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Santos Limited Stock Price

ASX:STO Community·AU$24.7b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 154 Fair Values set on narratives written by author

STO Share Price Performance

AU$7.62
-0.08 (-1.04%)
AU$9.09
Fair Value
AU$7.62
-0.08 (-1.04%)
16.2% undervalued intrinsic discount
AU$9.09
Fair Value
Price AU$7.62
AnalystConsensusTarget AU$9.09
astratov AU$8.89
AnalystLowTarget AU$7.65

STO Community Narratives

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Fair Value AU$9.09 16.2% undervalued intrinsic discount

STO: Focus Will Shift To Project Delivery Following Takeover Withdrawal

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Fair Value
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Fair Value AU$8.89 14.3% undervalued intrinsic discount

Santos: Undervalued After Takeover Fallout

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Fair Value AU$7.65 0.4% undervalued intrinsic discount

LNG Production Expansion And Carbon Capture Will Support Stable Long-Term Earnings Outlook

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AU$8.89
14.3% undervalued intrinsic discount
Fair Value
Revenue
11.1% p.a.
Profit Margin
16.56%
Future PE
20.44x
Price in 2031
AU$12.38
AU$9.09
16.2% undervalued intrinsic discount
Revenue
12.93% p.a.
Profit Margin
25.94%
Future PE
13.49x
Price in 2029
AU$11.14
AU$9.63
20.9% undervalued intrinsic discount
Revenue
14.43% p.a.
Profit Margin
27.38%
Future PE
11.78x
Price in 2029
AU$11.7

Trending Discussion

Updated Narratives

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Santos: Undervalued After Takeover Fallout

Fair Value: AU$8.89 14.3% undervalued intrinsic discount
7 users have set this as their fair value
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STO: Fair Outlook As Barossa Progress Supports Rebased Earnings Expectations

Fair Value: AU$7.65 0.4% undervalued intrinsic discount
1 users have set this as their fair value
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STO: Future Returns Will Hinge On Papua LNG Sanction And Cash Generation

Fair Value: AU$9.09 16.2% undervalued intrinsic discount
90 users have set this as their fair value
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Snowflake Analysis

Excellent balance sheet and fair value.

1 Risk
2 Rewards

Santos Limited Key Details

US$4.9b

Revenue

US$3.3b

Cost of Revenue

US$1.7b

Gross Profit

US$846.0m

Other Expenses

US$818.0m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
0.25
33.69%
16.56%
38.8%
View Full Analysis

About STO

Founded
1954
Employees
4028
CEO
Kevin Gallagher
WebsiteView website
www.santos.com

Santos Limited explores, develops, produces, transports, and markets hydrocarbons in Australia and Papua New Guinea. The company’s assets are located in the Alaska, Cooper Basin, Queensland and New South Wales, Papua New Guinea, Northern Australia, Timor-Leste and Western Australia. It also engages in the development of decarbonization technologies. In addition, the company produces crude oil, liquefied petroleum gas, ethane, liquefied natural gas, and condensate, as well as natural gas. Santos Limited was incorporated in 1954 and is headquartered in Adelaide, Australia.

Recent STO News & Updates

Narrative Update Jul 10

STO: Fair Outlook As Barossa Progress Supports Rebased Earnings Expectations

Analysts have adjusted their price target on Santos to A$7.65 from A$5.95, reflecting updated assumptions around revenue growth, profit margins and the stock’s future P/E profile. What’s in the News for Santos Santos shares moved sharply on July 8, 2026, with the stock up 5.78%, as investors reacted to progress at the Barossa gas development project, according to recent news reports.
Narrative Update Jun 26

STO: Future Returns Will Hinge On Papua LNG Sanction And Cash Generation

Analysts have modestly lifted their Santos price target to A$9.09 from A$8.81, reflecting updated assumptions around fair value, profit margins and future P/E expectations. What’s in the News for Santos Santos reports strong quarterly production, with first oil achieved at Pikka Phase 1 in Alaska and initial LNG cargoes shipped from the Barossa project, supporting its maintained full-year 2026 production guidance.

Recent updates

No updates