TotalEnergies has seen its consensus analyst price target recently increase from $60.96 to $63.30. This signals a modest upward adjustment in analysts’ perceived fair value for the stock. The accompanying decline in the discount rate from 6.24% to 6.23% highlights a slightly more favorable risk outlook among market participants. Stay tuned to discover how you can track future shifts in sentiment and remain up to date on the evolving narrative surrounding TotalEnergies.
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Analyst commentary on TotalEnergies has recently captured a spectrum of perspectives, reflecting both ongoing strengths and emerging reservations. The following summarizes the main themes from recent research coverage.
🐂 Bullish Takeaways
Piper Sandler’s Ryan Todd raised the firm’s price target to $70 from $69 and emphasized resilient free cash flow generation and strong headline growth as ongoing positives for TotalEnergies, even as near-term crude oil outlook remains muted. The firm also highlights structural cost savings that continue to lower the company’s breakeven.
JPMorgan’s Matthew Lofting increased the price target to EUR 61 from EUR 60 and maintained an Overweight rating, which signals confidence in the company’s positioning and execution within its sector.
Several analysts positively note the company’s ability to adapt through cost controls and strategic capex adjustments, rewarding ongoing discipline amid shifting market conditions.
🐻 Bearish Takeaways
RBC Capital’s Biraj Borkhataria lowered the price target to EUR 70 from EUR 75 and cited a cautious tone set by management at Capital Markets Day, with deliberate moves to brace for a weaker macro environment and notable capex cuts, particularly in the power segment.
BNP Paribas Exane’s Lucas Herrmann downgraded TotalEnergies to Neutral from Outperform with a price target of EUR 53, reflecting greater caution about the company’s short-term upside relative to its valuation and broader sector risks.
Scotiabank’s Paul Cheng, despite raising the price target to $67 from $65, described the revised estimates as disappointing compared to what industry margin indicators originally suggested, implying a tempered outlook despite the increase.
Overall, while recent analyst updates acknowledge TotalEnergies’ execution strengths and financial resilience, more cautious voices reflect growing attention to macro uncertainty, valuation, and the sustainability of near-term growth.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!
ENXTPA:TTE Community Fair Values as at Nov 2025
OPEC+ is pausing planned oil output increases for January through March 2026, after an earlier addition of 137,000 barrels per day in December. This reflects adjustments for seasonal demand. (Financial Times)
TotalEnergies is seeking approval from Mozambique for a $4.5 billion increase in costs related to its LNG project. The company cites extra expenses incurred during the project’s closure. The restart of construction, which has been delayed since 2021, is contingent upon this approval. (Bloomberg)
OPEC has maintained its oil demand forecasts, signaling confidence in steady economic growth but emphasizing ongoing risks from fiscal pressures and trade uncertainties. (Wall Street Journal)
OPEC+ reached an agreement to modestly raise oil output in both October and November. Each month will see an additional 137,000 barrels per day in response to concerns about global supply and pricing. (Wall Street Journal and New York Times)
Consensus Analyst Price Target has increased from $60.96 to $63.30. This represents a modest upward adjustment in perceived fair value.
Discount Rate has edged down slightly, moving from 6.24% to 6.23%.
Revenue Growth expectations have declined notably from 4.32% to 2.92%.
Net Profit Margin is projected to rise from 7.62% to 7.93%, indicating improved profitability assumptions.
Future P/E ratio has increased from 10.0x to 11.1x, reflecting a greater premium for expected earnings.
A Narrative goes beyond the numbers; it’s your personal story on a company, connecting its business strategy and turning points to forecasts for revenue, profit, and fair value. Narratives on Simply Wall St let you easily link your view of TotalEnergies to financial outcomes, quickly compare Fair Value to Price, and see everything update as real news or results come in. Millions of investors use these dynamic Narratives every day to make smarter decisions on our Community page.
Discover the full story behind TotalEnergies, and follow along as key drivers develop in real time: Read the original Narrative on Simply Wall St
How growth in LNG and renewables, plus smart divestments, could position TotalEnergies to benefit from global energy transition trends and secure long-term revenue stability.
Why ongoing digitalization and operational efficiency, combined with disciplined capital allocation, aim to increase margins and strengthen shareholder returns even in volatile markets.
The biggest risks that could upset this positive scenario, including oil market cycles, transition headwinds, and geopolitical exposures, and how these could sway future fair value.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include TTE.PA.
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