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YPF Sociedad Anonima ( (YPF) ) has issued an update.
In the first quarter of 2026, YPF reported revenues of $4.95 billion and a sharp improvement in profitability, with adjusted EBITDA rising 24% quarter on quarter and 28% year on year to $1.59 billion, lifting its margin to 32%. Net income swung to a $409 million profit from a loss in the prior quarter, while free cash flow jumped to $871 million and net leverage fell to 1.57x, supported by $500 million in M&A proceeds and about $1.0 billion in new financing that enabled roughly $750 million of debt prepayments through the first four months of 2026.
Operationally, first-quarter 2026 results underscored YPF’s strategic pivot toward shale, with shale oil output up 39% year on year to 205 kbbl/d, now 76% of total oil production, aided by strong performance at the La Angostura Sur block and significantly lower lifting costs after divesting mature fields. Refinery runs hit a record 344 kbbl/d and 102% utilization, allowing YPF to meet rising domestic demand, avoid fuel imports and supply exports, while capex of $980 million came in lower year on year but still aligned with full-year guidance and supported progress on the VMOS export project, where YPF has increased shipping capacity and is targeting first oil exports from early 2027.
The most recent analyst rating on (YPF) stock is a Buy with a $61.50 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.
The score is held back primarily by volatile financial results (2025 net loss, inconsistent free cash flow, and rising leverage). Offsetting this are supportive technical momentum and a constructive earnings-call outlook with clear 2026 targets and expected leverage improvement, while valuation is penalized by a negative P/E and no dividend yield provided.
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, operating across upstream oil and gas production, midstream transport and downstream refining and marketing. The company focuses on expanding shale hydrocarbon output, particularly in Vaca Muerta, while running refineries at high utilization to supply domestic fuels and export surplus to regional markets.
Average Trading Volume: 2,289,843
Technical Sentiment Signal: Buy
Current Market Cap: $18.21B
For detailed information about YPF stock, go to TipRanks’ Stock Analysis page.