Vermilion Energy Inc. (VET)
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.
Vermilion Energy (VET) Q4 Earnings Beat Estimates
Vermilion Energy (VET) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.3 per share. This compares to a loss of $0.09 per share a year ago.
Vermilion Energy: A Superb Undervalued Natural Gas Play
Vermilion is a global gas producer exposed to strengthening European and Canadian gas prices, but the share price has not yet responded to these drivers. The company is undervalued relative to its peers on a cash flow and reserve value basis. Substantial cost savings are expected in 2026 from operational efficiencies arising from integrating a recent acquisition.
Vermilion Energy: A Deep-Value Natural Gas Opportunity Poised To Benefit From Macro Tailwinds
Vermilion Energy is rated a Strong Buy, trading at a significant discount to intrinsic and book value with solid asset quality and an improving balance sheet. VET's portfolio rebalancing, US exit, and focus on Montney, Deep Basin and European assets support long-term free cash flow and debt reduction. The company maintains a ~4.5% dividend yield, with plans to increase it by 4% early in 2026, prioritizing balance sheet strength and opportunistic buybacks.
Vermilion Energy: A Solid Q3 2025 And An Appealing Valuation Using Conservative Energy Price Assumptions
Vermilion Energy is rated a strong buy due to its extremely cheap valuation and attractive free cash flow yield using low-cycle energy price assumptions. VET's recent M&A activity has shifted its asset mix, increasing Canadian natural gas exposure and production to 120,000 boe/d. Despite poor stock performance and increased leverage, VET offers a 13% free cash flow yield at current energy prices, with significant upside if energy prices rebound.
Vermilion Energy: Positioning For The Next Era Of Natural Gas While Trading At A Deep Discount
Vermilion Energy is rated a Strong Buy, trading at a significant discount to book and fair value with major production growth amid ongoing portfolio rebalancing. VET is transitioning to focus on long-life, high-quality natural gas assets in Canada and Europe, with a 40% production increase expected to fully materialize by 2026, already visible now. The company targets a balanced approach: debt reduction, disciplined CAPEX, a 4.9% dividend yield, and share buybacks while maintaining financial health and production growth.
Vermilion Energy Inc. (VET) Q2 2025 Earnings Call Transcript
Vermilion Energy Inc. (NYSE:VET ) Q2 2025 Earnings Conference Call August 8, 2025 11:00 AM ET Company Participants Anthony Hatcher - President, CEO & Director Kyle Preston - Vice President of Investor Relations Lars William Glemser - VP & CFO Randy McQuade - Corporate Participant Conference Call Participants Chris Worley - Unidentified Company Greg M. Pardy - RBC Capital Markets, Research Division Menno Hulshof - TD Cowen, Research Division Operator Good morning, ladies and gentlemen.
Vermilion Energy (VET) Reports Q2 Loss, Misses Revenue Estimates
Vermilion Energy (VET) came out with a quarterly loss of $0.2 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to a loss of $0.38 per share a year ago.
Wall Street Analysts Think Vermilion (VET) Could Surge 25.79%: Read This Before Placing a Bet
The mean of analysts' price targets for Vermilion (VET) points to a 25.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
