Election Results Impact: President Javier Milei's party achieved significant victories in Argentina's midterm elections, leading to a positive reaction in financial markets and ensuring a U.S. financial bailout deal.
Stock Market Surge: Following the election results, Argentina-related stocks saw substantial gains in U.S. premarket trading, with notable increases in companies like Banco BBVA Argentina and Grupo Financiero Galicia.
Economic Challenges: Argentina's economy has faced difficulties, but the recent election outcome and the finalized $20 billion currency swap framework with the U.S. are seen as steps towards stabilization.
Voter Support: Milei's party, La Libertad Avanza, garnered approximately 41% of the votes, while the opposition Peronist coalition received around 31%, reflecting strong voter backing for Milei's economic reforms.
Wall Street analysts forecast YPF stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for YPF is 41.13 USD with a low forecast of 39.40 USD and a high forecast of 44.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
Wall Street analysts forecast YPF stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for YPF is 41.13 USD with a low forecast of 39.40 USD and a high forecast of 44.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 35.690
Low
39.40
Averages
41.13
High
44.00
Current: 35.690
Low
39.40
Averages
41.13
High
44.00
JPMorgan
Rodolfo Angele
Overweight
downgrade
$47 -> $44
2025-10-17
Reason
JPMorgan
Rodolfo Angele
Price Target
$47 -> $44
AI Analysis
2025-10-17
downgrade
Overweight
Reason
JPMorgan analyst Rodolfo Angele lowered the firm's price target on YPF to $44 from $47 and keeps an Overweight rating on the shares. The analyst updated the company's model.
Citi
Neutral -> Buy
upgrade
$44 -> $48
2025-05-19
Reason
Citi
Price Target
$44 -> $48
2025-05-19
upgrade
Neutral -> Buy
Reason
Citi upgraded YPF to Buy from Neutral with a price target of $48, up from $44. The firm is more constructive on Argentina energy after the country reached a deal with the International Monetary Fund, even in an environment of lower oil prices. Citi cites lower country risk, a better downstream outlook and its new Vaca Muerta development models for the upgrade of YPG.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for YPF
Unlock Now
HSBC
Liyanna Yang
Sell
to
Hold
Upgrades
$21 → $33
2025-04-14
Reason
HSBC
Liyanna Yang
Price Target
$21 → $33
2025-04-14
Upgrades
Sell
to
Hold
Reason
HSBC upgraded YPF to Hold from Reduce with a price target of $33, up from $21. On Friday night, the Argentinean government and IMF confirmed a four-year Extended Fund Facility of $20B, including the lifting of almost all capital controls, elimination of export currency blend and flexibilization of currency access for imports, the analyst tells investors in a research note. The firm views this as a "big step towards economic normalization."
About YPF
YPF SA, also known as Yacimientos Petroliferos Fiscales, is an Argentina-based company in the energy sector operating a fully integrated oil and gas chain. The Company operates through the segments, including Exploration and Production, Downstream, and Corporate and Other. The Company's Exploration and Production segment includes exploration and production activities, natural gas and crude oil purchases, sales of natural gas, and to a lesser extent crude oil, to third parties and intersegment sales of crude oil, natural gas and its byproducts. The Company's Downstream segment is engaged in the refining, transport, purchase of crude oil and natural gas from third parties and intersegment sales, and marketing of crude oil, natural gas, refined products, petrochemicals, electric power generation and natural gas distribution. The Company's Corporate and Other segment carries out other activities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
