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TotalEnergies SE (TTE)
NYSE:TTE
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TotalEnergies SE (TTE) AI Stock Analysis

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Positive Factors
Strong cash generation
Sustained multi‑segment cash generation strengthens financial flexibility: recurring high quarterly OCF provides capacity to fund disciplined capex, dividends and buybacks while deleveraging. Over months this underpins capital allocation optionality and resilience across cycles.
Negative Factors
Weak cash conversion
Lower FCF-to-profit conversion indicates earnings are not fully translating to cash, reflecting higher reinvestment or working capital swings. This weakens the buffer for payouts and deleveraging in downturns and raises sensitivity of capital returns to cyclical cash flow variation.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong cash generation
Sustained multi‑segment cash generation strengthens financial flexibility: recurring high quarterly OCF provides capacity to fund disciplined capex, dividends and buybacks while deleveraging. Over months this underpins capital allocation optionality and resilience across cycles.
Read all positive factors

TotalEnergies SE (TTE) vs. SPDR S&P 500 ETF (SPY)

TotalEnergies SE Business Overview & Revenue Model

Company Description
TotalEnergies SE operates as a major global integrated energy corporation. Its diverse activities are structured into four key business segments: Integrated Gas, Renewables & Power; Exploration & Production; Refining & Chemicals; and Marketing & S...
How the Company Makes Money
TotalEnergies generates revenue through multiple key streams. Primarily, it earns from the exploration and production of oil and natural gas, which includes upstream activities such as drilling and extraction. The refining and marketing of petrole...

TotalEnergies SE Earnings Call Summary

Earnings Call Date:Jul 23, 2026
(Q2-2026)
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% Change Since: |
Next Earnings Date:Oct 29, 2026
Earnings Call Sentiment Positive
The call conveyed a predominantly positive tone: TotalEnergies reported strong operational execution and sizeable cash generation across upstream, downstream and integrated power, exceeded production guidance, deleveraged the balance sheet, and raised shareholder returns. These positives were tempered by meaningful near-term headwinds—notably Middle East-related production and lifting disruptions, a weak Q2 gas trading outcome and regional operational incidents—along with lingering geopolitical and sanctions-related uncertainties. On balance the company demonstrated resilience and optionality, with highlights substantially outweighing the lowlights.
Positive Updates
Very strong quarterly cash generation
Second quarter cash flow of $9.8 billion, representing an almost 15% increase versus Q1; company generated roughly $10 billion of cash in the quarter.
Negative Updates
Middle East conflict disrupting production and lifting
Conflict in the Strait of Hormuz caused intermittent closure and high operating risk: estimated production impact ~210,000 boe/d over Q2 (below prior guidance of 360,000 boe/d), physical lifting impacted ~350,000 boe/d, on-ground offloading affected ~15% of production; management expects ongoing 5%–10% production limitations depending on developments.
Read all updates
Q2-2026 Updates
Negative
Very strong quarterly cash generation
Second quarter cash flow of $9.8 billion, representing an almost 15% increase versus Q1; company generated roughly $10 billion of cash in the quarter.
Read all positive updates
Company Guidance
Management reiterated disciplined capital allocation while upgrading near‑term cash expectations and kept detailed numeric guidance: Q2 cash flow was $9.8bn (management also said “next to $10bn”), adjusted net income $6.0bn, net debt fell by $3.3bn and working capital released $1.2bn, leaving gearing at 13.1% (–2.4pp q/q); interim dividend was raised 5.9% to €0.90/share, buybacks were $1.5bn in Q2 with a further $1.5bn authorized for Q3, and net investments were $3.4bn in the quarter against full‑year CapEx guidance of $15bn (net disposals $1.2bn). Operational and market metrics/guidance included E&P organic production growth >4% (above the 3% annual target) with OpEx < $5/boe, Q2 Middle‑East production impact ~210k boe/d (physical lifting impact ~350k b/d) and an ongoing 5–10% potential constraint range, Brent averaged $104/bbl in Q2 (integrated margins cited around $130/bbl and product margins ~ $35/bbl), TTF averaged $15.6/MMBtu and LNG averaged $10.2/MMBtu in Q2 with an anticipated Q3 LNG selling price > $11.5/MMBtu; Integrated Power generated 14.8 TWh (+28% y/y) and >$700m cash flow (targeting >60 TWh p.a.), Refining & Chemicals adj. NOI $1.8bn/cash flow $2.0bn, Marketing & Services adj. NOI $0.5bn/cash flow ≈$0.85bn, and management now expects full‑year operating cash flow above the April $32bn guidance (management indicated roughly $34.5bn–$38bn as a plausible range) while maintaining project discipline (tested at ~$50/bbl).

TotalEnergies SE Financial Statement Overview

Summary
Income Statement
Balance Sheet
Cash Flow
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue196.38B182.34B195.61B218.94B263.31B184.63B
Gross Profit60.22B51.85B55.53B62.37B81.21B52.01B
EBITDA46.56B38.85B42.28B50.78B59.04B42.07B
Net Income17.84B13.13B15.76B21.38B20.53B16.03B
Balance Sheet
Total Assets313.70B291.09B285.49B283.65B303.86B293.46B
Cash, Cash Equivalents and Short-Term Investments31.71B29.54B30.55B33.43B41.77B33.66B
Total Debt62.70B61.04B51.24B47.87B61.25B64.55B
Total Liabilities182.77B173.55B165.23B164.20B189.29B178.46B
Stockholders Equity128.38B114.90B117.86B116.75B111.72B111.74B
Cash Flow
Free Cash Flow16.34B10.81B15.95B22.96B31.68B18.07B
Operating Cash Flow33.03B28.46B30.85B40.68B47.37B30.41B
Investing Cash Flow-13.76B-18.57B-17.33B-16.45B-15.12B-13.66B
Financing Cash Flow-11.72B-10.64B-14.43B-29.73B-19.27B-25.50B

TotalEnergies SE Technical Analysis

Technical Analysis Sentiment
Last Price84.16
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TTE, the sentiment is undefined. The current price of 84.16 is equal to the 20-day moving average (MA) of ―, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a undefined sentiment for 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
74
Outperform
€5.28B11.912.91%2.03%-31.28%
70
Outperform
€1.60B4.5730.60%4.06%-31.49%65.21%
66
Neutral
€3.46B11.2311.56%6.33%-1.65%-9.39%
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
53
Neutral
€855.47M-9.22-8.33%4.43%-36.65%-187.14%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TTE
TotalEnergies SE
87.86
31.88
56.95%
FR:NAE
Esso Societe Anonyme Francaise
66.55
30.35
83.82%
FR:MAU
Etablissements Maurel & Prom
8.12
3.35
70.30%
FR:RUI
Rubis SCA
33.48
7.35
28.14%
FR:DPAM
Les Docks des Petroles d'Ambes SA
860.00
-61.82
-6.71%
FR:TE
Technip Energies NV
29.90
-7.81
-20.72%

TotalEnergies SE Corporate Events

TotalEnergies Divests Interests in Norwegian Fields for Strategic Portfolio Optimization
Nov 3, 2025
On October 1, 2025, TotalEnergies announced the divestment of its non-operated interests in the West Ekofisk, Albuskjell, and Tommeliten Gamma fields in Norway to V&#229;r Energi and Orlen Upstream Norway. These fields, part of the Greater Ekofisk...
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: ―