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TickerTalks›$TTE
TTTTE

TotalEnergies SE

Buzzing onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthBullish-leaning chatter
$TTE·$197B·Oil & Gas Integrated·Energy
$91.64+1.7%YTD+37.7%1Y+48.9%
Price updated 14h ago·X counts updated 2d ago
TTTTE
$TTETotalEnergies SE
$91.64+1.71%68 posts1.5×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $TTE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

68X posts · last 7 days
Aug 26Sep 8
Chatter Meter
1.5×
QuietNormal · 1×Loud

How loud $TTE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 78% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-08-04

TotalEnergies posters are quietly constructive. Q2 was one of the strongest quarterly performances since 2022, supported by higher crude prices, and TTE is starting Cyprus natural-gas production with Eni. Defensive-dividend investors group TTE with O and CCB as 'ammo to buy beaten-down growth.' The BingX listing adds trader flow. There is no bearish thread on TTE; the tone is patient dividend-plus-growth accumulation.

Read what X is saying about $TTE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TTE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-10

The move is getting stronger, with heavier trading behind it.

TotalEnergies is +38% YTD at 93% of the 52-week range — Papua LNG FID nearing after cost cuts and Exxon deal, $10B Angola commitment announced today.

Global oil major executing multiple mega-project milestones at once. Today (Sep 9): $10B Angola investment plan over 5 years. Sep 7: Papua LNG cost-cuts reducing exposure by one-third, with FID nearing. These are the classic megaproject-de-risking that supports the multi-year cash-flow ramp.

  • Q2 revenue $56.1B (+25.5% YoY), EPS $2.68 vs $2.66 est (in-line) — the fundamentals are broadly steady with the top line reflecting price + volume recovery.
  • Fundamentals: 10.7x TTM PE, 0.98x sales, 8.5% FCF yield, 5.1x EV/EBITDA, 27% gross margin, 13.7% op margin, 0.49 D/E — clean supermajor economics.
  • Structural: 93% of 52-week range, +13% vs 200D MA, +38% YTD, +49% t12m — extended tape but backed by cash-flow visibility. 0.05 beta is the classic supermajor low-correlation feature.
  • Zacks flags TTE as Top Momentum Stock (Sep 9). Cyprus natural-gas production start with Eni is another operational milestone.
  • X sentiment (Aug 4): quietly constructive, dividend-plus-growth accumulation, grouped with O and CCB in defensive-dividend cohort — thin sample but coherent.
  • No insider events in the file — clean sheet.

Accelerating trajectory backed by megaproject de-risking, dividend defensiveness, and cash-flow visibility. Oct 29 Q3 print is the next data point; the Papua LNG FID timing is the real live catalyst.

Agrees with X sentimentX sentiment (dividend-plus-growth accumulation) matches mine. Same direction. The specific $10B Angola commitment and Papua LNG FID timing are new data points the crowd's Aug sample doesn't yet incorporate.

What to watch: Oct 29 Q3 print — production ramp updates; timing of Papua LNG FID (imminent); Angola execution cadence; oil spot direction; dividend commentary given 8.5% FCF yield already supports payout.

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

Read the AI verdict on $TTE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

French integrated energy major operating across oil, gas, LNG, and large-scale renewable power globally.

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

Integrated oil majors trade on free-cash-flow yield and capital-return discipline; AI-optimised field operations and predictive maintenance are incremental margin improvements. Energy-transition capex allocations (LNG, biofuels, carbon capture) differentiate long-term positioning.

What this means for $TTE

Partial — TotalEnergies France; LNG + integrated model, renewable-energy investment balanced with FCF return.

Industry benchmark

8-name peer basket
+56.1%YTD
+60.5%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$2.66+0.8%
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 $3.01

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 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$206.6B$201.3B – $208.6B$10.95$9.86 – $12.2910
FY27$194.1B$169.7B – $213.0B$9.64$8.98 – $10.6310
FY28$189.4B$136.5B – $225.6B$9.31$7.93 – $11.0713
FY29$205.5B$173.7B – $238.0B$10.92$8.72 – $13.1711
FY30$214.0B$180.9B – $247.8B$10.93$8.73 – $13.186

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.0.7×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.93%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.+7.6%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.+13.4%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
+ 19 other (11 6-Ks · 2 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 plans $10 billion Angola investment with partners over five years, CEO saysreuters.com·23h agoWhy TotalEnergies SE Sponsored ADR (TTE) is a Top Momentum Stock for the Long-Termzacks.com·1d agoTotalEnergies Gains 1.5% After Cutting Papua LNG Exposure by One-Thirdgurufocus.com·3d agoTotalEnergies nears Papua LNG investment decision after cost cuts, Exxon dealreuters.com·3d agoPapua New Guinea: TotalEnergies Takes Decisive Steps Towards Final Investment Decision on Papua LNGgurufocus.com·3d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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