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Investing.com - Piper Sandler has reiterated an Overweight rating on Shell Plc. (NYSE:SHEL) with a price target of $82.00. According to InvestingPro analysis, Shell appears undervalued at current levels, with the stock trading near its 52-week high of $74.21.
The firm highlighted Shell’s significant improvements in capital allocation, portfolio breakeven, operational execution, and strategic clarity over the past three years as key factors supporting the rating.
Piper Sandler noted that Shell demonstrates best-in-class free cash flow generation at 11.5% FCF/EV compared to its peer average of 8.3%, along with strong shareholder returns.
The research firm acknowledged investor discussions regarding potential LNG market oversupply and post-2030 resource concerns, but emphasized Shell’s competitive advantages in deepwater operations and LNG.
Piper Sandler expressed confidence in Shell’s management team, citing their "high degree of well-earned credibility" and the company’s positioning for sustained free cash flow generation, with "significant upside to cost reduction targets."
In other recent news, Shell Plc reported its second-quarter 2025 earnings, showcasing a mixed financial performance. The company’s earnings per share (EPS) came in at $0.72, falling short of the expected $1.32, which represents a significant decline of 45.45%. On a more positive note, Shell’s revenue exceeded expectations, reaching $65.41 billion compared to the forecasted $62.03 billion, marking an increase of 5.45%. In terms of analyst ratings, Piper Sandler reiterated its Overweight rating on Shell with a price target of $82, reflecting continued investor interest despite varying energy sector sentiments. Meanwhile, Melius Research initiated coverage on Shell with a Hold rating and set a price target of $70, emphasizing the company’s diversified operational structure. Additionally, Freedom Broker downgraded Shell from Buy to Hold, maintaining a price target of $78, amid global pressures. These developments highlight the diverse perspectives and analyses surrounding Shell’s financial health and market positioning.
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