Added to YB: 2026-06-30
Pitch date: 2026-06-27
YPF [neutral]
YPF Sociedad Anónima
-3.1%
current return
Author Info
No bio for this author
Company Info
YPF Sociedad Anónima, an energy company, engages in the oil and gas upstream and downstream activities in South America and Argentina.
Market Cap
ARS 27.6T
Pitch Price
ARS 46.70
Price Target
57.00 (+26%)
Dividend
N/A
EV/EBITDA
5.32
P/E
-59.48
EV/Sales
1.60
Sector
Oil, Gas and Consumable Fuels
Category
growth
YPF (NYSE: YPF)
YPF (deep dive): Argentina state-controlled energy co pivoting to Vaca Muerta shale via Plan 4x4. Q1'26 rev $4.95B, EBITDA $1.6B (32% margin), FCF $871M, 1.57x leverage. Catalysts: VMOS oil pipeline first cargo Dec'26 (180k→550k bbl/d), LNG Phase 3 FID H2'26. Risks: Phase 3 FID slips (Shell exited Phase 2), 2027 Peronist election/RIGI reversal. At $45.76 market prices shale execution but not LNG NAV. Analyst PTs: JPM $62, BofA $64, UBS $48, consensus $57.
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