TSE:VET
Vermilion Energy Inc (VET.TO)
Financials 
Technical Analysis 
Aug 8, 2026, 12:00 amThis summary was created by AI, based on 15 opinions in the last 12 months.
Vermilion Energy Inc. (VET-T) has received mixed reviews from experts, with some expressing optimism about its potential due to its assets across Europe, Australia, and Canada, particularly in natural gas. The company is perceived as undervalued, especially given the geopolitical factors affecting gas prices in Europe. However, some analysts caution against its broad geographical focus and previous operational struggles, labeling it as a potential value trap. Despite recent debt repayment and strategic repositioning, questions remain about the company's catalysts for growth. Overall, while a select few analysts highlight the stock's profitability and recovery in oil and gas prices, others advise caution and suggest it lacks compelling growth prospects compared to better-performing alternatives.
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Premium contentOur PAST TOP PICK with VET has triggered its stop at $18. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 5%, when combined with our previous recommendations.
Premium contentWe again reiterate VET as a TOP PICK. Cash reserves are growing, while debt is retired and shares bought back. It trades under book value and supports a ROE of 36%. We continue to recommend a stop at $18, looking to achieve $25 -- upside potential of 23%. Yield 1.7%
(Analysts’ price target is $25.18)It has exposure to European gas and has had excess profits. European governments decided to tax these profits so this brought the share price down. Also European gas prices have been coming down. If you want exposure to gas go to a diversified company. She does not have exposure to energy producers.
Premium contentWe again reiterate VET as a TOP PICK. The company has aggressively reduced debt all the way down to one year's cash flow and its energy portfolio is well diversified. It trades at 6x earnings, under book value and supports a 36% ROE. We recommend trailing up the stop (from $16) to $18, looking to achieve $25 -- upside potential over 25%. Yield 1.8%
(Analysts’ price target is $25.18)Premium contentWe reiterate VET as a TOP PICK following recently reported earnings, that saw EPS beat expectations by over 30%. It trades at 7x earnings, under book value and supports a ROE of 36%. Cash reserves are growing while the company aggressively retires debt and buys back shares. We recommend trailing up the stop (from $14.50) to $16.00, looking to achieve $24.50 -- upside potential of 27%. Yield 1.8%
(Analysts’ price target is $24.57)Premium contentWith strong cash flows allowing aggressive debt retirement and share buybacks, we reiterate VET as a TOP PICK. About one-third of its production is based outside North America, diversifying its cash flow. Windfall taxes in Europe, have taken some of the wind out of the sales, but the fundamentals still look good as it supports a 68% ROE and trades at 3.5x free cash flow versus peers at 7x. We recommend trailing up the stop (from $13.00) to $14.50, looking to achieve $25.00 – upside potential over 40%. Yield 1.9%
(Analysts’ price target is $25.85)
Premium contentVET holds oil and gas production in North America, Europe and Australia. Much of its production is based off Brent oil pricing. JP Morgan just upgraded them to overweight. Quarterly cash flow has increased to allow a sizable reduction in debt and shares to be bought back. We like the ROE of 48%. We recommend placing a stop-loss at $13, looking to achieve $30 -- upside potential over 60%. Yield 1.5%
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European assets unique - creates higher realization of pricing. Prefers assets in North America (risky in Europe at times.) Better names in North American market (Tourmaline etc.) Good business, but does not own shares.