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SHEL logo

Shell plc Stock Price

LSE:SHEL Community·UK£201.6b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 413 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

SHEL Share Price Performance

UK£35.04
8.48 (31.93%)
​
UK£37.05
Fair Value
UK£35.04
8.48 (31.93%)
5.4% undervalued intrinsic discount
UK£37.05
Fair Value
Price UK£35.04
AnalystConsensusTarget UK£37.05
composite32 UK£35.51
AnalystLowTarget UK£32.83
Mon, 20 Jul 26
Fair ValueUK£37.05
Share Pricen/a

SHEL Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value UK£37.05 5.4% undervalued intrinsic discount

Analysts Weigh In on Shell Amid Mixed Outlook and Updated Valuation Targets

2users have liked this narrative
1users have commented on this narrative
197users have followed this narrative
CO
composite32
composite32's
Fair Value
·
Fair Value UK£35.51 1.3% undervalued intrinsic discount

A fully integrated LNG business seems to be ignored by the market.

10users have liked this narrative
0users have commented on this narrative
60users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value UK£32.83 6.7% overvalued intrinsic discount

LNG Expansion And Aggressive Buybacks Will Increase Risk To Future Earnings Quality

1users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
SHEL logo
Shell
1.3% undervalued intrinsic discount

A fully integrated LNG business seems to be ignored by the market.

View narrative
CO
composite32
Emerging Author
composite32
Updated 7 Mar
Read Narrative
SHEL logo
Shell
6.7% overvalued intrinsic discount
Updated

LNG Expansion And Aggressive Buybacks Will Increase Risk To Future Earnings Quality

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 4 Sep
Read Narrative
SHEL logo
Shell
5.4% undervalued intrinsic discount

Analysts Weigh In on Shell Amid Mixed Outlook and Updated Valuation Targets

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 20 Jul
Read Narrative
SHEL logo
Shell
20.6% undervalued intrinsic discount

Deepwater And LNG Expansion Will Reshape Earnings Power Over The Next Decade

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Published 15 Apr
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

CO
composite32
SHEL logo

A fully integrated LNG business seems to be ignored by the market.

Fair Value: UK£35.51 1.3% undervalued intrinsic discount
60 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
SHEL logo

SHEL: Portfolio Shifts And Reserve Concerns Will Shape Fairly Valued Shares

Fair Value: UK£32.83 6.7% overvalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
2 likesusers have liked this narrative
AN
AnalystConsensusTarget
SHEL logo

SHEL: Future Returns Will Reflect ARC Deal And LNG Expansion Shift

Fair Value: UK£37.05 5.4% undervalued intrinsic discount
197 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

3 Risks
2 Rewards
View Full Analysis

Shell plc Key Details

US$296.6b

Revenue

US$219.2b

Cost of Revenue

US$77.4b

Gross Profit

US$51.4b

Other Expenses

US$26.0b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 29, 2026
4.51
26.09%
8.76%
23.9%
View Full Analysis

About SHEL

Founded
1897
Employees
84000
CEO
Wael Sawan
WebsiteView website
www.shell.com

Shell plc operates as an energy and petrochemical company in Europe, Asia, Oceania, Africa, the United States, and other parts of the Americas. It operates through the following segments: Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions. The company explores for and extracts natural gas to produce liquefied natural gas or convert it into gas-to-liquids (GTL) fuels and other products; explores for and extracts crude oil, natural gas, and natural gas liquids; and operates marketing and transportation of oil, gas, and liquids, supported by the infrastructure required to deliver them to market or to process them within Shell's chemical manufacturing plants and refineries. It is also involved in marketing, which includes mobility, lubricants, and sectors focused on decarbonization; operates a retail network, including electric vehicle charging, convenience retail, and the wholesale commercial fuels business for transport and industry; sells products for road transport and machinery in manufacturing, mining, power generation, agriculture, and construction; and provides low-carbon energy solutions, such as biofuels, to a broad range of commercial customers, including those in the aviation, marine, and agriculture sectors. In addition, the company offers chemicals and products, including chemicals manufacturing plants with their own marketing network, and refineries that turn crude oil and other feedstocks into a range of oil products, which are moved and marketed around the world for domestic, industrial, and transport use; and operates a pipeline business, trading, and optimization of crude oil, oil products, and petrochemicals. The company was formerly known as Royal Dutch Shell plc and changed its name to Shell plc in January 2022. Shell plc was founded in 1897 and is headquartered in London, United Kingdom.

Recent SHEL News & Updates

User avatar
Narrative Update • Sep 04

SHEL: Portfolio Shifts And Reserve Concerns Will Shape Fairly Valued Shares

Analysts have raised their fair value estimate for Shell from £30.41 to £32.83, citing updated views on production longevity, revised commodity price forecasts, adjusted P/E assumptions, slightly less severe revenue decline expectations and a modestly higher profit margin. Analyst Commentary Recent Street research on Shell shows a mix of optimism and caution, with several firms revisiting price targets and ratings as they update commodity price assumptions and views on production durability.

Recent updates

No updates

Shell plc Competitors

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