YPF completes YPF Luz deal with a USD 66.00 target for YPF stock

Published on 10/15/2026 at 13:39 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

YPF acquired 24.99 percent of YPF Luz on October 14, 2026. YPF stock costs EUR 47.00 on October 15, 2026 after the deal.

YPF expands beyond oil

YPF acquired 24.99 percent of YPF Luz on October 14, 2026, reaching 100.00 percent ownership.
Second-quarter 2026 revenue reached USD 6.57 billion, up 42.00 percent year over year.
YPF stock traded at EUR 47.00 at 1:33 p.m. CEST at Lang & Schwarz on October 15, 2026.
Third-quarter 2026 results are scheduled for October 29, 2026.

YPF, US9842451000, Illustration mit AI erstellt.

YPF Sociedad Anónima (ISIN US9842451000) completed its purchase of an additional 24.99 percent of YPF Luz on October 14, 2026, giving the Argentine energy company direct and indirect control of 100.00 percent of the power-generation subsidiary, according to TipRanks. The same report lists a Buy rating and a USD 66.00 price target for YPF stock.

Full control changes the mix

The transaction gives YPF full ownership of an electricity platform alongside its oil, gas, refining and fuel distribution operations. That broadens the company exposure beyond hydrocarbons, although the announcement did not disclose a purchase price or a new earnings forecast.

YPF's latest reported operating picture was stronger in the second quarter of 2026. Revenue rose 42.00 percent year over year to USD 6.57 billion, while net profit reached USD 1.21 billion versus USD 58.00 million in the second quarter of 2025, according to Rio Times. Adjusted EBITDA was USD 2.80 billion, up 149.00 percent year over year, with a 43.00 percent margin.

What does the LNG plan require?

The next strategic test is Argentina LNG. The consortium with Eni and XRG has an estimated investment requirement of USD 51.00 billion, with USD 30.00 billion planned for the first four years after the final investment decision, according to El Fondo. The project targets construction in February 2027 and would add LNG exports to YPF's Vaca Muerta strategy.

Three dates show the shift

On August 4, 2026, YPF implemented a 1-for-10 stock split, taking the local share count from 393.3 million to 3,933.1 million, according to YPF. On September 8, 2026, the company presented a USD 154.10 billion multi-year investment program, as reported by Rio Times. On October 14, 2026, YPF completed the YPF Luz acquisition.

Results and LNG dates

YPF's investor center schedules the third-quarter 2026 earnings webcast for October 29, 2026, at 9:00 a.m. ET. The Argentina LNG consortium is scheduled to make its final investment decision on November 26, 2026, according to El Fondo.

YPF stock keeps the market focus

On the NYSE, YPF was last at USD 52.25 on October 14, 2026 at 4:00 p.m. ET, against a 52-week range of USD 24.00 to USD 57.87. At Lang & Schwarz, YPF stock was trading at EUR 47.00 on October 15, 2026 at 1:33 p.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of YPF stock.