
Tenaris S.A. (TS) Stock Forecast & Price Target
Tenaris S.A. (TS) Analyst Ratings
Bulls say
Tenaris demonstrated strong financial performance in 4Q24, with revenue and EBITDA exceeding estimates by 5.2% and 23.6%, illustrating robust operational efficiency and demand for its premium oil country tubular goods (OCTG). The company generated significant free cash flow of $310 million and engaged in substantial stock repurchases totaling approximately $454 million, indicating a commitment to returning value to shareholders. Additionally, with a net cash balance of $3.6 billion, Tenaris is well-positioned to pursue strategic opportunities, while the upward revision of EBITDA estimates for 2025 and 2026 highlights anticipated continued growth driven by favorable market conditions.
Bears say
The analysis indicates a negative outlook on Tenaris's stock due to several fundamental concerns, particularly related to pricing pressures and market dynamics. The uncertainty regarding costs and prices resulting from possible changes in US tariffs poses a significant risk, while potential geopolitical tensions could further weigh on demand and operational stability. Additionally, the threat of increased imports and lifted Section 232 quotas may exacerbate supply issues, creating downward pressure on pricing and undermining revenue performance.
This aggregate rating is based on analysts' research of Tenaris S.A. and is not a guaranteed prediction by Public.com or investment advice.
Tenaris S.A. (TS) Analyst Forecast & Price Prediction
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