Tenaris Croissance future
Future contrôle des critères 0/6
Tenaris devrait augmenter ses bénéfices et son chiffre d'affaires de 1.7% et de 2.8% par an respectivement. Le BPA devrait croître de de 5.1% par an. Le rendement des capitaux propres devrait être 12.5% dans 3 ans.
Informations clés
1.7%
Taux de croissance des bénéfices
5.05%
Taux de croissance du BPA
| Energy Services croissance des bénéfices | 9.5% |
| Taux de croissance des recettes | 2.8% |
| Rendement futur des capitaux propres | 12.53% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 09 Sep 2026 |
Mises à jour récentes de la croissance future
Article d’analyse • 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...Article d’analyse • 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...Recent updates
Mise à jour du récit • Sep 09
TEN: Buyback And Dividend Will Support Offshore Expansion As Conditions Tighten
Analysts have revised their fair value estimate for Tenaris slightly lower from about €27.32 to around €26.73, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What’s in the News for Tenaris Tenaris reported that from April 1, 2026 to June 30, 2026 it repurchased 0 shares, while confirming completion of its June 14, 2025 buyback program with a total of 62,355,174 shares repurchased, equal to 5.93% of shares, for US$1,214.6 million.
Mise à jour du récit • Aug 26
TEN: Capital Returns And New Projects Will Support Future Upside
Analysts have trimmed their fair value price target for Tenaris from about €34.21 to about €33.38, reflecting updated views on revenue growth, profit margins and the appropriate P/E multiple. What’s in the News for Tenaris Tenaris reports that from April 1, 2026 to June 30, 2026 it repurchased 0 shares for US$0 under its ongoing program.
Mise à jour du récit • Aug 12
TEN: Future P/E Will Reflect Suriname Progress And Middle East Shipment Risks
Analysts have reduced their fair value estimate for Tenaris to €21.53 from €22.15, citing an updated view that reflects a slightly higher discount rate, revised revenue growth assumptions, and a modest adjustment to future P/E and profit margin expectations. What’s in the News for Tenaris Tenaris reported Q2 2026 results with net sales down 4% sequentially and operating income down 15% year on year, mainly linked to shipment delays to the Middle East following the closure of the Strait of Hormuz and higher costs.Mise à jour du récit • Jul 29
TEN: Capital Returns And New Leadership Will Support Future Upside
Analysts have nudged their fair value estimate for Tenaris higher from about €33.33 to roughly €34.21. This reflects updated assumptions around revenue growth, profit margins and the stock's future P/E profile.Mise à jour du récit • Jul 15
TEN: Dividend And Buyback Will Support Offshore Expansion For Future Returns
Analysts have lifted their price target on Tenaris from €24.14 to €27.32, citing updated assumptions around revenue growth, profit margins, and future P/E levels. What’s in the News for Tenaris Tenaris has started operations at a new service center in Paramaribo, Suriname, supporting TotalEnergies’s GranMorgu offshore project with APA Corporation and Staatsolie.Mise à jour du récit • Jul 01
TEN: Higher P/E Will Rely On New Suriname Operations Offsetting Margin Pressure
Analysts have revised their price target on Tenaris higher from €18.41 to €22.15, citing updated assumptions for revenue growth, profit margins, and future P/E that affect their view of the stock's fair value. What’s in the News for Tenaris Tenaris has started operations at a new service center in Suriname to support TotalEnergies’s GranMorgu offshore project, providing integrated services for offshore operations under its Rig Direct service model, according to company announcements and recent news reports.Mise à jour du récit • Jun 17
TEN: Capital Returns And New Leadership Will Support Future Upside Potential
Analysts have made a small refinement to their Tenaris price target, with updated assumptions on discount rate, revenue growth and future P/E now pointing to a fair value of €33.33 per share. What’s in the News for Tenaris Tenaris shareholders approved an annual dividend of US$0.89 per share at the May 12, 2026 meeting.Mise à jour du récit • Jun 02
TEN: Canadian Expansion And Capital Returns Will Support Future Upside Potential
Analysts have trimmed their price target for Tenaris from about €34.18 to roughly €33.33. The revised target reflects updated views that combine slightly different revenue and discount rate assumptions with higher profit margin expectations and a lower future P/E estimate.Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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.
Nouveau récit • 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.Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 13,407 | 2,161 | 1,939 | 2,559 | 14 |
| 12/31/2027 | 12,925 | 2,073 | 1,933 | 2,645 | 17 |
| 12/31/2026 | 12,250 | 1,914 | 1,627 | 2,071 | 14 |
| 6/30/2026 | 12,040 | 1,912 | 1,703 | 2,241 | N/A |
| 3/31/2026 | 12,159 | 1,967 | 1,838 | 2,396 | N/A |
| 12/31/2025 | 11,981 | 1,933 | 1,982 | 2,600 | N/A |
| 9/30/2025 | 11,831 | 2,000 | 1,632 | 2,305 | N/A |
| 6/30/2025 | 11,769 | 2,003 | 1,863 | 2,538 | N/A |
| 3/31/2025 | 12,005 | 1,806 | 2,094 | 2,800 | N/A |
| 12/31/2024 | 12,524 | 2,036 | 2,162 | 2,866 | N/A |
| 9/30/2024 | 13,094 | 2,649 | 2,515 | 3,210 | N/A |
| 6/30/2024 | 13,416 | 2,739 | 3,274 | 3,955 | N/A |
| 3/31/2024 | 14,169 | 3,526 | 3,687 | 4,361 | N/A |
| 12/31/2023 | 14,869 | 3,918 | 3,776 | 4,395 | N/A |
| 9/30/2023 | 15,074 | 3,596 | 3,510 | 4,083 | N/A |
| 6/30/2023 | 14,811 | 3,665 | 2,510 | 3,028 | N/A |
| 3/31/2023 | 13,537 | 3,179 | 1,686 | 2,115 | N/A |
| 12/31/2022 | 11,763 | 2,553 | 770 | 1,167 | N/A |
| 9/30/2022 | 10,199 | 2,116 | 343 | 689 | N/A |
| 6/30/2022 | 8,978 | 1,839 | 197 | 500 | N/A |
| 3/31/2022 | 7,706 | 1,497 | -260 | 22 | N/A |
| 12/31/2021 | 6,521 | 1,100 | -126 | 119 | N/A |
| 9/30/2021 | 5,595 | 837 | -2 | 212 | N/A |
| 6/30/2021 | 4,854 | 474 | 394 | 577 | N/A |
| 3/31/2021 | 4,566 | 132 | 901 | 1,075 | N/A |
| 12/31/2020 | 5,147 | -634 | 1,326 | 1,520 | N/A |
| 9/30/2020 | 5,757 | -589 | 1,410 | 1,645 | N/A |
| 6/30/2020 | 6,508 | -450 | 1,321 | 1,602 | N/A |
| 3/31/2020 | 7,185 | -160 | N/A | 1,496 | N/A |
| 12/31/2019 | 7,294 | 743 | N/A | 1,528 | N/A |
| 9/30/2019 | 7,658 | 817 | N/A | 1,503 | N/A |
| 6/30/2019 | 7,794 | 957 | N/A | 1,179 | N/A |
| 3/31/2019 | 7,664 | 884 | N/A | 1,188 | N/A |
| 12/31/2018 | 7,659 | 876 | N/A | 611 | N/A |
| 9/30/2018 | 7,143 | 810 | N/A | 359 | N/A |
| 6/30/2018 | 6,547 | 668 | N/A | 306 | N/A |
| 3/31/2018 | 6,001 | 575 | N/A | -78 | N/A |
| 12/31/2017 | 5,289 | 453 | N/A | -22 | N/A |
| 9/30/2017 | 4,745 | 319 | N/A | -88 | N/A |
| 6/30/2017 | 4,429 | 219 | N/A | 168 | N/A |
| 3/31/2017 | 4,241 | 117 | N/A | 581 | N/A |
| 12/31/2016 | 4,294 | 14 | N/A | 864 | N/A |
| 9/30/2016 | 4,470 | -78 | N/A | 1,145 | N/A |
| 6/30/2016 | 5,043 | -437 | N/A | 1,478 | N/A |
| 3/31/2016 | 5,856 | -344 | N/A | 1,646 | N/A |
| 12/31/2015 | 6,903 | -99 | N/A | 2,215 | N/A |
| 9/30/2015 | 8,357 | 213 | N/A | 2,219 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de TEN ( 1.7% par an) est inférieure au taux d'épargne ( 3.4% ).
Bénéfices vs marché: Les bénéfices de TEN ( 1.7% par an) devraient croître plus lentement que le marché Italian ( 10.1% par an).
Croissance élevée des bénéfices: Les bénéfices de TEN devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de TEN ( 2.8% par an) devrait croître plus lentement que le marché de Italian ( 5.7% par an).
Croissance élevée des revenus: Le chiffre d'affaires de TEN ( 2.8% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de TEN devrait être faible dans 3 ans ( 12.5 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/11 05:50 |
| Cours de l'action en fin de journée | 2026/09/11 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Tenaris S.A. est couverte par 43 analystes. 17 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Francesco Taddei | Banca Akros S.p.A. (ESN) |
| Francesco Sala | Banca Akros S.p.A. (ESN) |
| J. David Anderson | Barclays |