Stock of the Day

TotalEnergies (TTE)

$88.48

-$1.16 (-1.3%)

Market Cap: $214.93B

About TotalEnergies

TotalEnergies SE, a multi-energy company, produces and markets oil and biofuels, natural gas, green gases, renewables, and electricity in France, rest of Europe, North America, Africa, and internationally.

It operates through five segments: Exploration & Production, Integrated LNG, Integrated Power, Refining & Chemicals, and Marketing & Services. The Exploration & Production segment is involved in the exploration and production of oil and natural gas. The Integrated LNG segment comprises the integrated gas chain, including upstream and midstream liquified natural gas (LNG) activities, as well as biogas, hydrogen, and gas trading activities. The Integrated Power segment includes generation, storage, electricity trading, and B2B-B2C distribution of gas and electricity. The Refining & Chemicals segment consists of refining, petrochemicals, and specialty chemicals. This segment also includes oil supply, trading, and marine shipping activities. The Marketing & Services segment supplies and markets petroleum products. The company was formerly known as TOTAL SE and changed its name to TotalEnergies SE in June 2021. TotalEnergies SE was founded in 1924 and is headquartered in Courbevoie, France.

TotalEnergies Bull Case

Here are some ways that investors could benefit from investing in TotalEnergies SE:

• TotalEnergies SE is currently trading at $89.59, which is below the consensus price target of $92.00 set by analysts, suggesting potential for capital appreciation as the stock trades at a P/E ratio of 11.21, a valuation that may be attractive to investors seeking value in the energy sector.
• The company recently expanded its renewable energy portfolio by agreeing to add 700 MW of utility-scale solar assets in Texas and Ohio to its joint venture with KKR, a move that increases the venture's total holdings to 2.1 GW and provides revenue visibility through pre-contracted electricity sales.
• TotalEnergies SE signed a 15-year agreement with SLB to expand the use of its DrillPlan technology, a long-term contract that is expected to improve drilling decisions, geological analysis, and upstream operating efficiency while supporting the company's digital transformation strategy.
• Analysts at Erste Group Bank recently increased their full-year 2026 earnings per share estimates for TotalEnergies SE to $11.96, up from a prior estimate of $10.99, reflecting a positive outlook on the company's financial performance and operational efficiency.
• The company is leveraging NVIDIA-powered computing to accelerate subsurface analysis and improve drilling and operational efficiency, an initiative that may support productivity gains and cost savings over time as it integrates advanced AI technology into its core operations.

TotalEnergies Bear Case

Investors should be bearish about investing in TotalEnergies SE for these reasons:

• The CEO of TotalEnergies SE has pledged additional price reductions in France to ease pressure on diesel consumers, a move that could reduce near-term fuel-retailing margins and earnings if the company is unable to fully offset these costs through other operational efficiencies.
• JPMorgan Chase & Co. recently lowered its rating on TotalEnergies SE from "overweight" to "neutral," indicating a more cautious stance on the stock's near-term performance relative to its peers in the integrated oil and gas sector.
• The stock has a beta of 0.18, which indicates low volatility relative to the broader market, but this also suggests that the stock may not provide the same level of upside potential as higher-beta energy stocks during periods of strong commodity price rallies.
• TotalEnergies SE reported a net margin of 8.29% in its most recent quarterly earnings, which, while positive, may be subject to pressure from the pledged fuel price cuts in France and the ongoing costs associated with its renewable energy expansion initiatives.

Recent News

• TotalEnergies Expects Windfall as Conflict Squeezes Energy Supplies (wsj.com)
• TotalEnergies flags Q3 profit surge as Iran war continues to drive energy prices (reuters.com)
• TotalEnergies SE: Third Quarter 2026: Main Indicators (businesswire.com)
• These 3 Oil Giants Make Money Beyond the Wellhead. That's Good News for Dividends (247wallst.com)
• TotalEnergies' CEO pledges more price cuts in France to ease diesel pain (msn.com)
• TotalEnergies (ENXTPA:TTE) Lands $1.2 Billion Solar Deal For 700 MW ԱՄՆ Growth (finance.yahoo.com)
• Vallourec awarded TotalEnergies contract for Absheron gas field development (msn.com)
• TotalEnergies and KKR expand US renewable JV with $1.2B solar acquisition (msn.com)
• TotalEnergies and KKR Plan to Add 700 MW of US Solar Capacity to Joint Venture (finance.yahoo.com)
• United States: TotalEnergies Expands its Joint Venture with KKR with the Addition of a 700 MW Renewables Portfolio (businesswire.com)