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YPF Boosts Vaca Muerta Stakes with US$163 Million Vista Energy Deal

Story Highlights
  • YPF agreed on February 1, 2026 to acquire additional stakes in Bandurria Sur, Bajo del Toro and Bajo del Toro Norte from Vista Energy.
  • The US$163.2 million deals will lift YPF’s working interest to 44.9% in Bandurria Sur and 65% in the Bajo del Toro blocks, strengthening its Vaca Muerta presence.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
YPF Boosts Vaca Muerta Stakes with US$163 Million Vista Energy Deal

Meet Samuel – Your Personal Investing Prophet

YPF Sociedad Anonima ( (YPF) ) has shared an update.

On February 1, 2026, YPF entered into agreements with Vista Energy to expand its interests in key unconventional hydrocarbon blocks in Argentina’s Vaca Muerta formation. The company agreed to acquire 16.3% of Equinor Argentina S.A.U., giving it an additional indirect 4.9% working interest in the Bandurria Sur block and raising its total stake there to 44.9%, and to purchase a 15% working interest in the Bajo del Toro and Bajo del Toro Norte blocks, lifting its participation in those areas to 65%. The combined price for these transactions is about US$163.2 million, plus a closing adjustment and a contingent component. Bandurria Sur, a 35‑year unconventional exploitation concession awarded in 2015 and operated by YPF, produced 84,900 barrels of oil equivalent per day on a 100% basis in the third quarter of 2025, while Bajo del Toro Norte, also a 35‑year concession operated by YPF and awarded in 2021, produced 3,600 barrels of oil equivalent per day, underscoring the strategic importance of these assets in consolidating YPF’s position as a dominant player in Argentina’s shale oil sector.

The most recent analyst rating on (YPF) stock is a Hold with a $37.00 price target. To see the full list of analyst forecasts on YPF Sociedad Anonima stock, see the YPF Stock Forecast page.

Spark’s Take on YPF Stock

According to Spark, TipRanks’ AI Analyst, YPF is a Neutral.

YPF’s overall score reflects significant challenges in financial performance, particularly in profitability and cash flow. However, strong operational achievements in shale oil production and strategic initiatives provide a positive outlook. The technical analysis suggests potential bullish momentum, but valuation concerns remain due to ongoing losses.

To see Spark’s full report on YPF stock, click here.

More about YPF Sociedad Anonima

YPF Sociedad Anónima is Argentina’s leading integrated energy company, focused on the exploration, production and development of hydrocarbons, including unconventional shale resources. The company is a major operator in the Vaca Muerta formation, where it holds and operates long-term unconventional concessions aimed at boosting shale oil and gas output for the domestic market and export opportunities.

Average Trading Volume: 1,624,273

Technical Sentiment Signal: Strong Buy

Current Market Cap: $16.15B

Learn more about YPF stock on TipRanks’ Stock Analysis page.

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