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Santos Limited Stock Price

ASX:STO Community·AU$26.7b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 144 Fair Values set on narratives written by author

STO Share Price Performance

AU$8.24
1.80 (27.95%)
AU$8.59
Fair Value
AU$8.24
1.80 (27.95%)
4.1% undervalued intrinsic discount
AU$8.59
Fair Value
Price AU$8.24
AnalystConsensusTarget AU$8.59
astratov AU$8.89
AnalystHighTarget AU$9.63

STO Community Narratives

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Fair Value AU$8.59 4.1% 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 7.3% undervalued intrinsic discount

Santos: Undervalued After Takeover Fallout

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Fair Value AU$9.63 14.4% undervalued intrinsic discount

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

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AU$8.89
7.3% 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$8.59
4.1% undervalued intrinsic discount
Revenue
12.59% p.a.
Profit Margin
25.7%
Future PE
13.54x
Price in 2029
AU$10.48
AU$9.63
14.4% 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
38.5% 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 7.3% 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
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STO: Future Returns Will Depend On Low Costs And Papua LNG Execution

Fair Value: AU$8.59 4.1% undervalued intrinsic discount
84 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 14.4% 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 with moderate growth potential.

2 Risks
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 May 01

STO: Future Returns Will Depend On Low Costs And Papua LNG Execution

Analysts have nudged their price target on Santos higher to A$8.59 from A$8.56, citing updated fair value work that reflects its low cost operating model and planned production growth, supported by expectations around Papua LNG reaching final investment decision by mid 2026. Analyst Commentary Analysts reacting to the recent update on Santos are highlighting both supports and pressure points for the equity story, with views clustering around execution on growth projects, cash generation and how much of the medium term outlook is already reflected in the share price.
Narrative Update Apr 16

STO: Future Upside Will Rely On Low Costs And Papua LNG Progress

Analysts have nudged their price targets for Santos higher, with fair value moving from A$8.49 to A$8.56. This reflects updated assumptions around revenue growth, margins and production outlook tied to recent research that highlights Santos' low cost model and planned production expansion supported by progress at Papua LNG.

Recent updates

No updates