TSE:VET
Vermilion Energy Inc (VET.TO)
Financials 
Technical Analysis 
Jun 8, 2026, 12:00 amThis summary was created by AI, based on 14 opinions in the last 12 months.
Vermilion Energy Inc (VET-T) has received mixed reviews from analysts. While some see potential for growth due to increasing demand for natural gas in Europe and a disciplined management team, others consider it a value trap lacking catalysts. The company is working on consolidating its geographical exposure, with a focus on its operations in Canada and Western Europe, particularly in light of Europe's energy challenges post-conflict in Ukraine. Some experts highlight the firm's strong cash flow return and dividend payouts, while cautioning about the volatility associated with geopolitical factors impacting energy prices. Overall, while there are positive indicators, most experts suggest caution and strategic planning for exits in the context of market fluctuations.
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.
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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%
(Analysts’ price target is $29.73)
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.
We think VET is OK, with many of the expected problems at least partially priced in now.
We would like TOU better, as well as WCP, TVE and SU/CNQ.
NNRG is an easy choice for investors looking for an active managed, more aggressive fund. It is hard to compare the fund with single companies, however. Unlock Premium - Try 5i Free
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We 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)