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Update shared on24 Oct 2025

Fair value Increased 0.10%
AnalystConsensusTarget's Fair Value
€17.83
9.4% undervalued intrinsic discount
24 Oct
€16.15
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1Y
7.0%
7D
7.9%

Analysts have slightly raised their price target for Tenaris from $17.81 to $17.83. They cite modest improvements in revenue growth projections and a marginally higher discount rate as key factors in the updated valuation.

What's in the News

  • Tenaris completed the repurchase of 13,094,268 shares between June 9, 2025 and June 30, 2025. This represents 1.22% of its outstanding shares at a total cost of $237 million (Key Developments).
  • The latest buyback completes the shares repurchase initiative announced on June 14, 2025 (Key Developments).
  • From April 1, 2025 to May 6, 2025, Tenaris did not repurchase any shares and maintained totals from previous buybacks (Key Developments).
  • Since the buyback program began on November 6, 2023, the company has repurchased a total of 109,475,548 shares, equal to 9.64% of shares, for $1,888.9 million (Key Developments).

Valuation Changes

  • Fair Value Estimate has risen slightly from $17.81 to $17.83 per share.
  • Discount Rate increased modestly from 6.76% to 6.81%.
  • Revenue Growth Projection improved from 1.32% to 1.35% annually.
  • Net Profit Margin forecast decreased slightly from 15.27% to 15.25%.
  • Future Price-to-Earnings (P/E) Ratio edged up from 12.37x to 12.44x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.