Scorpio Tankers Q4 Earnings Exceed Expectations

Written by Emily J. Thompson, Senior Investment Analyst

Source: seekingalpha

Updated: 5 days ago

0mins

STNG-0.09%

Should l Buy STNG?

Source: seekingalpha

Strong Earnings Performance: Scorpio Tankers reported a Q4 non-GAAP EPS of $1.62, beating expectations by $0.04, indicating robust profitability in the tanker shipping market.
Significant Revenue Growth: The company achieved Q4 revenue of $252.65 million, a 23.9% year-over-year increase, surpassing analyst expectations by $17.58 million, reflecting sustained global tanker demand and an increase in market share.
Capital Market Engagement: Scorpio Tankers presented at Capital Link's 2026 Virtual Corporate Presentation Series, demonstrating the company's proactive approach to investor relations, enhancing market confidence, and attracting potential investments.
Strategic Repricing Outlook: With shifts in the Venezuelan oil market, Scorpio Tankers is well-positioned for repricing, which could further enhance its competitiveness in the global tanker shipping sector.

Trade with 70% Backtested Accuracy

Stop guessing "Should I Buy STNG?" and start using high-conviction signals backed by rigorous historical data.

Analyst Views on STNG

Wall Street analysts forecast STNG stock price to rise

4 Analyst Rating

3 Buy

0 Hold

1 Sell

Moderate Buy

Current: 70.510

Low

53.00

Averages

72.00

High

80.00

Current: 70.510

Low

53.00

Averages

72.00

High

80.00

BofA

Ken Hoexter

Underperform

maintain

$56 -> $61

2026-02-16

New

Reason

BofA

Ken Hoexter

Price Target

$56 -> $61

AI Analysis

2026-02-16

New

maintain

Underperform

Reason

BofA analyst Ken Hoexter raised the firm's price target on Scorpio Tankers to $61 from $56 and keeps an Underperform rating on the shares. The firm slightly increased its target multiple given near term momentum in product tanker rates, but notes that its multiple remains below the midpoint of its five-year range due to a rising capacity view, the potential unwind of sanctions on Russia, and its view of peak rates.

B. Riley

Liam Burke

Buy

upgrade

$80 -> $90

2026-02-13

New

Reason

B. Riley

Liam Burke

Price Target

$80 -> $90

2026-02-13

New

upgrade

Buy

Reason

B. Riley analyst Liam Burke raised the firm's price target on Scorpio Tankers to $90 from $80 and keeps a Buy rating on the shares. Scorpio Tankers reported Q4 time charter equivalent revenue of $241.4M, up from $192.1M a year ago and above consensus, with daily TCE per vessel rising to $28,066, the analyst tells investors in a reserach note. Adjusted EBITDA came in at $151.6M, well above consensus, as rising product tanker rates position the company to capture strong economic returns into FY26, the firm says.

Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for STNG

Unlock Now

About STNG

Scorpio Tankers Inc is a Monaco-based provider in the transportation of refined petroleum products. The Company involves in the oil, seaborne transportation of refined petroleum products from the tanker industry to the international shipping markets. It operates through four segments: Handymax, MR (Medium Range), Long Range 1 (LR1)/Panamax and Long Range 2 (LR2)/Aframax. It consists of 113 wholly owned, finance leased or bareboat chartered-in tankers (39 LR2, 60 MR and 14 Handymax). The segments represent a different type of vessel being around 110 with which it operates with the smaller and bigger type of ships that include Handymax, MR, LR1 and LR2 under its own ownership as well as finance, leased or chartered in.

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.

20th Annual Capital Link International Shipping Forum Set for March 2026

3 hours agoNewsfilter

Forum Overview: The 20th Annual Capital Link International Shipping Forum will take place on March 9, 2026, in New York City, featuring senior executives from 23 leading shipping companies, showcasing the latest trends and dynamics in the shipping market while facilitating dialogue between investors and shipping firms.
Keynote Speakers: Joshua Volz, Special Envoy for Global Energy Integration from the U.S. Department of Energy, and Vasilis Kikilias, Minister of Maritime Affairs from Greece, will deliver keynote remarks, emphasizing the close relationship between global energy transitions and the shipping industry, likely sparking in-depth discussions on future shipping policies among attendees.
Investor Meetings: The forum offers one-on-one meeting opportunities for shipping companies and institutional investors, with complimentary registration for both groups, aimed at enhancing capital flow and industry collaboration, thereby increasing the investment appeal of the shipping market.
Industry Discussions: The forum will address critical topics such as geopolitics, the new energy landscape, access to capital, and technological innovation, expected to provide valuable insights for the future development of the shipping industry, helping participants seize market opportunities.

Scorpio Tankers (STNG.US) Officer Plans to Sell $5.24 Million in Common Stock via Form 144

3 days agomoomoo

Company Overview: Scorpio Tankers Inc. is set to sell 75,000 shares of its common stock.
Market Value: The total market value of the shares being sold is approximately $5.24 million.

Scorpio Tankers Expands Newbuilding Orders with Two Additional Vessels

5 days agoseekingalpha

Newbuilding Order Expansion: Scorpio Tankers announced the purchase of two additional scrubber-fitted LR2 newbuilding product tankers at China's Dalian Shipbuilding for $68.5 million each, with deliveries expected in Q3 and Q4 of 2029, thereby doubling its order at the yard to four vessels and raising its overall newbuilding orderbook to 10 ships.
Fleet Renewal Strategy: This latest order continues Scorpio's fleet renewal strategy initiated in December, when the company agreed to sell two LR2 product tankers for $52.3 million each while also securing two scrubber-fitted LR2 newbuildings at Dalian for $70.8 million each, scheduled for delivery in Q3 2027.
Strong Financial Performance: Scorpio reported adjusted Q4 earnings that exceeded analyst expectations, alongside a 7% increase in quarterly dividends to $0.45 per share, reflecting the company's robust performance and profitability in the market.
Future Delivery Plans: In addition to the four LR2s at Dalian, Scorpio's orderbook includes four MR tankers due for delivery in 2026 and 2027, as well as two VLCCs slated for H2 2028, further enhancing its competitive position in the industry.

Scorpio Tankers Increases Quarterly Dividend to $0.45 per Share

5 days agoseekingalpha

Dividend Increase: Scorpio Tankers has declared a quarterly dividend increase from $0.42 to $0.45 per share, representing a 7.1% rise, which indicates the company's ongoing improvement in cash flow and profitability, thereby boosting investor confidence.
Yield Analysis: The forward yield of 2.58% reflects the company's attractiveness in the current market environment, potentially drawing in more investors seeking stable returns, which could further drive up the stock price.
Shareholder Assurance: The dividend will be payable on March 20, with a record date of March 6 and an ex-dividend date also on March 6, ensuring shareholders receive timely returns and strengthening the trust relationship between the company and its investors.
Market Outlook: Scorpio Tankers is set to present its financial health at Capital Link's 2026 Virtual Corporate Presentation Series, indicating a strong strategic positioning for future market competition, which may attract more investor interest.