Shares of YPF Sociedad Anónima (NYSE: YPF - Get Free Report) have received a consensus recommendation of "Hold" from the five research firms that are currently covering the company, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, two have issued a hold recommendation and two have assigned a buy recommendation
YPF posts wider y/y Q4 loss and misses estimates as hydrocarbon output and price realizations fall, though revenues top estimates and operating costs decline.
YPF Sociedad Anónima (YPF) Q4 2025 Earnings Call Transcript
Argentina's Treasury requested a New York court on Wednesday to suspend the discovery process in relation to state-owned oil company YPF's nationalization case, calling it illegitimate and intrusive.
YPF's share price appears more sensitive to Argentina's macro risk than to short-term movements in Brent. In Vaca Muerta, higher shale volumes and lower lifting costs have supported EBITDA despite a softer oil price environment. Free cash flow has been pressured by elevated upstream capex aimed at expanding shale production rather than by operating weakness.
YPF Sociedad Anonima is a central player in Argentina's energy boom, driven by Vaca Muerta and supportive liberal reforms. YPF's strategic shift to unconventional fields has slashed extraction costs by 45% YoY, bolstering margins despite oil price declines. I see long-term upside as Vaca Muerta underpins production growth, with EBIT margins projected to expand 70 bps annually and a DCF-based upside of 51.4%.
YPF eyes a 2026 FID for its $20B LNG project as SHEL exits a separate phase after scope cuts, prompting a partner search.
Argentina's state-run YPF and fellow oil firms Vista , Shell Argentina and Equinor have signed a deal with Chile's national oil company ENAP for the export of shale oil from Vaca Muerta, YPF said on Friday.
YPF accelerated shale output above 200 kbbl/d with sharply lower lifting costs and stronger efficiency, marking its most significant operational shift and competitive improvement in more than a decade. Milei's legislative victory cut country risk almost by half and reopened international financing, allowing YPF to secure a $700MM oversubscribed loan and refinance at the lowest cost in years. The framework deal with ENI and ADNOC's XRG validates the Argentina LNG roadmap and positions YPF to scale gas exports through a 12–30 MTPA long-term development plan.
YPF beats Q3 earnings estimates as steep operating-expense cuts help counter weaker production and lower price realizations.
YPF Sociedad Anónima ( YPF ) Q3 2025 Earnings Call November 10, 2025 9:00 AM EST Company Participants Margarita Chun - Investor Relations Officer Horacio Marin - CEO & Non Independent Chairman Maximiliano Westen - Strategy, New Businesses and Controlling Vice President Pedro Kearney - Vice President of Finance Conference Call Participants Alejandro Anibal Demichelis - Jefferies LLC, Research Division Leonardo Marcondes - BofA Securities, Research Division Daniel Guardiola - Banco BTG Pactual S.A., Research Division Guilherme Costa Martins - Goldman Sachs Group, Inc., Research Division Tasso Vasconcellos - UBS Investment Bank, Research Division Presentation Margarita Chun Investor Relations Officer Good morning, ladies and gentlemen.
While the top- and bottom-line numbers for YPF Sociedad Anonima (YPF) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.