YPF Sociedad Anonima (YPF) Q3 Earnings: A Comparison of Key Metrics with Wall Street Projections
YPF Financial Performance: For Q3 2025, YPF reported a revenue of $4.64 billion, a 12.4% decline from the previous year, and an EPS of $0.84, down from $3.75 year-over-year.
Earnings Surprises: The revenue fell short of the Zacks Consensus Estimate by 7.99%, while the EPS exceeded expectations by 2.44%, indicating mixed performance against analyst forecasts.
Investor Insights: Key metrics beyond headline numbers are crucial for understanding YPF's underlying performance, helping investors gauge potential stock price movements more accurately.
Stock Recommendations: Zacks Investment Research has highlighted top stock recommendations, suggesting one may significantly outperform previous picks, emphasizing the potential for substantial returns.
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YPF Aims for 2026 Final Investment Decision on LNG Project as Shell Withdraws Due to Scope Modifications
YPF's LNG Project: YPF, an Argentinian state-owned energy company, plans to finalize a $20 billion liquefied natural gas (LNG) project with partners Eni and ADNOC's XRG by 2026, targeting a capacity of 12 million metric tons per year.
Shell's Withdrawal: Shell has exited a phase of the Argentina LNG project due to significant changes in project scope, including a reduction in capacity from 12 mtpa to 6 mtpa, prompting YPF to seek a new partner.
Export Timeline: YPF anticipates starting exports from the LNG project around 2030 or 2031, contingent on reaching a final investment decision by mid-2026.
Energy Sector Insights: Oceaneering International and Canadian Natural Resources are highlighted as top-ranked stocks in the energy sector, with Oceaneering holding a Zacks Rank #1 and Canadian Natural Resources a Zacks Rank #2.
Shell withdraws from Argentina LNG project led by YPF
Shell Withdraws from Argentina LNG Project: Shell has announced its withdrawal from the Argentina LNG project due to changes in project dynamics and scope, just a year after signing a development agreement with YPF.
YPF's Response and Future Plans: YPF's CEO stated that the company will seek a new partner to replace Shell and anticipates making a final investment decision on the $20 billion project by mid-next year, with equity stakes expected to be shared among YPF, Eni, and Adnoc's XRG unit.
