Vermilion Energy Inc. (VET)
Vermilion Energy: Undervalued Even After A 100% Rally (Rating Downgrade)
Vermilion Energy is downgraded to Buy after a >100% rally, with valuation less asymmetric but still attractive. VET's portfolio shift toward long-life European gas assets and improved capital efficiency supports robust free cash flow and shareholder returns. Despite substantial hedging (~50% of 2026 production), VET trades at a >16% FCF yield and targets a $16/share fair value, implying 30% upside.
Vermilion Energy: The Re-Rating Story Is Far From Over
Vermilion Energy remains a Strong Buy, with significant upside supported by a fundamental transformation and attractive valuation. VET's 5-year plan targets C$1.7B cumulative excess FCF, 8–10% annual production per share growth, and substantial net debt reduction. Recent results show strong C$97.7M FCF, 25% YoY cost reduction/boe, and sustainable capital returns despite derivative-driven paper losses.
Vermilion Energy: Good Production In Q1 2026, But Lackluster Cash Flow Projections This Year (Rating Downgrade)
Vermilion Energy has shifted focus to natural gas, projecting 70% of 2026 production from gas, but this has muted near-term cash flow upside. VET's stock rallied 96% over the past year, outperforming peers, yet underperformed over a multi-year horizon. Q1 2026 saw solid cash flow, with C$98M free cash flow and the company reported a C$146M net loss mainly from C$301M in unrealized hedging losses.
Vermilion Energy (VET) Reports Q1 Loss, Beats Revenue Estimates
Vermilion Energy (VET) came out with a quarterly loss of $0.67 per share versus the Zacks Consensus Estimate of $0.22. This compares to earnings of $0.07 per share a year ago.
Vermilion Energy (VET) Reports Next Week: Wall Street Expects Earnings Growth
Vermilion (VET) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Vermilion Energy Q1 Earnings Show Strength in Core Assets
VET's Q1 update beat output guidance as Canadian assets outperformed and European gas prices surged, setting up the momentum for 2026.
Vermilion Energy Up 67% in 3 Months: What's Driving the Stock?
VET gains momentum as premium-priced European gas exposure, rising production, and planned cost cuts support earnings and cash flow through 2026.
Can Vermilion (VET) Run Higher on Rising Earnings Estimates?
Vermilion Energy (VET) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Are You Looking for a Top Momentum Pick? Why Vermilion Energy (VET) is a Great Choice
Does Vermilion Energy (VET) have what it takes to be a top stock pick for momentum investors? Let's find out.
Vermilion Well-Positioned For European Natural Gas Price Spike
European natural gas producers are optimally positioned amid the wartime force majeure in Qatar, with Dutch TTF futures near €50/MWh versus much lower U.S. prices. Canada's Vermilion Energy produces low-cost natural gas in Europe, yielding exceptional margins. It has been having operational success in Germany and plans to double production there by 2030.
Vermilion Energy: A Deep Value Natural Gas Play That's Still Too Cheap
Vermilion Energy remains a Strong Buy, with intrinsic value estimated at significantly higher levels. VET demonstrates strong operational improvements: record annual production, cost reductions, and a portfolio shift toward long-life natural gas assets. Balance sheet strength is improving, with net debt reduced by over C$700 million since Q1'25 and a targeted net debt/FFO leverage of 1.0x.
Vermilion Energy: A Solid Q4 2025 And 2026 Looks Bright
Vermilion Energy has delivered a 58% stock price rally over the past six months, driven by improved energy prices and leverage. VET's Q4 2025 production reached 121,308 boe/d, up 45% year-over-year due to the Westbrick acquisition, with international output remaining stable. I have shifted my rating from "strong buy" to "buy," reflecting the recent outperformance and a less depressed valuation.
