Tenaris SA

Tenaris SA(TS)の株式分析

$57.270

-0.888 (-1.55%)終値時点

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高値
57.760
始値
57.530
出来高加重平均価格
57.32
出来高
1.12M
時価総額
17.13B
安値
56.930
売買代金
64.40M
EV/EBITDA(TTM)
10.53

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.

www.tenaris.com/en

AI分析 of Tenaris SA (TS)

買い

Tenaris SA is a good buy right now due to its current price of $57.34, which is below the analyst price target of $71 set by BofA, indicating significant upside potential. Additionally, the stock has a strong year-to-date change of +46.76%, reflecting robust performance in the market. The main risk is the recent decline in Q2 earnings, where net income dropped to $477.14 million, down from $531.32 million year-over-year, highlighting potential market demand challenges.

アナリスト評価(18)

-24.17% 下落余地
中立
7 買い
9 中立
2 売り
現在: 57.27
安値
36.00
平均
43.43
高値
48.00

BofA

2026-10-05

目標株価

$71

買い

Morgan Stanley

2026-08-20

目標株価

$60

Equal Weight

Barclays

2026-08-10

目標株価

$80

オーバーウェイト

TD Cowen

2026-08-07

目標株価

$68

買い

Morgan Stanley

2026-07-15

目標株価

$65

Equal Weight

バリュエーション指標

Tenaris SA(TS)の現在の予想PERは15.77で、5年平均は9.87です。

予想PER

割高
5年平均 P/E
9.87
現在のP/E
15.77
割高
13.30
割安
6.43

予想EV/EBITDA

大幅な割高
5年平均 EV/EBITDA
5.91
現在のEV/EBITDA
10.53
割高
7.71
割安
4.10

予想PSR

大幅な割高
5年平均 P/S
1.60
現在のP/S
2.27
割高
1.92
割安
1.28

Alphio AI による TS の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%TS

$31.67

シナリオ価格

基

基本

基本 · 50%TS

$28.87

シナリオ価格

弱

弱気

弱気 · 25%TS

$23.36

シナリオ価格

TS を保有するクジラ

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Rocca & Partners Stichting Administratiekantoor Aandelen San Faustin

+ を保有TSTX

+10.04%

3か月リターン

E

Evli Fund Management Company Ltd.

+ を保有TS

-0.02%

3か月リターン

A

azValor Asset Management SGIIC, S.A.U.

+ を保有TS

-3.31%

3か月リターン

イベントタイムライン

2026-08-05 (ET)

17:30:00

Company Reports Q2 Revenue of $2.97B, Beating Expectations

2026-05-10 (ET)

07:40:00

Tenaris Acquires 100% of Artrom Steel Tubes for €86M

2026-05-06 (ET)

18:10:00

Tenaris Appoints Gabriel Podskubka as CEO

2026-02-23 (ET)

17:00:00

Tenaris Terminates $600M Second Tranche of Share Buyback Program

ニュース

TS のよくある質問 — Alphio AI が回答

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. It operates in the Energy sector.

Tenaris SA is a good buy right now due to its current price of $57.34, which is below the analyst price target of $71 set by BofA, indicating significant upside potential. Additionally, the stock has a strong year-to-date change of +46.76%, reflecting robust performance in the market. The main risk is the recent decline in Q2 earnings, where net income dropped to $477.14 million, down from $531.32 million year-over-year, highlighting potential market demand challenges.

18 analysts cover TS: 7 rate it Buy, 9 Hold and 2 Sell. The average price target is 43.43.

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