TS Stock: Price, Forecast, Financials & AI Analysis

High

Open

VWAP

Vol

Mkt Cap

Low

Amount

EV/EBITDA(TTM)

Total Shares

EV/OCF(TTM)

P/S(TTM)

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2026Q1

FY2026Q2

2.95B

+3.7%

0.779

-17.17%

2.93B

+0.32%

0.808

-14.09%

2.96B

-3.94%

0.835

-15.68%

Estimates Revision

The market is revising Upward the revenue expectations for Tenaris S.A. (TS) for FY2025, with the revenue forecasts being adjusted by 0.07% over the past three months. During the same period, the stock price has changed by 12.41%.

Revenue Estimates for FY2025

Revise Upward

+0.07%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+102.69%

In Past 3 Month

Stock Price

Go Up

+12.41%

In Past 3 Month

8 Analyst Rating

Wall Street analysts forecast TS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TS is 42.85 USD with a low forecast of 34.00 USD and a high forecast of 49.00 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.

5 Buy

2 Hold

1 Sell

Moderate Buy

Current: 0.000

Low

34.00

Averages

42.85

High

49.00

Current: 0.000

Low

34.00

Averages

42.85

High

49.00

TD Cowen

Marc Bianchi

Buy

maintain

$46 -> $48

2026-01-07

New

Reason

TD Cowen

Marc Bianchi

Price Target

$46 -> $48

2026-01-07

New

maintain

Buy

Reason

TD Cowen analyst Marc Bianchi raised the firm's price target on Tenaris to $48 from $46 and keeps a Buy rating on the shares. The firm adjusted targets in the oilfield services group as part of a Q4 preview. Many oilfield stocks have responded positively to the capture of Nicolas Maduro, anticipating increased oilfield investment in Venezuela, the analyst tells investors in a research note. However, TD thinks it will take a long time and require a lot of guarantees from the U.S. government for U.S. companies to commit capital. It says the stock rallies on the news may be overdone. However, many names in the group remain "cheap," the firm adds.

Piper Sandler

Derek Podhaizer

Neutral

maintain

$41 -> $42

2025-12-18

Reason

Piper Sandler

Derek Podhaizer

Price Target

$41 -> $42

2025-12-18

maintain

Neutral

Reason

Piper Sandler analyst Derek Podhaizer raised the firm's price target on Tenaris to $42 from $41 and keeps a Neutral rating on the shares. The firm says that while 2025 was a challenge, the industry once again exemplified their tenacity, focusing inward and leaning into new growth avenues. As Piper focuses on 2026, it stays selective, but is encouraged by cyclical tailwinds beginning to mount, including Saudi Arabia/Mexico returning to work and a bottoming U.S. Land market, while Offshore eyes a 2027 recovery.

Morgan Stanley

Underweight

initiated

$35 -> $36

2025-12-15

Reason

Morgan Stanley

Price Target

$35 -> $36

2025-12-15

initiated

Underweight

Reason

Morgan Stanley assumed coverage of Tenaris with an Underweight rating and a price target of $36, up from $35. Energy Services stocks have rallied off the lows, pushing valuations higher, but against an uncertain oil backdrop the firm expects shorter cycle North American onshore spending to remain constrained and views it as "too early to step in," the analyst tells investors while assuming coverage of North America Energy Services & Equipment.

Goldman Sachs

Michele Della Vigna

Neutral

initiated

$43.60

2025-12-15

Reason

Goldman Sachs

Michele Della Vigna

Price Target

$43.60

2025-12-15

initiated

Neutral

Reason

Goldman Sachs analyst Michele Della Vigna initiated coverage of Tenaris with a Neutral rating and $43.60 price target. The firm sees few near-term catalysts for the stock and believes the company is less favorably positioned heading into 2026 given its higher exposure to U.S. shale.

Stifel

Buy

maintain

$37 -> $45

2025-11-12

Reason

Stifel

Price Target

$37 -> $45

2025-11-12

maintain

Buy

Reason

Stifel raised the firm's price target on Tenaris to $45 from $37 and keeps a Buy rating on the shares. Q3 revenue and adjusted EBITDA beat the firm's projections by 6.2% and 20.2%, respectively, and "easily surpassed" the consensus, the analyst tells investors.

Piper Sandler

Derek Podhaizer

Overweight -> Neutral

downgrade

$48 -> $41

2025-09-17

Reason

Piper Sandler

Derek Podhaizer

Price Target

$48 -> $41

2025-09-17

downgrade

Overweight -> Neutral

Reason

Piper Sandler analyst Derek Podhaizer downgraded Tenaris to Neutral from Overweight with a price target of $41, down from $48. The firm says oil country tubular goods pricing has flattened out over the past few months due to the removal of Section 232 quotas while U.S. land activity has slowed. This sets up a \"supply/demand air pocket\" that will put pressure on Tenaris' margins, the analyst tells investors in a research note.

Valuation Metrics

The current forward P/E ratio for Tenaris SA (TS.N) is 12.04, compared to its 5-year average forward P/E of 10.46. For a more detailed relative valuation and DCF analysis to assess Tenaris SA 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

5Y Average PE

10.46

Current PE

12.04

Overvalued PE

15.79

Undervalued PE

5.13

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

5Y Average EV/EBITDA

5.98

Current EV/EBITDA

6.25

Overvalued EV/EBITDA

7.97

Undervalued EV/EBITDA

4.00

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

5Y Average PS

1.56

Current PS

1.63

Overvalued PS

1.83

Undervalued PS

1.30

Financials

Annual

Quarterly

N/A

Total Revenue

N/A

Operating Profit

N/A

Net Income after Tax

N/A

EPS - Diluted

N/A

Free Cash Flow

N/A

Gross Profit Margin - %

N/A

FCF Margin - %

N/A

Net Margin - %

N/A

ROIC

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Hedge Fund

Hedge Funds areBuying! The buying amount has increased 357.08% over the last quarter.

Sold

Bought

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

TS News & Events

Events Timeline

No data

News

7.5

01-09Globenewswire

Tallinna Sadam Reports 6% Cargo Volume Growth in Q4 2025

7.5

01-09Yahoo Finance

Tallinna Sadam Reports 6% Cargo Volume Growth to 3.6 Million Tonnes in Q4 2025

8.0

01-06Yahoo Finance

European Market Attracts Dividend Stock Investors Amid 17% Annual Return

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Frequently Asked Questions

What is Tenaris SA (TS) stock price today?

The current price of TS is 39.96 USD — it has decreased -1.5 % in the last trading day.

What is Tenaris SA (TS)'s business?

Tenaris S.A. is a holding company, which is a steel producer with production facilities in Mexico, Argentina, Colombia, United States and Guatemala. The Company supplies round steel bars and flat steel products for its pipes business. It operates through Tubes business segment. The Tubes segment includes the production and sale of both seamless and welded steel tubular products, and related services primarily for the oil and gas industry, principally oil country tubular goods (OCTG) used in drilling operations, and for other industrial applications with production processes that include in the transformation of steel into tubular products. It operates in geographical areas, such as North America, South America, Europe, Middle East and Africa, and Asia Pacific. Its products and services include OCTG, Premium Connections, Rig Direct, Offshore Line Pipe, Onshore Line Pipe, Hydrocarbon Processing, Power Generation, Sucker Rods, Coiled Tubing, Industrial and Mechanical, and Automotive.

What is the price predicton of TS Stock?

What is Tenaris SA (TS)'s revenue for the last quarter?

Tenaris SA revenue for the last quarter amounts to 2.98B USD, increased 2.15 % YoY.

What is Tenaris SA (TS)'s earnings per share (EPS) for the last quarter?

Tenaris SA. EPS for the last quarter amounts to 0.43 USD, increased 7.50 % YoY.

What changes have occurred in the market's expectations for Tenaris SA (TS)'s fundamentals?

How many employees does Tenaris SA (TS). have?

Tenaris SA (TS) has 25874 emplpoyees as of January 10 2026.

What is Tenaris SA (TS) market cap?

Today TS has the market capitalization of 20.17B USD.