YPF stock holds at USD 53.50 as earnings support valuation

Published on 09/22/2026 at 10:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

YPF stock traded at USD 53.50 on September 21, 2026, while September targets ranged from USD 60 to USD 85. Second quarter EBITDA reached USD 2.804 billion.

YPF, CA98936C1068, Illustration mit AI erstellt.

YPF (ISIN CA98936C1068) traded at USD 53.50 on the NYSE on September 21, 2026, while September analyst targets ranged from USD 60 to USD 85. The latest operating update adds weight to the valuation case: adjusted EBITDA reached USD 2.804 billion in the second quarter of 2026, alongside net income of USD 1.205 billion.

Targets remain above the quote

According to Bloomberg Linea on September 21, 2026, analysts publishing reports during September placed 12-month targets between USD 60 and USD 85, compared with the NYSE quote of USD 53.50. The lower end is USD 6.50 above the cited price, while the upper end is USD 31.50 higher.

The same Bloomberg Linea report said YPF shares in Argentina rose 7.3 percent between August 18 and September 21, 2026, below the 12 percent increase in Brent crude over the same period. That comparison makes oil prices an important counter-factor for the equity story.

Second quarter delivered record EBITDA

According to Infobae on September 21, 2026, YPF closed the second quarter of 2026 with adjusted EBITDA of USD 2.804 billion, described as the highest in its history, and net income of USD 1.205 billion. The report also put net debt at USD 7.654 billion and leverage at 1.09 times, with leverage at its lowest level in 11 years.

The numbers create a clear operating contrast. EBITDA exceeded net income by USD 1.599 billion in the reported quarter, while the 1.09-times leverage ratio provides a dated balance-sheet reference alongside the earnings figures. The financial profile therefore depends on both operating cash generation and the persistence of energy-market support.

YPF stock stays tied to oil prices

The September 21, 2026 market reference was USD 53.50 on the NYSE. YPF's reported 7.3 percent local-market gain since August 18 lagged Brent's 12 percent rise, a quantified gap of 4.7 percentage points that underlines the importance of commodity performance and investor positioning.