Bernstein analysts say EDP‑Energias de Portugal’s integrated business will ride Iberian power‑demand growth. Electrification, data‑center build‑outs and green‑hydrogen projects should lift revenues, while higher wholesale prices set a floor for margins. The firm’s long‑life hydropower fleet generates strong free cash flow that the market still undervalues. Shares edged 0.8% to €4.443 after the note. Analysts also note modest dividend yield.

OMV stands to profit from elevated energy prices, using the cash to fund a chemicals‑unit overhaul, Baader Helvea notes. Analysts lifted the target price to €71.5 from €63.4 and nudged the 2026 EPS forecast to €6.53, up from €6.44. The 2027 EPS outlook was trimmed to €5.46. The stock traded 0.2% higher at €56. The upgrade signals confidence in cash flow generation.

Karoon Energy’s shares have slid roughly 30% since June 11, pulling the stock below its A$1.50 price target. Macquarie upgraded its stance to neutral, citing the recent U.S.–Iran peace accord that pushed crude to about $69.60 a barrel, down from $74.00. The broker will reassess once Brazil’s Bauna field resumes production, but a delayed restart at the Who Dat project in the Gulf remains a drag. Investors should monitor upcoming earnings releases.