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TSE:VET

Vermilion Energy Inc (VET.TO)

17.36
-0.27 (1.53%)
as of Aug 28, 2026, 8:00:00 pm Market Open.
585 watching
0
Investor Insights
star iconAug 28, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Vermilion Energy Inc. (VET-T) has garnered mixed reviews from experts, highlighting its diverse geographical exposure which includes assets in Europe, Australia, and Canada. While some analysts express concerns over the lack of focus and the company's extensive international footprint, others point out that recent management efforts to streamline operations and concentrate on Canadian assets are promising. The company is noted for having significant natural gas production, particularly in Europe, which is expected to benefit from rising demand amidst energy supply challenges. Despite being perceived as undervalued and having improved performance metrics, some experts caution about inherent volatility and urge vigilance regarding geopolitical impacts on gas prices. Overall, while there's optimism about future growth, particularly in natural gas, doubts about the company’s strategic execution and catalysts persist.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Undervalued
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Similar
TOU
DON'T BUY

A relative underperformer. Pays a yield under 3%. They're trying to re-establish their Canadian base in the Montney after stumping their toe in Europe and the U.S. Investors see better valuations in Canada or the U.S. as oppose to conglomerate North American and European names. Dividend is too low for him.

HOLD

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. 

WEAK BUY

Bit of an upswing now, but very subtle. If it goes up another $1, it's in full-swing upturn. $13.70 is your firm exit price. He's being really tight with this to lock in his profit. Has been very disappointing for lots of people.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Oct 26/23, Down 11.1%)Stockchase Research Editor: Michael O'Reilly

Our 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.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

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)
COMMENT

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.

WATCH

Has owned this in the past. Likes their gas position in France, given the sanctions on Russia. VET could take a larger market share. He watches this.

HOLD

Prefers other names in sector.
Price leverage not sustainable in Europe (windfall profit taxes etc.). 
Does not see inventory depth relative to other names.
Expecting 30% upside @ $90 oil.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We 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)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We 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)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

With 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)
Unspecified

There is maybe an uptick now and it has a brand new buy signal for a long term investment. Has a high quality assert base but execution is not the same.

DON'T BUY

Huge runup due to price increases from war in Europe. Tax issues affected valuation. Heavy on nat gas exposure, and those assets have been coming down in valuation. Better opportunities elsewhere. 

DON'T BUY

Tricky for their exposure to European gas and its issues.

BUY ON WEAKNESS

Downtrend since October is concerning, down 44%. They hold some nat gas which is highly volatile. But use the recent $16 low as an entry point, then add at a $20 breakout.

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