Argentine Stocks Surge at the Week's Start: What’s Behind the Rise?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 27 2025
0mins
Should l Buy YPF?
Source: Benzinga
Election Results Impact: Argentine stocks are experiencing a rise following President Javier Milei's party, La Libertad Avanza, winning 41% of the votes in a congressional midterm election, increasing their representation significantly.
Market Reaction: The S&P Merval Index rose over 1%, and the Argentine peso jumped 10% post-election, with notable increases in shares of Grupo Financiero Galicia, YPF SA, and MercadoLibre Inc.
Stock Performance: At the time of reporting, Grupo Financiero Galicia's stock surged 39%, YPF SA's stock rose 27%, and MercadoLibre's stock increased by 6%.
U.S. Support: The election results are seen as crucial for a potential $40 billion aid package from the U.S., as indicated by support from former President Donald Trump prior to the elections.
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Analyst Views on YPF
Wall Street analysts forecast YPF stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 35.350
Low
39.40
Averages
41.13
High
44.00
Current: 35.350
Low
39.40
Averages
41.13
High
44.00
About YPF
YPF SA, also known as Yacimientos Petroliferos Fiscales, is an Argentina-based company in the energy sector operating a fully integrated oil and gas chain. The Company operates through the segments, including Exploration and Production, Downstream, and Corporate and Other. The Company's Exploration and Production segment includes exploration and production activities, natural gas and crude oil purchases, sales of natural gas, and to a lesser extent crude oil, to third parties and intersegment sales of crude oil, natural gas and its byproducts. The Company's Downstream segment is engaged in the refining, transport, purchase of crude oil and natural gas from third parties and intersegment sales, and marketing of crude oil, natural gas, refined products, petrochemicals, electric power generation and natural gas distribution. The Company's Corporate and Other segment carries out other activities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Concerns Over Enrichment: Trump emphasized that there should be no enrichment of uranium by Iran, reiterating a hardline stance on nuclear negotiations.
Frustration with Current Negotiations: He conveyed that the current state of negotiations with Iran is unsatisfactory and does not meet U.S. expectations.
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- Adjusted EBITDA Growth: Despite the increased losses, YPF's adjusted EBITDA surged 53% to $1.28 billion, slightly exceeding analysts' expectations of $1.22 billion, reflecting progress in cost control and operational efficiency amidst challenging market conditions.
- Shale Production Surge: YPF's shale oil production increased by 42% year-over-year to 196,000 barrels per day, with full-year shale output rising 35% to 165,000 barrels per day, showcasing the company's strong growth potential in the shale sector, which is expected to drive future revenue growth.
- Optimistic Future Outlook: YPF forecasts EBITDA for FY 2026 to be between $5.8 billion and $6.2 billion, up from $5 billion reported in 2025, while planning to increase full-year shale oil production to 215,000 barrels per day, indicating the company's confidence in future market conditions and expansion strategies.
See More
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- Projected Financial Growth: The financial projections for the year 2026 indicate a range between $5.8 billion and $6.2 billion.
- CEO Insights: The CEO has provided insights regarding the anticipated growth and financial targets for the upcoming years.
See More
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- Investment Expectations: The company anticipates investments ranging between $5.5 billion and $5.8 billion by the year 2026.
- CEO Insights: The information was shared during a conference call led by the CEO, highlighting future financial strategies.
See More
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- Shifting Investment Trends: The latest 13F filings reveal that the world's largest hedge funds are gradually exiting trades that performed well last year, pivoting towards hard assets, indicating a strategic adjustment in response to market uncertainties and inflation concerns.
- Gold and Oil Investments: Bridgewater has significantly increased its holdings in gold mining stocks as gold prices surpass $5,000 and oil prices rise above $65, highlighting hedge funds' focus on inflation risks and preference for traditional safe-haven assets.
- Fed Policy Expectations: Minutes from the Fed's meeting indicate increased discussions among officials about potential rate hikes, with markets pricing in a 93% chance of holding rates in March, which has led to more capital flowing into inflation hedge trades, reflecting cautious market sentiment regarding future economic conditions.
- Portfolio Diversification: Major investment funds are reducing their concentration in mega-cap tech stocks, suggesting that market participants are reassessing their portfolios to navigate potential economic volatility and policy shifts effectively.
See More
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- Project Milestone: Argentina's YPF, Italy's Eni, and Adnoc's investment arm XRG signed a joint development agreement on Thursday aimed at unlocking Argentina's Vaca Muerta shale basin, positioning the country as a long-term global liquefied natural gas supplier.
- Investment Decision Outlook: The agreement is seen as a significant milestone for the project, with an expected final investment decision in H2 2023, marking a critical phase in project implementation.
- Engineering Design Initiation: Under the joint development agreement, partners will commence front-end engineering and design, along with other key technical, commercial, and financing workstreams to ensure smooth project progression.
- Capacity Projections: The Argentina LNG project is expected to deliver 12 million tons per year of LNG capacity through two floating LNG facilities, each with a capacity of 6 million tons per year, further solidifying Argentina's position in the global LNG market.
See More
