Raymond James downgraded YPF Sociedad Anónima (YPF) to Neutral on Feb 27 2026, marking the main change in the latest YPF analyst rating action. The downgrade came as StreetInsider published a related note showing Morgan Stanley raised its price target to $47, while YPF’s quoted intraday movement registered a 2.51% change equal to $0.89. This update joins ongoing analyst coverage and affects investor positioning in a company with a market cap of $13,887,413,328. We outline the specifics, context, and implications for investors using Meyka AI’s real-time analyst tracking
YPF analyst rating: downgrade details from Raymond James
On Feb 27 2026 at 12:32 PM Raymond James moved its recommendation on YPF to Neutral, a lowering from its prior stance. The firm’s downgrade is the sole recorded rating change in this update and signals a more cautious view on near-term upside for YPF Sociedad Anónima. Investors should treat this as a sentiment shift from a major North American broker rather than a revision of long-term fundamentals
YPF analyst rating: price target context and Morgan Stanley note
StreetInsider carried a note that Morgan Stanley raised YPF’s price target to $47, creating mixed signals across the analyst landscape. The juxtaposition of a Raymond James downgrade and a Morgan Stanley price target increase highlights differing risk-reward readings among sell-side desks. The published price move of 2.51% (about $0.89) during the notice window shows markets are parsing both views
YPF analyst rating: what the downgrade means for investors
A Raymond James downgrade to Neutral typically means the firm expects limited upside versus peers or benchmarks in the coming 6 to 12 months. For investors, this suggests scaling back aggressive long positions or rechecking exposure if YPF’s operational updates or commodity price swings weaken near-term returns. Neutral is not a sell signal but a cautionary stance on expected relative performance
YPF analyst rating: historical analyst coverage and recent trend
Analyst coverage of YPF has featured both global banks and regional brokers; the current note contrasts Raymond James’ Neutral call with Morgan Stanley’s higher price target. Historically, YPF ratings have oscillated with commodity cycles, local macro risk and capital spending plans. This single downgrade continues a pattern where different firms emphasize either macro risk or asset value when setting recommendations
YPF analyst rating: market impact and trade considerations
A neutral rating from Raymond James can pressure short-term flows, especially where funds follow broker models for allocation. Traders may see increased volatility around earnings or operational news, while longer-term holders should weigh the $47 price target against dividend policy and Argentina-specific risks. Use stop-loss discipline and position sizing to manage the downgrade-driven volatility
YPF analyst rating: Meyka AI perspective and grade
Meyka AI rates YPF with a grade of B+ based on S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. This grade reflects balanced fundamentals and meaningful macro sensitivity; it does not replace personalized advice. Our AI-powered market analysis platform tracks these rating shifts in real time and flags changes like the Raymond James downgrade for investors
Final Thoughts
The Raymond James downgrade of YPF Sociedad Anónima (YPF) to Neutral on Feb 27 2026 adds a cautionary note to the stock’s analyst profile even as Morgan Stanley raised its price target to $47. For investors, the downgrade signals expected limited relative upside and suggests a closer review of position sizing and risk exposure. Market reaction—an intraday change of 2.51% or $0.89—shows traders are weighing mixed analyst signals rather than selling outright. Historically, YPF ratings swing with commodity cycles and Argentina-specific risks, so this single downgrade should be seen in that broader context. Meyka AI’s B+ grade for YPF reflects competitive fundamentals tempered by macro and execution risks; it factors S&P 500 comparisons, sector performance, financial growth trends, key metrics, and analyst consensus. Investors seeking actionable steps should monitor operational updates, commodity prices, and any follow-up notes from brokers, and reassess exposure if fundamentals diverge from analyst expectations. Remember, Meyka AI provides data-driven insight but this is not personalized financial advice
FAQs
What exactly changed in the YPF analyst rating on Feb 27 2026
Raymond James downgraded YPF to Neutral on Feb 27 2026. StreetInsider also reported Morgan Stanley raising its price target to $47, creating mixed analyst signals for investors
How should investors interpret a Neutral YPF analyst rating
A Neutral rating means limited expected outperformance versus peers. Investors should reassess position sizing, review catalysts, and monitor commodity prices and Argentina risk before increasing exposure
Does the downgrade change Meyka AI’s YPF grade
The Raymond James downgrade influences short-term sentiment but Meyka AI currently rates YPF B+, a grade based on benchmark comparison, sector performance, financial growth, metrics, and analyst consensus
Where can I read the original analyst note and price target report
StreetInsider published the analyst commentary noting Morgan Stanley’s $47 price target; see the item for full context source
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Analyst ratings are opinions and not guarantees of future performance. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
