Tenaris S.A.

BIT:TEN Rapport sur les actions

Capitalisation boursière : €26.9b

Tenaris Gestion

Gestion contrôle des critères 2/4

Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.

Informations clés

Gabriel Podskubka

Directeur général

n/a

Rémunération totale

Pourcentage du salaire du PDGn/a
Durée du mandat du directeur généralno data
Propriété du PDG0.0004%
Durée moyenne d'occupation des postes de direction2.8yrs
Durée moyenne du mandat des membres du conseil d'administration15.7yrs

Mises à jour récentes de la gestion

Recent updates

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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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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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.

PDG

Gabriel Podskubka (51 yo)

no data
Titularisation

Mr. Gabriel Podskubka is Chief Executive Officer of Tenaris SA since May 2026. He was Chief Operating Officer of Tenaris SA since April 1, 2023 until May 2026 and was its President of Eastern Hemisphere Op...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Gabriel Podskubka
Chief Executive Officerno datapas de données0.00039%
€ 105.0k
Carlos Gomez Alzaga
Chief Financial Officer1yrpas de donnéespas de données
Lucas Pigliacampo
Chief Technology Officer1.1yrspas de donnéespas de données
Luis Scartascini
Chief Human Resources Officer4.3yrspas de donnéespas de données
Sergio de la Maza
President of Mexico23.3yrspas de donnéespas de données
Guillermo Moreno
President of U.S.A1.3yrspas de donnéespas de données
Gabriel Casanova
Chief Supply Chain Officer13.6yrspas de donnéespas de données
Michele Briotta
President of Europe9.8yrspas de donnéespas de données
Antonio Caprera
Chief Industrial Officer9.1yrspas de donnéespas de données
Andrea Previtali
President of Southern Cone1.1yrspas de donnéespas de données
Cecilia Bilesio
Corporate Secretaryno datapas de donnéespas de données
2.8yrs
Durée moyenne de l'emploi
54yo
Âge moyen

Gestion expérimentée: L'équipe de direction de TEN est considérée comme expérimentée (ancienneté moyenne 2.8 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Paolo Rocca
Chairman24.3yrspas de donnéespas de données
Guillermo Vogel Hinojosa
Vice Chairman of the Board23.3yrspas de données0.084%
€ 22.7m
Jaime Serra Puche
Independent Director23.3yrspas de donnéespas de données
Roberto Bonatti
Director23.3yrspas de donnéespas de données
Simon Ayat
Independent Director5.9yrspas de donnéespas de données
Gianfelice Mario Rocca
Director23.3yrspas de donnéespas de données
German Cura
Vice Chairman of the Board8yrspas de donnéespas de données
Monica Tiuba
Independent Director8yrspas de donnéespas de données
Maria Novales-Flamarique
Independent Director4yrspas de donnéespas de données
Molly Montgomery
Independent Director2.1yrspas de donnéespas de données
15.7yrs
Durée moyenne de l'emploi
71yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la TEN est chevronné et expérimenté ( 15.7 années d'ancienneté moyenne).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 21:58
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale 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 44 analystes. 18 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.

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