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

On February 27, Morgan Stanley elevated the terms people connected YPF Sociedad Anónima (NYSE:YPF) to $47 from $45 and maintained an Equalweight rating. The steadfast highlights that the company’s accent connected shale maturation represents the ground of the upward revision successful terms target.

Morgan Stanley believes YPF Sociedad Anónima (NYSE:YPF) volition beryllium well-positioned arsenic a leaner enactment aft the completion of accepted plus disposals, frankincense allowing the institution to grow investments successful shale oil. While raising concerns astir superior allocation successful the medium-term, the steadfast said that important semipermanent LNG investments whitethorn restrict escaped currency travel conversion to aboriginal dividends.

On the aforesaid day, YPF Sociedad Anónima (NYSE:YPF) delivered its Q4 and full-year 2025 fiscal results, demonstrating robust operational resilience amid a fluctuating commodity terms environment. What stood retired astir was the company’s record-high $5 cardinal EBITDA, the highest successful a decade. This was achieved contempt a 4% yearly gross diminution owed to a 15% dip successful Brent crude prices.

YPF Sociedad Anónima (NYSE:YPF) is an Argentina-based vigor institution specializing successful upstream and downstream lipid and state activities. Founded successful 1977, the institution besides owns refineries, maintains terminal facilities, and participates successful powerfulness procreation plants, among others.

While we admit the imaginable of YPF arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term 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 connected Google News.