Tenaris
About: Tenaris is one of the largest global producers of oil country tubular goods, which are used primarily in the construction of oil and gas wells. Its production facilities are located primarily in the US, Argentina, Mexico, and Italy. Tenaris' premium OCTG products are among the most trusted by oil companies for use in the most challenging applications, including deep-water offshore wells and horizontal shale wells.
Employees: 25,900
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
146% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 24
17% more funds holding
Funds holding: 197 [Q3] → 230 (+33) [Q4]
0% less capital invested
Capital invested by funds: $1.6B [Q3] → $1.6B (-$2.2M) [Q4]
0.69% less ownership
Funds ownership: 4.36% [Q3] → 3.67% (-0.69%) [Q4]
19% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 77
25% less funds holding in top 10
Funds holding in top 10: 4 [Q3] → 3 (-1) [Q4]
65% less call options, than puts
Call options by funds: $7.27M | Put options by funds: $21M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$41
23%
upside
Avg. target
$47
41%
upside
High target
$50
50%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Stifel Stephen Gengaro 41% 1-year accuracy 43 / 106 met price target | 23%upside $41 | Buy Maintained | 15 Apr 2025 |
Piper Sandler Derek Podhaizer 7% 1-year accuracy 1 / 14 met price target | 50%upside $50 | Overweight Maintained | 25 Feb 2025 |
Barclays David Anderson 31% 1-year accuracy 27 / 88 met price target | 50%upside $50 | Overweight Maintained | 24 Feb 2025 |
Financial journalist opinion
Based on 8 articles about TS published over the past 30 days
Positive
Zacks Investment Research
1 hour ago
Compared to Estimates, Tenaris (TS) Q1 Earnings: A Look at Key Metrics
Although the revenue and EPS for Tenaris (TS) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Neutral
GlobeNewsWire
5 hours ago
Tenaris Announces 2025 First Quarter Results
The financial and operational information contained in this press release is based on unaudited consolidated condensed interim financial statements presented in U.S. dollars and prepared in accordance with International Financial Reporting Standards as issued by the International Accounting Standard Board and adopted by the European Union, or IFRS. Additionally, this press release includes non-IFRS alternative performance measures i.e., EBITDA, Free Cash Flow, Net cash / debt and Operating working capital days. See exhibit I for more details on these alternative performance measures.
Positive
Zacks Investment Research
1 week ago
Tenaris (TS) Upgraded to Buy: What Does It Mean for the Stock?
Tenaris (TS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Positive
Zacks Investment Research
1 week ago
Are Investors Undervaluing Tenaris (TS) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Positive
Zacks Investment Research
2 weeks ago
Tenaris (TS) Moves 6.3% Higher: Will This Strength Last?
Tenaris (TS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Neutral
GlobeNewsWire
4 weeks ago
Tenaris Files 2024 Annual Report / Annual Report on Form 20-F, and Convenes the Annual General Meeting of Shareholders and an Extraordinary General Meeting of Shareholders
LUXEMBOURG, April 01, 2025 (GLOBE NEWSWIRE) -- Tenaris S.A. (NYSE and Mexico: TS and EXM Italy: TEN) filed today its 2024 Annual Report / Annual Report on Form 20-F, with the Luxembourg Stock Exchange, with the U.S. Securities and Exchange Commission (SEC), and with the other securities regulators of the markets where its securities are listed. The 2024 Annual Report (which includes the consolidated management report containing the financial and non-financial information (or sustainability statement) required by applicable law; the related management certifications on the consolidated financial statements as of and for the year ended 31st December 2024, and on the annual accounts as at 31st December 2024; and the external auditors' reports on such consolidated financial statements, annual accounts and sustainability statement) may be downloaded from the Luxembourg Stock Exchange's website at www.bourse.lu/regulated-information-oam, and the Annual Report on Form 20-F may be downloaded from the SEC's website at www.sec.gov; and are available on Tenaris's website at ir.tenaris.com.
Positive
Zacks Investment Research
4 weeks ago
Is Tenaris (TS) Stock Outpacing Its Industrial Products Peers This Year?
Here is how Tenaris S.A. (TS) and Wartsila (WRTBY) have performed compared to their sector so far this year.
Positive
Zacks Investment Research
4 weeks ago
Is Tenaris (TS) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Positive
Seeking Alpha
1 month ago
Tenaris May Be An Unexpected Winner From The Trump Steel Tariffs
The U.S. steel tariffs will increase the domestic price for OCTG, a key input product for oil and gas producers. While a global company, Tenaris has ample U.S. manufacturing capacity that would allow it to capitalize on the tariffs. The business has already bottomed, even prior to the incremental benefit the tariffs may bring.
Neutral
GlobeNewsWire
1 month ago
Tenaris completes its USD700 Million Share Buyback Program
LUXEMBOURG, March 04, 2025 (GLOBE NEWSWIRE) -- Tenaris S.A. (NYSE and Mexico: TS and EXM Italy: TEN) (“Tenaris”) announced today the completion of its USD700 million Share Buyback Program announced on November 10, 2024 (the “Program”).
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