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 U.S., 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: 29,134
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
150% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 24
17% more funds holding
Funds holding: 197 [Q3] → 231 (+34) [Q4]
0% less capital invested
Capital invested by funds: $1.61B [Q3] → $1.6B (-$4.5M) [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
$43
10%
upside
Avg. target
$48
21%
upside
High target
$50
27%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Piper Sandler Derek Podhaizer 23% 1-year accuracy 3 / 13 met price target | 27%upside $50 | Overweight Maintained | 25 Feb 2025 |
Barclays David Anderson 40% 1-year accuracy 34 / 86 met price target | 27%upside $50 | Overweight Maintained | 24 Feb 2025 |
Stifel Stephen Gengaro 41% 1-year accuracy 37 / 91 met price target | 10%upside $43 | Buy Maintained | 21 Feb 2025 |
Financial journalist opinion
Based on 5 articles about TS published over the past 30 days
Positive
Zacks Investment Research
4 hours 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 hours 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 week 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
3 weeks 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”).
Positive
Zacks Investment Research
4 weeks ago
Should Value Investors Buy Tenaris (TS) Stock?
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.
Neutral
Seeking Alpha
1 month ago
Tenaris S.A. (TS) Q4 2024 Earnings Call Transcript
Tenaris S.A. (NYSE:TS ) Q4 2024 Earnings Conference Call February 20, 2025 8:00 AM ET Company Participants Giovanni Sardagna - Investor Relations Officer Paolo Rocca - Chairman & Chief Executive Officer Gabriel Podskubka - Chief Operating Officer Luca Zanotti - President, US Operations Conference Call Participants Arun Jayaram - JPMorgan Securities LLC Alessandro Pozzi - Mediobanca Marc Bianchi - TD Cowen Derek Podhaizer - Piper Sandler Kevin Roger - Kepler Cheuvreux Daniel Thomson - BNP Paribas Exane Mick Pickup - Barclays Operator Good day, and thank you for standing by.
Neutral
Zacks Investment Research
1 month ago
Tenaris (TS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Tenaris (TS) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Neutral
GlobeNewsWire
1 month ago
Tenaris Announces 2024 Fourth Quarter and Annual Results
The financial and operational information contained in this press release is based on audited consolidated 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
2 months 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 months 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.
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