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Tenaris S.A.Informe acción BIT:TEN

Capitalización bursátil €27.1b
Precio de las acciones
€25.93
€24.14
7.4% sobrevalorado descuento intrínseco
1Y87.1%
7D3.7%
1D
Valor de la cartera
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Tenaris S.A.

Informe acción BIT:TEN

Capitalización de mercado: €27.1b

Tenaris (TEN) Resumen de Acciones

Tenaris S.A., junto con sus filiales, fabrica y suministra tubos de acero y servicios relacionados para la industria energética y otras aplicaciones industriales en Norteamérica, Sudamérica, Europa, Oriente Medio y África, y Asia-Pacífico. Saber más

Análisis fundamental de TEN
Puntuación del snowflake
Valoración4/6
Crecimiento futuro0/6
Rendimiento pasado3/6
Salud financiera6/6
Dividendos4/6

TEN Community Fair Values

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See what 34 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Tenaris S.A.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Tenaris
Precios históricos de las acciones
Precio actual de la acción€26.87
Máximo en las últimas 52 semanas€27.37
Mínimo de 52 semanas€14.34
Beta0.49
Cambio en 1 mes0.34%
Variación en 3 meses16.52%
Cambio de 1 año87.05%
Variación en 3 años126.18%
Variación en 5 años180.42%
Variación desde la OPV1,376.37%

Noticias y actualizaciones recientes

Actualización de narrativa May 19

TEN: Future Dividends And Buybacks Will Support Capital Return Upside

Analysts have lifted their price target for Tenaris from €28.19 to €34.18, citing updated assumptions that include revised revenue growth, profit margin and future P/E estimates, along with a slightly higher discount rate. What's in the News Shareholders approved an annual dividend of US$0.89 per share at the May 12, 2026 AGM, totaling about US$0.9b and including the interim dividend of US$0.29 per share already paid in November 2025 (AGM filing).
Artículo de análisis May 11

Tenaris S.A. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Tenaris S.A. ( BIT:TEN ) defied analyst predictions to release its quarterly results, which were ahead of market...

Recent updates

Actualización de narrativa May 19

TEN: Future Dividends And Buybacks Will Support Capital Return Upside

Analysts have lifted their price target for Tenaris from €28.19 to €34.18, citing updated assumptions that include revised revenue growth, profit margin and future P/E estimates, along with a slightly higher discount rate. What's in the News Shareholders approved an annual dividend of US$0.89 per share at the May 12, 2026 AGM, totaling about US$0.9b and including the interim dividend of US$0.29 per share already paid in November 2025 (AGM filing).
Artículo de análisis May 11

Tenaris S.A. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Tenaris S.A. ( BIT:TEN ) defied analyst predictions to release its quarterly results, which were ahead of market...
Actualización de narrativa May 02

TEN: Dividend And Buyback Will Mask Weaker Prospects For Future Returns

Analysts have raised their price target on Tenaris from €22.85 to €24.14, citing updated assumptions on the discount rate, revenue growth, profit margins and future P/E as the main reasons for the change. What's in the News Tenaris has called an Annual General Meeting for May 12, 2026, followed by an Extraordinary General Meeting, where shareholders will be asked to vote on proposed amendments to the articles of association (company filing).
Actualización de narrativa Apr 18

TEN: Dividend Plan And Completed Buyback Will Support Steady Outlook

Analysts have lifted their price target for Tenaris from about €18.60 to roughly €22.85, pointing to updated fair value assumptions that reflect revised views on revenue, profit margins and future P/E levels. What's in the News Tenaris has called an Annual General Meeting of Shareholders for May 12, 2026, to be followed immediately by an Extraordinary General Meeting to vote on proposed amendments to the articles of association (company announcement).
Actualización de narrativa Apr 03

TEN: Future Capital Returns And Modest Assumption Shifts May Support Upside

Analysts now set a slightly higher price target for Tenaris at about €28.19, up from roughly €27.94. The change reflects modest adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E.
Actualización de narrativa Mar 20

TEN: Higher P/E Outlook And Capital Returns May Support Future Upside

Analysts have revised their fair value estimate for Tenaris to €27.94 from €21.05, reflecting updated assumptions on the discount rate, long term revenue growth, profit margin and future P/E. What's in the News The board intends to propose a total annual dividend of $0.89 per share (about $900 million) for approval at the May 12, 2026 shareholders meeting, including the interim dividend of $0.29 per share already paid in November 2025 (company announcement).
Actualización de narrativa Mar 06

TEN: Richer P/E Will Face Pressure From Weakening Revenue And Margin Outlook

Analysts have lifted their price target on Tenaris from €16.67 to €18.41, citing updated assumptions around revenue trends, profit margins and future P/E. Together, these factors point to a modestly higher assessed fair value.
Actualización de narrativa Feb 19

TEN: Richer P/E Multiple Will Pressure Returns With Weakening Revenue Trends

Analysts have raised their price target on Tenaris from about €14.16 to around €16.67, citing updated assumptions on discount rates, revenue trends, margins and future P/E expectations. Valuation Changes Fair Value: Raised from about €14.16 to around €16.67, implying a higher assessed value per share under the updated assumptions.
Actualización de narrativa Feb 05

TEN: Softer Margins And Lower P/E Assumptions Will Weigh On Returns

Analysts have reduced their fair value estimate for Tenaris slightly, from $14.41 to $14.16. This change reflects small adjustments to assumptions around revenue trends, profit margins and the future P/E multiple.
Artículo de análisis Jan 24

Investors Will Want Tenaris' (BIT:TEN) Growth In ROCE To Persist

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Actualización de narrativa Jan 22

TEN: Buybacks And Dividend Will Conceal Weakening Earnings And Compressed Multiple

Analysts have nudged their fair value estimate for Tenaris slightly higher to $14.41 from $14.38, citing updated assumptions for a smaller revenue decline, a modestly higher profit margin of about 14.25%, and a lower future P/E of roughly 11.97x. What's in the News From July 1, 2025 to September 30, 2025, Tenaris repurchased 19,965,687 shares, representing 1.89% of its shares, for a total of $351 million under its ongoing buyback program (Key Developments).
Actualización de narrativa Jan 07

TEN: Buyback Completion And Interim Dividend Will Support Steady Valuation Outlook

Analysts have slightly adjusted their price target on Tenaris to US$18.60 from US$18.67, citing small updates to discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E inputs. What's in the News Completion of a share buyback program, with 33,059,955 shares repurchased for US$588 million, representing 3.11% of outstanding shares under the program announced on June 14, 2025 (company filing).
Actualización de narrativa Dec 23

TEN: Share Buybacks And Dividends Will Mask Weakening Earnings Power

Analysts have raised their price target on Tenaris from approximately $13.28 to $14.38 per share, reflecting expectations for slightly stronger revenue trends, improved profit margins, and a modestly lower discount rate that together support a higher fair value multiple. What's in the News Completed a share buyback of 33,059,955 shares, representing 3.11% of capital, for a total of $588 million under the program announced on June 14, 2025.
Actualización de narrativa Dec 09

TEN: Buyback Completion And Interim Dividend Will Support Steady Outlook

Narrative Update on Tenaris Analysts have raised their fair value estimate for Tenaris modestly to approximately $18.67 from about $18.54, citing slightly higher long term revenue growth expectations, a small uplift in projected profit margins, and a marginally richer future price to earnings multiple. What's in the News Tenaris reported completing a major share repurchase program, buying back 33,059,955 shares since June 14, 2025, equivalent to 3.11% of shares outstanding, for a total of $588 million (company filing).
Artículo de análisis Dec 08

The Market Doesn't Like What It Sees From Tenaris S.A.'s (BIT:TEN) Earnings Yet

When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") above 17x, you may consider...
Actualización de narrativa Nov 25

TEN: Interim Dividend And Share Buyback Completion Will Support Steady Outlook

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.
Actualización de narrativa Nov 07

TEN: Interim Dividend And Revenue Outlook Will Support Steady Performance

Analysts have raised their price target for Tenaris from $17.83 to $18.62, citing improved revenue growth outlook and a lower discount rate as key factors supporting this upward revision. What's in the News Tenaris board approved payment of an interim dividend of $0.29 per share (or $0.58 per ADS), totaling approximately $300 million (Key Developments) Dividend payment date is set for November 26, 2025, with the record date on November 25, 2025 (Key Developments) Ex-dividend date for securities in the US is November 25, 2025; in Europe and Mexico, it is November 24, 2025 (Key Developments) Valuation Changes Fair Value Estimate has increased from $17.83 to $18.62 per share, reflecting a moderate upward adjustment.
Artículo de análisis Nov 02

The Tenaris S.A. (BIT:TEN) Third-Quarter Results Are Out And Analysts Have Published New Forecasts

Tenaris S.A. ( BIT:TEN ) just released its latest third-quarter results and things are looking bullish. Results were...
Actualización de narrativa Oct 24

Share Repurchases and Infrastructure Expansion Will Shape Future Opportunities and Risks

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.
Artículo de análisis Oct 24

Tenaris (BIT:TEN) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Actualización de narrativa Oct 10

Expanding Global Infrastructure Will Unlock Opportunities But Face Transition Risks

Analysts have raised their price target for Tenaris from $17.58 to $17.81, citing improved profit margins and a slightly lower discount rate as contributing factors. What's in the News Tenaris completed the buyback of 13,094,268 shares, representing 1.22 percent, for $237 million under the program announced on June 14, 2025 (Key Developments).
Artículo de análisis Oct 03

Returns On Capital Are Showing Encouraging Signs At Tenaris (BIT:TEN)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Actualización de narrativa Sep 05

Expanding Global Infrastructure Will Unlock Opportunities But Face Transition Risks

Despite a notable decline in Tenaris’s future P/E ratio, indicating improved value or lower growth expectations, the consensus analyst price target remained unchanged at €17.58. What's in the News Tenaris completed the repurchase of 109,475,548 shares (9.64%) for $1,888.9 million under its previous buyback program.
Artículo de análisis Aug 02

Earnings Beat: Tenaris S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Shareholders might have noticed that Tenaris S.A. ( BIT:TEN ) filed its interim result this time last week. The early...
Artículo de análisis Jul 21

We Think Tenaris (BIT:TEN) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Jun 21

Tenaris S.A.'s (BIT:TEN) Price Is Right But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 10.7x Tenaris S.A. ( BIT:TEN ) may be sending bullish signals at the...
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Nueva narrativa Jan 23

New Offshore Projects In Brazil And Nigeria Will Improve Future Prospects Despite Revenue Challenges

Modernization and tech integration are boosting Tenaris’s productivity and likely enhancing margins and earnings.

Rentabilidad de los accionistas

TENIT Energy ServicesMercado IT
7D3.7%-0.5%2.6%
1Y87.1%65.5%18.9%

Rentabilidad vs. Industria: TEN superó a la industria Italian Energy Services, que obtuvo un rendimiento del 65.5% el año pasado.

Rentabilidad vs. Mercado: TEN superó al mercado Italian, que obtuvo un rendimiento del 18.9% el año pasado.

Volatilidad de los precios

Is TEN's price volatile compared to industry and market?
TEN volatility
TEN Average Weekly Movement3.9%
Energy Services Industry Average Movement5.6%
Market Average Movement5.2%
10% most volatile stocks in IT Market8.7%
10% least volatile stocks in IT Market3.2%

Precio estable de las acciones: TEN no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Italian.

Volatilidad a lo largo del tiempo: La volatilidad semanal de TEN (4%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
200125,169Gabriel Podskubkawww.tenaris.com

Tenaris S.A., junto con sus filiales, fabrica y suministra tubos de acero y servicios relacionados para la industria energética y otras aplicaciones industriales en Norteamérica, Sudamérica, Europa, Oriente Medio y África, y Asia-Pacífico. La empresa suministra tubos de acero para sostener las paredes de pozos de petróleo y gas durante y después de la perforación; tubos de acero para conducir petróleo crudo y gas natural a la superficie una vez finalizada la perforación; tuberías de acero para transportar petróleo crudo y gas natural desde los pozos hasta las refinerías, tanques de almacenamiento y centros de carga y distribución; y tuberías mecánicas y estructurales para el transporte de otras formas de gas y líquidos a alta presión. También ofrece tubos estirados en frío para calderas, sobrecalentadores, condensadores, intercambiadores de calor, producción de automóviles y otras aplicaciones industriales; juntas y acoplamientos de primera calidad para uso en entornos de alta temperatura o alta presión bajo las marcas TenarisHydril, Atlas Bradford, Ultra y TORQ; tubos en espiral para la perforación de pozos de petróleo y gas y para tuberías submarinas; varillas de bombeo para la extracción de petróleo, tubos para aplicaciones de fontanería y construcción, y servicios de fracturación hidráulica y yacimientos petrolíferos; servicios de revestimiento de tubos; y componentes de automoción.

Resumen de fundamentos de Tenaris S.A.

¿Cómo se comparan los beneficios e ingresos de Tenaris con su capitalización de mercado?
Estadísticas fundamentales de TEN
Capitalización bursátil€27.13b
Beneficios(TTM)€1.69b
Ingresos (TTM)€10.45b
16.0x
Ratio precio-beneficio (PE)
2.6x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de TEN
IngresosUS$12.16b
Coste de los ingresosUS$7.45b
Beneficio brutoUS$4.71b
Otros gastosUS$2.75b
BeneficiosUS$1.97b

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

Aug 05, 2026

Beneficios por acción (BPA)1.95
Margen bruto38.75%
Margen de beneficio neto16.17%
Ratio deuda/patrimonio1.9%

¿Cómo se ha desempeñado TEN a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

2.8%
Rentabilidad actual por dividendo
47%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 21:25
Precio de las acciones al final del día2026/05/26 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Tenaris S.A. está cubierta por 44 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Francesco TaddeiBanca Akros S.p.A. (ESN)
Francesco SalaBanca Akros S.p.A. (ESN)
Francesco SalaBanca Akros S.p.A. (ESN)