AU · rank #1 · 2026-10-22
TTE
PARIS · EUR · $199.96B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 3.998 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.93 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 14 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $87.85 | +8.6% |
| Momentum acceleration 3-month minus 12-month momentum. | -7.55% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.09 |
| Gross margin TTM | +37.7% |
| 52w high | $81.63 |
| Market cap (USD) | $199.96B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
TotalEnergies SE is a global integrated energy major operating across upstream hydrocarbon production, LNG, refining, marketing, and renewable power generation.
Rationale
The analyst upside signal is strongly supported by 100% positive 30-day revision agreement across 14 upward EPS revisions, backed by a strong Q3 preview indicating higher production and expanded refining and LNG margins.
Material risks
- 1Geopolitical conflict and Middle East logistics bottlenecks, including Qatar production shut-ins or Hormuz transit disruptions, directly impacting upstream and LNG supply volumes.
- 2Short-term earnings volatility ahead of the October 29 Q3 report coupled with the vulnerability of elevated refining margins and gas realizations to sudden commodity price normalization.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.