Industry Newsoil and gascommodity pricingshell plc
Shell Raises Valuation After Strong 2025 Results
6.1
Bank of America raised its price target on Shell to 3,250 GBp from 2,900 GBp on March 13, citing higher 2026–2027 oil and gas forecasts due to Strait of Hormuz shutdown risk. Separately, Shell reported fiscal Q4 2025 adjusted earnings of $3.3 billion and cash from operations of $9.4 billion, with full-year CFFO of $42.9 billion. Results reflect stronger Upstream and Integrated Gas performance.
Key Points
- 1BofA lifts Shell price target to 3,250 GBp on March 13, maintaining a Neutral rating
- 2Commodities team raises 2026–2027 oil and gas forecasts citing prolonged Strait of Hormuz shutdown risk
- 3Shell posts fiscal Q4 2025 adjusted earnings $3.3B and CFFO $9.4B, signaling stronger cash generation
Scoring Rationale
Strong credibility and actionable earnings data drive score, limited novelty and narrow sector relevance constrain broader impact.
Sources
Public references used for this report.
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