Top Page
YPF Sociedad Anonima
(NYSE:YPF)
YPF Sociedad Anonima (YPF) vs. SPDR S&P 500 ETF (SPY)
YPF Sociedad Anonima Business Overview & Revenue Model
YPF Sociedad Anonima Earnings Call Summary
YPF Sociedad Anonima Financial Statement Overview
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 21.53T | 17.90T | 5.48T | 2.53T | 1.32T | 692.51B |
| Gross Profit | 5.58T | 4.94T | 969.46B | 650.78B | 294.87B | 70.67B |
| EBITDA | 4.77T | 3.90T | 1.08T | 631.62B | 367.45B | 107.06B |
| Net Income | -550.51B | 2.08T | -1.56T | 289.06B | 257.00M | -69.65B |
Balance Sheet | ||||||
| Total Assets | 42.21T | 30.27T | 17.96T | 4.59T | 2.39T | 1.92T |
| Cash, Cash Equivalents and Short-Term Investments | 1.45T | 1.55T | 995.29B | 193.36B | 113.69B | 83.55B |
| Total Debt | 16.04T | 9.98T | 6.35T | 1.36T | 812.84B | 724.58B |
| Total Liabilities | 25.60T | 18.05T | 11.47T | 2.72T | 1.54T | 1.24T |
| Stockholders Equity | 16.29T | 12.00T | 6.42T | 1.85T | 839.89B | 677.23B |
Cash Flow | ||||||
| Free Cash Flow | -259.10B | 477.00M | -7.57B | 204.53B | 165.21B | 94.60B |
| Operating Cash Flow | 4.30T | 5.87B | 1.58T | 736.66B | 400.01B | 209.22B |
| Investing Cash Flow | -5.35T | -5.51B | -1.55T | -523.02B | -243.99B | -109.16B |
| Financing Cash Flow | 1.31T | -293.00M | 249.65B | -157.10B | -150.66B | -121.11B |
YPF Sociedad Anonima Technical Analysis
YPF Sociedad Anonima Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
79 Outperform | $57.01B | 18.64 | 5.31% | 5.41% | -3.84% | 15.75% | |
77 Outperform | $7.45B | 13.79 | 17.45% | 2.57% | 28.56% | 593.72% | |
74 Outperform | $22.23B | 8.24 | 13.79% | 18.88% | -7.45% | -28.80% | |
69 Neutral | $60.35B | 11.15 | 13.46% | 7.43% | 1.53% | -35.81% | |
69 Neutral | $74.11B | 5.54 | 18.20% | 14.10% | -11.63% | -15.67% | |
65 Neutral | $15.17B | 7.61 | 4.09% | 5.20% | 3.87% | -62.32% | |
54 Neutral | $13.89B | ― | -4.00% | ― | -2.76% | 56.81% |
YPF Sociedad Anonima Corporate Events
On January 7, 2026, YPF Sociedad Anónima repurchased 20.6 billion Argentine pesos of its Class XXI notes, equivalent to US$14 million in par value, which were originally issued in January 2023 under its frequent issuer program and mature in January 2026. The buyback, executed at an average price of 99.89% of nominal value and to be held in the company’s portfolio, underscores YPF’s active management of its short-term debt profile and may modestly strengthen its balance sheet and liquidity position ahead of the notes’ upcoming maturity, with implications for bondholders’ outstanding float and the company’s funding strategy in local markets.
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.
On December 23, 2025, YPF Sociedad Anónima repurchased a portion of its Class XXI Notes, originally issued in January 2023 under its frequent issuer program and maturing in January 2026, for a total of ARS 7.65 billion, equivalent to a par value of US$5.27 million, at an average price of 99.73% of nominal value. The repurchased notes will be held in the company’s portfolio, a move that fine-tunes its near-term debt profile ahead of the 2026 maturity and may slightly reduce future interest obligations while signaling active balance-sheet management to creditors and investors.
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.
On December 18, 2025, YPF Sociedad Anónima announced that it had completed the sale of its entire shareholding in Profertil S.A. to Agro Inversora Argentina S.A., part of the Adecoagro Group, after all conditions precedent were fulfilled and on terms previously communicated to the market. The company indicated that the final economic impact of this divestment will be disclosed with its financial statements for the year ended December 31, 2025, signaling a portfolio adjustment whose full financial and strategic implications for YPF and its stakeholders will only become clear once those results are published.
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.
On December 12, 2025, YPF Sociedad Anónima accepted an offer from Agro Inversora Argentina S.A., part of the Adecoagro group, to sell its 50% stake in Profertil S.A. for $635 million. This transaction involves the sale of over 391 million Class B shares and is subject to certain conditions precedent, potentially impacting YPF’s financial strategy and market positioning.
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.
On December 11, 2025, YPF Sociedad Anónima announced a change in its Board of Directors as Mrs. Marilina Jaramillo, a Class D Regular Director, resigned for personal reasons. This change in leadership could impact the company’s strategic direction and governance, potentially affecting its stakeholders and market position.
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.
On December 11, 2025, YPF Sociedad Anónima announced the extension of its joint venture contract with Energía Argentina S.A. (ENARSA) for the LNG Escobar project until January 31, 2029. The Audit Committee confirmed that the terms of this extension align with standard market practices, indicating a stable and strategic partnership that could strengthen YPF’s position in the energy 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.
YPF Sociedad Anónima announced that it repurchased a total of Ps. 29,308,529,179 of its Class XXI Notes between December 2 and December 3, 2025. These notes, which mature in January 2026, were initially issued in January 2023 under the company’s Frequent Issuer framework. The repurchase was executed at an average price of 99.46% of their nominal value, indicating a strategic move to manage its debt portfolio effectively.
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.
On December 5, 2025, YPF Sociedad Anónima, along with Vista Energy Lach S.A., Shell Argentina S.A., and Equinor Argentina SAU, announced a long-term agreement with Chile’s Empresa Nacional de Petróleo (ENAP) to export shale oil from the Vaca Muerta formation until June 2033. This agreement involves an initial export volume of 32,000 barrels per day by YPF, contributing to a total of up to 70,000 barrels per day, potentially generating $12 billion in revenue over the contract’s duration. The deal underscores the strategic collaboration among leading energy companies to enhance production and export capabilities, positioning Argentina as a reliable energy supplier to global markets.
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.
On November 18, 2025, YPF Sociedad Anónima announced a change in its Board of Directors, with the resignation of Mr. Carlos Manuel Bastos as Regular Director for Class D shares due to personal reasons. Mr. Lisandro Catalán has been appointed as the new Regular Director for Class D shares by the Supervisory Committee, serving until the next Shareholders’ Meeting. This change reflects the company’s ongoing governance adjustments and may impact its strategic direction.
The most recent analyst rating on (YPF) stock is a Buy with a $40.00 price target. To see the full list of analyst forecasts on YPF Sociedad Anonima stock, see the YPF Stock Forecast page.
YPF Sociedad Anónima released its condensed interim consolidated financial statements for the period ending September 30, 2025. The report provides detailed financial information, including statements of financial position, comprehensive income, changes in shareholders’ equity, and cash flow. These statements are crucial for stakeholders to assess YPF’s financial health and operational performance, reflecting its strategic positioning in the energy market.
The most recent analyst rating on (YPF) stock is a Buy with a $40.00 price target. To see the full list of analyst forecasts on YPF Sociedad Anonima stock, see the YPF Stock Forecast page.
In its third quarter 2025 report, YPF Sociedad Anónima announced a slight increase in adjusted EBITDA by 21% compared to the previous quarter, despite a 12% year-over-year decline in revenues. The company faced a net loss of $198 million, attributed to a decrease in hydrocarbon production and exports. However, YPF achieved a notable 17% increase in shale oil production, reflecting its strategic focus on this segment. The report highlights a challenging financial environment with a significant rise in net debt and free cash flow deficits, impacting its operational stability and market positioning.
The most recent analyst rating on (YPF) stock is a Hold with a $36.00 price target. To see the full list of analyst forecasts on YPF Sociedad Anonima stock, see the YPF Stock Forecast page.
On November 7, 2025, YPF Sociedad Anónima’s Board of Directors approved the condensed interim financial statements for the nine-month period ending September 30, 2025. The company reported a net loss of 181,638 million pesos for the period, despite achieving a total comprehensive income of 3,772,560 million pesos. This financial performance reflects the company’s ongoing challenges and strategic adjustments in the energy sector, impacting its stakeholders and market positioning.
The most recent analyst rating on (YPF) stock is a Hold with a $36.00 price target. To see the full list of analyst forecasts on YPF Sociedad Anonima stock, see the YPF Stock Forecast page.
On November 4, 2025, YPF Sociedad Anónima announced that the conditions for the Bareboat Charter Agreement with GOLAR MK II CORPORATION, initiated on May 2, 2025, have been fulfilled. This includes the Final Investment Decision by Southern Energy S.A., where YPF holds a 25% indirect interest, and the issuance of a 30-year Free Export Authorization for LNG by the National Secretariat of Energy. This development marks a significant step in YPF’s involvement in the LNG export sector, potentially enhancing its market position and offering long-term benefits to stakeholders.
The most recent analyst rating on (YPF) stock is a Hold with a $36.00 price target. To see the full list of analyst forecasts on YPF Sociedad Anonima stock, see the YPF Stock Forecast page.
On October 28, 2025, YPF Sociedad Anónima acquired the remaining 50% shareholding in Refinería del Norte S.A. (Refinor), securing full ownership by purchasing 45,803,655 class ‘A’ shares from Hidrocarburos del Norte S.A. for $25.2 million. This strategic move allows YPF to consolidate its operations in the industrialization and marketing of hydrocarbons, potentially strengthening its market position and operational efficiency in the energy sector.
The most recent analyst rating on (YPF) stock is a Hold with a $36.00 price target. To see the full list of analyst forecasts on YPF Sociedad Anonima stock, see the YPF Stock Forecast page.
On October 14, 2025, YPF Sociedad Anónima completed the acquisition of 343,654 of its Class D ordinary shares on the Buenos Aires Stock Exchange at an average price of AR$40,832.70 per share, totaling AR$14,032,321,620. This strategic move, adhering to market regulations, marks the conclusion of a share buyback process approved by the company’s Board of Directors, potentially strengthening YPF’s market position and shareholder value.
The most recent analyst rating on (YPF) stock is a Hold with a $25.00 price target. To see the full list of analyst forecasts on YPF Sociedad Anonima stock, see the YPF Stock Forecast page.