PAM - Pampa Energía S.A.
Pampa Energia is a compelling buy, benefiting from Argentina's economic turnaround and an exceptionally cheap valuation. PAM's diversified energy operations, regulatory tailwinds, and strong market share position it for robust revenue and margin growth. Development of the Rincon de Aranda shale field could drive 20% annual oil production growth through 2027, serving as a key catalyst.
Engineers Gate Manager LP grew its holdings in shares of Pampa Energia S.A. (NYSE: PAM) by 189.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,855 shares of the utilities provider's stock after purchasing an additional 10,382 shares during
~150,000 shares were acquired at $3.38 per share for a total transaction value of $507,000. The acquisition represents a transaction size equal to 0.68% of the equity stake held before the filing.
The director acquired ~1.3 million shares for a total transaction value of $4.3 million. This purchase increased the insider's direct equity holdings by 6%.
Mindlin purchased ~675,000 shares at $3.38 per share, representing a total capital commitment of ~$2.3 million. The transaction size is equal to 3% of the equity held before the filing.
Pampa Energia's Q2 results reinforced the long-term bullish thesis, with adjusted EBITDA up 75% Y/Y to $415M as Rincón de Aranda and power generation drove performance. Rincón de Aranda is scaling rapidly, while its RIGI approval and the $2.7B Fértil Pampa urea project add two major long-term catalysts. Despite rising capex and net debt, PAM retains manageable leverage; its diversified exposure to oil, gas, power, transport, and fertilizers differentiates it from pure-play peers.
Pampa Energia NYSE: PAM said its board approved the final investment decision for what it described as Latin America's largest urea plant, while the company reported second-quarter adjusted EBITDA of $415 million, supported by record oil and gas output, stronger power-market margins and improved petrochemical pricing.
Pampa Energía S.A. (PAM) Q2 2026 Earnings Call Transcript
BUENOS AIRES, Argentina, Aug. 4, 2026 /PRNewswire/ -- Pampa Energía S.A. (NYSE: PAM; Buenos Aires Stock Exchange: PAMP), an independent energy company with active participation in Argentine oil, gas and electricity, announces the results for the semester and quarter ended on June 30, 2026.
Founder and chairman Marcis Marcelo Mindlin acquired 287,916 shares for a $969,000 on June 26. The activity was executed in the open market and does not involve indirect entities or derivative instruments.
A Pampa Energy executive sold 555,000 shares of the company in the open market on June 3, 2026, generating a transaction value of $1.97 million at around $3.55 per share. The disposition was executed directly, with no shares held indirectly or through trusts; no derivative exercise was involved in this transaction.
Investors looking for stocks in the Utility - Electric Power sector might want to consider either Pampa Energia (PAM) or DTE Energy (DTE). But which of these two stocks offers value investors a better bang for their buck right now?
The mean of analysts' price targets for Pampa (PAM) points to a 38.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
GCO, PAM, OXY, CLDT and TGS stand out with attractive EV-to-EBITDA ratios and strong earnings outlooks.
Delinea has been recognized as a Growth Index Leader and Innovation Index Leader in the Frost Radar™: Privileged Access Management (PAM) 2026 report.
Pampa Energia is expanding power capacity and leveraging Argentina's electricity investments, backed by strong earnings growth, liquidity, and a diversified fleet.
Pampa Energia (PAM) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Investors looking for stocks in the Utility - Electric Power sector might want to consider either Pampa Energia (PAM) or DTE Energy (DTE). But which of these two stocks offers value investors a better bang for their buck right now?
The mean of analysts' price targets for Pampa (PAM) points to a 38% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Pampa Energia NYSE: PAM reported a sharp increase in first-quarter adjusted EBITDA, supported by record oil and gas production, the continued ramp-up of its Rincón de Aranda shale oil project and improved margins in power generation under Argentina's new electricity market framework.