tiprankstipranks
Trending News
More News >
TotalEnergies SE (FR:TTE)
:TTE
Advertisement

TotalEnergies SE (TTE) AI Stock Analysis

Compare
284 Followers

Top Page

FR:TTE

TotalEnergies SE

(TTE)

Select Model
Select Model
Select Model
Outperform 79 (OpenAI - 4o)
Rating:79Outperform
Price Target:
€61.00
▲(12.88% Upside)
TotalEnergies SE's overall stock score reflects its strong earnings call performance and attractive valuation, which are the most significant factors. The company's technical indicators also suggest positive momentum. While financial performance shows some pressure on revenue and cash flow, the stable balance sheet and strategic growth initiatives provide a solid foundation.
Positive Factors
Renewable Energy Expansion
The agreement to supply renewable electricity for 10 years reflects TotalEnergies' commitment to expanding its renewable energy footprint, aligning with global sustainability trends and enhancing long-term growth prospects.
Strong Upstream Production Growth
Consistent upstream production growth indicates robust operational capabilities and enhances revenue potential, supporting long-term business stability despite volatile oil prices.
Improved Refining Margins
Significant improvement in refining margins enhances profitability and cash flow, strengthening TotalEnergies' competitive position in the downstream segment.
Negative Factors
Declining Cash Flow
A decline in free cash flow poses challenges to sustaining long-term growth and limits financial flexibility, potentially impacting investment in strategic initiatives.
LNG Trading Profitability Pressure
Reduced LNG trading profits due to market normalization could impact earnings, requiring strategic adjustments to maintain profitability in this segment.
Challenges in French Tax Environment
Potential tax increases in France create uncertainty, potentially affecting TotalEnergies' financial performance and strategic decisions in its home market.

TotalEnergies SE (TTE) vs. iShares MSCI France ETF (EWQ)

TotalEnergies SE Business Overview & Revenue Model

Company DescriptionTotalEnergies SE operates as an integrated oil and gas company worldwide. The company operates through four segments: Integrated Gas, Renewables & Power; Exploration & Production; Refining & Chemicals; and Marketing & Services. The Integrated Gas, Renewables & Power segment engages in the liquefied natural gas production, shipping, trading, and regasification activities; trading of liquefied petroleum gas (LPG), petcoke and sulfur, natural gas, and electricity; transportation of natural gas; electricity production from natural gas, wind, solar, hydroelectric, and biogas sources; energy storage activities; and development and operation of biomethane production units, as well as provides energy efficiency services. The Exploration & Production segment is involved in the oil and natural gas exploration and production activities. The Refining & Chemicals segment engages in refining petrochemicals, including olefins and aromatics; and polymer derivatives, such as polyethylene, polypropylene, polystyrene, and hydrocarbon resins, as well as biomass conversion and elastomer processing. This segment is also involved in trading and shipping crude oil and petroleum products. The Marketing & Services segment produces and sells lubricants; supplies and markets petroleum products, including bulk fuel, aviation and marine fuel, special fluids, compressed natural gas, LPG, and bitumen; and provides fuel payment solutions. It operates approximately 16,000 service stations and 25,000 EV charge points. As of December 31, 2021, the company had 12,062 Mboe of combined proved reserves of oil and gas. TotalEnergies SE has strategic partnerships with PureCycle Technologies, Plastic Energy, Freepoint Eco-Systems, and Plastic Omnium for various development projects. The company was formerly known as TOTAL SE and changed its name to TotalEnergies SE in June 2021. TotalEnergies SE was incorporated in 1924 and is headquartered in Courbevoie, France.
How the Company Makes MoneyTotalEnergies generates revenue through several key streams: the upstream segment, which involves the exploration and production of oil and natural gas, accounts for a significant portion of its earnings; the midstream segment, which includes transportation and storage of hydrocarbons, contributes to stable cash flows; and the downstream segment, encompassing refining and marketing of petroleum products, provides revenue through the sale of fuels, lubricants, and petrochemicals. The company also earns income from its growing investments in renewable energy projects. Strategic partnerships and joint ventures with other energy companies and governments further enhance its operational capabilities and market reach, contributing to overall revenue growth.

TotalEnergies SE Earnings Call Summary

Earnings Call Date:Oct 30, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Feb 11, 2026
Earnings Call Sentiment Positive
TotalEnergies demonstrated resilience and strategic growth amid a challenging price environment. Despite lower oil prices, the company delivered strong cash flow and upstream production growth. Refining margins improved significantly, and shareholder returns were enhanced. However, challenges remain in the French tax landscape and the LNG trading environment.
Q3-2025 Updates
Positive Updates
Increased Cash Flow Amid Challenging Environment
Despite a significant drop in oil prices, the cash flow for the third quarter increased by 4%. New high-margin barrels contributed an additional $400 million year-on-year.
Strong Upstream Production Growth
Upstream production grew over 4% in the third quarter, marking the highest growth quarter so far this year, and is expected to continue growing more than 4% year-on-year in the fourth quarter.
Improved Refining Margins
European refining margin significantly improved to $63 per ton, up close to 80% from the previous quarter, leading to a 30% increase in downstream adjusted net operating income.
Increased Shareholder Returns
The Board of Directors decided to increase the first interim dividend by close to 8% in euro and more than 10% in dollars compared to 2024. The buyback program was authorized up to $1.5 billion for the fourth quarter of 2025.
Strategic Growth in LNG and Power Segments
Continued growth in the U.S. presence with recent FID on Rio Grande LNG Train 4 and successful farm-downs in Integrated Power, generating around $1.5 billion in cash impact.
Negative Updates
Challenges in French Tax Environment
Ongoing political debates in France regarding potential tax increases, including on share buybacks, creating uncertainty and weighing on the company's share price.
LNG Trading Profitability Pressure
The LNG trading environment has normalized with lower volatility, reducing trading profits compared to exceptional years.
Execution Risks in South Africa
Legal complexities in obtaining drilling permits in South Africa, potentially impacting exploration activities.
Company Guidance
During the TotalEnergies Third Quarter 2025 Results Conference Call, the company provided guidance on several key metrics, illustrating a strong performance despite a challenging environment. The cash flow for the third quarter increased by 4% year-on-year, even though oil pricing dropped by over $10 per barrel. The company achieved a production growth of more than 4%, adding 170,000 barrels per day, which contributed an additional $400 million in cash flow year-on-year. Downstream operations showed resilience with cash flow up by almost $500 million. The company also reduced net investments by $3.5 billion quarter-over-quarter and released $1.3 billion in working capital, improving their gearing to 17% from nearly 18%. Looking forward, TotalEnergies anticipates maintaining a strong momentum into the fourth quarter with upstream production expected to grow more than 4% year-on-year, and net investments are projected to decrease further. The company also announced a share buyback of up to $1.5 billion for the fourth quarter and expects a 2025 payout ratio around 56%, supported by improved refining margins.

TotalEnergies SE Financial Statement Overview

Summary
TotalEnergies SE demonstrates strong operational efficiency and a stable financial position, although recent periods have shown some pressure on revenue growth and cash flow generation. The company maintains a solid balance sheet with manageable leverage, but needs to address declining cash flow to sustain long-term growth.
Income Statement
75
Positive
TotalEnergies SE has shown strong profitability with a consistent gross profit margin around 34.7% in recent periods. However, the net profit margin has slightly decreased to 6.8% in the TTM, reflecting some pressure on net income. Revenue has declined by 2.35% in the TTM, indicating challenges in maintaining growth. Despite this, EBIT and EBITDA margins remain robust, suggesting efficient operations.
Balance Sheet
70
Positive
The company's debt-to-equity ratio has improved to 0.53 in the TTM, indicating a stable leverage position. Return on equity has decreased to 10.9%, reflecting a decline in profitability. The equity ratio remains strong, suggesting a solid capital structure. Overall, the balance sheet reflects stability with manageable debt levels.
Cash Flow
65
Positive
Free cash flow has decreased by 26.48% in the TTM, highlighting potential cash flow challenges. The operating cash flow to net income ratio is 0.31, indicating moderate cash flow generation relative to net income. The free cash flow to net income ratio has decreased, suggesting reduced cash conversion efficiency. Despite these challenges, the company maintains positive operating cash flow.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue187.12B195.61B218.94B263.31B184.63B119.70B
Gross Profit52.59B55.53B62.37B81.21B52.01B19.61B
EBITDA38.90B42.28B50.78B59.04B42.07B17.88B
Net Income12.79B15.76B21.38B20.53B16.03B-7.24B
Balance Sheet
Total Assets292.82B285.49B283.65B303.86B293.46B266.13B
Cash, Cash Equivalents and Short-Term Investments25.61B30.55B33.43B41.77B33.66B35.90B
Total Debt62.22B51.24B47.87B61.25B64.55B77.30B
Total Liabilities173.81B165.23B164.20B189.29B178.46B160.05B
Stockholders Equity116.64B117.86B116.75B111.72B111.74B103.70B
Cash Flow
Free Cash Flow11.42B15.95B22.96B31.68B18.07B4.04B
Operating Cash Flow28.20B30.85B40.68B47.37B30.41B14.80B
Investing Cash Flow-20.80B-17.33B-16.45B-15.12B-13.66B-13.08B
Financing Cash Flow-10.64B-14.43B-29.73B-19.27B-25.50B1.40B

TotalEnergies SE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price54.04
Price Trends
50DMA
52.15
Positive
100DMA
52.07
Positive
200DMA
52.47
Positive
Market Momentum
MACD
0.52
Positive
RSI
60.13
Neutral
STOCH
61.00
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FR:TTE, the sentiment is Positive. The current price of 54.04 is above the 20-day moving average (MA) of 53.24, above the 50-day MA of 52.15, and above the 200-day MA of 52.47, indicating a bullish trend. The MACD of 0.52 indicates Positive momentum. The RSI at 60.13 is Neutral, neither overbought nor oversold. The STOCH value of 61.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FR:TTE.

TotalEnergies SE Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
79
Outperform
€115.62B9.2612.75%6.12%-11.20%-13.26%
78
Outperform
€952.83M4.4421.70%6.64%-14.28%-9.30%
76
Outperform
€6.74B18.9377.67%4.23%35.00%24.05%
75
Outperform
€821.25M14.764.13%48.36%-8.54%47.48%
71
Outperform
€6.24B15.762.39%17.19%11.76%
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
61
Neutral
€1.29B-13.73-5.01%2.86%-21.92%-117.88%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FR:TTE
TotalEnergies SE
54.04
0.24
0.45%
FR:ES
Esso Societe Anonyme Francaise
107.20
40.71
61.22%
FR:GTT
Gaztransport et technigaz
179.30
47.23
35.76%
FR:MAU
Etablissements Maurel & Prom
4.97
0.33
7.07%
FR:EC
Totalenergies EP Gabon
182.50
88.87
94.92%
FR:TE
Technip Energies NV
35.60
10.81
43.61%

TotalEnergies SE Corporate Events

Business Operations and Strategy
TotalEnergies Releases 7th Energy Outlook Report Highlighting Future Scenarios
Neutral
Nov 4, 2025

TotalEnergies has released its 7th edition of the ‘TotalEnergies Energy Outlook,’ which outlines scenarios for the global energy system’s evolution up to 2050. The report highlights the need to balance energy access with emission reductions, emphasizing the importance of reducing emissions from electricity generation and transportation. It presents three scenarios—Trends, Momentum, and Rupture—each with varying implications for energy demand, fossil fuel use, and temperature increases by 2100. The report underscores the necessity of international cooperation and prioritizing affordable CO2 abatement technologies to accelerate the energy transition.

Delistings and Listing ChangesDividends
TotalEnergies Announces Increased Dividend and ADR Conversion to NYSE Shares
Positive
Oct 30, 2025

TotalEnergies SE announced a third interim dividend of 0.85€/share for fiscal year 2025, marking a 7.6% increase from the previous year, aligning with its shareholder return policy. Additionally, the company is converting its American Depositary Receipts (ADRs) into ordinary shares listed on the NYSE, effective December 8, 2025, which will not impact holders of shares listed on Euronext Paris.

Business Operations and StrategyStock BuybackDividendsFinancial Disclosures
TotalEnergies SE Reports Resilient Q3 2025 Results Amid Oil Price Decline
Positive
Oct 30, 2025

TotalEnergies SE reported strong financial performance for the third quarter of 2025, maintaining adjusted net income levels despite a significant drop in oil prices. The company’s cash flow increased by 4% year-on-year, driven by hydrocarbon production growth and improved downstream results. TotalEnergies continued to expand its exploration portfolio and integrated LNG operations, securing new projects and investments in the U.S. and Africa. The company also made strategic divestments in renewable energy assets, demonstrating its ability to leverage its integrated model for profitable growth. The Board of Directors approved a dividend increase and share buybacks, reflecting confidence in the company’s financial health and strategic direction.

Business Operations and Strategy
TotalEnergies and Aljomaih Awarded 400 MW Solar Project in Saudi Arabia
Positive
Oct 28, 2025

TotalEnergies and Aljomaih Energy & Water have been awarded a contract to develop a 400 MW solar power plant in As Sufun, Saudi Arabia, as part of the National Renewable Energy Program. This project, which will power over 68,400 homes, aligns with Saudi Arabia’s Vision 2030 to increase renewable energy capacity and reduce reliance on liquid fuels. The initiative marks a significant step for TotalEnergies in expanding its renewable energy footprint in Saudi Arabia, complementing its existing projects and reinforcing its role in the country’s energy transition.

Business Operations and StrategyStock Buyback
TotalEnergies Executes Share Repurchase Program
Positive
Oct 27, 2025

TotalEnergies SE announced the repurchase of its own shares between October 20 and October 24, 2025, as authorized by its shareholders. The company acquired a total of 1,839,351 shares at a weighted average price of 53.210768 EUR per share, amounting to approximately 97.87 million EUR. This move is part of TotalEnergies’ strategy to manage its capital structure and could impact its market positioning by potentially increasing shareholder value.

Business Operations and StrategyStock Buyback
TotalEnergies Executes Share Repurchase Program
Positive
Oct 21, 2025

TotalEnergies SE announced a series of share repurchases from October 13 to October 17, 2025, amounting to a total of 1,908,272 shares at an average price of 51.27 EUR per share, totaling approximately 97.84 million EUR. This move reflects the company’s strategic financial management and could impact its market positioning by potentially enhancing shareholder value.

Business Operations and StrategyM&A Transactions
TotalEnergies Divests GreenFlex to Oteis, Enhancing Sustainable Consultancy Market
Neutral
Oct 21, 2025

TotalEnergies has agreed to sell its sustainable consultancy and solutions affiliate, GreenFlex, to the French consulting and engineering group Oteis. This divestment aligns with TotalEnergies’ strategy to focus on energy production and supply. The acquisition will enable Oteis to leverage GreenFlex’s expertise in environmental and social consultancy, low-carbon energy performance, and transition financing, establishing a major player in sustainable consultancy. Post-divestment, TotalEnergies will remain a significant customer of GreenFlex, securing a contract for the production of French Energy Saving Certificates.

Business Operations and StrategyFinancial Disclosures
TotalEnergies Reports Strong Q3 2025 Growth Amidst Lower Oil Prices
Positive
Oct 15, 2025

TotalEnergies SE reported its third quarter 2025 financial indicators, highlighting a 4% year-on-year growth in oil and gas production, reaching 2.5 million barrels of oil equivalent per day. Despite a $10 per barrel drop in oil prices compared to the previous year, the company expects increased results and cash flow from business segments due to accretive hydrocarbon production growth and improved downstream results. The European Refining Margin Marker saw a significant improvement, contributing to an expected $400 to $600 million increase in downstream results and cash flow year-on-year.

Business Operations and StrategyStock Buyback
TotalEnergies Executes Share Buyback Program
Positive
Oct 13, 2025

TotalEnergies SE announced the repurchase of its own shares from October 6 to October 10, 2025, as authorized by its shareholders. The company purchased a total of 1,914,400 shares at an average price of 51.039850 EUR per share, amounting to a total transaction value of 97,710,688.65 EUR. This move is part of TotalEnergies’ strategic financial management, potentially impacting its market positioning by optimizing capital structure and enhancing shareholder value.

Business Operations and StrategyRegulatory Filings and Compliance
TotalEnergies Discloses PDMR Transactions in Compliance with UK Regulations
Neutral
Oct 10, 2025

TotalEnergies SE has disclosed transactions by its Persons Discharging Managerial Responsibilities (PDMR) in compliance with the UK Market Abuse Regulation. The transactions involve the reinvestment of dividends into the company’s employee shareholder plan, reflecting a strategic move to enhance employee engagement and align managerial interests with company performance. This disclosure underscores TotalEnergies’ commitment to transparency and regulatory compliance, potentially impacting investor confidence and stakeholder relations.

DividendsRegulatory Filings and Compliance
TotalEnergies Discloses PDMR Transactions in Accordance with UK Regulations
Neutral
Oct 10, 2025

TotalEnergies SE announced the notification and public disclosure of transactions by Persons Discharging Managerial Responsibilities (PDMR) in accordance with the UK Market Abuse Regulation. The transactions involved the reinvestment of the first interim 2025 dividend on TotalEnergies shares in specific subfunds, reflecting the company’s ongoing financial activities and commitment to transparency in its operations.

Business Operations and StrategyDividends
TotalEnergies Executives Reinvest Dividends in Company Fund
Positive
Oct 10, 2025

TotalEnergies SE has announced the reinvestment of its 1st interim 2025 dividend by several members of its executive team, including directors and committee members, into the TotalEnergies Actionnariat France fund. This move, disclosed in accordance with the UK Market Abuse Regulation, reflects the company’s ongoing commitment to aligning its leadership’s interests with its broader corporate strategy, potentially enhancing stakeholder confidence and reinforcing its market position.

Regulatory Filings and Compliance
TotalEnergies SE Reports Share and Voting Rights Update
Neutral
Oct 8, 2025

TotalEnergies SE announced its total number of shares and voting rights as of September 30, 2025. The company reported 2,206,585,543 total shares and an equivalent number of theoretical voting rights, with 2,166,457,100 exercisable voting rights after accounting for treasury shares. This update reflects the company’s compliance with regulatory requirements and provides transparency to its stakeholders.

Business Operations and StrategyStock Buyback
TotalEnergies Executes Share Buyback Program
Positive
Oct 6, 2025

TotalEnergies SE announced the repurchase of its own shares between September 29 and October 3, 2025, as part of a shareholder-approved buyback program. The transactions involved purchasing a total of 1,579,891 shares at an average price of 51.886024 EUR per share, amounting to approximately 81.97 million EUR. This move is likely aimed at enhancing shareholder value and reflects the company’s strategic financial management.

Business Operations and StrategyExecutive/Board Changes
TotalEnergies Appoints Nicola Mavilla as Senior VP Exploration
Neutral
Oct 6, 2025

TotalEnergies has appointed Nicola Mavilla as Senior Vice President Exploration, effective November 2025, succeeding Kevin McLachlan. Mavilla brings 25 years of experience in the oil and gas industry, having held significant roles at Eni. This appointment aligns with TotalEnergies’ strategy to invest around $1 billion annually in exploration and appraisal, focusing on low-cost, low-emissions oil and gas developments, which have led to major discoveries in Suriname and Namibia.

Business Operations and Strategy
TotalEnergies and Veolia Collaborate on Energy Transition and Circular Economy
Positive
Oct 6, 2025

TotalEnergies and Veolia have signed a memorandum of understanding to enhance cooperation in energy transition and the circular economy. This partnership aims to reduce greenhouse gas emissions and water footprint by leveraging TotalEnergies’ expertise in methane emission reduction and low-carbon energy production, alongside Veolia’s proficiency in water management and resource recovery. The collaboration will focus on deploying innovative technologies such as TotalEnergies’ AUSEA for methane measurement, improving water treatment and reuse, and developing sustainable desalination solutions. This initiative is expected to significantly contribute to ecological transformation and enhance the competitiveness of both companies in the industry.

Business Operations and Strategy
TotalEnergies Partners in Denmark’s Bifrost CCS Project
Positive
Oct 2, 2025

TotalEnergies, through its affiliate TotalEnergies E&P Denmark, has entered into a Farm-Down Agreement with CarbonVault, the Danish affiliate of SCHWENK, for the Bifrost Carbon Capture and Storage (CCS) Project. TotalEnergies will hold a 45% interest in the project, which is part of its North Sea CCS portfolio, aimed at supporting industrial decarbonization. This partnership highlights TotalEnergies’ role in aiding customers’ emissions reduction efforts and aligns with Denmark’s ambition to become a European hub for CO2 storage.

Business Operations and StrategyM&A Transactions
TotalEnergies Divests Interests in Norwegian Oil Fields
Neutral
Oct 1, 2025

TotalEnergies EP Norge has agreed to divest its non-operated interests in the West Ekofisk, Albuskjell, and Tommeliten Gamma fields, located in Norway’s Greater Ekofisk Area, to Vår Energi and Orlen Upstream Norway. These mature fields, which ceased production in 1998, are set to be redeveloped under the Previously Produced Fields project, pending a final investment decision expected in late 2025. This move aligns with TotalEnergies’ strategy to optimize its upstream portfolio while maintaining a strong presence in Norway, where it holds interests in several producing fields.

Business Operations and StrategyM&A Transactions
TotalEnergies Divests 50% Stake in French Renewable Portfolio
Neutral
Oct 1, 2025

TotalEnergies has completed the sale of 50% of its 270 MW wind and solar portfolio in France to Eiffel Investment Group, valuing the portfolio at €265 million. This strategic divestment aligns with TotalEnergies’ business model of maximizing asset value and managing risks by divesting up to 50% of its renewable assets upon reaching commercial operation. The transaction allows TotalEnergies to retain a 50% stake and operational control, while continuing to market most of the production, thereby reinforcing its position in the renewable energy sector.

Business Operations and StrategyStock Buyback
TotalEnergies Executes Significant Share Repurchase
Positive
Sep 30, 2025

TotalEnergies SE announced the repurchase of its own shares between September 22 and September 26, 2025, in accordance with shareholder authorizations and applicable laws. The company executed transactions totaling 4,775,897 shares with an average purchase price of 52.995977 EUR per share, amounting to 253,103,328.25 EUR. This share repurchase reflects TotalEnergies’ strategic financial management and may impact its market positioning by potentially increasing shareholder value.

Business Operations and StrategyM&A Transactions
TotalEnergies Partners with KKR to Divest 50% of North American Solar Portfolio
Positive
Sep 29, 2025

TotalEnergies has entered into an agreement with KKR to sell 50% of its 1.4 GW solar portfolio in North America, valuing the portfolio at $1.25 billion. This strategic partnership aligns with TotalEnergies’ business model to enhance profitability by divesting up to 50% of its renewable assets once they reach commercial operation. The transaction, which includes six utility-scale solar assets and 41 distributed generation assets, will allow TotalEnergies to receive $950 million at closing and continue operating the assets. This move strengthens TotalEnergies’ position in the North American renewable energy market and supports its goal of delivering clean, firm power to customers.

Business Operations and Strategy
TotalEnergies Unveils Strategic Growth and Sustainability Plans for 2025 and Beyond
Positive
Sep 29, 2025

TotalEnergies has announced its strategic plans for 2025 and beyond, focusing on a balanced growth strategy anchored on oil, gas, and integrated power. The company aims to increase energy production by 4% annually through 2030 while implementing a $7.5 billion savings program from 2026 to 2030. TotalEnergies plans to enhance its shareholder returns with over 40% payout through cycles and has set ambitious targets for reducing emissions and increasing renewable electricity production. The company is focusing on high-margin upstream projects and selective low-carbon investments, with significant growth expected from LNG projects in the United States and Qatar. This strategy is expected to positively impact TotalEnergies’ cash flow and shareholder value, enhancing its resilience against oil and gas cycles.

Business Operations and StrategyM&A Transactions
TotalEnergies Expands U.S. Natural Gas Assets with Anadarko Basin Acquisition
Positive
Sep 29, 2025

TotalEnergies has acquired a 49% interest in natural gas producing assets in the Anadarko Basin, Oklahoma, from Continental Resources. This acquisition enhances TotalEnergies’ integration in the U.S. LNG value chain, aiming to boost its natural gas production and secure a net gas production of around 150 MMscfd. The move aligns with TotalEnergies’ strategy to increase the share of natural gas in its sales mix to reduce carbon emissions and support the transition from coal to natural gas.

Business Operations and Strategy
TotalEnergies Expands AI Partnership with Cognite to Boost Global Operations
Positive
Sep 26, 2025

TotalEnergies has announced an expansion of its partnership with Cognite to scale the deployment of an industrial data and AI platform across its global upstream assets over the next three years. This initiative aims to enhance operational excellence by making data AI-ready, improving decision-making, and accelerating AI-driven solutions, thereby positioning TotalEnergies as a leader in reliable, efficient, and sustainable energy production.

Business Operations and StrategyStock BuybackDividendsPrivate Placements and Financing
TotalEnergies Confirms Strategic Growth and Financial Stability Measures
Positive
Sep 24, 2025

TotalEnergies’ Board of Directors has confirmed the company’s strategy for profitable growth, focusing on oil, gas, and integrated power, with an aim to increase energy production by 4% annually through 2030 while reducing emissions. The Board has approved measures including a capital increase for employees, conversion of ADRs to ordinary shares, and a shareholder return policy emphasizing dividend growth and share buybacks, adapting to economic and geopolitical conditions to maintain financial stability.

Business Operations and Strategy
TotalEnergies to Lead France’s Largest Renewable Energy Project
Positive
Sep 24, 2025

TotalEnergies, in partnership with RWE, has been awarded the Centre Manche 2 offshore wind tender, marking the largest renewable energy project in France. The €4.5 billion investment will create significant economic benefits for the Normandy region and contribute to the energy transition by supplying green electricity to over 1 million households. TotalEnergies will continue the project independently if RWE exits, ensuring local engagement and environmental responsibility, including high recycling rates for wind farm components.

Business Operations and StrategyStock Buyback
TotalEnergies Executes Share Buyback Program
Positive
Sep 22, 2025

TotalEnergies SE announced the repurchase of its own shares between September 15 and September 19, 2025, as authorized by its shareholders. The transactions involved a total of 3,440,538 shares, amounting to approximately 179.3 million euros. This move is part of the company’s strategy to manage its capital structure and potentially enhance shareholder value.

Business Operations and Strategy
TotalEnergies Secures Four Offshore Exploration Permits in Liberia
Positive
Sep 17, 2025

TotalEnergies has secured four offshore exploration permits in Liberia, covering an area of about 12,700 square kilometers, as part of the 2024 Direct Negotiation Licensing Round. This move aligns with the company’s strategy to diversify its exploration portfolio in promising oil-prone basins, potentially leading to significant discoveries and cost-effective, low-emission developments, enhancing its position in deepwater operations.

Business Operations and StrategyStock Buyback
TotalEnergies Executes Share Repurchase Program
Neutral
Sep 15, 2025

TotalEnergies SE announced the repurchase of its own shares between September 8 and September 12, 2025, as authorized by its shareholders. The company bought a total of 3,312,118 shares at an average price of 52.381103 EUR per share, amounting to 173,492,394.15 EUR. This move is part of TotalEnergies’ strategy to manage its capital structure and potentially enhance shareholder value.

Business Operations and Strategy
TotalEnergies Advances Major Projects in Iraq’s GGIP
Positive
Sep 15, 2025

TotalEnergies has commenced the construction of the final two major projects of its Gas Growth Integrated Project (GGIP) in Iraq, which includes the Common Seawater Supply Project and the full field development of the Ratawi oil field. These projects aim to enhance Iraq’s natural resources, improve electricity supply, and reduce greenhouse gas emissions, while employing thousands of Iraqi workers. The GGIP, a multi-energy initiative, is designed to sustainably develop Iraq’s resources, contributing significantly to the country’s economy and energy independence.

Regulatory Filings and Compliance
TotalEnergies SE Updates on Voting Rights and Share Count
Neutral
Sep 11, 2025

TotalEnergies SE announced its total number of shares and voting rights as of August 31, 2025. The company reported 2,281,206,254 total shares, with 2,181,861,804 exercisable voting rights, after accounting for treasury shares. This update is part of regulatory compliance and provides stakeholders with transparency regarding the company’s governance structure.

Business Operations and Strategy
TotalEnergies Secures 10-Year LNG Supply Deal with KOGAS
Positive
Sep 9, 2025

TotalEnergies has signed a Heads of Agreement with KOGAS, South Korea’s national natural gas company, to supply 1 million tons of LNG annually for 10 years starting from 2027. This deal, awarded through an international tender, will increase TotalEnergies’ LNG supply to KOGAS to 3 million tons per year from 2028, enhancing its market position in Asia and supporting a stable LNG supply amid a changing global energy landscape.

Business Operations and StrategyStock Buyback
TotalEnergies Executes Share Buyback Program
Positive
Sep 8, 2025

TotalEnergies SE has announced a series of share repurchases, buying back a total of 2,876,292 shares between September 1 and September 5, 2025. This move, authorized by the shareholders’ general meeting, is part of the company’s strategy to manage its capital structure and potentially enhance shareholder value. The repurchase of shares can impact the company’s financial metrics and market perception, potentially signaling confidence in the company’s future prospects.

Business Operations and Strategy
TotalEnergies Secures Offshore Exploration Permits in Nigeria
Positive
Sep 2, 2025

TotalEnergies, in partnership with South Atlantic Petroleum, has secured two offshore exploration permits in Nigeria’s West Delta basin, marking the first time in over a decade that an international company has been awarded such licenses in the country. This strategic move aligns with TotalEnergies’ goal of enhancing its exploration portfolio with high-impact, low-cost, and low-emission prospects, potentially strengthening its market position and fostering long-term partnerships in Nigeria.

Business Operations and StrategyStock Buyback
TotalEnergies Executes Share Repurchase Program
Neutral
Sep 1, 2025

TotalEnergies SE announced the repurchase of its own shares between August 25 and August 29, 2025, as authorized by its shareholders. The company acquired a total of 2,695,961 shares at an average price of 53.427807 EUR per share, amounting to transactions worth 144,039,282.96 EUR. This move is part of TotalEnergies’ strategy to manage its capital structure and potentially enhance shareholder value.

Business Operations and Strategy
TotalEnergies Secures Nzombo Exploration Permit in Congo
Positive
Sep 1, 2025

TotalEnergies, along with partners QatarEnergy and SNPC, has been awarded the Nzombo exploration permit in the Republic of the Congo. This 1,000 square kilometer permit is strategically located near existing facilities, and the company plans to drill an exploration well by the end of 2025. This move aligns with TotalEnergies’ strategy to expand its exploration portfolio with high-impact prospects, reinforcing its partnership with the Republic of the Congo and potentially enhancing its operational capabilities and market position.

Business Operations and Strategy
TotalEnergies CEO to Speak at Barclays Energy Conference
Positive
Aug 29, 2025

TotalEnergies announced that its Chairman & CEO, Patrick Pouyanné, will participate in a virtual fireside chat at the Barclays 39th Annual CEO Energy-Power Conference. This engagement underscores TotalEnergies’ active involvement in the energy sector and its commitment to maintaining a strong presence in the U.S. market, where it has invested heavily in recent years. The company’s participation in such high-profile events highlights its strategic focus on sustainable energy solutions and its leadership role in the global energy transition.

Business Operations and Strategy
TotalEnergies Commences CO2 Storage at Northern Lights, Pioneering CCS Technology
Positive
Aug 26, 2025

TotalEnergies, along with its partners Equinor and Shell, has successfully initiated the first CO2 storage at Northern Lights, marking a significant milestone in carbon capture and storage (CCS) technology. This project, the first of its kind in the world, is set to enhance the decarbonization of European industries by providing a reliable solution for hard-to-abate sectors to reduce CO2 emissions, with plans to expand its capacity significantly by 2028.

Business Operations and StrategyStock Buyback
TotalEnergies Executes Share Buyback Program
Positive
Aug 26, 2025

TotalEnergies SE announced a series of share repurchases from August 18 to August 22, 2025, as part of its authorized share buyback program. The company purchased a total of 2,586,907 shares at a daily weighted average price of 53.870954 EUR per share, amounting to 139,359,148.35 EUR. This move is in line with the company’s strategy to optimize its capital structure and enhance shareholder value, reflecting its strong financial position and commitment to returning capital to shareholders.

Business Operations and StrategyStock Buyback
TotalEnergies Executes Share Repurchase Program
Positive
Aug 19, 2025

TotalEnergies SE announced the repurchase of its own shares between August 11 and August 15, 2025, under the authorization from its shareholders’ general meeting. The company purchased a total of 2,784,478 shares at an average price of 52.78 EUR per share, amounting to approximately 146.97 million EUR. This move is part of TotalEnergies’ strategy to manage its capital structure and may impact its market positioning by potentially increasing shareholder value.

Business Operations and StrategyStock Buyback
TotalEnergies Executes Share Repurchase Program
Neutral
Aug 12, 2025

TotalEnergies SE announced the repurchase of its own shares between August 4 and August 8, 2025, as authorized by its shareholders. The company acquired a total of 3,130,220 shares at an average price of 52.234816 EUR per share, amounting to 163,506,465.43 EUR. This move reflects TotalEnergies’ strategic financial management and could potentially impact its market positioning and shareholder value.

Executive/Board ChangesRegulatory Filings and Compliance
TotalEnergies Discloses Managerial Transactions in Compliance with UK Regulations
Neutral
Aug 11, 2025

TotalEnergies SE announced that it has received notifications of transactions by Persons Discharging Managerial Responsibilities (PDMR), in accordance with the UK Market Abuse Regulation. These transactions involve the sale of available assets by a member of the Executive Committee, highlighting the company’s compliance with regulatory requirements and transparency in its operations.

Regulatory Filings and Compliance
TotalEnergies SE Announces Voting Rights and Share Structure
Neutral
Aug 11, 2025

TotalEnergies SE announced its total number of shares and voting rights as of July 31, 2025. The company reported 2,281,206,254 total shares with 2,193,954,095 exercisable voting rights, reflecting the deduction of treasury shares. This announcement provides transparency on the company’s share structure, which is crucial for stakeholders and investors in assessing their influence and the company’s governance.

Business Operations and StrategyM&A Transactions
TotalEnergies Divests Stake in Argentine Oil and Gas Blocks
Neutral
Aug 6, 2025

TotalEnergies has agreed to sell its 45% interest in two unconventional oil and gas blocks in Argentina’s Vaca Muerta area to YPF SA for $500 million. This divestment aligns with the company’s strategy to manage its portfolio actively, allowing it to concentrate on core assets in the Neuquén Basin and offshore Tierra del Fuego, while maintaining a significant presence in Argentina’s energy sector.

Business Operations and StrategyStock Buyback
TotalEnergies Announces Share Repurchase Program
Positive
Aug 6, 2025

TotalEnergies SE has announced a series of share repurchases, acquiring a total of 3,154,636 shares between July 28 and August 1, 2025. This move, authorized by shareholders, is part of the company’s strategy to manage its capital structure and potentially enhance shareholder value, reflecting its commitment to maintaining a balanced approach to capital allocation.

Business Operations and StrategyStock Buyback
TotalEnergies Announces Share Repurchase Program
Positive
Aug 6, 2025

TotalEnergies SE announced the repurchase of its own shares between July 28 and August 1, 2025, as authorized by its shareholders. The transactions involved a total of 3,154,636 shares, amounting to approximately 164.88 million euros. This move is part of the company’s strategy to manage its capital structure and potentially enhance shareholder value.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Nov 05, 2025