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Santos Limited (DE:STS)
FRANKFURT:STS

Santos (STS) Price & Analysis

2 Followers

STS Stock Chart & Stats

€3.30
€0.02(0.50%)
At close: 4:00 PM EST
€3.30
€0.02(0.50%)

Bulls Say, Bears Say

Bulls Say
Cash Generation & ProfitabilitySantos' consistently strong operating cash flow and sizeable underlying profit provide durable funding for capex, project commissioning and shareholder returns. Reliable cash generation reduces reliance on external financing, supports liquidity buffers and allows reinvestment into growth projects over the medium term.
Low-cost Operating ModelA structurally low unit cost base increases margin resilience across commodity cycles. Maintaining sub‑$7/boe operating costs and a plan to lower all‑in breakeven enhances long‑term cashflow stability, gives pricing flexibility versus peers, and improves the economics of incremental development activity.
Large Resource Base And Project OptionalityA multi‑billion boe inventory and long reserve life provide sustained production visibility and strategic optionality. Near‑term project ramps (Barossa, Pikka) plus appraisal upside (Beetaloo, Bedout, Papua) underpin medium‑term growth potential and capacity to replace decline without heavy reliance on expensive acquisitions.
Bears Say
Multi‑year Revenue DeclineSustained revenue decline over several years weakens organic cash generation and compresses margins, reducing the firm’s ability to self‑fund both discretionary returns and growth. Persisting top‑line weakness forces harder tradeoffs between capex, decommissioning spend and shareholder distributions over the medium term.
Rising Leverage In 2025A material increase in debt in 2025 raises refinancing and covenant risk and limits financial flexibility during commodity downturns. Higher leverage constrains the company’s capacity to pursue optional growth projects or accelerate de‑risking without diverting cash to deleveraging or increasing cost of capital.
High All‑in Breakeven & Commodity SensitivityA high all‑in breakeven makes free cash flow and dividends sensitive to oil and gas price moves; until targeted reductions are realized, the business remains cyclically exposed. This elevates downside risk to cash generation, slowing deleveraging and limiting discretionary capital in lower price scenarios.

Santos News

STS FAQ

What was Santos Limited’s price range in the past 12 months?
Santos Limited lowest stock price was €3.22 and its highest was €4.84 in the past 12 months.
    What is Santos Limited’s market cap?
    Santos Limited’s market cap is €14.75B.
      When is Santos Limited’s upcoming earnings report date?
      Santos Limited’s upcoming earnings report date is Aug 19, 2026 which is in 40 days.
        How were Santos Limited’s earnings last quarter?
        Santos Limited released its earnings results on Feb 17, 2026. The company reported €0.102 earnings per share for the quarter, missing the consensus estimate of €0.11 by -€0.008.
          Is Santos Limited overvalued?
          According to Wall Street analysts Santos Limited’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Santos Limited pay dividends?
            Santos Limited does not currently pay dividends.
            What is Santos Limited’s EPS estimate?
            Santos Limited’s EPS estimate is 0.16.
              How many shares outstanding does Santos Limited have?
              Santos Limited has 3,247,773,000 shares outstanding.
                What happened to Santos Limited’s price movement after its last earnings report?
                Santos Limited reported an EPS of €0.102 in its last earnings report, missing expectations of €0.11. Following the earnings report the stock price went down -1.575%.
                  Which hedge fund is a major shareholder of Santos Limited?
                  Currently, no hedge funds are holding shares in DE:STS
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Santos Stock Smart Score

                    7
                    Neutral
                    1
                    2
                    3
                    4
                    5
                    6
                    7
                    8
                    9
                    10

                    Technicals

                    SMA
                    Negative
                    20 days / 200 days
                    Momentum
                    5.53%
                    12-Months-Change

                    Fundamentals

                    Return on Equity
                    5.26%
                    Trailing 12-Months
                    Asset Growth
                    3.75%
                    Trailing 12-Months

                    Company Description

                    Santos Limited

                    Santos Limited, an Australian energy company established in 1954 and based in Adelaide, is a full-spectrum operator in the hydrocarbon sector. It manages the exploration, development, production, transportation, and sale of energy resources for both residential and industrial consumers throughout Australia and the wider Asia Pacific region. The company's core operations are anchored by five major asset hubs: the Cooper Basin, Queensland and New South Wales, Papua New Guinea, Northern Australia and Timor-Leste, and Western Australia. Additionally, Santos maintains an operational presence in Alaska. Beyond its traditional oil and gas ventures, the firm actively participates in the advancement of carbon capture and storage (CCS) technologies. Its comprehensive product range encompasses crude oil, natural gas, liquefied natural gas (LNG), liquefied petroleum gas (LPG), ethane, methane, coal seam gas, shale gas, and condensate. As per its assessments, Santos possesses proved and probable reserves totaling 1,676 million barrels of oil equivalent.

                    Santos (STS) Earnings & Revenues

                    STS Company Deck

                    STS Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed a largely positive tone: Santos demonstrated strong cash generation, robust balance sheet metrics, industry-leading safety and reliability, successful delivery of major projects (Barossa, Moomba CCS), and clear mid-term growth optionality (Beetaloo, Bedout, Papua). Operational setbacks (Barossa commissioning issues), regional disruption (Cooper flood), higher-than-expected costs on Pikka, and sensitivity to commodity prices and all-in breakeven in 2025 were acknowledged but framed as manageable within a disciplined capital framework. Overall, the highlights notably outweigh the lowlights.View all DE:STS earnings summaries
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