Update shared on 25 Nov 2025
Fair value Decreased 0.48%Analysts have slightly lowered their price target for Tenaris, now estimating fair value at $18.54 per share compared to the previous $18.62. They cite moderated profit margin and revenue growth expectations for the company.
What's in the News
- From July 1 to September 30, 2025, Tenaris repurchased 19,965,687 shares for $351 million, completing its buyback program of 33,059,955 shares with a total value of $588 million (Company filing).
- The board of directors approved the payment of an interim dividend of $0.29 per share, amounting to approximately $300 million in total, with payment scheduled for November 26, 2025 (Company announcement).
Valuation Changes
- Consensus Analyst Price Target has decreased slightly from $18.62 to $18.54 per share.
- Discount Rate has edged down marginally, holding at 6.44%.
- Revenue Growth expectations have declined from 1.55% to 1.31%.
- Net Profit Margin forecast has fallen from 15.13% to 14.62%.
- Future P/E ratio has increased from 11.87x to 13.57x.
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.