YPF S.A. (YPF) PT Raised to $54 at BofA Securities

BofA Securities analyst Frank McGann raised the price target on YPF S.A. (NYSE: YPF) to $54.00 (from $40.00) while maintaining a Buy rating.

The analyst comments "We are raising our PO for YPF to US$54/ADR (ARS 97,200/sh) from US$40/ADR (ARS 58,400/sh) mainly driven by the reduction in our WACC assumption to 13.7% from 15.3%, following a positive outcome of the mid-term election, which led to a significant reduction in Argentina’s country risk. We also factor in 3Q25 results and slightly improve our production curve in the mid-to-long-term. These factors are partially offset by lower oil prices in 2026-27: US$60/bbl in 2026 and US$62/bbl in 2027 – in line with the recent update from BofA’s Commodity Strategy team, (see report: Year Ahead 2026: Energy outlook), while we maintain our long-term assumption of US$70/bbl."

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