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Shell plc (SHEL) Price Target Analysis

Wall Street analyst price targets, ratings consensus & upside potential · Updated Feb 28, 2026

Current Price
$83.51
Market reference
Price Target
$85.67
+2.6% Upside
Target Range
$77.00 — $91.00
High conviction
Analyst Rating
Buy
12 analysts
Forward P/E13.4x
Trailing P/E13.9x
Forward PEG—
Implied Growth+1.4%
Median Target$89.00
Analyst Spread16.3%

SHEL trades near analyst consensus with +2.6% potential upside. Limited near-term catalysts may be priced in at current levels.

Price Forecast (1 Year)

Last 12 months price action with 12-month analyst target path

Current$83.51
Consensus$85.67
High$91.00
Low$77.00
Model$88.37
Bear Case
$77
-7.8%
Consensus
$86
+2.6%
Bull Case
$91
+9.0%
Valuation Model TargetsConfidence: 55/100
Bear$-71
Base$88
Bull$277

Analyst Ratings Distribution

Breakdown of 12 published analyst recommendations for SHEL

8/12 analysts are bullish
+33
BearishBullish
Weighted analyst sentiment score based on 12 ratings
ConsensusBuy
Coverage12 Analysts
Net Score+33
Bull / Bear67% / 0%
Strong Buy00%
Buy867%
Hold433%
Sell00%
Strong Sell00%
Strong Buy
00%
Buy
867%
Hold
433%
Sell
00%
Strong Sell
00%
Recommendation Mix67% Buy · 33% Hold · 0% Sell
Buy (8)Hold (4)Sell (0)

SHEL Price Target Analysis

Updated March 2, 2026

As of March 2, 2026, Shell plc (SHEL) has a Wall Street consensus price target of $85.67, based on estimates from 12 covering analysts. With the stock currently trading at $83.51, this represents a potential upside of +2.6%. The company has a market capitalization of $235.77B.

Analyst price targets range from a low of $77.00 to a high of $91.00, representing a 16% spread in expectations. The median target of $89.00 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.

The current analyst consensus rating is Buy, with 8 analysts rating the stock as a Buy or Strong Buy,4 rating it Hold, and 0 rating it Sell or Strong Sell. The positive sentiment balance indicates moderate optimism about the stock prospects.

From a valuation perspective, SHEL trades at a trailing P/E of 13.9x and forward P/E of 13.4x. Analysts expect EPS to grow +1.4% over the next year.

Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $88.37, with bear and bull scenarios of $-71.21 and $276.53 respectively. Model confidence stands at 55/100, reflecting moderate uncertainty in projections.

Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Energy stocks.

Analyst Sentiment Comparison

Industry Peer Analysis
Avg Peer Upside+29.6%
Avg Forward P/E13.5x
Peers with Coverage5 / 6
CompanyMarket CapPriceTargetUpsideRatingFwd P/EAnalysts
SHELShell plc
$235.8B$83.51$85.67+2.6%Buy13.4x12
TTETotalEnergies SE$172.1B$80.34$75.00-6.6%Buy12.2x33
BPBP p.l.c.$99.5B$38.86$39.58+1.9%Hold14.9x43
EQNREquinor ASA$74.5B$29.83$82.50+176.6%Hold11.4x23
EEni S.p.A.$69.1B$46.94$34.60-26.3%Hold15.5x26
SLNGStabilis Solutions, Inc.$105M$5.64——Buy—1

Upside Potential Comparison

EQNR
+176.6%
SHEL
+2.6%
BP
+1.9%
TTE
-6.6%
E
-26.3%

See SHEL's True Return

Price is only half the story. See total return with reinvested dividends.

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Is SHEL Undervalued?

See our Bear / Base / Bull DCF models and intrinsic value estimates.

View Valuation

Compare SHEL vs CRC

See how SHEL stacks up against sector leader California Resources Corporation.

Start Comparison

Frequently Asked Questions

What is the SHEL stock price target for 2026?

The consensus price target for SHEL is $85.67, close to the current price of $83.51 (2.6% implied move). Based on 12 analyst estimates, the stock appears fairly valued near current levels.

Is SHEL a buy, sell, or hold?

SHEL has a consensus rating of "Buy" based on 12 Wall Street analysts. The rating breakdown is predominantly bullish, with 8 Buy/Strong Buy ratings. The consensus 12-month price target of $85.67 implies 2.6% upside from current levels.

Is SHEL stock overvalued or undervalued?

With a forward P/E of 13.3965x, SHEL trades at a relatively low valuation. The consensus target of $85.67 implies 2.6% appreciation, suggesting the market may be pricing in risks.

How high can SHEL stock go?

The most bullish Wall Street analyst has a price target of $91 for SHEL, while the most conservative target is $77. The consensus of $85.67 represents the median expectation. Our quantitative valuation model projects a bull case target of $277 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.

How many analysts cover SHEL stock?

SHEL is moderately covered, with 12 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 8 have Buy ratings, 4 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.

What is the SHEL stock forecast?

The 12-month SHEL stock forecast based on 12 Wall Street analysts shows a consensus price target of $85.67, with estimates ranging from $77 (bear case) to $91 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $88, with bear/bull scenarios of $-71/$277.

What is SHEL's fair value based on fundamentals?

Our quantitative valuation model calculates SHEL's fair value at $88 (base case), with a bear case of $-71 and bull case of $277. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 55/100.

What is SHEL's forward P/E ratio?

SHEL trades at a forward P/E ratio of 13.4x based on next-twelve-months earnings estimates compared to a trailing P/E of 13.9x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.

Should I buy SHEL stock?

SHEL appears fairly valued according to analysts, with a "Buy" rating and minimal upside to the $85.67 target. Consider your investment thesis and risk tolerance. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.

Why do SHEL price targets vary so much?

SHEL analyst price targets range from $77 to $91, a 16% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $85.67 consensus represents the middle ground. Our model's $-71-$277 range provides an independent fundamental perspective.

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