YPF YPF Sociedad Anónima Загрузка... : Бычьи и медвежьи мнения аналитиков

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11:26
17 авг
DeItaone Агрегатор новостей Twitter (Walter Bloomberg)
HSBC upgrades YPF to Buy with a raised price target.
HSBC upgrades YPF to Buy with a raised price target, while multiple banks issue upgrades and downgrades across a broad range of stocks including Apple, Okta, and Shopify.
19:22
26 июл
John Butler Author, The Amphora Report / The M4 Report The David Lin Report
YPF holds massive undeveloped oil potential.
The Argentinian state oil company (YPF) is an attractive long-term holding because the world’s largest undeveloped oil field is believed to lie in the seas off the Falkland Islands and Patagonia, and YPF will capture a huge share of that development. Butler has been recommending it for three years as a specific way to play energy exposure.
YPF 1-й
Выс.
09:00
21 июл
Halliburton secured a large multi-year unconventional contract with YPF in Argentina, deploying its Zeus electric frac fleet, signaling strong demand and long-term commitment from YPF.
YPF
Выс.
21:16
13 июл
Bloomberg Newswire (@business)
Argentina's state-run energy firm YPF's power-generation unit has filed for a US IPO.
Argentina's state-run energy firm YPF's power-generation unit has filed for a US IPO, joining a growing pipeline of Argentine companies seeking New York listings.
YPF
16:15
24 мая
Stanley Druckenmiller Основатель, Duquesne Family Office El Arte de Invertir
IPF cheap on Vaca Muerta growth
IPF (YPF) owns the Vaca Muerta shale assets, one of the largest gas/oil fields in the Americas. Production and earnings should double over 5 years with $130B investment from US consortium. Argentina risk has plunged (country risk down 80% under Milei). At $70 oil, 4x+ benefit; at current $105, 8-10x earnings vs peers at 12-13x. This was his largest buy this quarter.
YPF 1-й
Выс.
15:45
16 мая
Ozark Любитель «бычьего» рынка, криптотрейдер
Reports David Tepper (Druck) Q1 2026 13F additions; speaker provides no personal thesis.
YPF
Выс.
13:30
24 апр
Lorenzo Simonelli CEO, Baker Hughes Company BKR Q1 FY26 call
YPF is investing in its shale development in Argentina, securing BKR for well construction technology.
YPF
Выс.
09:00
21 апр
Halliburton plans to move frac equipment from North America to Argentina for the YPF contract due to better pricing and multi-year runway, redrawing the international supply chain for high-spec fleets. — This shift tightens North American capacity further while establishing Zeus electric frac technology in international markets, potentially accelerating adoption by other operators.
YPF
Выс.

Об аналитическом покрытии YPF

Buzzberg отслеживает YPF (YPF Sociedad Anónima) в 6 источниках. Бычьих сигналов: 3, медвежьих: 0, от 7 аналитиков. Сентимент преимущественно бычий (38%). Всего отслеживается 8 торговых идей. Последние спикеры: DeItaone, John Butler, Shannon Slocum.