Shell: Buybacks Make It A Hold, For Now
Shell's aggressive buybacks keep the stock price inflated, making it hard to find a compelling entry point, which is why I rate it a Hold, for now. Financially, Shell is strong, with impressive free cash flow, efficient margins, and a much lower valuation than Exxon, but commodity risks remain. The company's focus on LNG and hydrogen is a smart long-term strategy, but oil price volatility and buyback cuts could trigger downside.
Shell: Margin Over Volume
Shell is a diversified energy leader, excelling in LNG, oil, and renewables, with a focus on margin and efficiency under new management. Q1 2025 results showed strong profit growth, driven by LNG and gas, with stable margins and improved shareholder returns through dividends and buybacks. Shares remain undervalued by 5-10% versus sector peers, supported by predictable cash flows, disciplined capex, and a conservative financial model.
Shell Awards Key EPC Contract to TendrillWood Joint Venture
SHEL's Brunei arm awards TendrillWood joint venture a key five-year EPC deal, boosting local talent and energy infrastructure.
Shell and mid-cap oil companies drive market gains in London
Oil stocks helped drive gains for the FTSE 100 and 250 on Monday, supported by firm crude prices amid continued tensions in the Middle East and recent news sparking hopes among investors for merger and acquisition activity in the sector. Shell PLC (LSE:SHEL, NYSE:SHEL) shares rose 1.4%, BP PLC (LSE:BP.
Shell (SHEL) Ascends While Market Falls: Some Facts to Note
Shell (SHEL) closed the most recent trading day at $72.54, moving +1.54% from the previous trading session.
BP, Shell and gold miners rally as oil and bullion prices surge
Energy and mining stocks climbed on Friday as escalating conflict between Israel and Iran sent crude oil and gold prices sharply higher. BP PLC (LSE:BP.
Shell Eyes 12 Million Metric Tons of LNG Capacity Expansion by 2030
SHEL plans to add 12 million metric tons of LNG capacity by 2030 from projects in Canada, Qatar, Nigeria and the UAE.
Shell to add up to 12 million tons of additional LNG capacity by 2030
Shell , the world's largest trader of liquefied natural gas, will add up to 12 million metric tons of additional capacity between now and the end of the decade from projects under construction, a top executive said on Wednesday.
Shell Awards a Subsea Contract for Aphrodite Gas Field to Subsea7
SHEL awards Subsea7 a major subsea contract for its Aphrodite gas field, boosting LNG exports from Trinidad and Tobago.
Shell Approves Final Investment Decision for Aphrodite Field
SHEL approves its Aphrodite gas project located offshore Trinidad, aiming to boost LNG output and secure long-term supply by 2027.
Is Shell (SHEL) a Buy as Wall Street Analysts Look Optimistic?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Oil jumps 1.8% as OPEC+ sticks to slow unwind, lifting Shell and BP
Brent crude rose 1.8% to over $65 a barrel on Monday afternoon after OPEC+ confirmed it would maintain a gradual approach to increasing oil supply. The news also gave a lift to energy stocks, with shares in Shell PLC (LSE:SHEL, NYSE:SHEL) and BP PLC (LSE:BP.
