
Tenaris S.A. (TS) Stock Forecast & Price Target
Tenaris S.A. (TS) Analyst Ratings
Bulls say
Tenaris demonstrated a strong financial performance in its 4Q24 results, with revenues and EBITDA exceeding estimates by 5.2% and 23.6%, respectively, highlighting robust operational efficiency and demand for its products. The company generated significant free cash flow of $310 million and executed $454 million in stock repurchases, reflecting a commitment to returning value to shareholders and a healthy cash position with $3.6 billion in net cash available for potential strategic investments. Additionally, an anticipated increase in OCTG pricing, coupled with solid international activity, positions Tenaris favorably for continued earnings momentum and shareholder returns through 2025 and beyond.
Bears say
The analysis indicates a negative outlook on Tenaris's stock primarily due to the potential for increased pricing pressure in the seamless market stemming from oversupply in the welded pipe sector, which could undermine overall market stability. Additionally, management expressed uncertainty regarding costs and prices due to impending changes in U.S. tariffs, alongside risks related to geopolitical tensions that could adversely affect global oil demand and investment. Lastly, anticipated increases in raw material costs that may not be recoverable through pricing adjustments and investor skepticism about earnings sustainability further compound the challenges facing Tenaris.
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
Start investing in Tenaris S.A. (TS)
Order type
Buy in
Order amount
Est. shares
0 shares