Pampa Energía S.A.

BASE:PAMP 株式レポート

時価総額：AR$6.9t

Pampa Energía 将来の成長

Future 基準チェック /36

Pampa Energía利益と収益がそれぞれ年間23.1%と14.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.3% 30.1%なると予測されています。

主要情報

23.1%

収益成長率

30.10%

EPS成長率

Electric Utilities 収益成長9.9%
収益成長率14.5%
将来の株主資本利益率15.27%
アナリストカバレッジ

Good

最終更新日17 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jun 15

PAMP: Higher Fair Value Will Reflect Lower Risk And Richer Earnings Multiple

Analysts have lifted their fair value estimate for Pampa Energía to ARS 6,200 from ARS 5,400, supported by updated models that reflect a lower discount rate, adjusted revenue growth assumptions, slightly higher profit margins, and a higher future P/E multiple in line with the latest Street research price target change. What's in the News No recent company specific news items were provided in the available sources.
ナラティブの更新 • Jun 01

PAMP: Rincon De Aranda Crude Upside Will Drive Future Repricing

Analysts have lifted their price targets on Pampa Energía, with recent updates pointing to ARS 97.00 to ARS 101.50. These changes are supported by a refreshed company model, a higher assumed revenue growth outlook alongside a lower profit margin input, a slightly higher future P/E, and growing confidence in the value of its assets and crude-focused investments.
ナラティブの更新 • May 16

PAMP: Rincon De Aranda Crude Upside And Buyback Activity Will Support Repricing

Analysts have lifted their price target on Pampa Energía to ARS 7,400 from ARS 7,400. This reflects updated views on revenue growth, margins, discount rate and P/E assumptions, supported by recent research that highlights the company's asset quality, disciplined investment approach and potential upside from crude-focused projects such as Rincon de Aranda, alongside any improvement in Argentina's macro backdrop.
ナラティブの更新 • May 01

PAMP: Rincon De Aranda Crude Exposure Will Drive Future Upside Potential

Analysts have lifted their ARS price target for Pampa Energía, citing stronger expected profit margins, a lower future P/E, and confidence in the quality of its assets and Rincon de Aranda crude investments as key drivers of the change. Analyst Commentary Recent Street research highlights a more constructive tone around Pampa Energía, with bullish analysts pointing to asset quality, disciplined capital allocation, and crude exposure at Rincon de Aranda as key parts of the investment case.
ナラティブの更新 • Apr 16

PAMP: Future Upside Will Be Driven By Rincon De Aranda Crude Exposure

Analysts have raised their ARS price target for Pampa Energía, citing a more supportive view on valuation linked to its Rincon de Aranda crude exposure and its disciplined investment approach. Analyst Commentary Bullish Takeaways Bullish analysts point to the move in the target to $97 from $88 as a reflection of stronger conviction in how the current valuation lines up with the quality of Pampa Energía's asset base.
ナラティブの更新 • Apr 02

PAMP: Rincon De Aranda Exposure Will Drive Future Upside Potential

Analysts have raised their ARS price target on Pampa Energía, citing confidence in the quality of its assets, its investment discipline, and potential upside tied to higher crude oil assumptions and exposure to the Rincon de Aranda field, along with possible support from any improvement in Argentina's macroeconomic environment. Analyst Commentary Recent Street research reflects a more constructive stance on Pampa Energía, with bullish analysts signaling greater confidence in the company’s ability to execute on its asset base and investment plans.
ナラティブの更新 • Mar 19

PAMP: Future Returns Will Be Driven By Crude Projects And Buybacks

Analysts have lifted their fair value estimate for Pampa Energía from ARS 6,149.67 to ARS 6,183.00, pointing to stronger perceived asset quality, disciplined investment, and potential upside from crude-focused projects such as Rincon de Aranda. Analyst Commentary Bullish Takeaways Bullish analysts point to the raised price target of US$97 from US$88 as a reflection of confidence in how Pampa Energía is managing its asset base and capital allocation.
ナラティブの更新 • Mar 04

PAMP: Future Returns Will Reflect Buybacks And Improved Margin And Risk Outlook

Analysts now see fair value for Pampa Energía at ARS 6,149.67, up from ARS 5,747.17, citing updated assumptions around revenue growth, profit margins, and a lower discount rate that also indicate a reduced future P/E estimate. What's in the News Pampa Energía completed a share buyback tranche between September 8, 2025 and March 2, 2026, repurchasing 830,000 shares for $168.8 million.
ナラティブの更新 • Feb 17

PAMP: Power And Gas Integration Will Drive Future Upside Potential

Analysts have held their ARS 7,400 price target for Pampa Energía, with the latest update reflecting slightly lower assumed revenue growth, a higher profit margin outlook, and a reduced discount rate that together support the same fair value under revised P/E expectations. Valuation Changes Fair Value: ARS 7,400 remains unchanged, indicating the overall target valuation is the same under the revised assumptions.
ナラティブの更新 • Feb 03

PAMP: Fair Value View Will Reflect Higher Margins And Revised Cash Flow Assumptions

Analysts have revised their fair value estimate for Pampa Energía from $3,400 to $5,400, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple as key drivers of the change. Valuation Changes Fair Value Estimate was raised from ARS 3,400 to ARS 5,400, reflecting the updated model assumptions.
ナラティブの更新 • Jan 20

PAMP: Power And Gas Integration Will Drive Future Upside Potential

Analysts have lifted their fair value estimate for Pampa Energía from $4,800 to $7,400, citing updated assumptions that reflect recent research highlighting expected benefits from changes in its power generation business and improved monetization of its gas upstream operations. Analyst Commentary Recent Street research highlights a more constructive view on Pampa Energía, with bullish analysts revisiting their models and aligning valuation work with updated expectations for the power and gas businesses.
ナラティブの更新 • Jan 06

PAMP: Future Returns Will Reflect Integrated Power And Gas Monetization Potential

Analysts have raised their price target on Pampa Energía, increasing their fair value estimate from $5,016.50 to approximately $5,747.17. They cited updated expectations related to changes in power generation and the potential monetization of its gas upstream and integrated businesses.
ナラティブの更新 • Dec 14

PAMP: Future Returns Will Reflect Power Reforms And Gas Integration Benefits

Analysts have raised their price target on Pampa Energía from $92 to $113 per share, citing expectations for significant benefits from changes in the power generation business and improved monetization and integration of the company's gas upstream operations. Analyst Commentary Recent research updates highlight a more constructive stance on Pampa Energía, with higher price targets reflecting improved visibility on earnings growth and cash flow generation from both power and gas operations.
ナラティブの更新 • Nov 28

PAMP: Future Performance Will Reflect Gains From Power-Gas Business Integration

Analysts have raised their price target for Pampa Energía from $92 to $113, citing anticipated gains from improvements in its power generation and gas upstream integration businesses. Analyst Commentary Recent analyst upgrades reflect a shift in sentiment around Pampa Energía, with expectations that operational improvements and business integration will support ongoing growth and value creation.
ナラティブの更新 • Nov 14

PAMP: Future Earnings Will Depend On Power-Gas Integration Execution Success

Analysts have raised their price target for Pampa Energía from $92 to $113. They cite expected benefits from improvements in the company’s power generation and gas monetization businesses.
ナラティブの更新 • Oct 31

PAMP: Softer Revenue And Margin Outlook Will Limit Future Upside

Narrative Update: Analyst Price Target Change for Pampa Energía Analysts have lowered their price target for Pampa Energía from $4,139.83 to $4,083.17, reflecting cautious sentiment in light of slightly softer revenue growth and profit margin forecasts. Valuation Changes Fair Value: Decreased slightly from ARS 4,139.83 to ARS 4,083.17.
ナラティブの更新 • Oct 17

Rincón De Aranda Shale And Renewables Will Redefine Energy Landscape

Narrative Update on Pampa Energía Analysts have maintained their price target for Pampa Energía at $4,139.83, citing steady forecasts for revenue growth and profit margins. They also noted only a slight rise in future price-to-earnings expectations.
ナラティブの更新 • Oct 03

Rincón De Aranda Shale And Renewables Will Redefine Energy Landscape

Analysts have slightly raised their price target for Pampa Energía to $4,139.83. They cite modest improvements in revenue growth forecasts, even though there is a minor decline in projected profit margins.
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新しいナラティブ • Jan 19

PEPE VI Wind Expansion And LNG Project Will Expand Future Energy Capacity

Renewable energy and LNG projects could significantly boost future revenues and earnings through increased capacity and export opportunities.

業績と収益の成長予測

BASE:PAMP - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20283,2058005601,3438
12/31/20272,956667509919
12/31/20262,492481-24189910
3/31/20262,157438-632455N/A
12/31/20251,998377-206778N/A
9/30/20251,926322-200639N/A
6/30/20251,875445-107518N/A
3/31/20251,97656431538N/A
12/31/20241,876619-12435N/A
9/30/20242,815692-227730N/A
6/30/20242,420593-364556N/A
3/31/20242,028531-306521N/A
12/31/20231,732302-163575N/A
9/30/20232,339677158836N/A
6/30/20232,198653185815N/A
3/31/20232,020535165714N/A
12/31/20221,829456193619N/A
9/30/20221,949435313694N/A
6/30/20221,814360350665N/A
3/31/20221,646417450703N/A
12/31/20211,508348524729N/A
9/30/20211,580436689870N/A
6/30/20211,377373692826N/A
3/31/20211,188253638749N/A
12/31/20201,073225570693N/A
9/30/2020596194744989N/A
6/30/2020863197554869N/A
3/31/20201,162395470860N/A
12/31/20191,340495N/A802N/A
9/30/20192,333743N/A607N/A
6/30/20192,848726N/A722N/A
3/31/20192,578176N/A572N/A
12/31/20181,43628N/A610N/A
9/30/20183,190106N/A552N/A
6/30/20183,936323N/A782N/A
3/31/20184,901766N/A1,103N/A
12/31/20174,406682N/A894N/A
9/30/20172,490215N/A549N/A
6/30/20172,37896N/A389N/A
3/31/20172,08160N/A328N/A
12/31/20161,584-5N/A375N/A
9/30/20161,31670N/A242N/A
6/30/2016809137N/A278N/A
3/31/2016661189N/A269N/A
12/31/2015549237N/A337N/A
9/30/2015741184N/A401N/A
6/30/2015737197N/A362N/A

アナリストによる今後の成長予測

収入対貯蓄率: PAMPの予測収益成長率 (年間23.1% ) は 貯蓄率 ( 8.9% ) を上回っています。

収益対市場: PAMPの収益 ( 23.1% ) AR市場 ( 34.7% ) よりも低い成長が予測されています。

高成長収益: PAMPの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: PAMPの収益 ( 14.5% ) AR市場 ( 14.1% ) よりも速いペースで成長すると予測されています。

高い収益成長: PAMPの収益 ( 14.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: PAMPの 自己資本利益率 は、3年後には低くなると予測されています ( 15.3 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/23 12:01
終値2026/06/23 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Pampa Energía S.A. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Matias CattaruzziAdCap Securities Argentina S.A.
Gustavo FariaBofA Global Research
Daniel GuardiolaBTG Pactual