Tidewater Inc.

Tidewater Inc.

TDWยทNYSE

$74.00

-0.22%
EnergyOil & Gas Equipment & Services

Tidewater Inc., together with its subsidiaries, provides offshore marine support and transportation services to the offshore energy industry through the operation of a fleet of marine service vessels worldwide. It provides services in support of offshore oil and natural gas exploration, field development, and production, as well as windfarm development and maintenance, including towing of and anchor handling for mobile offshore drilling units; transporting supplies and personnel necessary to sustain drilling, workover, and production activities; offshore construction, and seismic and subsea support; geotechnical survey support for windfarm construction; and various specialized services, such as pipe and cable laying. The company operates and charters deepwater vessels, including platform supply and horsepower anchor handling tug supply vessels for use in transporting supplies and equipment from shore bases to deepwater and intermediate water depth offshore drilling rigs and production platforms; towing-supply vessels for use in intermediate and shallow waters; and crew boats, utility vessels, and offshore tugs to transport personnel and supplies from shore bases to offshore drilling rigs, platforms, and other installations. It also operates offshore tugs for use in tow floating drilling rigs and barges; and assisting in the docking of tankers, as well as in pipe and cable laying, and construction barges. The company serves oil and natural gas exploration, field development, and production companies; mid-sized and smaller independent exploration and production companies; foreign government-owned or government-controlled organizations, and other related companies; drilling contractors; and other companies, such as offshore construction, windfarm development, diving, and well stimulation companies. As of December 31, 2021, it owned 135 vessels. Tidewater Inc. was incorporated in 1956 and is headquartered in Houston, Texas.

At a Glance

Live Snapshot
Market Cap$3.68B
EPS6.6900
P/E Ratio11.06
Earnings Date08/03/2026
tdw

Tidewater Inc. Street Expectations Map

TDW ยท NYSE

Wall Street analysts project that TDW stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 101.50, with estimates ranging from a low of 86.00 to a high of 117.00.

Lowest Target
86.00
16.22%
Consensus Target
101.50
37.16%
Highest Target
117.00
58.11%

The consensus 1-year price target stands at 101.50, with estimates ranging from a low of 86.00 to a high of 117.00.

Analyst Consensus Analysis

Upside Potential

+37.2%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

30.5% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Tidewater Inc. Forward Estimates of Revenue

TDW ยท NYSE
Latest Revenue
1.35B
FY 2025
Avg Estimate
1.35B
FY 2026
Estimate Range
1.33B - 1.36B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.3%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Tidewater Inc. Forward Estimates of Net Income

TDW ยท NYSE
Latest Net Income
334.66M
FY 2025
Avg Estimate
191.12M
FY 2026
Estimate Range
189.21M - 193.03M
Analyst Spread

Forward Growth Analysis

Projected Growth-42.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Tidewater Inc. Forward Estimates of EPS

TDW ยท NYSE
Latest EPS
6.69
FY 2025
Avg Estimate
$3.26
FY 2026
Estimate Range
$3.17 - $3.33
Analyst Spread

Forward Growth Analysis

Projected Growth-51.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Tidewater Inc. Forward Estimates of EBIT

TDW ยท NYSE
Latest EBIT
290.16M
FY 2025
Avg Estimate
103.46M
FY 2026
Estimate Range
101.31M - 105.19M
Analyst Spread

Forward Growth Analysis

Projected Growth-64.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Tidewater Inc. Forward Estimates of EBITDA

TDW ยท NYSE
Latest EBITDA
552.50M
FY 2025
Avg Estimate
123.63M
FY 2026
Estimate Range
122.36M - 124.25M
Analyst Spread

Forward Growth Analysis

Projected Growth-77.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Tidewater Inc. Forward Estimates of SG&A Expense

TDW ยท NYSE
Latest SG&A Expense
134.53M
FY 2025
Avg Estimate
187.23M
FY 2026
Estimate Range
185.31M - 188.17M
Analyst Spread

Forward Growth Analysis

Projected Growth+39.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Tidewater Inc. Insider Positioning

TDW ยท NYSE

During the last 12 months, insiders have purchased $631K and sold $4.90M worth of TDW shares, resulting in $4.27M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

52.7K

4.08M

Net Activity

-4.1M

-$4.08M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

15.0K

630.79K

Sold

15.0K

825.72K

Net Activity

-195K

-$195K

Top Buyers

1
RR

Robotti Robert

Director

15.0K sharesโ€ข1 transactions

$631K

Top Sellers

1
HDA

Hudson Daniel A.

Officer: Evp & General Counsel

45.2K sharesโ€ข5 transactions

$3.11M

2
RSR

Rubio Samuel R

Officer: Evp, Cfo & Cao

22.5K sharesโ€ข1 transactions

$1.80M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.27M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.13:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Insider Participation

Moderate Selling

2 insider sellers vs. 1 buyers. More insiders selling than buying suggests cautious or negative sentiment.