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TotalEnergies rises on profit beat amid high oil prices, strong trading; shares up

Wed, 29 Apr 2026 06:09:48 -0400

Investing.com -- TotalEnergies said it would return more cash to shareholders after posting a sharp rise in first-quarter profit on Wednesday, as high oil prices and strong trading activity linked to the Middle East conflict delivered a major earnings boost.

Shares in the French energy major rose 1% in early trading in Paris by 07:22 GMT.

The company reported adjusted net income of $5.4 billion for the quarter, up 29% from $4.2 billion a year earlier and ahead of the $5 billion analyst consensus, according to LSEG data. The result came even as regional disruptions shut in approximately 15% of its upstream production.

TotalEnergies

RBC expects these oil majors to gain from LNG price dislocations

Tue, 07 Apr 2026 05:59:16 -0400

Investing.com -- Global LNG exports fell 4% quarter-on-quarter in the first three months of 2026 to 115 million tonnes, primarily due to Qatar’s March shutdown, though RBC Capital Markets said oil majors with large U.S. positions stand to capitalise on widening regional price spreads triggered by the conflict in Iran.

Qatar LNG’s full shutdown on March 4 cut the terminal’s exports by 26% sequentially and 33% year-on-year, hitting ExxonMobil hardest among the majors given Qatar’s outsized role in its portfolio. Excluding Qatar, global exports were broadly flat quarter-on-quarter, as new capacity came online to partially offset the disruption.

LNG Canada’s second train

RBC expects these oil majors to gain from LNG price dislocations

Tue, 07 Apr 2026 05:59:16 -0400

LNG Canada’s second train

RBC expects these oil majors to gain from LNG price dislocations

Tue, 07 Apr 2026 05:59:16 -0400

LNG Canada’s second train

This European oil major stands out as best play despite sector risks: BofA

Thu, 02 Apr 2026 08:26:30 -0400

Investing.com -- Bank of America reiterated its top pick among European oil majors in a note on Thursday, arguing the French energy company offers compelling free cash flow yields even as first-quarter results are expected to underwhelm across the sector.

TotalEnergies is the stock in question.

BofA analyst Christopher Kuplent cautioned investors against reading too much into the current elevated commodity price environment when assessing first-quarter earnings.

Despite a roughly 40% spike in Brent crude and a 150% surge in European refining margins during March, the bank expects working capital builds to push net debt higher across Europe's major

Even if oil moves back to $60, this oil stock stand out: BofA

Fri, 13 Mar 2026 06:55:33 -0400

Investing.com -- Bank of America highlighted one name that remains its top pick among Europe’s major oil companies, arguing the stock is mispriced even under much lower oil price assumptions.

TotalEnergies (NYSE: TTE) is the stock in question.

Analyst Christopher Kuplent noted that even if Brent crude retreats to $60 a barrel, TTE’s share price has lagged its peers on “greater perceived cash flow risks,” a concern BofA believes is “misplaced.”

The bank’s call comes after its commodities team raised oil and gas forecasts for 2026–27 to account for risks tied to a shutdown of the Strait of Hormuz.

Even if oil moves back to $60, this oil stock stand out: BofA

Fri, 13 Mar 2026 06:55:33 -0400

Investing.com -- Bank of America highlighted one name that remains its top pick among Europe’s major oil companies, arguing the stock is mispriced even under much lower oil price assumptions.

TotalEnergies (NYSE: TTE) is the stock in question.

The bank’s call comes after its commodities team raised oil and gas forecasts for 2026–27 to account for risks tied to a shutdown of the Strait of Hormuz.

Even if oil moves back to $60, this oil stock stand out: BofA

Fri, 13 Mar 2026 06:55:33 -0400

Investing.com -- Bank of America highlighted one name that remains its top pick among Europe’s major oil companies, arguing the stock is mispriced even under much lower oil price assumptions.

TotalEnergies (NYSE: TTE) is the stock in question.

The bank’s call comes after its commodities team raised oil and gas forecasts for 2026–27 to account for risks tied to a shutdown of the Strait of Hormuz.

Even if oil moves back to $60, this oil stock stand out: BofA

Fri, 13 Mar 2026 06:55:33 -0400

Investing.com -- Bank of America highlighted one name that remains its top pick among Europe’s major oil companies, arguing the stock is mispriced even under much lower oil price assumptions.

TotalEnergies (NYSE: TTE) is the stock in question.

The bank’s call comes after its commodities team raised oil and gas forecasts for 2026–27 to account for risks tied to a shutdown of the Strait of Hormuz.

Even if oil moves back to $60, this oil stock stand out: BofA

Fri, 13 Mar 2026 06:55:33 -0400

Investing.com -- Bank of America highlighted one name that remains its top pick among Europe’s major oil companies, arguing the stock is mispriced even under much lower oil price assumptions.

TotalEnergies (NYSE: TTE) is the stock in question.

The bank’s call comes after its commodities team raised oil and gas forecasts for 2026–27 to account for risks tied to a shutdown of the Strait of Hormuz.

Even if oil moves back to $60, this oil stock stand out: BofA

Fri, 13 Mar 2026 06:55:33 -0400

Investing.com -- Bank of America highlighted one name that remains its top pick among Europe’s major oil companies, arguing the stock is mispriced even under much lower oil price assumptions.

TotalEnergies (NYSE: TTE) is the stock in question.

The bank’s call comes after its commodities team raised oil and gas forecasts for 2026–27 to account for risks tied to a shutdown of the Strait of Hormuz.

TotalEnergies Q4 profit falls 13%, narrowly misses estimates

Wed, 11 Feb 2026 04:49:53 -0400

Investing.com -- TotalEnergies SE posted lower fourth-quarter earnings, narrowly missing market expectations as weaker oil and gas prices weighed on results despite stronger refining margins and proceeds from renewable asset sales.

The French energy group reported adjusted net income of $3.8 billion for the quarter, down 13% from $4.4 billion a year earlier. Analysts had forecast $3.9 billion, according to LSEG data.

Output rose 5% in the period, while earnings from exploration and production declined 21.6% to $1.8 billion, reflecting softer commodity prices.

Meanwhile, profit from refining and chemicals more than tripled, climbing 215% to $1 billion, supported by stronger fuel margins.

TotalEnergies said

BP replaces TotalEnergies on Kepler’s preferred list after downgrade

Tue, 27 Jan 2026 06:27:54 -0400

Investing.com -- Kepler Cheuvreux downgraded TotalEnergies stock to Reduce and removed it from its Sector Most Preferred list, citing what it sees as rising vulnerability to a prolonged LNG oversupply cycle, with BP replacing the French major among its preferred names.

Analyst Bertrand Hodée said TotalEnergies is expected to hold a net long LNG position of around 14 million tonnes per annum (mtpa) in 2026, widening to about 23 mtpa by 2030, which, in Hodée’s view, leaves the company with the greatest exposure to a potential LNG oversupply, especially if prices slide toward $5 per mbtu.

"In an oversupplied LNG market, a

BP replaces TotalEnergies on Kepler’s preferred list after downgrade

Tue, 27 Jan 2026 06:27:54 -0400

"In an oversupplied LNG market, a

TotalEnergies reports higher refining margins, softer oil and gas sales in Q4

Tue, 20 Jan 2026 06:07:57 -0400

Investing.com -- TotalEnergies said stronger oil-and-gas production and improved downstream performance should help cushion the impact of weaker commodity prices in the fourth quarter of 2025.

The French energy major said fourth-quarter oil and gas production is expected to rise nearly 5% year on year, driven by higher upstream volumes. As a result, full-year 2025 production growth is now seen close to 4%, above the company’s guidance of a more than 3% increase.

The higher output is intended to offset a year-on-year decline of more than $10 per barrel in oil prices.

“Once again, despite a year-on-year decline of more than $10 per

TotalEnergies reports higher refining margins, softer oil and gas sales in Q4

Tue, 20 Jan 2026 06:07:57 -0400

Investing.com -- TotalEnergies said stronger oil-and-gas production and improved downstream performance should help cushion the impact of weaker commodity prices in the fourth quarter of 2025.

The higher output is intended to offset a year-on-year decline of more than $10 per barrel in oil prices.

“Once again, despite a year-on-year decline of more than $10 per

TotalEnergies reports higher refining margins, softer oil and gas sales in Q4

Tue, 20 Jan 2026 06:07:57 -0400

Investing.com -- TotalEnergies said stronger oil-and-gas production and improved downstream performance should help cushion the impact of weaker commodity prices in the fourth quarter of 2025.

The higher output is intended to offset a year-on-year decline of more than $10 per barrel in oil prices.

“Once again, despite a year-on-year decline of more than $10 per

Jefferies downgrades Galp as TotalEnergies takes control of Mopane

Fri, 12 Dec 2025 08:47:14 -0400

Investing.com --- Jefferies downgraded Galp Energia to Hold after TotalEnergies took over operatorship of the Mopane discovery in Namibia which leaves the Portuguese group with only long term optionality from the project.

The price target was cut 29% to €15, reflecting sharp reductions to sum of the parts and discounted cash flow valuations.

TotalEnergies agreed to assume operatorship of PEL 83, the block that hosts Mopane, and will hold a 40% operated stake. The move strengthens its position in Namibia’s fast growing deepwater basin, while reducing Galp’s working interest and future exposure to the find.

Jefferies lowered its Namibia valuation for

Jefferies downgrades Galp as TotalEnergies takes control of Mopane

Fri, 12 Dec 2025 08:47:14 -0400

Jefferies lowered its Namibia valuation for

Bernstein sees double-digit yield for oil majors on $65 Brent in 2026

Mon, 17 Nov 2025 07:37:06 -0400

Investing.com -- Europe’s oil majors can deliver a double-digit total distribution yield next year even if Brent settles at $65, Bernstein says, arguing the sector’s cash-flow strength has held up far better than earnings through 2025.

In a note reviewing nine-month results, analyst Irene Himona said that despite a 14.4% drop in crude prices and weaker chemicals margins, companies kept capital discipline intact and generated almost unchanged organic free cash flow.