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WDWDS

Woodside Energy Group Ltd

$WDS·$44B·Oil & Gas Exploration & Production·Energy
$22.42-1.2%YTD+42.7%1Y+32.4%
Mentions · last 7 days
2026-07-29: 16 posts2026-07-30: 2 posts2026-07-31: 1 posts2026-08-01: 0 posts2026-08-02: 2 posts2026-08-03: 3 posts2026-08-04: 1 posts250%
Price updated 4h ago·X counts updated 3h ago
WDWDS
$WDSWoodside Energy Group Ltd
$22.42-1.19%25 posts0%
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 $WDS, 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 numbersWinding up for a moveAI verdict · as of 2026-08-04

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Woodside Energy Q2 report just released, Q4 2025 EPS beat by 5.9% — the Australian LNG-plus-oil name is quietly executing with no X attention.

Woodside Energy Group is the specific Australian LNG-plus-oil-and-gas company whose specific setup includes the recent Q2 report release and the specific broader LNG-market dynamics.

Where the pieces stand:

  • The Q4 fiscal 2025 print was a small beat: EPS of $0.738 was 5.9% above estimated — real operational execution consistent with the specific LNG-plus-oil profile.
  • The Q2 2026 report just released on July 29 provides updated operational commentary — specific production numbers plus continued LNG-market updates.
  • The X sample is empty — no meaningful retail-attention signal, consistent with a specialty Australian ADR that trades on macro LNG and oil dynamics.
  • The specific Australian LNG segment continues to benefit from continued Asian gas demand plus specific market-pricing dynamics.
  • Woodside's specific project portfolio (Pluto, North West Shelf, Scarborough) gives multi-decade production visibility with specific project-timeline execution as the key operational metric.
  • The next earnings date on August 25 (for H1 fiscal results) is the specific catalyst window.

The forward setup: the August 25 H1 fiscal 2026 print. LNG-plus-oil revenue trajectory plus specific commentary on Scarborough project timeline plus any specific Asian LNG-market color is what breaks the coil higher; a fiscal-period EPS miss combined with any specific commentary on project-timeline delays is what would confirm the coiling extending.

What to watch: The August 25 H1 fiscal 2026 print — LNG-plus-oil revenue trajectory, Scarborough project timeline, and Asian LNG-market color. All positive breaks the coil higher; EPS miss with project-timeline delays confirms coiling extending.

On the calendar: 2026-08-25 — H1 fiscal 2026 earnings

australian lng focusscarborough project timeline

Read the AI verdict + X sentiment for $WDS

  • 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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Australian-listed LNG and oil major with large-scale projects in Australia (Pluto, NWS), Trinidad, and Senegal.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Exploration & Production sits in its cycle right now — and what that implies for $WDS.

Oil & Gas Exploration & Production · Energy

No material change from last week — an outcome that compresses the upside price optionality that E&Ps have been pricing.

What this means for $WDS

Neutral — Australian-listed LNG and oil major with large-scale projects in Australia (Pluto, NWS), Trinidad, and Senegal; limited read-through from oil & gas exploration & production macro dynamics to this specific revenue mix.

Industry benchmark

23-name peer basket
+39.5%YTD
+33.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
14.0How 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
4.2%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
27.8%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
-2.7%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
2.9Same 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
7.7%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
32.2%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
0.4Total 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
Q4 2025Feb 24, 2026$0.74$0.70+5.9%
Q2 2025Aug 18, 2025$0.69$0.69-0.6%
Q4 2024Feb 24, 2025$0.66$0.65+1.2%
Q2 2024Aug 27, 2024$1.01$0.76+33.1%
Next earningsTue, Aug 25·consensus EPS $0.78

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$6.4B-3.0%31.1%26.1%$0.74$417.1M
Q2 FY25$6.6B-11.1%33.5%29.5%$0.69$-1.8B
Q4 FY24$7.2B-34.7%41.2%34.8%$0.86$-72.0M
Q2 FY24$6.0B+3.1%45.4%40.1%$1.02$-102.9M

Forward consensus

4-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$15.0B$14.2B – $15.6B$1.92$1.52 – $2.237
FY27$15.0B$13.4B – $16.4B$1.74$1.24 – $2.367
FY28$14.5B$14.5B – $14.6B$1.50$1.21 – $1.837
FY29$17.3B$15.9B – $18.4B$1.72$1.53 – $1.863

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.1.0×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.77%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.+6.9%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.+15.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMar 26Abbotsford Mark AnthonySee Remarks7.5K sh$180KSellMar 24Abbotsford Mark AnthonySee Remarks7.5K sh$175KSellMar 23Abbotsford Mark AnthonySee Remarks7.5K sh$180K

See when $WDS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

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

3New insider — initial holdingsMay 113
AI summary

Lonnie Breyden Lockyer, Executive Vice President and Chief Operating Officer Australia at Woodside Energy (WDS), filed an initial Form 3 statement of beneficial ownership as required under Section 16(a) of the Exchange Act on May 11, 2026. Lockyer holds Restricted Shares in Woodside Energy plus 690 Equity Plan Rights (performance-based equity). This is a standard Section 16 initial disclosure reflecting Lockyer's direct equity interests and performance rights under Woodside's equity compensation programs for senior executives.

3New insider — initial holdingsMar 263
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 30 other (21 6-Ks · 8 3s · 1 20-F) in window

Recent news

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

Woodside Energy Second Quarter Report for Period Ended 30 June 2026gurufocus.com·7d agoWoodside Energy Second Quarter Report for Period Ended 30 June 2026businesswire.com·7d agoWoodside Energy Announces $5 Million Investment to Restore Native Habitats at Sam Houston Jones State Parkbusinesswire.com·43d agoWoodside inks gas supply agreement with Alcoa Australiareuters.com·43d agoWoodside Energy: The Potential Exxon Takeover Isn't The Real Opportunityseekingalpha.com·51d 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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