TotalEnergies SE

ENXTPA:TTE 株式レポート

時価総額：€151.9b

TotalEnergies 将来の成長

Future 基準チェック /16

TotalEnergies利益と収益がそれぞれ年間4%と1.7%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13.7% 7.3%なると予測されています。

主要情報

4.0%

収益成長率

7.27%

EPS成長率

Oil and Gas 収益成長4.3%
収益成長率1.7%
将来の株主資本利益率13.69%
アナリストカバレッジ

Good

最終更新日10 Jul 2026

今後の成長に関する最新情報

分析記事 • May 03

TotalEnergies SE Just Recorded A 9.5% EPS Beat: Here's What Analysts Are Forecasting Next

As you might know, TotalEnergies SE ( EPA:TTE ) just kicked off its latest quarterly results with some very strong...
分析記事 • Jul 27

Earnings Miss: TotalEnergies SE Missed EPS By 24% And Analysts Are Revising Their Forecasts

TotalEnergies SE ( EPA:TTE ) shareholders are probably feeling a little disappointed, since its shares fell 3.4% to...

Recent updates

ナラティブの更新 • Jun 30

TTE: Geopolitics And Mixed Energy Projects Will Steady Future Cash Flows

The analyst price target for TotalEnergies has been raised from €69.43 to €74.90, reflecting analysts' generally positive reassessments of the stock following multiple recent upgrades and higher targets from several firms. Analyst Commentary Recent research on TotalEnergies shows a mix of optimism and caution, with several firms adjusting price targets and ratings as they reassess the stock.
ナラティブの更新 • Jun 16

TTE: Renewables Expansion And LNG Repositioning Will Support Future Free Cash Flow

Analysts have lifted the TotalEnergies fair value estimate from €92.96 to €94.98, reflecting a series of recent price target increases and rating upgrades that point to higher modeled revenue growth assumptions, along with only modest adjustments to discount rate, profit margin, and future P/E inputs. Analyst Commentary Recent research on TotalEnergies points to a cluster of bullish analysts refining their models, with several raising price targets in both euro and dollar terms and others shifting to more positive ratings.
分析記事 • Jun 16

TotalEnergies (ENXTPA:TTE) Stock Valuation After Masdar Renewables Approval Draws Fresh Investor Attention

The European Commission's approval of TotalEnergies (ENXTPA:TTE) joint venture with Masdar for renewable projects across the Asia Pacific has put the stock in focus after a premarket move of more than 4%. See our latest analysis for TotalEnergies. Despite the premarket reaction to the Masdar joint venture approval, the stock is still trading at €73.0, with the share price down 7.22% over 30 days but up 30.12% year to date, while the 5 year total shareholder return of 145.06% points to strong...
ナラティブの更新 • Jun 02

TTE: Higher Oil Prices And Cash Returns Will Shape Bullish Outlook

Analysts have modestly lifted their TotalEnergies price target to around €89, citing a series of recent target increases across major firms that reflect updated oil and gas price assumptions and revised long term earnings estimates. Analyst Commentary Recent research suggests that opinion on TotalEnergies is skewed toward more constructive views, with several firms lifting price targets in both euros and US dollars and some upgrading their ratings on the stock.
ナラティブの更新 • May 18

TTE: Higher Oil Backdrop And Namibia Projects Will Shape Balanced Outlook

TotalEnergies' analyst fair value estimate has shifted from €73.45 to €85.46, as analysts factor in updated assumptions on revenue growth, profit margins, and future P/E, alongside a series of recent price target increases and upgrades across major banks. Analyst Commentary Recent research points to a generally constructive view on TotalEnergies, with several large banks adjusting price targets and ratings as they refresh oil and gas assumptions and factor in company specific drivers.
分析記事 • May 03

TotalEnergies SE Just Recorded A 9.5% EPS Beat: Here's What Analysts Are Forecasting Next

As you might know, TotalEnergies SE ( EPA:TTE ) just kicked off its latest quarterly results with some very strong...
ナラティブの更新 • May 01

TTE: Higher Geopolitical Oil Prices Will Eventually Pressure Cash Flows

The analyst price target for TotalEnergies has been raised from about €61.05 to roughly €69.43. Analysts point to updated views on margins, valuation multiples, and a series of recent target hikes and upgrades across major banks as key drivers of the change.
ナラティブの更新 • Apr 16

TTE: Higher Oil Price Assumptions Will Eventually Expose Earnings Downside Risk

Analysts have lifted the TotalEnergies fair value estimate from €52.28 to €61.05, reflecting a series of higher price targets across the Street and updated assumptions around discount rates, profit margins and future P/E expectations. Analyst Commentary Recent research on TotalEnergies clusters around higher price targets and, in some cases, rating upgrades, with several firms adjusting their models in response to revised oil and gas price assumptions and geopolitical risk.
ナラティブの更新 • Apr 02

TTE: Tighter Crude Balances Will Support Future Free Cash Flow Returns

The analyst fair value estimate for TotalEnergies has moved from €74.58 to €92.96, with analysts linking higher price targets to revised commodity price assumptions, updated forward models and expectations for stronger cash generation under tighter projected crude balances. Analyst Commentary Recent Street research on TotalEnergies has been active, with a series of fresh price targets and rating changes that reflect shifting views on commodity assumptions, valuation and cash generation potential.
ナラティブの更新 • Mar 19

TTE: Higher Oil Price Scenarios And Namibia Options Will Shape Outlook

TotalEnergies' analyst fair value estimate has shifted from €69.13 to €73.45, as analysts factor in higher oil and gas price assumptions, increased long term WTI forecasts, and what they describe as peer leading cash flow potential. Analyst Commentary Recent research updates on TotalEnergies show a wide range of opinions, with several bullish analysts lifting targets and ratings, while a smaller group turns more cautious on future oil market conditions and recent earnings quality.
ナラティブの更新 • Mar 05

TTE: Data Center Power Deals And Namibia Timeline Will Shape Outlook

Narrative Update on TotalEnergies The analyst price target for TotalEnergies has moved higher by about €2.40 to €69.13, with analysts pointing to stronger valuation support for integrated oil and gas names, higher Street targets clustered in the €62 to €75 range, and company specific drivers such as data center related demand and long life resources in Namibia. Analyst Commentary Recent Street research on TotalEnergies shows a wide range of opinions, with several bullish analysts lifting price targets and a few bearish analysts turning more cautious on execution and commodity exposure.
ナラティブの更新 • Feb 19

TTE: Data Center Demand And Namibia Options Will Shape Balanced Outlook

Analysts have lifted their implied fair value for TotalEnergies from about €63.30 to about €66.71. This reflects updated assumptions that include a slightly higher discount rate, lower revenue growth, stronger profit margins and a reduced future P/E, with recent target hikes and commentary on data center driven demand and long dated Namibia potential helping to support the change.
新しいナラティブ • Feb 12

This strategic transformation of TTE? Significant re-rating potential

The New Geopolitics of Energy in the Age of Digitalization and Artificial Intelligence Global energy markets are experiencing one of the most volatile and transformative periods in history, at the intersection of geopolitical risk premiums, trade protectionist tendencies, and fluctuating demand projections. By 2025, the world faces a reality where the gap between carbon neutrality targets and the need for uninterrupted energy is narrowing.
ナラティブの更新 • Feb 04

TTE: Bearish Crude Outlook Will Outweigh Refining And Trading Support

Analysts have nudged their fair value estimate for TotalEnergies higher to $52.28 from $50.90, citing recent Street research that includes several upward price target revisions, a slightly lower discount rate, modestly adjusted revenue growth assumptions, a small improvement in profit margin, and a higher future P/E multiple. Analyst Commentary Recent Street research on TotalEnergies shows a mix of views, with some bullish price target hikes sitting alongside more cautious moves that highlight potential risks around execution, growth, and valuation.
ナラティブの更新 • Jan 21

TTE: Refining Tailwinds Will Struggle To Offset Bearish Crude And LNG Risks

TotalEnergies' analyst price targets have generally moved higher, with recent adjustments in fair value to about $50.90 and a lower implied future P/E of roughly 9.88. Analysts point to resilient cash generation, refinery strength into 2026, and perceived valuation upside after models were rolled forward to 2027, partly offset by a modest trim from one firm.
ナラティブの更新 • Jan 07

TTE: Resilient Free Cash Flow Will Support Returns Despite Sector Headwinds

Analysts have trimmed their fair value estimate for TotalEnergies from about €76.19 to €74.58, reflecting slightly lower price targets alongside updated assumptions around discount rates, revenue growth, profit margins and future P/E. Analyst Commentary Recent Street research on TotalEnergies shows a mix of slightly lower and slightly higher price targets, with different views on how current market conditions and company fundamentals feed into valuation.
ナラティブの更新 • Dec 14

TTE: Free Cash Flow Strength Will Offset Softer Macro And LNG Project Uncertainty

The analyst price target for TotalEnergies has been raised by about $9 per share, as analysts highlight resilient free cash flow, solid headline growth, and ongoing structural cost savings that, in their view, support a higher valuation despite a softer macro backdrop. Analyst Commentary Recent Street research reflects a more nuanced view of TotalEnergies, with modest upward price target revisions offset by pockets of growing caution.
ナラティブの更新 • Nov 28

TTE: Future Cash Flow Strength And Sector Discipline Will Drive Shares Higher

The analyst price target for TotalEnergies has increased from $60.96 to $63.30. Analysts point to resilient cash flow generation, solid margins, and ongoing cost efficiencies despite mixed sector sentiment and revised growth forecasts.
ナラティブの更新 • Nov 13

TTE: Future Cash Flow Resilience And Industry Trends Will Shape Share Performance

Analysts have slightly reduced their fair value estimate for TotalEnergies to approximately $61 from about $63. They cite ongoing macroeconomic caution but highlight continued resilience in free cash flow generation and cost discipline.
ナラティブの更新 • Oct 30

TTE: Momentum Will Accelerate With LNG Project Approval And Sector Tailwinds Ahead

TotalEnergies' consensus analyst price target has seen a modest adjustment as recent updates, reflecting mixed sentiment on sector prospects and company strategy, have led to a broad recalibration of estimates. Some targets have been raised to $67 to $68 and EUR 61, while others have trimmed forecasts in response to cautious management guidance and shifting industry margins.
ナラティブの更新 • Oct 10

LNG And Renewables Will Drive Global Energy Transition

TotalEnergies’ analyst price target saw a modest increase, moving from $65 to $67. Analysts broadly adjusted their estimates upward, although they noted that current forecasts remain cautious given recent market and margin trends.
ナラティブの更新 • Sep 17

LNG And Renewables Will Drive Global Energy Transition

Amid robust operational results and positive medium-term refining margins tempered by lower sequential trading contributions and sector-wide adjustments, the consensus analyst price target for TotalEnergies was modestly reduced from €63.53 to €62.66. Analyst Commentary Recent results underscore TotalEnergies' operational strength among international oil companies, with a balanced combination of growth prospects, resource depth, and a focus on sustainable shareholder returns.
分析記事 • Sep 09

TotalEnergies SE (EPA:TTE) Might Not Be As Mispriced As It Looks

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider...
ナラティブの更新 • Aug 30

LNG And Renewables Will Drive Global Energy Transition

Analysts have modestly reduced their price target for TotalEnergies to €63.33, citing a mix of strong Q2 results and supportive refining margins offset by tempered refining upside and sector-wide reassessment, resulting in a slight downward revision to fair value. Analyst Commentary Bullish analysts cite TotalEnergies' strong second quarter IOC results, highlighting its growth potential, resource depth, and sustained shareholder returns as drivers for upward price target revisions.
分析記事 • Jul 27

Earnings Miss: TotalEnergies SE Missed EPS By 24% And Analysts Are Revising Their Forecasts

TotalEnergies SE ( EPA:TTE ) shareholders are probably feeling a little disappointed, since its shares fell 3.4% to...

業績と収益の成長予測

ENXTPA:TTE - 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
12/31/2028193,94419,00218,81933,13312
12/31/2027194,11620,04118,40833,29013
12/31/2026205,47123,09221,56433,35613
3/31/2026183,96115,08610,78928,141N/A
12/31/2025182,34413,12710,39027,343N/A
9/30/2025183,53414,17712,89929,379N/A
6/30/2025187,11912,78811,42328,201N/A
3/31/2025191,62613,88815,53731,248N/A
12/31/2024195,61015,75815,94530,854N/A
9/30/2024203,26016,86518,19234,497N/A
6/30/2024210,24421,24720,81936,822N/A
3/31/2024212,59521,54821,54137,715N/A
12/31/2023218,94521,38422,95740,679N/A
9/30/2023228,13319,58513,40430,147N/A
6/30/2023238,68219,53522,57838,499N/A
3/31/2023257,59321,13927,68244,883N/A
12/31/2022263,31020,52631,67747,367N/A
9/30/2022254,65523,09937,23753,370N/A
6/30/2022238,76321,11825,29741,162N/A
3/31/2022209,95117,63219,03932,429N/A
12/31/2021184,63416,03218,06730,410N/A
9/30/2021161,68411,08612,82624,463N/A
6/30/2021139,8316,64312,09823,174N/A
3/31/2021119,760-3,9328,29219,102N/A
12/31/2020119,704-7,2424,03914,803N/A
9/30/2020130,741-5,5334,78315,728N/A
6/30/2020146,062-2,9358,58519,583N/A
3/31/2020169,7028,19010,88522,355N/A
12/31/2019176,24911,267N/A24,685N/A
9/30/2019179,1769,799N/A28,726N/A
6/30/2019185,03810,956N/A26,256N/A
3/31/2019185,93811,921N/A26,251N/A
12/31/2018184,10611,446N/A24,703N/A
9/30/2018179,23611,335N/A22,678N/A
6/30/2018167,91810,102N/A21,305N/A
3/31/2018156,2988,418N/A19,699N/A
12/31/2017149,0998,631N/A22,319N/A
9/30/2017144,5248,158N/A20,722N/A
6/30/2017139,2677,388N/A21,099N/A
3/31/2017136,4967,439N/A19,341N/A
12/31/2016127,9256,196N/A16,521N/A
9/30/2016123,3504,022N/A14,341N/A
6/30/2016126,4223,147N/A15,590N/A
3/31/2016133,9804,030N/A17,440N/A
12/31/2015143,4215,087N/A19,946N/A
9/30/2015157,8631,055N/A22,462N/A

アナリストによる今後の成長予測

収入対貯蓄率: TTEの予測収益成長率 (年間4% ) は 貯蓄率 ( 2.5% ) を上回っています。

収益対市場: TTEの収益 ( 4% ) French市場 ( 12.5% ) よりも低い成長が予測されています。

高成長収益: TTEの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: TTEの収益 ( 1.7% ) French市場 ( 5.8% ) よりも低い成長が予測されています。

高い収益成長: TTEの収益 ( 1.7% ) 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: TTE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 ( 13.7 %)。

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2026/07/10 21:34
終値2026/07/10 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

TotalEnergies SE 21 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。49

アナリスト機関
Alvaro del Pozo MarotoBanco de Sabadell. S.A.
Alejandro VigilBanco Santander
Lydia RainforthBarclays