Orlen Stock Forecast

Stock Price Forecast

According to 9 analysts polled by S&P Global, Orlen stock has a consensus rating of "Hold" and an average price target of zł 133.89. The average 1-year stock price forecast is 5.96% higher than the current stock price, while the lowest is zł 94.00 (-25.61%) and the highest is zł 175.00 (+38.49%).

Price Target: zł 133.89 (+5.96%)

Analyst Consensus: Hold

Target	Low	Average	Median	High
Price	zł 94.00	zł 133.89	zł 130.00	zł 175.00
Change	-25.61%	+5.96%	+2.88%	+38.49%

* Price targets were last updated on Mar 20, 2026.

Analyst Ratings

The average analyst rating for Orlen stock is "Hold". This means that analysts believe this stock is likely to perform similarly to the overall market.

Recommendation Trends

Rating	Jan '26	Feb '26	Mar '26	Apr '26	May '26	Jun '26
Strong Buy	1	1	3	4	4	4
Buy	1	1	1	0	0	0
Hold	4	3	3	3	3	3
Sell	0	0	0	0	0	0
Strong Sell	3	4	2	2	2	2
Total	9	9	9	9	9	9

Latest Forecasts

Analyst	Firm	Rating	Rating	Action	Price Target	Upside	Date
Anna Kishmariya UBS	UBS	Hold Upgrades zł 84.00 → zł 120.00	Hold	Upgrades	zł 84.00 → zł 120.00	-5.03%	Mar 20, 2026
Oleg Galbur Oddo BHF No rating	Oddo BHF	Sell Downgrades zł 94.00	Sell	Downgrades	zł 94.00	-25.61%	Feb 3, 2026

Financial Forecast

Revenue This Year

281.01B

from 267.83B

4.92%

from 267.83B

Revenue Next Year

275.57B

from 281.01B

-1.94%

from 281.01B

EPS This Year

15.90

from 10.01

58.87%

from 10.01

EPS Next Year

14.37

from 15.90

-9.58%

from 15.90

Fiscal Year	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	FY 2026
Period Ending	Dec 31, 2021	Dec 31, 2022	Dec 31, 2023	Dec 31, 2024	Dec 31, 2025	Dec 31, 2026
Revenue	131.34B	282.42B	371.92B	294.89B	267.83B	281.01B
Revenue Growth	52.40%	115.02%	31.69%	-20.71%	-9.18%	4.92%
Gross Profit	20.55B	57.65B	60.97B	42.49B	47.62B	53.39B
Gross Margin	15.65%	20.41%	16.39%	14.41%	17.78%	19.00%
Operating Income	13.22B	39.28B	46.24B	22.14B	23.56B	23.70B
Net Income	11.12B	39.68B	20.92B	2.83B	2.53B	17.60B
EPS	-	-	-	-	10.01	15.90
EPS Growth	-	-	-	-	41.00%	58.87%
Forward PE	8.01	3.33	4.08	4.19	8.28	7.95
Dividend / Share	3.50	5.50	4.15	6.00	8.00	7.14
Dividend Growth	-	57.14%	-24.55%	44.58%	33.33%	-10.75%
Free Cash Flow	230.00M	14.97B	6.09B	2.07B	4.41B	-5.08B
No. Analysts	-	-	-	-	-	8

EPS and Forward PE are based on non-GAAP adjusted numbers. Financial currency is PLN.

Revenue Forecast

Revenue	2026	2027	2028
High	332.8B
Avg	281.0B
Low	233.5B

Revenue Growth

Revenue Growth	2026	2027	2028
High	24.3%
Avg	4.9%
Low	-12.8%

EPS Forecast

EPS	2026	2027	2028
High	18.67
Avg	15.90
Low	13.12

EPS Growth

EPS Growth	2026	2027	2028
High	86.6%
Avg	58.9%
Low	31.1%