Shell plc

LSE:SHEL Stok Raporu

Piyasa değeri: UK£179.3b

Shell Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Shell kazanç ve gelirin sırasıyla yıllık 3.9% ve 1.9% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 9.1% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 13.2% olacağı tahmin edilmektedir.

Anahtar bilgiler

3.9%

Kazanç büyüme oranı

9.15%

EPS büyüme oranı

Oil and Gas kazanç büyümesi6.7%
Gelir büyüme oranı1.9%
Gelecekteki özkaynak getirisi13.20%
Analist kapsamı

Good

Son güncelleme22 May 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • Nov 02

Shell plc Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Last week saw the newest third-quarter earnings release from Shell plc ( LON:SHEL ), an important milestone in the...

Recent updates

Anlatı Güncellemesi • May 21

SHEL: Future Returns Will Reflect Middle East Risk Driven Cash Flows

Shell's analyst fair value estimate has increased by about £1.15 per share as analysts factor in higher cash flow expectations, modestly stronger revenue and margins, and updated P/E assumptions following recent price target changes and views on the ARC Resources deal. Analyst Commentary Recent research on Shell presents a mixed picture, with a cluster of higher price targets and rating upgrades sitting alongside fresh downgrades and trimmed targets.
Anlatı Güncellemesi • May 03

SHEL: Future Returns Will Reflect Middle East Risk Driven Cash Flows

Shell's analyst price target has been adjusted slightly lower to £37.02 from £37.17, as analysts weigh mixed rating actions and price target changes against updated assumptions for margins and future P/E levels. Analyst Commentary Recent research on Shell shows a split tape, with several firms lifting price targets while others turn more cautious or trim estimates.
Anlatı Güncellemesi • Apr 18

SHEL: Future Returns Will Reflect Middle East Supply Risk Premiums

Shell’s analyst fair value estimate has been revised higher from £34.65 to £37.17, as analysts factor in updated commodity price assumptions, refined revenue growth expectations, and slightly higher margin and P/E inputs following a mix of recent target hikes and downgrades across the Street. Analyst Commentary Recent research on Shell has been active, with several firms revising price targets and a mix of upgrades and downgrades.
Yeni Anlatı • Apr 15

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

Catalysts About Shell Shell is a large integrated energy company involved in oil and gas production, liquefied natural gas, refining, chemicals, power and low carbon energy solutions. What are the underlying business or industry changes driving this perspective?
Anlatı Güncellemesi • Apr 02

SHEL: Future Returns Will Reflect LNG Disruptions And Middle East Supply Risks

Shell's updated analyst price target has moved higher to £34.65 from £32.62, as analysts factor in revised oil and gas price assumptions, tighter projected crude balances linked to Middle East supply risks, and a slightly higher future P/E multiple, offset in part by more modest profit margin expectations. Analyst Commentary Recent research on Shell shows a mix of optimism and caution, with several firms adjusting price targets in response to commodity assumptions, geopolitical risks and company specific execution.
Yeni Anlatı • Apr 01

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

Catalysts About Shell Shell is a large integrated energy company engaged in exploration, production, LNG, refining, chemicals, marketing and low carbon energy solutions. What are the underlying business or industry changes driving this perspective?
Anlatı Güncellemesi • Mar 18

SHEL: Future Returns Will Reflect LNG Exposure And Geopolitical Supply Risks

Shell's analyst price target has risen in the model as fair value moved from £31.76 to £32.62, with analysts pointing to higher oil and gas price forecasts, tighter expected crude balances, and LNG growth assumptions as key drivers behind recent upward target revisions across the stock. Analyst Commentary Recent research paints a mixed picture for Shell, with several price target increases alongside a few trims and a downgrade.
Yeni Anlatı • Mar 18

Shell plc (SHEL): Powering Through the 2026 Energy Security Scenarios

Shell plc is demonstrating remarkable resilience and strategic agility as of March 18, 2026. The stock closed today at 3,461.00p (GBP) on the London Stock Exchange, maintaining its position near a multi-year high despite a minor 0.37% daily dip.
Anlatı Güncellemesi • Mar 04

SHEL: Future Returns Will Balance LNG Expansion With Cost Discipline And Asset Sales

Our analyst fair value estimate for Shell edges up from £30.96 to £31.76. This reflects a series of higher Street price targets in the £2,950 to £3,600 range, as analysts point to valuation support for integrated energy names and company specific drivers such as cost discipline, higher shareholder returns and LNG growth expectations.
Anlatı Güncellemesi • Feb 18

SHEL: Future Returns Will Balance LNG Ambitions With Refining And Asset Sales

Analysts have trimmed their average price target for Shell by about £0.07. This reflects slightly higher discount rate assumptions, a modestly lower fair value estimate, and updated views on growth, margins and future P/E after a mix of recent target cuts, raises and rating changes across the Street.
Anlatı Güncellemesi • Jan 22

SHEL: Future Returns Will Reflect LNG Strength And Refining Cash Generation

Our Shell fair value estimate edges up to €31.04 from €31.03 as analysts lift price targets across US dollar and GBp lines, pointing to expectations for resilient refining conditions, disciplined capital allocation and LNG driven growth targets, even as views on crude and valuation remain mixed. Analyst Commentary Bullish Takeaways Bullish analysts lifting US dollar and GBp targets point to confidence in Shell's ability to keep capital allocation disciplined, with a focus on cost control and shareholder returns that they view as supportive for equity value.
Anlatı Güncellemesi • Jan 08

SHEL: Future Returns Will Reflect Resilient Cash Flow And Shareholder Distributions

Our updated view on Shell reflects a small trim in fair value to €31.03 from €31.31, as analysts balance slightly softer growth and margin assumptions with higher price targets associated with resilient cash generation, tighter refining conditions, and a more disciplined focus on costs and shareholder returns. Analyst Commentary Street research on Shell is mixed, with several price target increases reflecting confidence in execution and cash generation, while a few more cautious voices highlight valuation and medium term growth constraints.
Analiz Makalesi • Jan 06

Shell (LON:SHEL) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Anlatı Güncellemesi • Dec 19

SHEL: Future Returns Will Reflect Free Cash Flow Amid Buyback Funding Debate

Shell's analyst price target has edged lower by approximately $0.12, as analysts weigh still resilient free cash flow and recent target hikes against valuation concerns following the year-to-date rally, as well as medium-term growth and resource replenishment challenges. Analyst Commentary Recent Street research reflects a nuanced view on Shell, with a mix of target price increases and rating downgrades as the stock reprices higher and investors reassess medium term growth and capital return risks.
Anlatı Güncellemesi • Dec 05

SHEL: Future Returns Will Reflect Resilient Free Cash Flow Amid Capital Allocation Debate

Shell's analyst price target is nudged lower, with fair value edging down from about $31.78 to $31.43 per share. Analysts are balancing recent target hikes, which cite resilient free cash flow and strong positioning, against fresh downgrades that flag a less compelling valuation, slower medium term growth, and concerns over capital allocation.
Anlatı Güncellemesi • Nov 21

SHEL: Future Returns Will Reflect Resilient Cash Flow Amid Energy Sector Volatility

Shell's analyst price target has been raised, with new targets ranging as high as $91. Analysts point to resilient free cash flow, steady growth, and ongoing cost reductions as supporting factors for the upward revision of Shell’s valuation.
Anlatı Güncellemesi • Nov 06

SHEL: Future Performance Will Reflect Capital Returns and Energy Sector Uncertainties

Shell's analyst price target has increased from $80 to $82. Analysts cite stronger-than-expected operational and trading performance, improved profit margins, and a lower discount rate, which are supporting upward revisions in fair value estimates.
Analiz Makalesi • Nov 02

Shell plc Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Last week saw the newest third-quarter earnings release from Shell plc ( LON:SHEL ), an important milestone in the...
Anlatı Güncellemesi • Oct 23

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

Shell's analyst price target saw a modest increase to $91 from $80, as analysts cite stronger-than-expected recent results and a continued focus on capital returns. This comes despite softer demand indicators and cash flow considerations.
Anlatı Güncellemesi • Oct 09

LNG Investments And Cost Cuts Will Support Future Energy Resilience

Shell's analyst price target has increased modestly to $87 from $82, as analysts cite stronger-than-expected Q3 performance and robust underlying operations as key drivers for the upward revision. Analyst Commentary Recent Street research reveals a mix of optimism and caution regarding Shell’s outlook, as analysts assess the company’s operational momentum, balance sheet decisions, and capital allocation strategies following the latest quarterly updates.
Anlatı Güncellemesi • Sep 25

LNG Investments And Cost Cuts Will Support Future Energy Resilience

Shell’s price target has edged up to £30.50 as analysts remain broadly supportive, citing strong growth prospects and a favorable refining outlook despite some concerns about near-term momentum. Analyst Commentary Bullish analysts cited Shell's distinctive mix of growth, resource depth, and sustainable shareholder returns, with medium-term refining outlook becoming increasingly favorable.
Anlatı Güncellemesi • Sep 10

LNG Investments And Cost Cuts Will Support Future Energy Resilience

Shell’s consensus price target was slightly reduced to £30.10 as bullish sentiment on strong Q2 results and sector tailwinds was tempered by concerns over near-term momentum, resulting in minor downward revisions rather than a fundamental change in outlook. Analyst Commentary Bullish analysts highlight Shell’s robust second quarter results, emphasizing the company’s distinctive growth prospects, deep resource base, and commitment to sustainable shareholder returns.
Analiz Makalesi • Sep 09

Is Shell (LON:SHEL) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analiz Makalesi • Aug 07

Shell's (LON:SHEL) Soft Earnings Don't Show The Whole Picture

LSE:SHEL 1 Year Share Price vs Fair Value Explore Shell's Fair Values from the Community and select yours Soft earnings...
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Yeni Anlatı • Mar 18

AI And Robotics Adoption Will Improve Long-Term Operational Performance

New technologies enhancing safety and efficiency may lead to improved long-term performance and higher net margins.

Kazanç ve Gelir Büyüme Tahminleri

LSE:SHEL - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/2028298,99525,05428,56450,12613
12/31/2027299,94125,92428,63349,28616
12/31/2026332,76129,18331,77549,17115
3/31/2026267,34218,75120,68839,644N/A
12/31/2025266,88617,83723,91642,863N/A
9/30/2025269,07514,63126,40546,590N/A
6/30/2025272,01113,60128,74949,067N/A
3/31/2025281,06913,51631,26950,638N/A
12/31/2024284,31216,09435,08654,687N/A
9/30/2024296,76215,63834,01754,091N/A
6/30/2024302,02518,39031,09751,740N/A
3/31/2024302,13918,00832,55053,362N/A
12/31/2023316,62019,35931,19854,191N/A
9/30/2023339,19129,29741,57664,027N/A
6/30/2023358,58928,99641,77364,233N/A
3/31/2023384,06943,90243,23467,758N/A
12/31/2022381,31442,30945,81468,414N/A
9/30/2022365,29143,36031,76054,178N/A
6/30/2022329,58536,17035,86757,664N/A
3/31/2022290,04321,55732,27351,625N/A
12/31/2021261,50420,10126,10445,104N/A
9/30/2021220,2124,62625,25243,222N/A
6/30/2021204,1915,56220,59737,600N/A
3/31/2021176,179-15,99611,34127,548N/A
12/31/2020180,543-21,68017,52034,105N/A
9/30/2020220,561-16,70219,99738,083N/A
6/30/2020263,132-11,31219,53439,932N/A
3/31/2020321,1719,81726,28648,399N/A
12/31/2019344,87715,842N/A42,178N/A
9/30/2019363,09920,468N/A53,934N/A
6/30/2019376,65720,428N/A53,774N/A
3/31/2019382,87923,454N/A52,243N/A
12/31/2018388,37923,352N/A53,085N/A
9/30/2018371,57321,569N/A38,339N/A
6/30/2018347,25219,817N/A33,829N/A
3/31/2018322,61815,338N/A35,614N/A
12/31/2017305,17912,977N/A35,650N/A
9/30/2017284,52410,711N/A37,545N/A
6/30/2017270,5497,999N/A38,455N/A
3/31/2017256,8337,629N/A29,462N/A
12/31/2016233,5914,575N/A20,615N/A
9/30/2016226,9703,973N/A16,868N/A
6/30/2016233,821-4,818N/A19,607N/A
3/31/2016247,808-2,007N/A23,365N/A
12/31/2015264,9601,939N/A29,810N/A
9/30/2015299,1881,595N/A33,995N/A
6/30/2015338,33313,474N/A35,575N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: SHEL 'nin tahmini kazanç büyümesi (yıllık 3.9% ) tasarruf oranının ( 3.4% ) üzerindedir.

Kazançlar ve Piyasa: SHEL şirketinin kazançlarının (yıllık 3.9% ) UK pazarından (yıllık 11.5% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: SHEL şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: SHEL şirketinin gelirinin (yıllık 1.9% ) UK pazarından (yıllık 4.5% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: SHEL şirketinin gelirinin (yıllık 1.9% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: SHEL 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 13.2 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/25 15:56
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Shell plc 53 Bu analistlerden 19, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
John EadeArgus Research Company
Alejandro VigilBanco Santander
Lucy HaskinsBarclays