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UBS has maintained its "Buy" rating for Shell, setting a target price of 2900 pence. Analyst Joshua Stone noted the energy company's strong start to the year following the release of its quarterly figures.
The Coates family, owners of Bet365, are considering a potential sale of their online gambling empire, which could be valued at £9 billion. Discussions with Wall Street banks and private equity groups have taken place regarding a full or partial sale, with options including a pre-float stake and a future listing on a US stock exchange.
The upcoming week will see significant corporate earnings reports from major UK firms like AstraZeneca, HSBC, and Shell, alongside tech giants such as Apple and Microsoft. Key economic data, including US non-farm payrolls and various PMIs, will also be released, influencing market sentiment. Investors are particularly focused on the impact of US tariffs and global economic conditions on these companies' performances.
UBS has lowered its price target for Halliburton (HAL) from $23 to $22, maintaining a Neutral rating amid ongoing macroeconomic uncertainties. Despite this, analysts project an average target price of $30.93, indicating a potential upside of over 50% from the current price of $20.61. In Q1 2025, Halliburton reported $5.4 billion in revenue, a 7% decrease year-over-year, while also generating $377 million in cash flow from operations and repurchasing $250 million in stock.
Barclays and Redburn Atlantic have downgraded several oil stocks, including Chevron and Equinor, amid falling oil prices and uncertain macroeconomic conditions. Barclays revised its WTI oil price forecasts for 2025 and 2026 to $60–$65 per barrel, while Redburn predicts Brent crude could drop to $57.50 per barrel by the end of 2025 due to oversupply and weak demand. Despite the cautious outlook, Shell and TotalEnergies received Buy ratings, with expectations of strong cash distribution yields from 2025 to 2027.
Arnergy, a Nigerian cleantech startup, has raised an additional $15 million in an extended Series B round, totaling $18 million, to expand its solar energy solutions. The funding will support the installation of over 12,000 solar systems by 2029 and enhance its lease-to-own product, Z Lite. However, the company faces challenges from a proposed ban on imported solar panels, which could disrupt the sector's growth.
UBS reports that TotalEnergies and Shell are the most crowded long positions in the energy sector, with TotalEnergies benefiting from strong results and higher European prices. Shell's crowding score rose significantly after a positive Capital Markets Day, while refining subsectors, particularly Neste, faced high short interest due to declining margins. Equinor saw a notable drop in net long positions amid easing geopolitical tensions, while hedge fund activity showed mixed trends, with TotalEnergies and Equinor attracting inflows, contrasting with outflows from Shell and OMV.
TotalEnergies and Shell have emerged as the most crowded long positions in the energy sector, driven by TotalEnergies' strong performance and Shell's positive Capital Markets Day. In contrast, Neste faces significant short interest due to weak renewable diesel margins, while green hydrogen companies remain heavily shorted amid delayed market adoption. Hedge fund activity shows Shell experiencing notable outflows, while TotalEnergies and Equinor attract inflows, reflecting differing investment strategies.
Higher natural gas prices are expected to boost European energy sector earnings in the first quarter, with analysts projecting a nearly 30% increase in net income quarter-on-quarter. This uptick is attributed to strong gas prices and increased trading contributions amid market volatility. Upstream unit earnings are also forecasted to rise by 12%, marking the first sequential increase in five quarters, as companies focus on shareholder returns while managing capital expenditures.
Major brands are cautiously returning to X, previously Twitter, driven by fear of public backlash and potential legal repercussions from Elon Musk. While ad spending is slowly recovering, it remains significantly lower than pre-2022 levels, with some companies like American Express cutting their budgets by 80%. The platform's advertising landscape is shifting, with smaller brands filling the void left by larger advertisers amid ongoing legal pressures and political influences.
Shell plc
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
ubs maintains buy rating for shell with target price of 2900 pence
13:23 02.05.2025
bet365 owners explore potential nine billion pound sale of gambling business
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12:00 25.04.2025
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12:54 30.03.2025
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