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Morgan Stanley Sees YPF Sociedad Anónima (YPF) Shale-Ready
Yahoo Finance· 2026-03-06 16:42
Core Viewpoint - YPF Sociedad Anónima is recognized as one of the best affordable energy stocks to buy, with a focus on shale growth driving its investment potential [1]. Group 1: Price Target and Ratings - Morgan Stanley raised the price target for YPF from $45 to $47 while maintaining an Equalweight rating, citing the company's focus on shale growth as the reason for the revision [2]. - The firm believes YPF will be better positioned as a leaner organization following the disposal of conventional assets, which will enable increased investments in shale oil [3]. Group 2: Financial Performance - YPF reported a record-high EBITDA of $5 billion for Q4 and the full year of 2025, marking the highest level in a decade, despite a 4% annual revenue decline attributed to a 15% drop in Brent crude prices [4]. Group 3: Company Overview - YPF is an Argentina-based energy company involved in both upstream and downstream oil and gas activities, with operations that include refineries, terminal facilities, and power generation plants [5].