Ithaca Energy plc

LSE:ITH Aktierapport

Börsvärde: UK£4.8b

Ithaca Energy Framtida tillväxt

Future kriterier kontrolleras 1/6

Ithaca Energy s intäkter förväntas minska med 3.1% per år medan dess årliga intäkter förväntas växa med 5.5% per år. EPS förväntas tillväxt med 5.6% per år. Avkastningen på eget kapital förväntas bli 9.3% om 3 år.

Viktig information

7.1%

Tillväxttakt i vinsten

7.41%

Tillväxttakt för EPS

Oil and Gas vinsttillväxt-2.2%
Intäkternas tillväxttakt-2.7%
Framtida avkastning på eget kapital8.81%
Bevakning av analytiker

Good

Senast uppdaterad10 Sep 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Uppdatering av berättelse • Sep 09

ITH: Rich Multiple Will Outlast Near-Term Benefit From Higher Margins

Analysts have lifted their price target on Ithaca Energy from £2.04 to £2.25, citing updated assumptions that combine slightly higher discount and revenue decline rates with a stronger profit margin outlook and a lower future P/E multiple. What’s in the News for Ithaca Energy Ithaca Energy reported record quarterly production of 131 kboe/d in the second quarter of 2026, with H1 2026 average production of 128 kboe/d, according to its operating results announcement.
Uppdatering av berättelse • Aug 26

ITH: Future Returns Will Depend On £2b North Sea Deal Outlook

Analysts have raised their price target for Ithaca Energy to £2.81 from £2.72, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for Ithaca Energy Reports indicated that BP held talks about a potential sale of its entire North Sea oil and gas production portfolio to Ithaca Energy for around £2b, which would represent a sizeable expansion of Ithaca Energy’s position in the basin.
Uppdatering av berättelse • Jul 09

ITH: Future Returns Will Depend On North Sea Acquisition Execution

Analysts have raised their price target on Ithaca Energy to £2.72 from £2.24, citing updated assumptions for revenue trends, profit margins and a lower projected future P/E multiple. Together, these factors are seen as providing more support for the stock at higher levels.
Uppdatering av berättelse • Jun 25

ITH: Higher P/E Expectations Will Futurely Outweigh Softer Margins And Revenues

Analysts have lifted their fair value estimate for Ithaca Energy from £1.49 to £2.04, citing updated assumptions on revenue trends, profit margins and future P/E expectations as key drivers of the higher price target. What’s in the News for Ithaca Energy Reports of talks for Ithaca Energy to acquire BP’s entire North Sea oil and gas production portfolio for around £2 billion have drawn attention to potential sector consolidation and debate over the UK windfall tax.
Uppdatering av berättelse • Jun 11

ITH: Higher Margins And Firm Production Guidance Will Support Future Cash Generation

Analysts have lifted their price target for Ithaca Energy from £2.60 to £3.50, citing updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E as the key drivers of the change. What's in the News Ithaca Energy reported first quarter 2026 production of 126 kboe/d, compared with 127 kboe/d in Q1 2025.
Uppdatering av berättelse • May 28

ITH: Dividend Strength Will Offset Softer Revenues And Lower Future P/E

Analysts have nudged their price target for Ithaca Energy slightly lower from £1.51 to £1.49, reflecting updated assumptions around a higher discount rate, softer revenue expectations, a firmer profit margin, and a modestly lower future P/E multiple. What's in the News Ithaca Energy is actively looking for M&A opportunities in the U.K. and internationally, with management emphasizing a disciplined approach and a focus on shareholder returns, including an expected 2026 dividend at the higher end of the stated range (First Quarter 2026 Results Call).
Uppdatering av berättelse • May 04

ITH: Dividend Payout Will Support Returns While Future Earnings Multiple Compresses

Analysts have adjusted their price target for Ithaca Energy to reflect updated views on revenue trends, profitability and a lower future P/E assumption. The revised target is £1.51 per share, unchanged from the previous £1.51.
Uppdatering av berättelse • Apr 20

ITH: Future Returns Will Balance Dividend Payouts And Production Execution Risks

The analyst price target for Ithaca Energy has been adjusted slightly higher to £2.24 from £2.21. Analysts cite updated fair value estimates, along with changes in revenue growth, profit margin expectations and future P/E assumptions, as key drivers of the move.
Uppdatering av berättelse • Apr 05

ITH: Future Profit Pressures Will Limit Upside Despite Dividend Support

Analysts have trimmed their price target on Ithaca Energy to £1.70 from £1.80, citing a fair value estimate that now points to a smaller valuation gap, as well as updated assumptions for lower revenue growth, slightly lower profit margins, a higher future P/E multiple and a modestly reduced discount rate. Analyst Commentary Recent research highlights a more balanced stance on Ithaca Energy, with the revised £1.70 price target reflecting a view that the share price is now closer to analysts’ estimates of fair value.
Uppdatering av berättelse • Mar 22

ITH: Overvaluation Concerns Will Persist As Dividend And Output Execution Risks Loom

Analysts have raised their fair value estimate for Ithaca Energy from £1.83 to £2.21 per share, reflecting updated assumptions on growth, profitability and the recent shift in Street views that now see a more balanced risk and reward profile. Analyst Commentary Bullish Takeaways Bullish analysts point to the upgrade to Neutral from Sell as a sign that execution risks now look more balanced against potential rewards after the recent share price underperformance.
Uppdatering av berättelse • Mar 08

ITH: Reset Expectations And Legal Resolution Will Shape Future Cash Generation

Analysts have reduced Ithaca Energy's price target from £1.80 to £1.70, reflecting updated assumptions for revenue growth, profit margins and future P/E. They now view these assumptions as supporting a more balanced risk and reward profile for the shares.
Uppdatering av berättelse • Feb 21

ITH: Reset Expectations And Balanced Risk Reward Will Support Future Cash Generation

Ithaca Energy's analyst price target has been trimmed by £0.10 to £1.70 per share, as analysts now see a more balanced risk and reward profile after the recent share price underperformance and modest tweaks to fair value, revenue growth assumptions, profit margin expectations and future P/E. Analyst Commentary Recent Street research on Ithaca Energy points to a more balanced view, with some bullish analysts seeing the current share price as better aligned with their assessment of value.
Uppdatering av berättelse • Feb 07

ITH: Reset Tax And Hedging Expectations Will Support Future Cash Generation

Our new analyst price target for Ithaca Energy moves modestly higher to about £2.62 from £2.55 per share. This reflects analysts' view that the recent upgrade to Neutral and reset to a 170 GBp target signal a more balanced risk and reward profile after the stock's recent underperformance.
Analysartikel • Feb 03

Is Ithaca Energy (LON:ITH) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Uppdatering av berättelse • Jan 24

ITH: Fair Rating Will Rely On Execution Under Tougher U.K. Tax Regime

Analysts have slightly reduced their fair value estimate for Ithaca Energy, alongside lowering the average price target to £1.70 from £1.80. This adjustment reflects updated expectations for revenue growth and profit margins, and suggests a more balanced view of risk and reward following the recent share pullback.
Uppdatering av berättelse • Jan 09

ITH: Premium Rating Will Rely On Execution Under Tougher U.K. Tax Regime

Analysts have trimmed their fair value estimate for Ithaca Energy to about £1.85 per share from roughly £1.93, citing the recent downgrade to Sell, the premium valuation in a tougher U.K. tax regime, relatively lower cash returns versus peers, and limited gas hedging from 2027. Analyst Commentary Recent research has put a spotlight on how Ithaca Energy is priced versus its risk profile, especially under the current U.K. tax regime and its evolving hedging strategy.
Uppdatering av berättelse • Dec 16

ITH: Cygnus Acquisition Will Support Cash Generation Despite Tough Tax Backdrop

Analysts have trimmed their price target on Ithaca Energy to 180 GBp from 200 GBp, citing the shares trading at a premium despite the U.K. tax regime, moderating cash returns relative to peers, and concerns about limited gas hedging beyond 2026. Analyst Commentary Bullish analysts acknowledge that Ithaca Energy faces structural challenges in the U.K. tax environment and a less favorable hedging profile beyond 2026, yet they still see selective reasons for optimism around execution and cash generation.
Analysartikel • Dec 12

Lacklustre Performance Is Driving Ithaca Energy plc's (LON:ITH) 30% Price Drop

Ithaca Energy plc ( LON:ITH ) shareholders won't be pleased to see that the share price has had a very rough month...
Uppdatering av berättelse • Dec 02

ITH: Mixed Outlook As Tax Risks Offset Recent Operational Progress

Analysts have raised their price target for Ithaca Energy from £1.84 to £1.93. This change reflects underlying shifts in profitability and cash flow expectations, despite concerns over its premium valuation and the evolving U.K. tax environment.
Uppdatering av berättelse • Nov 18

ITH: Lower Discount Rate Will Fail To Justify Recent Share Offering

Analysts have raised their price target for Ithaca Energy from £1.73 to £1.84, citing a slightly lower discount rate in addition to a modest adjustment to revenue growth and profit margin forecasts. What's in the News Ithaca Energy has completed the acquisition of an additional 46.25% interest in the Cygnus gas field, increasing its operated stake to 85%.
Uppdatering av berättelse • Nov 03

ITH: Incremental Changes In Discount Rate Will Limit Share Upside

Analysts have modestly revised their price target for Ithaca Energy, adjusting the fair value estimate from £1.73 to £1.73 per share. They cite incremental changes in the company’s discount rate and future P/E outlook as underlying factors for the update.
Analysartikel • Oct 28

Why We're Not Concerned About Ithaca Energy plc's (LON:ITH) Share Price

With a median price-to-sales (or "P/S") ratio of close to 1.8x in the Oil and Gas industry in the United Kingdom, you...
Uppdatering av berättelse • Oct 20

North Sea Projects Will Shape The Future Despite Energy Transition

Analysts have raised their price target for Ithaca Energy from £1.60 to £1.73 per share. They cite improved revenue growth projections and a stronger profit margin outlook as the reasons for this adjustment.
Uppdatering av berättelse • Aug 27

Rosebank And Captain EOR Risks Will Undermine Oil Operations

Despite a sharp downgrade in revenue growth expectations, Ithaca Energy’s future P/E has dropped substantially, improving valuation and likely driving the consensus price target up from £1.54 to £1.61. What's in the News Upgraded FY2025 production guidance to 119–125 kboe/d from prior 109–119 kboe/d, reflecting strong core asset performance.
User avatar
Ny berättelse • Feb 12

Rosebank Delays And High Capital Expenditures Will Strain Cash Flow In 2024

Heavy capital investment and ongoing projects may strain cash flow and impact future revenue due to potential delays and cost overruns.

Prognoser för vinst- och omsättningstillväxt

LSE:ITH - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20283,1324463391,4655
12/31/20273,5784107601,7046
12/31/20263,6344511,0172,1236
6/30/20263,1862607991,695N/A
3/31/20263,1212428001,733N/A
12/31/20252,947-848611,745N/A
9/30/20252,905-1015461,332N/A
6/30/20252,594-1706801,298N/A
3/31/20252,209-148445975N/A
12/31/20241,982153389853N/A
9/30/20241,7271896371,062N/A
6/30/20241,9142396891,160N/A
3/31/20242,1561777591,253N/A
12/31/20232,3202938121,291N/A
9/30/20232,418-1228821,277N/A
6/30/20232,509-3671,0571,425N/A
3/31/20232,5034281,3901,791N/A
12/31/20222,5981,0321,3431,723N/A
9/30/20222,4751,5901,4241,858N/A
6/30/20222,1471,8671,0931,508N/A
3/31/20221,8241,152631941N/A
12/31/20211,428426643913N/A
9/30/20211,239584480672N/A
6/30/20211,171486585727N/A
3/31/20211,173430707823N/A
12/31/20201,176-402709817N/A
9/30/20201,200-784680833N/A
6/30/20201,001-803532705N/A
3/31/2020822-826N/A517N/A
12/31/2019582-15N/A335N/A
9/30/2019344127N/A167N/A
6/30/2019384145N/A129N/A
3/31/2019380129N/A116N/A
12/31/2018326118N/A68N/A
9/30/2018348-51N/A95N/A
6/30/2018314-59N/A112N/A
3/31/2018258-32N/A131N/A
12/31/2017242-26N/A135N/A
9/30/201719038N/A147N/A
6/30/2017161-36N/A145N/A
3/31/2017148-61N/A128N/A
12/31/2016144-54N/A156N/A
9/30/2016138-242N/A179N/A
6/30/2016135-129N/A192N/A
3/31/2016170-77N/A201N/A
12/31/2015207-121N/A216N/A
9/30/20152617N/A219N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: ITH s prognostiserade vinsttillväxt ( 5.5% per år) är över sparkvoten ( 3.6% ).

Resultat vs marknad: ITH s intäkter ( 5.5% per år) förväntas växa långsammare än marknaden för UK ( 11.1% per år).

Höga tillväxtresultat: ITH s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: ITH s intäkter förväntas minska under de kommande 3 åren ( -3.1% per år).

Hög tillväxtintäkter: ITH s intäkter förväntas minska under de kommande 3 åren ( -3.1% per år).

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: ITH s avkastning på eget kapital förväntas bli låg om 3 år ( 9.3 %).

Upptäck tillväxtföretag

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7D

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7D

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Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/09/16 19:35
Aktiekurs vid dagens slut2026/09/16 00:00
Intäkter2026/06/30
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Ithaca Energy plc bevakas av 23 analytiker. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
"Naisheng CuiBarclays
Lydia RainforthBarclays
James HosieBarclays