One of the stocks of Argentine companies that are in the sights of savers, with a recommendation for “buy“Analysts say it’s part of the city’s star sector, which is energy, and that’s what it is.” Metrogas (METR)because projections suggest so The price could rise by around 50% in the next 12 months.
Metrogas is one of the main distributors of natural gas through Argentine networks with branches in the Autonomous City of Buenos Aires and in the south of the Greater Buenos Aires metropolitan area. Its business is conducted under a regime of “natural monopoly”whereby the income is regulated by the ENARGAS and a relatively inelastic demand that provides high operational transparency.
“Its sustainable operating margins, tariff predictability and operational stability form a positive scenario for the company heading into 2026.” they argue from the consultation Research for Traders (RfT), as the key fundamentals that justify the significant increase in the expected share price.
And they complete: “The The main driver is the Five-Year Tariff Review (RQT) 2025-2030approved by ENARGAS Resolution No. 257/2025, in force since May 1, 2025. The RQT introduces a structural tariff system with gradual recomposition in 31 monthly installments, recognition of the shift to a real WACC in pesos of 7.64%, automatic monthly update for 50% CPI and 50% IPIM and a mandatory investment plan for the period.
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In summary, RfT Metrogas (METR) included in its proposed action strategy, because of the fundamentals and because of the room for growth it offers.
“We recommend buying the shares of this company, whose price target is $3,900 per share, implying an upside potential of 50% in pesos and 33% in dollars” over the next 12 months.says the economist’s consulting firm Gustavo Neffa.
It’s worth remembering Today, Metrogas shares are trading at around $2,700. This represents an increase of almost 9% in December, but falls by around 3% for the whole of 2025.
“From a financial perspective, Metrogas has a solid profile, with a net cash position, low debt and a strengthened equity structure. This situation reduces financial risk and provides flexibility in implementing the planned investment plan without resorting to significant leverage.”conclude from Research for Traders (Rft).
Until 2025 and 2026 from this advice They forecast revenue in dollar terms of $976.8 million and $1,064.7 million. respectively.
“Are The forecasts assume a gradual improvement in margins“which is consistent with a mature regulated business where growth comes primarily from tariff pass-through rather than significant volume expansion,” the analysts state.
In evaluation conditions, Consider this from RfT Metrogas offers reasonable price offers compared to comparable gas distributorsand thus positions itself in the middle range both locally and internationally.
It is therefore assumed that part of the regulatory improvement is already included in the price, “Current multiples still reflect a discount compared to utilities with fully consolidated frameworks. “This positioning suggests room for additional appreciation, supported by the progressive normalization of results and the greater operational visibility offered by the new tariff system,” conclude the experts at Research for Traders (RfT).
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