How 2026 Production Guidance and TEX-E Talent Push Will Impact Woodside Energy Group (ASX:WDS) Investors
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In late January and early February 2026, Woodside Energy Group released its 2026 production guidance, reported lower quarterly revenue and production than a year earlier, and separately, Woodside Energy and the Texas Entrepreneurship Exchange for Energy announced a collaboration to develop early‑career energy talent in Houston.
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The partnership with TEX-E, including internship and fellowship programs linked to the Woodside–Rice Decarbonization Accelerator, signals an emphasis on innovation and US talent pipelines alongside Woodside’s operational updates.
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We will now examine how Woodside’s 2026 production guidance, alongside its new TEX-E collaboration, shapes the company’s broader investment narrative.
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To own Woodside today, you need to be comfortable with a large, capital‑intensive LNG and oil producer that is priced by the market on relatively modest earnings growth, but with meaningful exposure to major projects, maintenance and commodity prices. The latest quarterly dip in revenue and production, together with 2026 guidance of 172–186 MMboe and a planned Pluto LNG shutdown, keeps near term catalysts firmly tied to execution, costs and any revisions to volume expectations at the February 24 briefing. The TEX‑E collaboration, while positive for US talent pipelines and decarbonisation credentials, is unlikely to shift those financial drivers in the short run. It instead shapes the longer‑term story around capability and US presence, rather than altering immediate risks around project delivery, CEO transition and dividend sustainability.
However, one operational risk in particular could matter more than many shareholders might expect. Woodside Energy Group’s shares have been on the rise but are still potentially undervalued by 23%. Find out what it’s worth.
Twenty one Simply Wall St Community fair value estimates for Woodside span about A$19 to A$37 per share, underscoring how differently private investors see the stock. Against that spread, the current focus on Pluto LNG downtime, execution risk on large projects and leadership transition gives you concrete issues to weigh as you compare these contrasting views on Woodside’s future performance.
Explore 21 other fair value estimates on Woodside Energy Group – why the stock might be worth 27% less than the current price!
