Tenaris S.A.

Tenaris S.A.

TS·NYSE

$64.02

+0.27%
EnergyOil & Gas Equipment & Services

Tenaris S.A., together with its subsidiaries, produces and sells seamless and welded steel tubular products; and provides related services for the oil and gas industry, and other industrial applications. The company offers steel casings, tubing products, mechanical and structural pipes, cold-drawn pipes, and premium joints and couplings; coiled tubing products for oil and gas drilling and workovers, and subsea pipelines; and umbilical tubing products; and tubular accessories. It also provides sucker rods, industrial equipment, heat exchangers, and utility conduits for buildings, as well as sells energy and raw materials. In addition, it offers financial services. The company operates in North America, South America, Europe, the Middle East and Africa, and the Asia Pacific. Tenaris S.A. was incorporated in 2001 and is based in Luxembourg, Luxembourg. Tenaris S.A. is a subsidiary of Techint Holdings S.à r.l.

At a Glance

Live Snapshot
Market Cap$34.35B
EPS3.7200
P/E Ratio17.21
Earnings Date08/05/2026
ts

Tenaris S.A. Street Expectations Map

TS · NYSE

Wall Street analysts project that TS stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 60.34, with estimates ranging from a low of 49.70 to a high of 82.00.

Lowest Target
49.70
-22.37%
Consensus Target
60.34
-5.75%
Highest Target
82.00
28.08%

The consensus 1-year price target stands at 60.34, with estimates ranging from a low of 49.70 to a high of 82.00.

Analyst Consensus Analysis

Upside Potential

-5.8%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

53.5% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

1.26x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

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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Tenaris S.A. Forward Estimates of Revenue

TS · NYSE
Latest Revenue
11.98B
FY 2025
Avg Estimate
12.19B
FY 2026
Estimate Range
11.74B - 12.52B
Analyst Spread

Forward Growth Analysis

Projected Growth+1.8%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread6%

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

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Tenaris S.A. Forward Estimates of Net Income

TS · NYSE
Latest Net Income
1.93B
FY 2025
Avg Estimate
1.93B
FY 2026
Estimate Range
1.64B - 2.15B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.1%

Declining expectations indicate headwinds—investigate whether temporary or structural issues.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread27%

Moderate uncertainty in forecasts—typical for companies with evolving business models.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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Tenaris S.A. Forward Estimates of EPS

TS · NYSE
Latest EPS
3.72
FY 2025
Avg Estimate
$3.71
FY 2026
Estimate Range
$3.15 - $4.14
Analyst Spread

Forward Growth Analysis

Projected Growth-0.1%

Declining expectations indicate headwinds—investigate whether temporary or structural issues.

Analyst Coverage6 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread27%

Moderate uncertainty in forecasts—typical for companies with evolving business models.

OutlookCautious

Analyst skepticism evident—carefully evaluate risks before investment decisions.

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Tenaris S.A. Forward Estimates of EBIT

TS · NYSE
Latest EBIT
2.52B
FY 2025
Avg Estimate
2.92B
FY 2026
Estimate Range
2.81B - 3.00B
Analyst Spread

Forward Growth Analysis

Projected Growth+15.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread6%

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

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Tenaris S.A. Forward Estimates of EBITDA

TS · NYSE
Latest EBITDA
3.14B
FY 2025
Avg Estimate
3.61B
FY 2026
Estimate Range
3.47B - 3.71B
Analyst Spread

Forward Growth Analysis

Projected Growth+15.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread6%

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

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Tenaris S.A. Forward Estimates of SG&A Expense

TS · NYSE
Latest SG&A Expense
1.59B
FY 2025
Avg Estimate
1.57B
FY 2026
Estimate Range
1.51B - 1.61B
Analyst Spread

Forward Growth Analysis

Projected Growth-1.0%

Declining expectations indicate headwinds—investigate whether temporary or structural issues.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread6%

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

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Tenaris S.A. Insider Positioning

TS · NYSE

During the last 12 months, there has been no insider trading activity reported for TS.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.