Q3 Earnings Outlook for Frontline
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 20 2025
0mins
Source: SeekingAlpha
Earnings Announcement: Frontline (FRO) is set to announce its Q3 earnings on November 21st, with an expected EPS of $0.23 and revenue of $269.02 million, reflecting significant year-over-year declines.
Performance History: Over the past two years, FRO has beaten EPS estimates 25% of the time and has consistently beaten revenue estimates 100% of the time.
Market Insights: The company is viewed as overvalued and underperforming, with discussions around its premium valuation not being justified.
Industry Trends: Supertanker dayrates have surged to $125,000, marking the highest rates since the pandemic, while the U.S. plans to pause port fees on ships from China next week.
Get Free Real-Time Notifications for Any Stock
Monitor tickers like FRO with instant alerts to capture every critical market movement.
Sign up for free to build your custom watchlist and receive professional-grade stock notifications.
Analyst Views on FRO
Wall Street analysts forecast FRO stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for FRO is 23.45 USD with a low forecast of 14.36 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
2 Buy
0 Hold
1 Sell
Moderate Buy
Current: 28.060
Low
14.36
Averages
23.45
High
30.00
Current: 28.060
Low
14.36
Averages
23.45
High
30.00
About FRO
FRONTLINE PLC is a Cyprus-based company primarily operating in the transportation sector. The Company's main focus is on seaborne transportation of crude oil and refined products. The Company owns and operates a fleet consisting of multiple VLCC, Suezmax and LR2 / Aframax tankers intended for freight of oil and cargo. The Company operates worldwide.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Frontline Sells 8 VLCCs for $831.5M, Expects $486M Net Cash Proceeds
- Strategic Renewal: Frontline plc announces the sale of eight first-generation ECO VLCCs built between 2015 and 2016 for a total of $831.5 million, with delivery scheduled for Q1 2026, which is expected to generate approximately $486 million in net cash proceeds, significantly enhancing the company's liquidity.
- Financial Gains: The transaction is projected to yield a gain of approximately $217.4 million to $226.7 million in Q1 2026, further improving the company's financial performance and supporting future investment plans.
- New Vessel Orders: Concurrently, Frontline has signed an agreement to acquire nine latest-generation scrubber-fitted ECO VLCC newbuilding contracts from its largest shareholder for an aggregate price of $1.224 billion, with deliveries scheduled from Q3 2026 to Q2 2027, enhancing the company's competitive position in the VLCC market.
- Modern Fleet Composition: Upon completion of these transactions, Frontline's fleet will expand to 81 vessels, including 42 VLCCs, 21 Suezmax tankers, and 18 LR2/Aframax tankers, further improving operational efficiency and environmental capabilities.
Continue Reading
Frontline plc Rallies 9.53% as US Seizes Venezuelan Oil
- Significant Stock Surge: Frontline plc's stock jumped 9.53% to close at $23.67 on Wednesday, primarily driven by President Trump's announcement that the US would seize up to 50 million barrels of sanctioned crude oil from Venezuela, indicating a positive outlook for the company's business prospects.
- Investor Confidence Boosted: As one of the world's largest seaborne transporters of crude oil and refined products, Frontline is expected to benefit significantly from the seizure, which has sparked increased buying interest among investors, thereby driving the stock price higher.
- Market Dynamics Shift: The US successfully seized two sanctioned tankers on the same day, including a Russian-flagged oil tanker, and this action, coupled with the arrest of ousted Venezuelan President Maduro and his wife on drug-related charges, has further heightened market attention on Frontline.
- Financial Performance Review: Despite reporting a 33% decline in net income to $40.3 million and an 11.8% drop in revenues to $432.6 million in the third quarter of last year, the current market dynamics may provide opportunities for financial recovery for Frontline moving forward.
Continue Reading