Woodside Energy Group’s stock price target has been nudged higher, as analysts adjust their outlook in light of evolving market dynamics. The fair value estimate has risen slightly in response to an improved revenue forecast. A reduced discount rate now reflects a more favorable risk environment. Stay tuned to discover how investors can track these shifts and remain informed as the story continues to unfold.
Analyst commentary on Woodside Energy Group remains limited at this time, with the market closely watching updated valuations and key drivers in the sector. Based on the latest available insights, here are the most relevant takeaways:
🐂 Bullish Takeaways
Analysts are constructive on the company’s execution, noting improved revenue forecasts and a favorable shift in the risk environment as drivers of the higher fair value estimate.
The reduced discount rate signals growing confidence in Woodside’s ability to navigate current market conditions and maintain growth momentum.
🐻 Bearish Takeaways
There is still some reservation among analysts regarding valuation, with acknowledgment that recent improvements may already be reflected in the current share price.
Potential near-term risks are being monitored, especially as markets weigh how much upside remains.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!
ASX:WDS Community Fair Values as at Nov 2025
Saudi Aramco is expected to sign two major U.S. liquefied natural gas (LNG) supply agreements, including one with Woodside Energy. This marks a significant step for Aramco into the U.S. LNG market.
Woodside Energy has raised its full-year 2025 production guidance to 192 to 197 million barrels of oil equivalent, up from its previous estimate of 188 to 195 million barrels. This signals optimism in its operational outlook.
The company entered a Heads of Agreement with Turkey’s BOTAS to supply approximately 5.8 billion cubic meters of LNG over up to nine years starting in 2030, with supply primarily sourced from Louisiana.
Woodside’s directors have declared a fully franked interim dividend of 53 US cents per share, reflecting an 80 percent payout ratio for the first half of 2025.
Fair Value Estimate: Increased slightly from A$27.38 to A$27.61, reflecting an updated outlook.
Discount Rate: Decreased from 6.93% to 6.67%, indicating a modest reduction in perceived risk or cost of capital.
Revenue Growth: The forecast contraction has lessened, with the projected decline improving from -0.73% to -0.32%.
Net Profit Margin: Marginally decreased from 16.91% to 16.72%, suggesting slightly softer profitability expectations.
Future P/E Ratio: Nearly unchanged, moving from 18.24x to 18.22x.
Story Continues