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2026-07-27 18:24 3d ago
2026-07-27 12:03 4d ago
YPF Energia Electrica Targets U.S. IPO On Industry Opportunities In Argentina
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
YPF Energia Electrica S.A. is a leading Argentine power generator seeking U.S. IPO funding amid sector deregulation and industry transition. YLUZ boasts revenue growth, robust EBITDA margins, and manageable leverage, but faces gross margin compression and significant revenue concentration with CAMMESA. The IPO will not provide proceeds to YLUZ, limiting immediate growth capital, but a U.S. listing may facilitate future fundraising opportunities.
2026-07-20 15:48 10d ago
2026-07-20 11:36 11d ago
Billionaire Investor Stanley Druckenmiller's Top 5 Picks: Worth Buying Today?
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
Stanley Druckenmiller doesn’t do consensus. The Duquesne Family Office’s latest 13F reveals a top-five long book that skips the mega-cap tech herd almost entirely: a Mexican discount grocer, two biotech names on wildly different trajectories, the one semiconductor stock nobody can ignore, and an Argentine oil producer sitting on a shale reserve about to unlock its first export pipeline. Miss this map and you’re paying retail for what he already owns.

1. BBB Foods (TBBB): The Mexican Discounter Nobody’s Talking About The surprise anchor of the portfolio is BBB Foods (NYSE:TBBB), a $4.84 billion hard-discount grocer running the Tiendas 3B banner across Mexico. This is a countercyclical bet dressed up as a growth story: the weaker the Mexican consumer gets, the faster private-label discount stores capture wallet share. Druckenmiller is buying the pain trade.

The Q1 2026 numbers explain the conviction. Revenue grew 33.44% year-over-year to roughly Ps.22.86 billion, same-store sales advanced 16.0%, and the store base expanded to 3,469 units after 123 net openings in the quarter. CEO K. Anthony Hatoum framed it plainly: “Despite a soft consumer environment in Mexico, we achieved same-store sales (SSS) growth of 16.0% in 1Q26, underscoring the strength of our value proposition and increasing customer loyalty.”

The model puts a base-case one-year target of $50.82, or 26.89% upside, with analysts split 75% bullish and zero bearish. The setup skews constructive. And the second name on Druckenmiller’s list is a very different kind of asymmetric bet, where the launch curve is already vertical.

2. Insmed (INSM): The BRINSUPRI Breakout Insmed (NASDAQ:INSM | INSM Price Prediction) is a rare-disease pharma whose newly launched bronchiectasis drug BRINSUPRI has turned into one of the fastest specialty-drug ramps of the decade. Druckenmiller is positioned for what happens when a first-in-class therapy meets a captive prescriber base with essentially no competition.

Q1 2026 revenue hit $305.96 million, up 229.6% year-over-year, with BRINSUPRI alone contributing $207.90 million in its first full quarter, growing 44% sequentially. Management reaffirmed full-year 2026 guidance of at least $1.0 billion for BRINSUPRI and $1.45 billion total, implying roughly 139% growth. CEO Will Lewis told investors, “The trajectory of the BRINSUPRI launch continues to exceed our expectations.”

Here’s the setup: shares are down 38.26% year-to-date even as the fundamentals accelerate. The AI model’s base case sees $226.62 in twelve months, or 108.48% upside, with analysts 100% bullish across 22 ratings and zero holds. The setup skews aggressively constructive for investors willing to stomach volatility. The next name is the exact opposite profile: the one stock Druckenmiller owns that every fund manager on the planet already knows they should own too.

3. Taiwan Semiconductor (TSM): The AI Foundry Monopoly Taiwan Semiconductor Manufacturing (NYSE:TSM) is the obvious heavyweight, and Druckenmiller owns it anyway because you can’t build an AI portfolio without the company that fabricates the chips. NVIDIA, AMD, and every hyperscaler custom silicon program feed through TSMC’s advanced nodes. The moat is the only road.

Q2 2026 EPS came in at $4.31 versus a $3.89 consensus, a 10.89% beat, on revenue of $40.20 billion, up 36.0% year-over-year. Gross margin expanded to 67.7%. Management guided full-year 2026 revenue growth to “slightly above 40%” in U.S. dollar terms, with 2nm technology debuting at 3% of wafer revenue in its first commercial quarter.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.

Polymarket traders priced the Q1 2026 earnings beat at 0.999 probability, essentially certainty, and the crowd nailed both Q2 revenue and gross margin resolutions with an average accuracy score of 0.869. Analyst consensus target sits at $498.24 against 89% bullish sentiment. The setup remains constructive. And when a manager like Druckenmiller pairs the world’s most important foundry with a diagnostic company processing a million tests a quarter, the through-line becomes clear.

4. Natera (NTRA): The Million-Tests-a-Quarter Milestone Natera (NASDAQ:NTRA) is the precision-medicine leg of the book, dominant in oncology minimal residual disease testing through Signatera and in prenatal screening through Panorama and Fetal Focus. This is the volume-flywheel thesis: more tests processed means more clinical data, more payor coverage, more prescribers, more tests.

Q1 2026 revenue reached $696.64 million, up 38.8% year-over-year and beating consensus by 12.90%. The company crossed 1,013,600 tests processed in a single quarter for the first time, with oncology volumes up 54.4% year-over-year. Management raised full-year 2026 revenue guidance to $2.74 billion to $2.82 billion, a $120 million increase at the midpoint. CEO Steve Chapman called it “an outstanding first quarter, reaching over one million units processed in a single quarter for the first time.”

Shares are up 17.78% year-to-date and 81.83% over the past twelve months. Base-case model target is $322.28, or 19.32% upside, with analyst sentiment 86% bullish and zero bearish. The setup skews constructive, with the caveat that ongoing losses require patience. Which sets up the final slot, and the position with arguably the sharpest 2027 catalyst on the entire list.

5. YPF (YPF): The Vaca Muerta Payoff YPF Sociedad Anonima (NYSE:YPF) is Druckenmiller’s emerging-markets energy call, and it lands as the #5 payoff because a specific date sits inside the thesis: January 2027, when the VMOS export pipeline turns on. This is Argentina’s shale story written as a hard catalyst.

Q1 2026 EPS came in at $1.03 versus a $0.88 consensus, a 17.05% beat, swinging the company to $409 million in net profit from a $649 million loss the prior quarter. Shale oil production reached 205 kbbl/d, up 39% year-over-year and now 76% of total oil output. The VMOS export pipeline is roughly 62% complete with first oil export targeted for January 2027, and lifting costs fell 42% year-over-year.

Shares are up 33.99% year-to-date and 57.25% over the past twelve months. The model base case targets $61.94, or 25.75% upside, with analyst sentiment 77% bullish and zero bearish. Argentina’s 51% government stake is the risk you accept for the reward. The setup skews constructive with position sizing discipline.

The Through-Line Druckenmiller’s top five is a barbell: two US-listed AI and precision-medicine engines (TSM, NTRA), one specialty-pharma launch curve (INSM), and two emerging-markets asymmetric bets (TBBB, YPF) where the macro pain is the entry point. Every name carries a bullish analyst majority and a base-case upside north of 19%. The VMOS pipeline turns on in January 2027. BRINSUPRI’s next earnings report lands before year-end. The window to buy alongside the trade is narrowing fast.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.
2026-07-13 20:33 17d ago
2026-07-13 16:13 17d ago
Argentina's YPF Electric Energy files for US IPO
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
People fuel their vehicles at YPF gas station on the day of a 24-hour general strike against the adjustment policy of Argentinian President Javier Milei's government, in Buenos Aires,... Purchase Licensing Rights, opens new tab Read more

CompaniesJuly 13 (Reuters) - Power company YPF ​Electric Energy on ‌Monday filed for an initial public ​offering in ​the United States.

YPF is ⁠Argentina's largest pure-play ​power generation company ​by installed capacity. It operates 17 thermal ​and renewable power ​plants with a combined ‌installed ⁠capacity of 3,764 megawatts (MW).

The Reuters Power Up newsletter provides everything you need to know about the global energy industry. Sign up here.

Goldman Sachs, BofA Securities and Citigroup ​are ​the ⁠global coordinators for the ​offering.

YPF will list American ​depositary ⁠shares on the NYSE under ⁠the ​symbol "YLUZ."

Reporting by ​Prakhar Srivastava in Bengaluru; Editing ​by Jonathan Ananda

Our Standards: The Thomson Reuters Trust Principles., opens new tab
2026-06-26 16:24 1mo ago
2026-06-26 11:30 1mo ago
EQNR Exits Japan Offshore Wind Business, Prioritizes Integrated Power
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
Key Takeaways Equinor will exit Japan offshore wind projects and close its Tokyo office by the end of the year.EQNR failed to secure leases in Japan and is reevaluating its wider renewable energy strategy.Equinor is prioritizing integrated power while keeping oil and gas production as its main focus. Equinor ASA (EQNR - Free Report) , a Norwegian integrated energy company, announced that it will cease operations of its offshore wind projects in Japan, in its latest move to scale back its renewable energy investments. The company has mentioned that it will close its Tokyo office by the end of the year. Equinor entered Japan in 2018 with intentions to develop offshore wind projects. However, the company was unsuccessful in securing any leases during the auctions.

EQNR noted that the decision was part of a wider revaluation of its business strategy, under which the company intends to focus on its integrated power business. In recent years, Equinor has also pulled back offshore wind activities in several other markets, such as Vietnam, Spain, Portugal and France. The company has mentioned that higher project costs have made some offshore wind investments less attractive. Rising costs may undermine project economics, thereby limiting returns.

While the company continues to invest in the renewable energy space, its primary focus remains on its core oil and gas business. EQNR is a leading exploration and production player on the Norwegian Continental Shelf and a major natural gas supplier to Europe. The majority of the company’s earnings are derived from its oil and gas production activities.

Equinor has scaled back its renewable ambitions and has dropped its 2030 installed capacity target. The company has highlighted that, moving forward, it will focus on the expansion of its integrated power business, combining various energy sources. This approach is expected to help EQNR allocate more capital to its high-return business segment while maintaining a presence in renewables.

EQNR’s Zacks Rank and Key PicksEQNR currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks from the energy sector are YPF Sociedad Anonima (YPF - Free Report) , W&T Offshore (WTI - Free Report) and FuelCell Energy (FCEL - Free Report) . While YPF currently sports a Zacks Rank #1 (Strong Buy), W&T Offshore and FuelCell Energy carry a Zacks Rank #2 (Buy) each at present. You can see the complete list of today’s Zacks Rank #1 stocks here.

YPF is a leading integrated energy company in Argentina, with operations spanning the entire oil and gas value chain. As an oil and gas producer, the company has a growing focus on shale development in the Vaca Muerta formation, while producing conventional oil and natural gas. YPF also operates pipelines and export projects, three wholly-owned refineries, and has a nationwide retail network and petrochemical operations. The company is also expanding into LNG, power and other energy-related businesses to support long-term growth.

W&T Offshore benefits from its prolific Gulf of America assets, which offer low-decline rates, strong permeability and significant untapped reserves. The company’s properties include around 457,700 gross acres on the conventional Shelf, 5,600 gross acres in Alabama State Waters and about 141,900 gross acres in the Deepwater region. Its GoA discoveries should boost future production prospects and are expected to enhance revenues.

FuelCell Energy is a clean energy company that offers scalable, reliable, low-carbon power solutions. It produces power using flexible fuel sources such as biogas, natural gas and hydrogen. The company’s proprietary molten carbonate fuel cell systems generate electricity through an electrochemical process instead of burning fuel, reducing carbon emissions and minimizing the environmental impact of power generation. FCEL is anticipated to play a crucial role in the energy transition by enabling industries and communities to shift from traditional fossil fuels to low-carbon alternatives.
2026-06-25 16:30 1mo ago
2026-06-25 10:41 1mo ago
Should Value Investors Buy YPF Sociedad Anonima (YPF) Stock?
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.

Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are undervalued, leaving room for profits.

Luckily, Zacks has developed its own Style Scores system in an effort to find stocks with specific traits. Value investors will be interested in the system's "Value" category. Stocks with both "A" grades in the Value category and high Zacks Ranks are among the strongest value stocks on the market right now.

One company value investors might notice is YPF Sociedad Anonima (YPF - Free Report) . YPF is currently sporting a Zacks Rank #1 (Strong Buy), as well as a Value grade of A. The stock is trading with P/E ratio of 8.15 right now. For comparison, its industry sports an average P/E of 9.24. YPF's Forward P/E has been as high as 12.74 and as low as 4.36, with a median of 8.07, all within the past year.

Another notable valuation metric for YPF is its P/B ratio of 0.79. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. YPF's current P/B looks attractive when compared to its industry's average P/B of 1.73. Within the past 52 weeks, YPF's P/B has been as high as 1.53 and as low as 0.69, with a median of 1.11.

Value investors also frequently use the P/S ratio. This metric is found by dividing a stock's price with the company's revenue. Some people prefer this metric because sales are harder to manipulate on an income statement. This means it could be a truer performance indicator. YPF has a P/S ratio of 0.96. This compares to its industry's average P/S of 1.01.

These figures are just a handful of the metrics value investors tend to look at, but they help show that YPF Sociedad Anonima is likely being undervalued right now. Considering this, as well as the strength of its earnings outlook, YPF feels like a great value stock at the moment.
2026-06-22 21:32 1mo ago
2026-06-19 13:45 1mo ago
Is YPF Sociedad Anonima (YPF) a Solid Growth Stock? 3 Reasons to Think "Yes"
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.

By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.

However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects.

Our proprietary system currently recommends YPF Sociedad Anonima (YPF - Free Report) as one such stock. This company not only has a favorable Growth Score, but also carries a top Zacks Rank.

Research shows that stocks carrying the best growth features consistently beat the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better.

Here are three of the most important factors that make the stock of this company a great growth pick right now.

Earnings GrowthEarnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration.

While the historical EPS growth rate for YPF Sociedad Anonima is 6.9%, investors should actually focus on the projected growth. The company's EPS is expected to grow 347.8% this year, crushing the industry average, which calls for EPS growth of 73%.

Impressive Asset Utilization RatioGrowth investors often overlook asset utilization ratio, also known as sales-to-total-assets (S/TA) ratio, but it is an important feature of a real growth stock. This metric exhibits how efficiently a firm is utilizing its assets to generate sales.

Right now, YPF Sociedad Anonima has an S/TA ratio of 0.63, which means that the company gets $0.63 in sales for each dollar in assets. Comparing this to the industry average of 0.52, it can be said that the company is more efficient.

In addition to efficiency in generating sales, sales growth plays an important role. And YPF Sociedad Anonima is well positioned from a sales growth perspective too. The company's sales are expected to grow 19.3% this year versus the industry average of 18%.

Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

There have been upward revisions in current-year earnings estimates for YPF Sociedad Anonima. The Zacks Consensus Estimate for the current year has surged 2.2% over the past month.

Bottom LineYPF Sociedad Anonima has not only earned a Growth Score of A based on a number of factors, including the ones discussed above, but it also carries a Zacks Rank #1 because of the positive earnings estimate revisions.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

This combination indicates that YPF Sociedad Anonima is a potential outperformer and a solid choice for growth investors.
2026-06-17 07:32 1mo ago
2026-06-16 10:18 1mo ago
Argentina's YPF, Tesla to explore EV charging, energy storage collaboration
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
By Reuters

June 16, 20262:18 PM UTCUpdated 15 hours ago

A staff member cleans a Model Y L electric car inside a Tesla store at a shopping mall, in Beijing, China, May 12, 2026. REUTERS/Tingshu Wang Purchase Licensing Rights, opens new tab

CompaniesJune 16 (Reuters) - Argentine state energy company YPF (YPFDm.BA), opens new tab ​said on Tuesday ‌that it had signed a letter ​of intent ​to explore joint opportunities ⁠in fast-charging ​networks and energy ​storage infrastructure.

The accord came as YPF CEO Horacio ​Marin visited ​Tesla's Gigafactory in Texas, ‌YPF ⁠said in a statement, with the visit focused ​on potential ​collaboration ⁠in energy infrastructure, electric ​mobility and ​technological ⁠innovation, as Argentina looks to modernize ⁠its ​energy ​network.

The Reuters Power Up newsletter provides everything you need to know about the global energy industry. Sign up here.

Reporting by Kylie Madry; Editing ​by Aida Pelaez-Fernandez

Our Standards: The Thomson Reuters Trust Principles., opens new tab
2026-06-12 19:42 1mo ago
2026-05-12 12:41 2mo ago
YPF Q1 Earnings Beat Estimates on Lower Expenses & Higher Oil Output
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
Key Takeaways YPF reported Q1 earnings of $1.03 per share, topping estimates as operating expenses fell 20.1% y/y.YPF's upstream EBITDA jumped 46.8% on higher oil prices and lower lifting costs.YPF generated $871M in free cash flow and reduced net debt to $8.4B during the quarter. YPF Sociedad Anónima (YPF - Free Report) reported first-quarter 2026 earnings of $1.03 per share, which beat the Zacks Consensus Estimate of 83 cents by 24.1%. The bottom line improved from the year-ago quarter’s figure of 32 cents per share.

Total quarterly revenues of $4.9 billion missed the Zacks Consensus Estimate of $5 billion by 2.0%. The top line increased 7.3% from the prior-year level of $4.6 billion.

The strong quarterly earnings were driven by increased crude oil production, higher crude oil price realizations and reduced total operating expenses. However, reduced hydrocarbon production and lower natural gas price realizations partially offset the positives.

Operational Performance of YPFUpstream ProductionIn the first quarter of 2026, YPF’s total hydrocarbon production was 525 thousand barrels of oil equivalent per day (Mboe/D), down 5% from 552.1 Mboe/D in the corresponding period of 2025. Crude oil production in the reported quarter averaged 271.0 thousand barrels per day (MBbl/D) compared with 269.9 MBbl/D a year ago. The improvement can be primarily attributed to higher shale production, partially offset by lower conventional output.

YPF’s natural gas production in the reported quarter decreased 12.2% year over year to 32.8 million cubic meters per day. Gas production was primarily affected by lower conventional gas output from mature fields. Natural gas liquids production was 47.7 MBbl/D compared with 47.3 MBbl/D in the prior-year quarter.

Average Price RealizationsThe average price realization for crude oil improved 0.8% year over year to $68.4 per barrel. The average natural gas price realization fell 1.7% from the year-ago quarter to $2.9 per million British thermal unit.

YPF’s adjusted EBITDA from upstream activities increased 46.8% year over year to $1.1 billion, primarily driven by lower lifting costs and other expenses.

Midstream & DownstreamIn the quarter under review, processed crude volumes reached 344.3 MBbl/D, up 8.3% from 318 MBbl/D in the year-ago quarter. Refineries’ utilization rate in the first quarter was 102%, up from 94% in the prior-year quarter.

Adjusted EBITDA, excluding the price effect of oil products on inventories, for the segment was $598 million, improving 9.5% year over year.

YPF’s Total Operating ExpensesOperating expenses in the quarter totaled $1.4 billion, down 20.1% from $1.7 billion in the year-ago quarter.

YPF Converts Operations and M&A Proceeds Into CashNet cash flow provided by operating activities in the quarter was $1.9 billion. The company reported free cash flow of $871 million for the quarter. Capital spending for the first quarter was $980 million, down 19% from a year ago, driven by lower exposure to conventional assets and the acquisition of new unconventional concessions, which were booked in the first quarter of 2025.

YPF’s Deleverages and Rebuilds LiquidityAs of March 31, 2026, the company’s cash and short-term investments were $1.7 billion, up from $1.1 billion recorded in the fourth quarter of 2025. Net debt decreased to $8.4 billion from $9.4 billion in the fourth quarter of 2025. Net leverage declined to 1.57X from 1.87X sequentially, supported by both higher liquidity and lower gross debt.

The company used strong cash generation to prepay about $750 million of debt in the first four months of 2026, aiming to reduce future maturities and lower its average cost of debt.

YPF 2026 GuidanceYPF reaffirmed its full-year 2026 capital expenditure guidance in the range of $5.5 billion to $5.8 billion. The company expects spending and activity to increase further in the coming quarters, which should support higher oil and gas production in the second half of 2026.

YPF’s Zacks Rank & Other Key PicksYPF currently sports a Zacks Rank #1 (Strong Buy).

Some other top-ranked stocks from the energy sector are Chevron Corporation (CVX - Free Report) , BP plc (BP - Free Report) and Eni S.p.A. (E - Free Report) . CVX, BP and E each currently sport a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.

Chevron reported first-quarter 2026 adjusted earnings per share of $1.41, which beat the Zacks Consensus Estimate of 92 cents.

As of March 31, 2026, CVX reported $5.3 million in cash and cash equivalents. At the quarter's end, its total debt amounted to $45.4 billion.

BP reported first-quarter 2026 earnings of $1.24 per American Depositary Share, which beat the Zacks Consensus Estimate of 91 cents.

As of March 31, 2026, BP reported $35.7 million in cash and cash equivalents. At the quarter's end, its long-term debt totaled $25.3 billion.

Eni reported first-quarter 2026 adjusted earnings from continuing operations of 81 cents per American Depository Receipt, which missed the Zacks Consensus Estimate of $1.13.

As of March 31, 2026, E had a long-term debt of €21.7 billion and cash and cash equivalents of €8.3 billion.
2026-06-12 19:42 1mo ago
2026-05-12 13:46 2mo ago
3 Reasons Why Growth Investors Shouldn't Overlook YPF Sociedad Anonima (YPF)
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.

That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.

However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects.

Our proprietary system currently recommends YPF Sociedad Anonima (YPF - Free Report) as one such stock. This company not only has a favorable Growth Score, but also carries a top Zacks Rank.

Studies have shown that stocks with the best growth features consistently outperform the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy).

Here are three of the most important factors that make the stock of this company a great growth pick right now.

Earnings GrowthArguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration.

While the historical EPS growth rate for YPF Sociedad Anonima is 6.9%, investors should actually focus on the projected growth. The company's EPS is expected to grow 439.5% this year, crushing the industry average, which calls for EPS growth of 67.1%.

Impressive Asset Utilization RatioAsset utilization ratio -- also known as sales-to-total-assets (S/TA) ratio -- is often overlooked by investors, but it is an important indicator in growth investing. This metric exhibits how efficiently a firm is utilizing its assets to generate sales.

Right now, YPF Sociedad Anonima has an S/TA ratio of 0.63, which means that the company gets $0.63 in sales for each dollar in assets. Comparing this to the industry average of 0.51, it can be said that the company is more efficient.

While the level of efficiency in generating sales matters a lot, so does the sales growth of a company. And YPF Sociedad Anonima looks attractive from a sales growth perspective as well. The company's sales are expected to grow 18.6% this year versus the industry average of 15.7%.

Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

The current-year earnings estimates for YPF Sociedad Anonima have been revising upward. The Zacks Consensus Estimate for the current year has surged 59.3% over the past month.

Bottom LineYPF Sociedad Anonima has not only earned a Growth Score of A based on a number of factors, including the ones discussed above, but it also carries a Zacks Rank #1 because of the positive earnings estimate revisions.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

This combination indicates that YPF Sociedad Anonima is a potential outperformer and a solid choice for growth investors.
2026-06-12 19:42 1mo ago
2026-05-12 23:54 2mo ago
YPF SA (YPF) Stock Up 6.1% and Still Undervalued -- GF Score: 89/100
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
On May 12, 2026, YPF SA YPF shares rose 6.1% to a current price of $44.95. This increase follows a notable performance trajectory for the stock, which has traded between a 52-week low of $22.82 and a high of $48.96. The stock has shown robust momentum, evidenced by a year-to-date gain of 24.3% and a remarkable increase of 58.1% over the past three years.

GF Value™ verdict: YPF is currently priced at $44.95, which is 5.3% below the GF Value™ estimate of $47.46.GF Score™: YPF holds a strong GF Score™ of 89/100, indicating solid performance across multiple financial metrics.Notable signal: The momentum rank is 10/10, showcasing exceptional upward price movement. Is YPF Overvalued or Undervalued? According to the GF Value™, YPF shares are currently undervalued by approximately 5.3%. The GF Value™ estimate of $47.46 suggests there is a margin of safety for potential investors, as the stock price is below this intrinsic value. The GF Valuation label indicates that the stock is fairly valued, which aligns with its current trading dynamics. Being undervalued presents an opportunity for long-term investors, although it is important to note the risks associated with volatility and market fluctuations.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

How Does YPF's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 11.7x 10.8x YPF's current forward P/E of 11.7x is above its 5-year median P/E of 10.8x, indicating that the stock is trading at a higher valuation relative to its historical averages. This P/E analysis supports the GF Value™ verdict of being fairly valued, suggesting that while there may be potential for growth, investors should remain cautious of the elevated valuation relative to past performance.

What Does YPF's GF Score™ Tell Us? Metric Rating GF Score™ 89/100 Financial Strength 5/10 Profitability 7/10 Growth 9/10 Valuation 9/10 Momentum 10/10 The GF Score™ of 89/100 indicates that YPF is positioned well for long-term returns, especially highlighted by its strong momentum rank of 10/10 and high growth rank of 9/10. However, the financial strength ranking of 5/10 suggests there may be areas for improvement in the company's balance sheet, which could pose risks for investors in the event of market downturns.

What Are Insiders Doing with YPF Stock? In the last three months, insider activity has shown that insiders sold $0.7 million worth of shares, with no reported buying during that time. This pattern of selling may indicate a lack of confidence among insiders regarding the stock’s short-term performance, or it could simply reflect personal financial decisions unrelated to the company's prospects.

What This Means for Investors Based on the GF Value™ assessment, YPF is currently undervalued, presenting a potential opportunity for long-term investors. However, caution is warranted due to recent insider selling and the company's moderate financial strength, which could impact its ability to sustain growth.

For the complete analysis, visit the YPF SA YPF stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is YPF's GF Score™?

YPF has a GF Score™ of 89/100, indicating strong performance across multiple financial metrics, which suggests the stock has a favorable outlook for long-term returns.

Is YPF overvalued or undervalued?

YPF is currently undervalued based on the GF Value™ estimate, which indicates a margin of safety for potential investors.

What is YPF's P/E ratio?

YPF's current forward P/E ratio is 11.7x, which is above its 5-year median P/E of 10.8x, suggesting the stock is trading at a higher valuation compared to its historical averages.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
2026-06-12 19:42 1mo ago
2026-05-15 15:07 2mo ago
YPF Sociedad Anónima Q1 Earnings Call Highlights
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
Fracking Halliburton And The Big Bet South Of The Border YPF Sociedad Anónima NYSE: YPF reported higher first-quarter revenue, record first-quarter adjusted EBITDA and sharply improved free cash flow, as executives said the company continued shifting its portfolio toward shale production in Argentina’s Vaca Muerta formation.

Chairman and Chief Executive Officer Horacio Marín said revenue for the first quarter of 2026 totaled $4.95 billion, up 9% from the previous quarter and 7% from a year earlier. He attributed the sequential increase mainly to higher international prices since March and the company’s policy of aligning domestic gasoline and diesel prices with international parity levels. The year-over-year increase reflected stronger local fuel demand and record refinery processing, he said.

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3 Targeted Oil Plays as the Iran Crisis Lifts CrudeAdjusted EBITDA reached nearly $1.6 billion, which Marín described as the highest first-quarter level in YPF’s history. The adjusted EBITDA margin was 32%, while adjusted EBITDA rose 24% sequentially and 28% year over year. Marín said the improvement was driven by higher shale oil production, better pricing dynamics and changes in the upstream cost structure as the company focuses more heavily on shale.

Free Cash Flow and Balance Sheet Improve YPF generated $871 million in free cash flow during the quarter, an improvement of $1.8 billion from a year earlier. Marín said the figure was supported by operating performance and approximately $500 million in proceeds from strategic M&A activity. The company’s net leverage ratio fell to 1.57 times from 1.9 times at the end of the fourth quarter of 2025 and from a peak of 2.1 times in the third quarter of 2025.

Finance Vice President Pedro Kearney said M&A activity contributed a net $504 million to quarterly cash flow, led by about $410 million from the final proceeds of the Profertil divestiture and roughly $85 million from the partial sale of the Manantiales Behr field. Kearney said the Manantiales Behr transaction has a total price of $410 million, with an earn-out of up to $40 million, and that the remaining balance is expected to be collected through 2028.

Kearney said YPF ended March with $1.7 billion in liquidity, up $500 million during the quarter. The company raised nearly $1 billion across international and local markets and bank facilities in the first quarter. That included a $550 million reopening of its 2034 bond at an 8.1% yield, which Kearney said was the lowest international market rate secured by YPF in nine years. The company also issued about $285 million in local U.S. dollar MEP bonds and prepaid approximately $750 million of debt obligations scheduled to mature between 2026 and 2028.

Shale Oil Output Drives Upstream Performance YPF’s shale oil production reached 205,000 barrels per day in the first quarter, up 5% sequentially and 39% year over year. Shale oil represented 76% of total oil production. Marín said the company remains on track for a full-year target of approximately 215,000 barrels per day and a December exit rate of 250,000 barrels per day.

Maximiliano Westen, vice president of strategy, business development and control, said growth in shale oil fully offset continued divestments from conventional fields. Conventional oil production declined more than 45% year over year to 66,000 barrels per day in the first quarter. Upstream lifting costs fell 42% year over year to $8.80 per barrel of oil equivalent, while lifting costs in shale oil hub blocks reached about $4 per BOE. Westen said La Angostura Sur had lifting costs of around $3 per BOE, the lowest among YPF fields.

La Angostura Sur was highlighted as a key growth asset. Marín said the block produced about 2,000 barrels per day of shale oil 18 months ago and is now producing approximately 55,000 barrels per day. He said it is the No. 5 Vaca Muerta block, represents about 25% of YPF’s shale oil production and has a breakeven price below $40 per barrel. YPF owns 100% of the block and is targeting a plateau of about 100,000 barrels per day.

Natural gas production averaged 32.8 million cubic meters per day, down 12% year over year, which Westen attributed mainly to the company’s exit from mature conventional fields, partially offset by shale gas expansion.

Downstream Sets Processing Record as Fuel Pricing Buffer Begins YPF’s refinery processing averaged 344,000 barrels per day in the first quarter, up 3% sequentially and 8% year over year. Westen said this marked another record processing level and supported record production of premium gasoline and middle distillates, allowing YPF to avoid imports, supply local peers and export to neighboring countries.

Domestic gasoline and diesel dispatch volumes declined 3% from the previous quarter due to seasonality but increased 8% from a year earlier. YPF maintained a 57% market share, or 60% when including gasoline and diesel produced by YPF and sold through third-party stations.

Executives also discussed the company’s local fuel pricing strategy. Marín said YPF was able to largely pass through higher international prices in March, but demand began to weaken late in the month, particularly in gasoline. Westen said fuel demand in late March fell by about 10% compared with early March. In response, YPF temporarily postponed further pass-through of international price increases for 45 days beginning in April.

Marín said the decision was made by YPF “without any government interference” and was later adopted by other major industry operators. He said the goal was to protect demand while reaffirming an import-parity strategy in a free-market environment. The company’s midstream and downstream adjusted EBITDA margin was $19.10 per barrel in the first quarter and, based on preliminary April figures, about $24 per barrel.

Infrastructure and LNG Projects Advance YPF said it continued to secure infrastructure needed for Vaca Muerta growth. Westen said VMOS shareholders approved the allocation to YPF of 44,000 barrels per day of additional pipeline capacity, increasing YPF’s stake in VMOS from about 25% to 30%. He also said Oldelval is expected to expand transportation capacity by roughly 150,000 barrels per day by year-end, with YPF holding about 40,000 barrels per day of that incremental capacity.

On the Argentina LNG project, Marín said founding partners YPF, Eni and XRG, the international energy investment arm of ADNOC, are working toward a final investment decision by year-end. The project contemplates total investment of approximately $24 billion, excluding upstream, including financing costs. Marín said market sounding drew interest from about 50 institutional investors, with initial appetite exceeding project financing needs.

For the CESA tolling phase, in which YPF holds a 25% equity stake, Marín said CESA signed an LNG supply partnership with Germany-based SEFE for 2 million tons per year over eight years starting in late 2027. He said the volume represents about 30% of CESA’s total capacity and corresponds to the capacity of the first vessel, Gimi.

During the question-and-answer session, Marín said the Middle East conflict has increased financing appetite for Argentina LNG and may accelerate discussion of future expansion. He also said YPF is seeking more competition among service companies in Vaca Muerta and expects cost improvements, while reiterating that the company’s capital allocation remains focused on unconventional assets.

About YPF Sociedad Anónima NYSE: YPFYPF Sociedad Anónima NYSE: YPF is an integrated oil and gas company headquartered in Buenos Aires, Argentina. The company’s primary businesses encompass upstream exploration and production of crude oil and natural gas, midstream transportation and storage, and downstream refining and distribution. YPF operates several major refineries and a nationwide network of service stations, supplying fuels, lubricants, and petrochemical products to both retail and industrial customers.

Founded in 1922 as Yacimientos Petrolíferos Fiscales, YPF was the world’s first state‐owned oil company.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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2026-06-12 19:42 1mo ago
2026-05-15 16:21 2mo ago
Argentina's YPF registers $25 bln oil project for RIGI investment scheme
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
A man waits outside his car while refueling at a YPF gas station in Buenos Aires, Argentina December 29, 2023. REUTERS/Martin Cossarini Purchase Licensing Rights, opens new tab

CompaniesBUENOS AIRES, May 15 (Reuters) - Argentina's state-run energy firm YPF (YPFDm.BA), opens new tab said on Friday ​the company has requested a large ‌investment tax scheme known as RIGI apply to a $25 billion oil project aimed at accelerating development ​of the Vaca Muerta shale formation.

The ​project, known as LLL, represents Argentina's ⁠most significant oil export program and is ​the largest to be submitted under the ​Incentive Regime for Large Investments (RIGI), according to CEO Horacio Marin.

The Reuters Power Up newsletter provides everything you need to know about the global energy industry. Sign up here.

• LLL Oil targets production of 240,000 ​barrels of crude per day from ​2032 with drilling 1,152 wells, with all output directed ‌for ⁠export.

• LLL Oil is projected to generate approximately $6 billion in annual export revenues by 2032 and create around 6,000 direct ​jobs during development, ​YPF ⁠said.

• Participating blocks will share surface facilities, drilling rigs, fracturing equipment ​and sand and water logistics, ​YPF ⁠said.

• The Vaca Muerta shale play is a cornerstone of President Javier Milei's economic ⁠strategy, ​which seeks to boost ​Argentina's financial stability through increased energy exports.

Reporting by Natalia Siniawski ​and Jorge Otaola; Editing by Kylie Madry

Our Standards: The Thomson Reuters Trust Principles., opens new tab
2026-06-12 19:42 1mo ago
2026-05-18 19:17 2mo ago
YPF SA (YPF) Shares Surge 8.8% -- What GF Score of 88 Tells Investors
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
On May 18, 2026, YPF SA YPF shares rose 8.8% today, bringing the current price to $47.48. This price is within a 52-week range, having seen a low of $22.82 and a high of $48.96 over the past year.

GF Value™ verdict: Current price of $47.48 is 5.2% overvalued compared to the GF Value™ of $45.15.GF Score™: 88/100, indicating a strong investment quality.Notable signal: Insider activity shows that insiders sold $0.7M worth of shares in the last 3 months without any buying. Is YPF Overvalued or Undervalued? The current price of YPF SA YPF is $47.48, which is above the GF Value™ estimate of $45.15, suggesting that the stock is overvalued by approximately 5.2%. This overvaluation indicates a lack of margin of safety for potential investors, as purchasing shares at a premium could expose them to greater risk if the market corrects the price to reflect its intrinsic value. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

The GF Valuation label classifies YPF as fairly valued, indicating that while the stock is above its calculated fair value, it may still be viewed as a viable investment for those willing to accept the risk associated with overvaluation. Investors should consider the potential for volatility and the company's ability to maintain performance in such conditions.

How Does YPF's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 10.4x 10.8x YPF's current forward P/E of 10.4x is slightly below its 5-year median P/E of 10.8x, which suggests that the stock is trading at a lower valuation compared to its historical levels. This P/E analysis aligns with the GF Value™ verdict, indicating a potential overvaluation, although the proximity of current valuations to historical figures suggests that the stock may not be excessively overvalued.

What Does YPF's GF Score™ Tell Us? Metric Rating GF Score™ 88 Financial Strength 5/10 Profitability 7/10 Growth 9/10 Valuation 9/10 Momentum 8/10 The GF Score™ of 88/100 indicates a strong overall quality for YPF. The company excels in growth (9/10) and valuation (9/10), suggesting that it has robust prospects for future earnings and is relatively well-priced compared to its earnings potential. However, financial strength is rated lower at 5/10, indicating some vulnerabilities that may impact its stability. Overall, the combination of high growth potential and strong valuation metrics positions YPF favorably, while areas of financial strength warrant closer scrutiny.

What Are Insiders Doing with YPF Stock? In recent months, insider activity has shown that insiders sold $0.7 million worth of shares, with no recorded purchases. This trend may suggest a lack of confidence among insiders regarding the stock's short-term outlook, as they have chosen to liquidate a portion of their holdings rather than invest further. Such selling activity can be interpreted as a cautionary signal for potential investors.

What This Means for Investors Based on the GF Value™ assessment, YPF is currently overvalued with a price of $47.48 compared to its GF Value™ of $45.15. While the company showcases strong growth and valuation metrics, the insider selling and current overvaluation present risks that investors should consider.

For the complete analysis, visit the YPF SA YPF stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is YPF's GF Score™?

YPF's GF Score™ is 88/100, indicating a strong investment quality based on various key metrics.

Is YPF overvalued or undervalued?

YPF is currently overvalued, trading at $47.48 compared to a GF Value™ of $45.15, representing a 5.2% premium.

What is YPF's P/E ratio?

YPF's forward P/E is 10.4x, which is below its 5-year median P/E of 10.8x, suggesting the stock is trading at a lower valuation relative to its historical averages.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
2026-06-12 19:42 1mo ago
2026-05-19 10:36 2mo ago
YPF Sociedad Anonima (YPF) Just Overtook the 20-Day Moving Average
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
YPF Sociedad Anonima (YPF - Free Report) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, YPF broke through the 20-day moving average, which suggests a short-term bullish trend.

A well-liked tool among traders, the 20-day simple moving average offers a look back at a stock's price over a 20-day period. This is very beneficial to short-term traders, as it smooths out short-term price trends and gives more trend reversal signals than longer-term moving averages.

Similar to other SMAs, if a stock's price moves above the 20-day, the trend is considered positive, while price falling below the moving average can signal a downward trend.

Shares of YPF have been moving higher over the past four weeks, up 15.9%. Plus, the company is currently a Zacks Rank #1 (Strong Buy) stock, suggesting that YPF could be poised for a continued surge.

The bullish case only gets stronger once investors take into account YPF's positive earnings estimate revisions. There have been 3 revisions higher for the current fiscal year compared to none lower, and the consensus estimate has moved up as well.

With a winning combination of earnings estimate revisions and hitting a key technical level, investors should keep their eye on YPF for more gains in the near future.
2026-06-12 19:41 1mo ago
2026-05-22 10:41 2mo ago
Should Value Investors Buy YPF Sociedad Anonima (YPF) Stock?
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Original source text
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.

Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are undervalued, leaving room for profits.

Zacks has developed the innovative Style Scores system to highlight stocks with specific traits. For example, value investors will be interested in stocks with great grades in the "Value" category. When paired with a high Zacks Rank, "A" grades in the Value category are among the strongest value stocks on the market today.

One company value investors might notice is YPF Sociedad Anonima (YPF - Free Report) . YPF is currently holding a Zacks Rank #1 (Strong Buy) and a Value grade of A. The stock holds a P/E ratio of 8.15, while its industry has an average P/E of 10.20. Over the past year, YPF's Forward P/E has been as high as 12.74 and as low as 4.36, with a median of 8.07.

Another valuation metric that we should highlight is YPF's P/B ratio of 0.79. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. This stock's P/B looks attractive against its industry's average P/B of 1.90. YPF's P/B has been as high as 1.53 and as low as 0.69, with a median of 1.11, over the past year.

Value investors also love the P/S ratio, which is calculated by simply dividing a stock's price with the company's sales. This is a popular metric because sales are harder to manipulate on an income statement, so they are often considered a better performance indicator. YPF has a P/S ratio of 1. This compares to its industry's average P/S of 1.01.

These are just a handful of the figures considered in YPF Sociedad Anonima's great Value grade. Still, they help show that the stock is likely being undervalued at the moment. Add this to the strength of its earnings outlook, and we can clearly see that YPF is an impressive value stock right now.
2026-06-12 19:41 1mo ago
2026-05-27 10:50 2mo ago
Eni Advances Baleine Phase 3 Expansion With Investment Approval
YPF YPF Sociedad Anonima
FMP Stock News
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Key Takeaways Eni's Baleine Phase 3 aims to increase oil production to 150 MBPD from 60 MBPD.Eni plans to raise gas output to 200 MMcf/d from 80 MMcf/d with a new FPSO development project.Eni will supply all gas produced from Baleine Phase 3 to Cote d'Ivoire's domestic market. Eni S.p.A. (E - Free Report) and its partners, PETROCI and Vitol, approved the final investment decision (FID) for the Baleine Phase 3 project during a ceremony in Abidjan. The decision marks a major milestone for the Baleine field, the largest hydrocarbon discovery ever made in Cote d’Ivoire and highlights the country’s growing importance as an energy hub in West Africa.

The Phase 3 expansion aims to significantly increase production from 60 thousand barrels per day (MBPD) to 150 MBPD, while gas output is expected to reach 200 million cubic feet per day (MMcf/d) from 80 MMcf/d. The project includes the construction of a new floating production, storage and offloading (FPSO) unit designed to improve operational efficiency, safety and environmental performance. By continuing its phased and fast-track development model, Eni is expected to reach early production milestones and reduce costs by leveraging existing infrastructure.

The integrated energy giant emphasized that all gas produced from the project will be supplied to Cote d’Ivoire’s domestic market to support electricity generation, industrial development and national energy security. Since entering Cote d’Ivoire in 2015, Eni has made significant discoveries, including Baleine and Calao, strengthening offshore exploration activity in the country. Beyond energy development, E continues to support local communities through investments in education, healthcare, training and local business development initiatives.

Eni currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the energy sector having presence in the upstream space are Chevron Corporation (CVX - Free Report) , YPF Sociedad Anónima (YPF - Free Report) and Exxon Mobil Corporation (XOM - Free Report) . CVX, YPF and XOM sport a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

As an integrated energy giant with a robust presence in the Permian Basin, Chevron explores, produces and refines crude oil, natural gas and alternative energy sources. With first-quarter 2026 international net oil-equivalent production improving year over year to 1.8 million barrels of oil equivalent per day (MMBoe/d), CVX’s international output is expected to rise following an oil discovery at the Bandit prospect in the Gulf of Mexico.

Headquartered in Buenos Aires, YPF is an integrated energy giant engaged in the exploration, production and distribution of oil, natural gas and petrochemicals, with key operations in the massive Vaca Muerta shale formation. YPF, along with CVX and XOM, is benefiting from a favorable pricing environment as West Texas Intermediate crude prices surpass the $90-per-barrel mark, according to oilprice.com.

Driven by its advantaged assets in the prolific Permian Basin, offshore Guyana and liquified natural gas ventures, ExxonMobil generates strong revenues. In the first quarter of 2026, XOM increased liquids production to 3,297 MBPD from 3,139 MBPD a year earlier due to higher volumes across the United States, Canada and Other Americas. The company expects overall production to reach 5.5 MMBoe/d by 2030, including 2.5 MMBoe/d from the Permian Basin.
2026-06-12 19:41 1mo ago
2026-05-28 13:46 2mo ago
3 Reasons Why Growth Investors Shouldn't Overlook YPF Sociedad Anonima (YPF)
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.

That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.

However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects, makes it pretty easy to find cutting-edge growth stocks.

YPF Sociedad Anonima (YPF - Free Report) is one such stock that our proprietary system currently recommends. The company not only has a favorable Growth Score, but also carries a top Zacks Rank.

Research shows that stocks carrying the best growth features consistently beat the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better.

Here are three of the most important factors that make the stock of this company a great growth pick right now.

Earnings GrowthArguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration.

While the historical EPS growth rate for YPF Sociedad Anonima is 6.9%, investors should actually focus on the projected growth. The company's EPS is expected to grow 439.5% this year, crushing the industry average, which calls for EPS growth of 67.6%.

Impressive Asset Utilization RatioGrowth investors often overlook asset utilization ratio, also known as sales-to-total-assets (S/TA) ratio, but it is an important feature of a real growth stock. This metric shows how efficiently a firm is utilizing its assets to generate sales.

Right now, YPF Sociedad Anonima has an S/TA ratio of 0.63, which means that the company gets $0.63 in sales for each dollar in assets. Comparing this to the industry average of 0.51, it can be said that the company is more efficient.

In addition to efficiency in generating sales, sales growth plays an important role. And YPF Sociedad Anonima is well positioned from a sales growth perspective too. The company's sales are expected to grow 18.6% this year versus the industry average of 16.2%.

Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

The current-year earnings estimates for YPF Sociedad Anonima have been revising upward. The Zacks Consensus Estimate for the current year has surged 10.2% over the past month.

Bottom LineYPF Sociedad Anonima has not only earned a Growth Score of A based on a number of factors, including the ones discussed above, but it also carries a Zacks Rank #1 because of the positive earnings estimate revisions.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

This combination indicates that YPF Sociedad Anonima is a potential outperformer and a solid choice for growth investors.
2026-06-12 19:41 1mo ago
2026-06-03 11:55 1mo ago
First Non-Associated Gas Flows at BP's ACG Field in the Caspian Sea
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
Key Takeaways BP begins commercial non-associated gas production at the ACG field offshore Azerbaijan.The project may unlock 4-6 Tcf of recoverable gas using existing offshore and terminal infrastructure.A gas development agreement extending through 2049 supports BP's long-term production & strengthens cash flow. BP p.l.c. (BP - Free Report) has reached an important milestone with the start of commercial non-associated gas (NAG) production at the Azeri–Chirag–Gunashli (ACG) field, one of the world's largest oil-producing assets, located offshore Azerbaijan. The project opens a new long-term growth opportunity by unlocking an estimated 4 to 6 trillion cubic feet (Tcf) of recoverable gas resources, extending the value of the field beyond its traditional oil production.

By delivering early production, reservoir and flow data, the initial NAG well from the West Chirag platform serves as a foundational step toward commercializing ACG's vast gas resources. BP can leverage existing offshore facilities and the Sangachal Terminal, reducing development costs and improving capital efficiency. The addition of commercial gas extraction to its oil operations enhances ACG’s position as a fully integrated oil and gas asset while supporting growing European demand for natural gas.

The ACG project is a joint venture operated by BP (30.37%). The remaining co-venturers are SOCAR (35.3%), MOL (9.57%), INPEX (9.31%), ExxonMobil (6.79%), TPAO (5.73%) and ONGC Videsh (2.925%).

With the gas development agreement extending through 2049 and the potential for billions of dollars of future investment, the project could strengthen BP’s long-term production profile, diversify cash flows and create an additional source of earnings growth. The development reinforces BP’s strategic presence in the Caspian region.

BP currently has a Zacks Rank #3 (Hold).

Some better-ranked stocks in the energy sector with a presence in upstream operations are Vista Energy, S.A.B. de C.V. (VIST - Free Report) , Chevron Corporation (CVX - Free Report) and YPF Sociedad Anónima (YPF - Free Report) .

With West Texas Intermediate (“WTI”) crude prices trading above the $90-per-barrel mark, according to oilprice.com, VIST, CVX, YPF and BP are benefiting from the positive pricing environment. VIST, CVX and YPF currently sport a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Vista Energy is a premier independent oil and gas operator focused on shale assets in Argentina's prolific Vaca Muerta basin, where it holds a footprint of approximately 257,000 net acres. VIST achieved total production of 134,741 barrels of oil equivalent per day (Boe/d) in first-quarter 2026, marking a 67% increase compared with the prior-year figure. Driven by this strong performance, Vista raised its full-year 2026 production guidance from 140,000 Boe/d to 143,000 Boe/d.

Chevron is a leading integrated energy giant with a strong presence in the Permian Basin. Driven by strong upstream performance and continued growth across its resource base, CVX achieved first-quarter 2026 international net oil-equivalent production of 1.8 million barrels of oil equivalent per day, up from the prior-year period.

YPF is an integrated energy company that leverages its significant footprint in Argentina’s Vaca Muerta formation to fuel production growth. YPF projected increased operational activity in the coming quarters, which is expected to support higher oil and gas output in the second half of 2026.
2026-06-12 19:41 1mo ago
2026-06-03 12:16 1mo ago
YPF Sociedad Anonima: The Recovery Phase Is Done, The Growth Story Comes Next
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
YPF has transitioned from recovery to exponential growth, driven by shale oil production in Vaca Muerta and aggressive cost reductions. YPF's extraction costs dropped 42% y/y to $8.8/boe in Q1 2026, with Vaca Muerta blocks achieving $4.0/boe, matching global leaders. The VMOS export pipeline, launching January 2027, will enable YPF to sell a greater share of output at international prices, materially improving margins.
2026-06-12 19:41 1mo ago
2026-06-09 09:11 1mo ago
Eni & PETRONAS Launch Searah as Southeast Asia's New Energy Company
YPF YPF Sociedad Anonima
FMP Stock News
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Key Takeaways E and PETRONAS formed Searah, combining upstream assets across Indonesia and Malaysia.Searah starts with output above 300,000 Boe/d and targets more than 500,000 Boe/d within three years.The JV secured a $6 billion credit facility & plans to invest more than $20 billion over the next five years. Eni S.p.A. (E - Free Report) and PETRONAS have officially established Searah, a 50/50 joint venture (JV) combining their upstream assets in Indonesia and Malaysia, creating Southeast Asia’s leading independent integrated energy company. Searah starts with production exceeding 300,000 barrels of oil equivalent per day (Boe/d) from 19 producing and development assets (14 in Indonesia and five in Malaysia) and targets more than 500,000 Boe/d within the next three years, strengthening Eni’s regional growth platform.

Searah enhances Eni’s ability to unlock value from a large resource base while sharing capital requirements and operational risks with PETRONAS. The new JV has secured a $6 billion revolving credit facility and plans to invest more than $20 billion over the next five years to develop more than three billion barrels of oil equivalent (BBoe) of discovered resources and explore new opportunities. The JV drives operational synergies through shared logistics, technology and expertise, leading to greater efficiency and stronger financial returns.

Searah benefits from Eni’s recent major gas developments and discoveries, including the Gendalo, Gandang, Geng North and Gehem projects, as well as the Geliga-1 gas discovery in the Kutei Basin. Providing a strong foundation for future growth, these assets are expected to boost long-term production and reserves, helping Searah achieve its short-term output target of 500,000 Boe/d. The JV strengthens Eni’s position in the fast-growing Southeast Asian gas market while supporting earnings growth and enhancing investor appeal.

Eni currently has a Zacks Rank #3 (Hold).

Some better-ranked stocks in the energy sector with a presence in upstream operations are Vista Energy, S.A.B. de C.V. (VIST - Free Report) , Chevron Corporation (CVX - Free Report) and YPF Sociedad Anónima (YPF - Free Report) .

The West Texas Intermediate (“WTI”) crude oil price is trading around the $90-per-barrel mark, according to oilprice.com. This positive pricing environment is benefiting VIST, CVX, YPF and E. VIST and CVX currently carry a Zacks Rank #2 (Buy) each, while YPF sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Operating primarily in Argentina, Vista holds approximately 257,000 net acres of prime shale assets in the Vaca Muerta basin. In the first quarter of 2026, VIST recorded total production of 134,741 Boe/d, representing a 67% increase year-over-year. Vista increased its full-year production target from 140,000 Boe/d to 143,000 Boe/d.

A major integrated energy giant, Chevron, maintains a strong presence within the Permian Basin. Supported by excellent upstream performance and ongoing development across its resource base, CVX recorded an international net oil-equivalent output of 1.8 million barrels per day for the first quarter of 2026, up from the prior-year period.

Integrated energy company YPF is using its strong foothold in the Vaca Muerta formation to accelerate production growth. A projected increase in operational activity by YPF in the coming quarters is anticipated to yield higher oil and gas production by the second half of 2026.
2026-06-12 19:41 1mo ago
2026-06-09 10:41 1mo ago
Are Investors Undervaluing YPF Sociedad Anonima (YPF) Right Now?
YPF YPF Sociedad Anonima
FMP Stock News
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Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.

Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being undervalued by the market at large.

Zacks has developed the innovative Style Scores system to highlight stocks with specific traits. For example, value investors will be interested in stocks with great grades in the "Value" category. When paired with a high Zacks Rank, "A" grades in the Value category are among the strongest value stocks on the market today.

YPF Sociedad Anonima (YPF - Free Report) is a stock many investors are watching right now. YPF is currently sporting a Zacks Rank #1 (Strong Buy), as well as an A grade for Value. The stock is trading with a P/E ratio of 8.15, which compares to its industry's average of 9.85. Over the past year, YPF's Forward P/E has been as high as 12.74 and as low as 4.36, with a median of 8.07.

Investors should also recognize that YPF has a P/B ratio of 0.79. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. This stock's P/B looks attractive against its industry's average P/B of 1.85. Within the past 52 weeks, YPF's P/B has been as high as 1.53 and as low as 0.69, with a median of 1.11.

These figures are just a handful of the metrics value investors tend to look at, but they help show that YPF Sociedad Anonima is likely being undervalued right now. Considering this, as well as the strength of its earnings outlook, YPF feels like a great value stock at the moment.
2026-06-12 19:41 1mo ago
2026-06-10 09:25 1mo ago
SLB & Qualcomm Team Up to Advance Edge AI in the Energy Sector
YPF YPF Sociedad Anonima
FMP Stock News
Original source text
Key Takeaways SLB and Qualcomm signed a MoU to develop edge AI solutions for energy operations.The partnership combines Agora edge AI & IoT tools with low-power edge computing & AI-processing capabilities.The solutions aim to support real-time decision-making, automation and autonomous workflows in remote assets. SLB N.V. (SLB - Free Report) has announced a memorandum of understanding (MoU) with Qualcomm Technologies to develop edge artificial intelligence (AI) solutions for the energy industry, combining Qualcomm’s low-power edge computing and AI-processing capabilities with SLB’s Agora edge AI and IoT solutions. The collaboration focuses on improving real-time operational performance across wells, facilities and production systems, particularly in areas where connectivity constraints can affect efficiency and reliability.

The partnership is designed to support energy operators’ increasing adoption of automation and autonomous workflows to improve efficiency. By bringing AI closer to field operations rather than relying solely on centralized computing systems, the companies aim to enhance operational responsiveness, reliability and cybersecurity while helping customers modernize legacy infrastructure. The solutions are expected to fuel demand for agentic AI applications that are capable of making swifter and more informed decisions directly at the operational edge.

This strategic collaboration fortifies SLB's digital foundation, reinforcing its role as a leader in AI-driven energy solutions. By driving higher customer adoption of its digital platforms, SLB is expected to strengthen cash-flow generation with enhanced investor appeal.

SLB currently carries a Zacks Rank #3 (Hold).

The business models of SLB and other players that provide equipment and services to companies are dependent on capital spending by the upstream players. The upstream players such as Vista Energy, S.A.B. de C.V. (VIST - Free Report) , YPF Sociedad Anónima (YPF - Free Report) and Ecopetrol S.A. (EC - Free Report) are currently enjoying a favorable pricing environment as the West Texas Intermediate (“WTI”) crude oil prices are trading above the $85-per-barrel mark, according to oilprice.com.

VIST and EC currently carry a Zacks Rank #2 (Buy) each, while YPF sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Argentina-based operator Vista controls roughly 257,000 net acres in the prolific Vaca Muerta basin. VIST recorded total production of 134,741 barrels of oil equivalent per day (Boe/d) in the first quarter of 2026, up 67% year-over-year. Vista increased its full-year production guidance from 140,000 Boe/d to 143,000 Boe/d.

Integrated energy company YPF is using its strong foothold in the Vaca Muerta formation to accelerate production growth. An increase in operational activity by YPF in the coming quarters is anticipated to yield higher oil and gas production by the second half of 2026.

Ecopetrol is a leading integrated energy company with operations spanning the entire hydrocarbon value chain, primarily focused in Colombia. EC projects production to be in the range of 730-740 thousand barrels of oil equivalent per day (MBoe/d) by 2026 and plans to sustain output levels in the range of 700-750 MBoe/d through 2040, supporting long-term operational stability.