Citi initiates TGS stock with Buy rating, sets $35 target

Published 12/02/2025, 12:56
Citi initiates TGS stock with Buy rating, sets $35 target

On Wednesday, Citi research initiated coverage on Transportadora de Gas del Sur SA (NYSE:TGS) shares, assigning a Buy rating and establishing a price target of $35.00. The move reflects the firm’s positive outlook on the company’s financial health and future prospects. The target represents potential upside from the current price of $25.91.

Analysts at Citi highlighted the company’s robust balance sheet and strong free cash flow as key factors underpinning the Buy rating. According to InvestingPro data, TGS maintains a healthy current ratio of 2.67 and holds more cash than debt on its balance sheet, supporting this assessment. They noted that the reluctance of long-term capital flows, specifically foreign direct investment, to enter the Argentine market positions TGS favorably to capitalize on significant domestic infrastructure investment opportunities.

The report further suggested that the ongoing fiscal consolidation in Argentina could lead to a re-rating of the company’s shares. This would be due to a potential reduction in the weighted average cost of capital (WACC) and improved funding opportunities. However, the analysts emphasized that TGS’s growth trajectory looks promising regardless of the political climate in Argentina.

The growth of TGS is seen as being increasingly linked to international prices and markets, particularly with developments in the Vaca Muerta shale formation. According to Citi, TGS stands to benefit from this connection, as it may present additional growth avenues for the company.

Citi’s coverage initiation and the set price target of $35.00 reflect a confidence in TGS’s ability to navigate both domestic and international challenges, leveraging its solid financial position and the potential for infrastructure investments within Argentina. The company has demonstrated strong performance with a 90.94% return over the past year, though InvestingPro analysis suggests the stock is currently trading above its Fair Value. Subscribers can access 14 additional ProTips and detailed valuation metrics on the platform.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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