.00m |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 0.25 |
| Margine lordo | 33.69% |
| Margine di profitto netto | 16.56% |
| Rapporto debito/patrimonio netto | 38.8% |
Come si è comportato STO nel lungo periodo?
Vedi performance storica e confrontoDividendi
4.1%
Rendimento attuale del dividendo94%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/01 21:19 |
| Prezzo dell'azione a fine giornata | 2026/05/01 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 guide su come utilizzare i nostri report e 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
Santos Limited è coperta da 19 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.
| Analista | Istituzione |
|---|---|
| Dale Koenders | Barrenjoey Markets Pty Limited |
| NEIL BEVERIDGE | Bernstein |
| Matt Chalmers | BofA Global Research |