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Santos Limited Stock Price

ASX:STO Community·AU$24.8b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 152 Fair Values set on narratives written by author

STO Share Price Performance

AU$7.65
-0.08 (-1.03%)
AU$9.09
Fair Value
AU$7.65
-0.08 (-1.03%)
15.9% undervalued intrinsic discount
AU$9.09
Fair Value
Price AU$7.65
AnalystConsensusTarget AU$9.09
astratov AU$8.89
AnalystHighTarget AU$9.63

STO Community Narratives

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Fair Value AU$9.09 15.9% undervalued intrinsic discount

STO: Focus Will Shift To Project Delivery Following Takeover Withdrawal

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90users have followed this narrative
Fair Value
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Fair Value AU$8.89 13.9% undervalued intrinsic discount

Santos: Undervalued After Takeover Fallout

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6users have followed this narrative
·
Fair Value AU$9.63 20.6% undervalued intrinsic discount

Asian LNG Demand And CCS Leadership Will Drive Powerful Long Term Upside Potential

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5users have followed this narrative
AU$8.89
13.9% 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
15.9% 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
20.6% undervalued intrinsic discount
Revenue
14.43% p.a.
Profit Margin
27.38%
Future PE
11.78x
Price in 2029
AU$11.7
AU$5.95
28.5% overvalued intrinsic discount
Revenue
6.05% p.a.
Profit Margin
19.07%
Future PE
13.05x
Price in 2028
AU$7.23

Trending Discussion

Updated Narratives

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Santos: Undervalued After Takeover Fallout

Fair Value: AU$8.89 13.9% undervalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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STO: Future Returns Will Hinge On Papua LNG Sanction And Cash Generation

Fair Value: AU$9.09 15.9% undervalued intrinsic discount
90 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
STO logo

Asian LNG Demand And CCS Leadership Will Drive Powerful Long Term Upside Potential

Fair Value: AU$9.63 20.6% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

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 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.
Analysis Article Jun 16

Santos (ASX:STO) Shares Could Be 16.2% Undervalued After Pikka First Oil

Santos (ASX:STO) is back in focus after reaching first oil at the Alaska Pikka project, a milestone that puts the upcoming third quarter production ramp and the company’s debt reduction plans under closer investor scrutiny. See our latest analysis for Santos. Despite the Pikka milestone and focus on higher production, Santos shares have eased in recent weeks, with a 30 day share price return of 5.46% and a 1 year total shareholder return of 0.62%. This suggests momentum has cooled after a...

Recent updates

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