Tenaris SA

Tenaris SA(TS)股票分析

$59.390

+2.221 (+3.74%)收盘时

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最高
59.452
开盘
58.550
成交量加权均价
59.05
成交量
1.16M
市值
17.13B
最低
58.295
成交额
68.43M
企业价值/息税折旧摊销前利润(TTM)
10.29

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.

AI 分析 of Tenaris SA (TS)

买入

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.

分析师评级(18)

-26.87% 下跌空间
持有
7 买入
9 持有
2 卖出
当前: 59.39
最低
36.00
平均
43.43
最高
48.00

BofA

2026-10-05

目标价

$71

买入

Morgan Stanley

2026-08-20

目标价

$60

Equal Weight

Barclays

2026-08-10

目标价

$80

增持

TD Cowen

2026-08-07

目标价

$68

买入

Morgan Stanley

2026-07-15

目标价

$65

Equal Weight

估值指标

Tenaris SA(TS)当前预期市盈率为 15.77,5 年平均预期市盈率为 9.87。

预期市盈率

高估
5 年均值 P/E
9.87
当前P/E
15.77
高估
13.32
低估
6.43

预期 EV/EBITDA

严重高估
5 年均值 EV/EBITDA
5.91
当前EV/EBITDA
10.29
高估
7.73
低估
4.10

预期市销率

高估
5 年均值 P/S
1.60
当前P/S
2.22
高估
1.93
低估
1.28

Alphio AI 对 TS 的价格情景

情景价格取自当年最后一个月度预测区间。概率为固定的模型权重(25 / 50 / 25),不构成保证。

乐

乐观

乐观 · 25%TS

$31.67

情景价格

基

基准

基准 · 50%TS

$28.87

情景价格

悲

悲观

悲观 · 25%TS

$23.36

情景价格

持有 TS 的大户

R

Rocca & Partners Stichting Administratiekantoor Aandelen San Faustin

+ 持有TS

+12.30%

3个月收益率

E

Evli Fund Management Company Ltd.

+ 持有TS

-0.58%

3个月收益率

A

azValor Asset Management SGIIC, S.A.U.

+ 持有TS

-1.19%

3个月收益率

事件时间线

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

资讯

TS 常见问题 —— 由 Alphio AI 解答

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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本页仅供研究参考,不构成投资建议。模型可能出错。过往表现不代表未来结果。

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