Tenaris: Q2 Earnings Don't Make The Upside Any Better, Maintain Hold
Tenaris is rated 'HOLD' with a price target of €16/share ($36.91 ADR), reflecting cyclical risks and recent overvaluation. TS faces near-term headwinds from Hormuz shipment delays, margin compression, and declining revenues, signaling a mid-cycle to early downcycle transition. While TS maintains a strong balance sheet and leading market position, its earnings power remains tightly linked to volatile energy CapEx cycles.
Tenaris Q2 Earnings Call Highlights
Tenaris NYSE: TS reported second-quarter sales of $3 billion, down 4% from both a year earlier and the prior quarter, as shipping disruptions in the Middle East delayed deliveries to customers in Iraq, Kuwait and Qatar.
Tenaris S.A. (TS) Q2 2026 Earnings Call Transcript
Tenaris S.A. (TS) Q2 2026 Earnings Call Transcript
Compared to Estimates, Tenaris (TS) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Tenaris (TS) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Why Tenaris S.A. (TS) is a Great Dividend Stock Right Now
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Tenaris (TS) have what it takes?
Tenaris S.A. (TS) Could Be a Great Choice
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Tenaris (TS) have what it takes?
Why Tenaris S.A. (TS) is a Great Dividend Stock Right Now
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Tenaris (TS) have what it takes?
Why Tenaris S.A. (TS) is a Top Dividend Stock for Your Portfolio
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Tenaris (TS) have what it takes?
Tenaris (TS) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Tenaris (TS) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Exploring Analyst Estimates for Tenaris (TS) Q1 Earnings, Beyond Revenue and EPS
Get a deeper insight into the potential performance of Tenaris (TS) for the quarter ended March 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Tenaris: The Picks-And-Shovels Play For An Oil Supply Crisis
Structural underinvestment left global oil supply one shock away from a crisis, and the Hormuz blockage is that shock. With no quick fix to supply constraints, high and volatile oil prices aren't going away, and neither is the incentive to invest in oil and gas.
Tenaris S.A. (TS) Is Up 7.55% in One Week: What You Should Know
Does Tenaris S.A. (TS) have what it takes to be a top stock pick for momentum investors?
