Morgan Stanley Sees YPF Sociedad Anónima (YPF) Shale-Ready

YPF Sociedad Anónima (NYSE:YPF) is among the 10 Best Affordable Energy Stocks to Buy.

Morgan Stanley Sees YPF Sociedad Anónima (YPF) Shale-Ready

On February 27, Morgan Stanley elevated the price target on YPF Sociedad Anónima (NYSE:YPF) to $47 from $45 and maintained an Equalweight rating. The firm highlights that the company’s emphasis on shale growth represents the basis of the upward revision in price target.

Morgan Stanley believes YPF Sociedad Anónima (NYSE:YPF) will be well-positioned as a leaner organization after the completion of conventional asset disposals, thus allowing the company to expand investments in shale oil. While raising concerns about capital allocation in the medium-term, the firm said that substantial long-term LNG investments may restrict free cash flow conversion to future dividends.

On the same day, YPF Sociedad Anónima (NYSE:YPF) delivered its Q4 and full-year 2025 financial results, demonstrating robust operational resilience amid a fluctuating commodity price environment. What stood out most was the company’s record-high $5 billion EBITDA, the highest in a decade. This was achieved despite a 4% annual revenue decline due to a 15% dip in Brent crude prices.

YPF Sociedad Anónima (NYSE:YPF) is an Argentina-based energy company specializing in upstream and downstream oil and gas activities. Founded in 1977, the company also owns refineries, maintains terminal facilities, and participates in power generation plants, among others.

While we acknowledge the potential of YPF to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than YPF and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None. Follow Insider Monkey on Google News.