FTSE 100 news / Companies and sectors / Shell / 9 October 2026
Shell (SHEL): news on Friday 9 October 2026
+4.5 positive
Coverage leaned positive, with analyst support from JPMorgan and TD Cowen, an upgraded production guidance, a strong Q3 outlook and a win in the New York greenwashing appeal. This was tempered by the only partial restart of the Qatar Pearl plant after attacks, biogas write-downs and Gulf of Mexico shut-ins.
What drove it
- analyst ratings and Q3 outlook
- Qatar Pearl plant restart
- greenwashing appeal win
The 20 stories
- +8.3 TD Cowen boosted target for Shell stock to USD 115
TD Cowen raised target price to USD 115. - +7.5 Shell's Q3 Outlook Shows Strength in LNG and Refining Operations
Q3 outlook shows strength in LNG and refining. - +7.5 Shell, Exxon and BP Defeat New York City Greenwashing Appeal
Won greenwashing appeal in New York City, reducing legal risk. - +7.5 JP Morgan favours UK supermajors as oil market risks build
JP Morgan favours UK supermajors including Shell. - +7.5 JPMorgan sees strong Q3 for EU oil and gas, favors these major stocks
JPMorgan expects strong Q3 and favours Shell among majors. - +6.7 Shell (LSE:SHEL) Could Be 7% Undervalued Following Its Production Guidance Upgrade
Production guidance upgrade and shares seen undervalued. - +5.0 Shell PLC Stock (SHEL) Opened Up by 3.37% on Oct 8: What Investors Need To Know
Shares opened up over 3% on the day. - +5.0 Shell PLC-ADR (NYSE:SHEL) Looks Like a Decent Value Stock With a Cheap Valuation
Described as decent value stock with cheap valuation. - +5.0 Shell (LSE:SHEL) Stock Could Still Look Cheap Following Its 158% Run
Strong share run, valuation still seen as cheap. - +4.2 India's Aditya Birla unit seeks $1.5 billion in rupee loans to buy Shell arm Solenergi, bankers say
Shell arm Solenergi being sold; buyer seeking financing, disposal progressing. - +3.3 A Look at Shell PLC (SHEL) After 3.5% Gain -- GF Value $85.15 vs Price $100.20
Share price gain, though valuation commentary shows price above GF Value. - −3.3 Shell’s Latest SEC Filing Reveals the Contradictions of Its Energy Transition: Refining Profits, Carbon Costs and Biogas Write-Downs
Filing highlights biogas write-downs and carbon costs despite refining profits. - −3.3 Big Oil Begins Shutting In Gulf of Mexico Production
Gulf of Mexico production being shut in by Big Oil. - −1.7 Shell partially restarts Pearl facility in Qatar after attacks
Partial restart of Qatar plant after attacks. - −1.7 Shell partially restarts Pearl gas-to-liquids plant in Qatar after attacks (SHEL:NYSE)
Partial restart of Qatar plant after attacks; still disrupted. - +0.8 RBC trims Shell profit forecast but raises cash flow estimate after trading update
Profit forecast trimmed, cash flow estimate raised. - +0.8 Shell stock trades at EUR 44.65 with a 11.0 P/ E ratio
Factual share price and P/E data. - +0.8 RBC lowers Shell's Q3 profit forecast but raises cash flow outlook after trading update.
Lower Q3 profit forecast offset by higher cash flow outlook. - −0.8 Shell partially restarts Pearl gas-to-liquids plant in Qatar
Qatar plant only partially restarted after attacks. - 0.0 Shell plc : UBS gives a Neutral rating
Neutral UBS rating.
Shell: every day · Oil and gas on 9 October 2026 · FTSE 100 overview for the day