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TotalEnergies SE

$TTE·$193B·Oil & Gas Integrated·Energy
$86.80+0.7%YTD+32.6%1Y+43.6%
Mentions · last 7 days
2026-07-18: 1 posts2026-07-19: 5 posts2026-07-20: 13 posts2026-07-21: 12 posts2026-07-22: 13 posts2026-07-23: 54 posts2026-07-24: 11 posts110
Price updated 2d ago·X counts updated 2d ago
TTTTE
$TTETotalEnergies SE
$86.80+0.66%110 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $TTE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-07-26

Catching its breath after a run — could pick back up or fade from here.

TotalEnergies just missed Q2 (7/23) — up 44% over 12 months, tape at 80% of 52-week range on Russian LNG earnings drag.

TotalEnergies is a French super-major integrated oil & gas company — upstream production, refining, chemicals, and a growing renewables (TotalEnergies Renewables) segment. Up 44% over 12 months and 33% YTD, this is a mega-cap energy compounder cooling from a Q2 miss on 7/23.

The setup is a diversified major navigating a mixed print:

  • Q2 was mixed: revenue $56B grew 25.5% YoY, but EPS $2.68 missed $2.81 estimate (-4.6% surprise) — lower volumes hurt operationally per Zacks, breaking a three-quarter beat streak.
  • The Russian LNG revenue optic is a real overhang: CEO acknowledged $400M/year from selling Russian LNG (Reuters 7/23) — that's a regulatory-and-reputational risk that could rise with further sanctions activity, though at $400M annually it's ~1% of revenue.
  • The dividend-and-buyback engine is intact: 10.7x TTM earnings with an 8.5% FCF yield for a super-major with 27% gross margin — capital return remains the core investment case even after the Q2 slip.

At 80% of the 52-week range and 13% above the 200-day, the tape is cooling from a Q2 miss. Q3 earnings on 10/29 is the next referee — a rebound in upstream volumes plus Russian-LNG-transition commentary restarts the trade; another quarter of soft volumes or an EU-sanction-related headline extends the cooling despite the fortress balance sheet.

What to watch: 10/29 Q3 earnings — a rebound in upstream volumes plus Russian-LNG-transition commentary restarts the trade; another quarter of soft volumes or EU-sanction-related headline extends the cooling.

On the calendar: 2026-10-29 — Q3 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

TotalEnergies SE, headquartered in Courbevoie, France, traces its origins back to its incorporation in 1924. Known as TOTAL SE until its rebranding in June 2021, it stands as a global, integrated energy powerhouse. Its extensive worldwide operations are structured across four key business segments: The Integrated Gas, Renewables & Power division encompasses the entire liquefied natural gas (LNG) value chain, from production and shipping to trading and regasification. It also actively trades various energy commodities including liquefied petroleum gas (LPG), natural gas, and electricity, alongside petcoke and sulfur. This segment is deeply involved in natural gas transportation, electricity generation from a diverse mix of sources—ranging from natural gas to wind, solar, hydroelectric, and biogas—as well as energy storage solutions and the development of biomethane facilities. Furthermore, it offers energy efficiency services. Its Exploration & Production arm is dedicated to discovering and extracting crude oil and natural gas deposits. The Refining & Chemicals segment is responsible for refining petrochemicals, such as olefins and aromatics, and producing various polymer derivatives including polyethylene, polypropylene, and polystyrene, as well as hydrocarbon resins. This segment also ventures into biomass conversion and elastomer processing, complemented by the trading and shipping of crude oil and refined petroleum products. Finally, the Marketing & Services division focuses on manufacturing and distributing lubricants, alongside supplying and marketing a wide array of petroleum products. These include bulk fuel, specialized fluids, aviation and marine fuels, compressed natural gas (CNG), LPG, and bitumen. The company further supports its customers with fuel payment solutions and maintains a vast retail network, comprising approximately 16,000 service stations and 25,000 electric vehicle (EV) charging points globally. TotalEnergies also reported substantial combined proved reserves of oil and gas, totaling 12,062 Mboe as of December 31, 2021. Demonstrating its commitment to innovation and sustainability, the company has forged strategic alliances with partners like PureCycle Technologies, Plastic Energy, Freepoint Eco-Systems, and Plastic Omnium for various developmental initiatives.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Integrated sits in its cycle right now — and what that implies for $TTE.

Oil & Gas Integrated · Energy

No material change from last week — sanctions easing would add 1-2 mb/d of Iranian supply, pressuring Brent and compressing integrated margins.

Industry benchmark

11-name peer basket
+46.3%YTD
+54.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
10.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
26.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$2.68$2.81-4.6%
Q1 2026Apr 29, 2026$2.45$2.22+10.4%
Q4 2025Feb 11, 2026$1.73$1.80-3.9%
Q3 2025Oct 30, 2025$1.77$1.81-2.2%
Next earningsThu, Oct 29·consensus EPS $2.86

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$56.1B+25.5%13.3%13.3%$2.40$6.5B
Q1 FY26$49.5B+3.4%38.3%20.5%$2.68$-1.2B
Q4 FY25$45.9B-2.5%26.5%7.6%$1.31$6.5B
Q3 FY25$43.8B-7.6%30.5%13.0%$1.65$4.6B

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$205.8B$196.0B – $221.3B$10.57$9.62 – $12.248
FY27$191.5B$167.4B – $204.6B$9.42$8.72 – $10.1510
FY28$193.2B$143.7B – $239.0B$9.30$8.22 – $11.5112
FY29$205.5B$178.0B – $240.5B$11.09$9.16 – $13.5411
FY30$214.0B$185.3B – $250.5B$11.23$9.27 – $13.726

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.80%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+13.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.1B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.055-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentMay 1SC 13D/A
SC 13D/AActivist amendmentApr 3SC 13D/A
SC 13D/AActivist amendmentFeb 27SC 13D/A
+ 22 other (12 6-Ks · 4 13Gs · 2 S-8s · 1 S-8 POS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

TotalEnergies Q2 Earnings & Sales Miss Estimates as Lower Volumes Hurtzacks.com·2d agoArrowstreet Capital Limited Partnership Purchases New Position in TotalEnergies SE Sponsored ADR $TTEdefenseworld.net·3d agoCompared to Estimates, TotalEnergies (TTE) Q2 Earnings: A Look at Key Metricszacks.com·3d agoTotalEnergies earns $400 million a year from selling Russian LNG, CEO saysreuters.com·3d agoTotalEnergies Q2 Earnings Call Highlightsmarketbeat.com·3d ago

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