YPF Earnings
Thursday, May 07 2026
Revenue Estimate
$7185.9B
Current Price
$43.12
Our Position
bullish · highYPF locks 12M-ton LNG project, JPMorgan targets $54
est. revisions falling
(-29.3pp / 30d)
This agreement de-risks one of the world's largest undeveloped LNG projects and anchors a multi-decade revenue stream for YPF to global energy demand. An FID in H2 2026 would clear a critical execution hurdle and validate the project economics — a catalyst that could unlock project financing and re-rate YPF's long-term cash generation potential.
Watch: Monitor FID confirmation and capex guidance in H2 2026. If the consortium locks timing and cost estimates, project financing announcements should follow — signaling institutional commitment and a potential share re-rating.
Data Signal Summary
1 bullish
2 bearish
Estimates down -3%
Put/call 0.0 (bullish skew)
Price downtrend
Key Context
Price Trend
downtrend
From 52w High
-2.4%
Est. Revisions (30d)
-3.1% 2up/0dn
Analyst Target (mean)
$52 $37–$70 +19%
Options P/C Ratio
0.04
Est. Dispersion
74% 4 analysts
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