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WDWDS

Woodside Energy Group Ltd

$WDS·$38B·Oil & Gas Exploration & Production·Energy
$20.05-0.2%YTD+27.6%1Y+19.6%
Mentions · last 7 days
2026-06-13: 5 posts2026-06-14: 14 posts2026-06-15: 31 posts2026-06-16: 6 posts2026-06-17: 3 posts2026-06-18: 5 posts2026-06-19: 2 posts67+2%
Price updated 14h ago·X counts updated 13h ago
WDWDS
Woodside Energy Group Ltd$WDS
$20.05-0.25%67 posts+2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 numbersAcceleratingAI verdict · as of 2026-06-20

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

Woodside Energy is the largest Australian LNG-and-oil producer riding the Pacific gas demand story alongside long-life basin assets.

Woodside Energy is the largest Australian-listed oil and gas operator with major LNG exposure through North West Shelf, Pluto, Scarborough, Wheatstone, and the Bass Strait operations. The bundle's quarterly data shows Q4 2025 revenue around $6.39B was down ~3% year over year (typical oil-price-cycle softness), gross margin near 31%, operating margin around 26%, free cash flow of $417M for the quarter, EPS of $0.74 — a solid cash-flow result reflecting the integrated commodity exposure. Sell-side modeling has FY26 revenue near $15.5B with EPS at $2.09, holding around $15.5B and $1.93 in FY27 — the consensus pattern of out-year EPS normalizing reflects typical commodity-cycle assumptions. The stock is up about 28% YTD and ~20% over the trailing year, sits modestly above moving averages (precise reading not rendered), and is in a constructive technical position. There is no detailed insider, filing, news, or sentiment data in this bundle to draw on for incremental color. What sustains the trajectory is sustained LNG and Brent pricing, Scarborough first cargoes converting to revenue, and continued capital-return through dividends; what would invalidate it is a sharp Asian LNG demand reset, an Australian regulatory action on the offshore industry, or a Scarborough commissioning delay.

What to watch: LNG and Brent pricing, Scarborough first cargoes, capital-return framework, Australian regulatory developments, and next quarterly disclosure.

On the calendar: No scheduled earnings on file (Woodside reports semi-annually).

x sentiment missingno next earnings date

Read the AI verdict + X sentiment for $WDS

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What it does

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

Woodside Energy Group Ltd is an international energy company involved in the full spectrum of hydrocarbon operations. This includes the exploration, evaluation, development, extraction, marketing, and distribution of resources across various global regions, such as Oceania, Asia, Canada, Africa, and beyond. The company's output comprises a range of vital energy commodities: liquefied natural gas (LNG), pipeline natural gas, condensate, liquefied petroleum gas (LPG), and crude oil. Woodside maintains stakes in numerous key projects, including Greater Browse, Greater Sunrise, Greater Pluto, Greater Exmouth, North West Shelf, Wheatstone, Julimar-Brunello, specific ventures in Canada and Senegal, Greater Scarborough, and Myanmar. Founded in 1954, the company operated as Woodside Petroleum Ltd until its rebranding to Woodside Energy Group Ltd in May 2022. Its corporate base is situated in Perth, Australia.

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

OPEC+ production discipline and US shale plateau dynamics keep oil supported, but a potential US-Iran peace deal is pricing in geopolitical risk reduction — an outcome that compresses the upside price optionality that E&Ps have been pricing. Capital allocation to Permian Basin and LNG export infrastructure remains the structural investment thesis.

Industry benchmark

7-name peer basket
+25.3%YTD
+29.1%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.

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$15.5B$14.3B – $16.4B$2.09$1.66 – $2.437
FY27$15.5B$14.4B – $17.7B$1.93$1.38 – $2.627
FY28$14.5B$14.5B – $14.5B$1.53$1.24 – $1.877
FY29$17.3B$16.0B – $19.1B$1.72$1.55 – $1.943

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
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Voices on X · last 7 days

No standout posts about $WDS on X in the last 7 days.

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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