ENERGY ONE LIMITED (EOL)
Share Price Analysis and Chart

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25/05/2026

1

Buy

$18.51

70.60%

Energy One's management downgraded FY26 ARR to 13% versus the previous guidance range of 15%-20% which Ord Minnett notes was due to two large deals being delayed.

The analyst views most of the May update was positive with the delay in the deals closing arising from increased scope which is not a negative for the company.

Energy markets are continuing to become more volatile and complex which is expected to boost demand for Energy One's software, while the sales pipeline continues to advance the broker explains.

The stock price reaction is considered overdone. Target price is lowered by -10% to $18.51 from $20.56 with no change in Buy rating.

FORECAST
Ord Minnett forecasts a full year FY26 EPS of 28.60 cents.
Ord Minnett forecasts a full year FY27 EPS of 41.50 cents.

25/05/2026

1

Buy

$17.85

64.52%

Canaccord Genuity maintains a Buy rating for Energy One, with its target price decreased to $17.85 from $20.79 following a trading and guidance update.

Full-year consensus guidance is maintained for revenue near $72m and cash earnings around $15m, while annual recurring revenue growth is guided lower to 13% due to billing delays and currency appreciation.

Commentary suggests the sales pipeline is expanding with larger tier-1 opportunities following recent security accreditations alongside energy market volatility accelerating broader digital transformation trends.

Revenue and earnings estimates are downgraded by -6% to -8% to conservatively capture potential billing cycle elongations and further currency fluctuations.

Accretive mergers and acquisitions remain the primary catalyst to increase operational scale and unlock shareholder value through improved liquidity, the broker notes.