YPF's reported 2026Q2 results show a striking operating recovery, with gross margin expanding to 45.1% from 25.3% two quarters earlier and operating income climbing to $2.5 trillion ARS versus $651.5 billion in 2025Q4 — a 283% increase against 116% gross profit growth that suggests positive operating leverage in the…
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Reported gross margin widened to 45.1% in 2026Q2 from 28.9% in 2025Q4 with net income of $1.7 trillion ARS on revenue of $9.2 trillion ARS, though the 18.3% net margin may indicate inflation-accounting effects rather than purely operational improvement given the abrupt unit-scale break after 2025Q2.
The company's transformation is tied to Argentina's normalization and energy security, making it a strategic asset with a $15.6 billion market cap.
A director's open-market purchase of shares at $54.44 per share signals strong insider confidence in YPF's future performance.
A bullish investment thesis on YPF highlights its potential upside, as discussed in Danny Green's Substack article.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $3.00+56.3% vs $1.92 | $6.4B+14.1% vs $5.6B |
Q3 2026 Aug 4, 2026 | $3.07+35.8% vs $2.26 | $6.1B+2.3% vs $6.0B |
Q2 2026 May 7, 2026 | $1.03+24.1% vs $0.83 | $3.5B-30.0% vs $5.0B |
Q1 2026 Feb 26, 2026 | -$1.67-316.9% vs $0.77 | $4.5B+4.1% vs $4.4B |
The heavy selling pressure might have exhausted for YPF Sociedad Anonima (YPF) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
YPF CEO says contracts for Argentina LNG are being signed in Europe, Asia
YPF Sociedad Anonima (YPF) is well positioned to outperform the market, as it exhibits above-average growth in financials.
PBR, YPF and STNG made it to the Zacks Rank #1 (Strong Buy) value stocks list on November 2, 2026.
Benchmark YPF against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for YPF Sociedad Anónima (YPF)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $38.66 | $15.22B | 7.60 | 48.25% | 9.52% | 17.11% | — | |
| $18.53 | $119.41B | 4.67 | -3.62% | 24.52% | 30.54% | 6.91% | |
| $15.55 | $31.97B | 8.27 | -16.39% | 10.11% | 11.73% | 10.56% | |
| $212.61 | $423.43B | 15.47 | -4.64% | 11.95% | 13.89% | 3.23% | |
| $165.87 | $687.53B | 16.90 | -4.52% | 10.46% | 15.24% | 2.41% | |
| $136.27 | $166.02B | 14.10 | 7.67% | 17.06% | 17.75% | 2.34% |
YPF Sociedad Anónima (YPF) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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YPF Sociedad Anónima (YPF) stock FAQ — growth, dividends, profitability & financials explained
YPF Sociedad Anónima (YPF) reported $32.48T in revenue over the trailing twelve months. Revenue was $26.53T in fiscal year 2025. That is 482177% more than the $5.50B of fiscal year 1998.
YPF Sociedad Anónima (YPF) grew revenue by 182.9% over the trailing twelve months, compared with the twelve months before.
Yes. YPF Sociedad Anónima (YPF) earned $3.09T in net income over the trailing twelve months (a 9.5% net margin).
YPF Sociedad Anónima (YPF) had a return on equity (ROE) of 17.1% over the trailing twelve months. That is above the market's typical 10-15%.
YPF Sociedad Anónima (YPF) had negative free cash flow of $171.22B in fiscal year 2025.
