TGS（TGS）株式概要
TGS ASAは、ノルウェー国内外の石油・ガス業界に地球科学データサービスを提供している。 詳細
TGS Community Fair Values
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Analyst Price Targets
Top Community Narratives
NOK 180
FV
22.5% 割安 内在価値ディスカウント175.54%
Revenue growth p.a.
335
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18users have followed this narrative
TGS ASA 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | NOK 139.50 |
| 52週高値 | NOK 159.90 |
| 52週安値 | NOK 70.05 |
| ベータ | -0.065 |
| 1ヶ月の変化 | -9.12% |
| 3ヶ月変化 | 12.32% |
| 1年変化 | 58.70% |
| 3年間の変化 | -2.58% |
| 5年間の変化 | 20.31% |
| IPOからの変化 | 548.84% |
最新ニュース
ナラティブの更新 • Jun 17
TGS: Bullish Coverage And New Energy Data Projects Will Drive Upside
The latest TGS analyst narrative reflects a modest price target adjustment to NOK200.80 from NOK200.17, as analysts factor in updated assumptions for growth and margins, as well as a lower implied future P/E following recent bullish research coverage. Analyst Commentary on TGS Recent Street research on TGS points to a clearly optimistic tone, with new coverage and fresh upgrades framing the stock as an attractive opportunity for investors who are comfortable assessing valuation, execution and growth assumptions on their own.
ナラティブの更新 • Jun 03
TGS: Future Cash Flows Balance Seismic Contract Momentum And Argentina Project Risks
Narrative Update: TGS Analyst Price Target Shift The updated analyst fair value for TGS has moved from NOK 104.49 to NOK 152.77, with analysts pointing to stronger revenue and margin assumptions, as well as a lower implied future P/E, in light of recent bullish research coverage and project updates. Analyst Commentary Recent research has focused on TGS with a generally constructive tone, reflecting optimism around project updates, earnings power and valuation, while still flagging execution and country risk as key issues for readers to watch.
ナラティブの更新 • May 20
TGS: Bullish Project Pipeline Expectations Will Likely Disappoint Future Share Performance
Analysts have lifted their fair value estimate for TGS from NOK 60.38 to NOK 64.49, citing updated expectations for revenue trends, profitability and future P/E multiples, alongside recent bullish research coverage and higher project return assumptions. Analyst Commentary Recent Street research around TGS has leaned positive in tone, with bullish coverage pointing to updated expectations around returns and project economics.Recent updates
ナラティブの更新 • Jun 17
TGS: Bullish Coverage And New Energy Data Projects Will Drive Upside
The latest TGS analyst narrative reflects a modest price target adjustment to NOK200.80 from NOK200.17, as analysts factor in updated assumptions for growth and margins, as well as a lower implied future P/E following recent bullish research coverage. Analyst Commentary on TGS Recent Street research on TGS points to a clearly optimistic tone, with new coverage and fresh upgrades framing the stock as an attractive opportunity for investors who are comfortable assessing valuation, execution and growth assumptions on their own.ナラティブの更新 • Jun 03
TGS: Future Cash Flows Balance Seismic Contract Momentum And Argentina Project Risks
Narrative Update: TGS Analyst Price Target Shift The updated analyst fair value for TGS has moved from NOK 104.49 to NOK 152.77, with analysts pointing to stronger revenue and margin assumptions, as well as a lower implied future P/E, in light of recent bullish research coverage and project updates. Analyst Commentary Recent research has focused on TGS with a generally constructive tone, reflecting optimism around project updates, earnings power and valuation, while still flagging execution and country risk as key issues for readers to watch.ナラティブの更新 • May 20
TGS: Bullish Project Pipeline Expectations Will Likely Disappoint Future Share Performance
Analysts have lifted their fair value estimate for TGS from NOK 60.38 to NOK 64.49, citing updated expectations for revenue trends, profitability and future P/E multiples, alongside recent bullish research coverage and higher project return assumptions. Analyst Commentary Recent Street research around TGS has leaned positive in tone, with bullish coverage pointing to updated expectations around returns and project economics.ナラティブの更新 • May 06
TGS: Clarified Project Pipeline And New Contracts Will Support Future Upside
Narrative Update Analysts have raised their price target on TGS from NOK 136.10 to NOK 200.17, reflecting updated assumptions for revenue growth, profit margins and a lower future P/E multiple following recent research coverage and project clarifications. Analyst Commentary Recent research coverage has framed TGS as a stock where bullish analysts see room for stronger execution and clearer growth visibility than previously reflected in prior models.分析記事 • May 03
Earnings Miss: TGS ASA Missed EPS And Analysts Are Revising Their Forecasts
As you might know, TGS ASA ( OB:TGS ) recently reported its quarterly numbers. It looks like a pretty bad result, given...ナラティブの更新 • Apr 20
TGS: Rich Future P/E Will Outrun Softer Profit Margin Outlook
Analysts have raised their NOK price target on TGS to NOK104.49 from NOK95.57, citing updated assumptions on discount rates, revenue trends, profit margins and future P/E that align with the more positive research tone seen in recent upgrades and target increases across the sector. Analyst Commentary Recent research on TGS points to a more constructive tone, with the higher NOK104.49 price target reflecting updated views on risk, earnings power and valuation multiples.ナラティブの更新 • Apr 05
TGS: Heavy NGL Project Dependence Will Pressure Future Share Performance
Analysts have raised their TGS price target by NOK 2 to NOK 46, citing updated expectations for higher returns from the company’s largest NGL project following recent clarifications with management. Analyst Commentary The latest move to adjust the TGS price target to NOK 46 reflects updated expectations around the company’s largest NGL project, following recent clarifications with management.ナラティブの更新 • Mar 22
TGS: Lower Long Term NGL Returns Will Pressure Future Share Performance
Analysts have updated their TGS view, revising the NOK price target to NOK 60.38 from NOK 65.38. The change reflects refined assumptions for long term fair value that incorporate revised return expectations on key NGL projects and slightly improved profit margin forecasts.ナラティブの更新 • Mar 07
TGS: New Seismic Campaigns In Key Basins Will Support Future Upside
Analysts have cut their TGS price target sharply to NOK 136.10 from NOK 381.64, citing updated assumptions around a 7.23% discount rate, 1.45% revenue growth, an 11.54% profit margin and an 18.72x future P/E multiple as the key drivers of the reset. What's in the News TGS announced the Nigeria Laide multi-client 3D survey in partnership with the Nigerian Upstream Petroleum Regulatory Commission and SeaSeis Geophysical Limited.ナラティブの更新 • Feb 21
TGS: Offshore Survey Pipeline Will Still Trail Weak Earnings Prospects
Analysts have raised their price target on TGS from NOK 80.73 to NOK 95.57, citing updated views on revenue contraction, profit margins, and future P/E levels. What's in the News TGS launched the Ultra Profundo multi client 2D seismic survey offshore Angola, covering about 12,600 line kilometers.分析記事 • Feb 15
TGS ASA Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
It's been a pretty great week for TGS ASA ( OB:TGS ) shareholders, with its shares surging 11% to kr112 in the week...ナラティブの更新 • Feb 07
TGS: Extended Offshore Survey Commitments Will Still Lag Softer Earnings Outlook
Analysts have modestly reduced their fair value estimate for TGS to $80.73 from $82.70, citing slightly higher discount rate assumptions and a small adjustment to the forward P/E multiple, while keeping revenue trend and profit margin views essentially unchanged. What's in the News TGS launched APEX 1, a next generation multi-client long offset OBN acquisition campaign in the Gulf of America.ナラティブの更新 • Jan 24
TGS: Softer Long Term Revenue Assumptions Will Outweigh New Survey Agreements
Analysts have reduced their price target for TGS by US$5.70, citing slightly softer long term revenue assumptions, a modestly lower P/E outlook, and a firmer profit margin profile as the main drivers of the change. What's in the News TGS ASA launched the APEX 1 next generation multi client long offset Ocean Bottom Node campaign in the Gulf of America, with acquisition running from December 2025 through late second quarter 2026 and final data delivery planned for fourth quarter 2027, supported by industry funding (Key Developments).ナラティブの更新 • Jan 09
TGS: New Long Term Surveys And Software Deals Will Shape Balanced Outlook
Analysts have trimmed their price target for TGS to about $88 from roughly $89, citing an updated view that incorporates a slightly lower assumed P/E multiple and a higher projected profit margin. What's in the News TGS signed a multi year enterprise agreement with a supermajor for its Imaging AnyWare software suite, covering global exploration and production operations and including collaborative R&D and integration of the customer's proprietary technology (Key Developments).ナラティブの更新 • Dec 24
TGS: Recent Downgrade And Contract Pipeline Will Shape Cautious Yet Balanced Outlook
Analysts have modestly reduced their price target on TGS, trimming fair value by approximately NOK 1.40 to around NOK 89, as they factor in a slightly lower discount rate, stable margins, and a less favorable risk reward profile reflected in the recent downgrade to Sell. Analyst Commentary Analysts remain divided on TGS, with recent revisions reflecting a more cautious stance on near term performance while still recognizing the company’s structural strengths in the seismic data and energy services market.ナラティブの更新 • Dec 09
TGS: Contract Wins And Index Removal Will Shape Balanced Forward Outlook
Analysts have lowered their price target on TGS to NOK 70 from NOK 88, reflecting a slightly higher discount rate and a modestly richer future P E multiple. Together, these factors point to a less favorable risk reward profile.ナラティブの更新 • Nov 25
TGS: Execution Of Contract Extensions And Cost Focus Will Guide Future Outlook
Analysts have lowered their price target for TGS from NOK 87.90 to NOK 70.00, citing recent downward revisions in sector outlook and updated discount rate assumptions. Analyst Commentary Following the price target adjustment, analyst perspectives on TGS highlight both encouraging factors and notable challenges affecting the company's outlook and valuation.分析記事 • Nov 14
There's Reason For Concern Over TGS ASA's (OB:TGS) Massive 30% Price Jump
TGS ASA ( OB:TGS ) shareholders have had their patience rewarded with a 30% share price jump in the last month. The bad...ナラティブの更新 • Nov 08
TGS: Execution of New Contracts Will Determine Path to Recovery
Narrative Update on TGS: Analyst Price Target Revision Analysts have significantly lowered their fair value estimate for TGS from NOK 125 to NOK 88. This change reflects recent downgrades as well as concerns over declining revenue growth and profit margins.ナラティブの更新 • Oct 25
Digitalization And Expanded Datasets Will Shape Exploration Amid Mixed Outlook
Narrative Update: Analyst Price Target for TGS Adjusted The consensus analyst price target for TGS has increased from NOK 120.10 to NOK 124.93. Analysts cite updated valuation assumptions and recent downgrades, reflecting a more cautious outlook on the company's revenue growth and profit margins.ナラティブの更新 • Sep 19
Digitalization And Expanded Datasets Will Enable Global Exploration
The sharp downward revision in TGS's consensus analyst price target is primarily driven by a substantial increase in its projected future P/E ratio, reflecting lower anticipated earnings growth or higher risk, with the fair value estimate falling from NOK136.80 to NOK120.10. What's in the News TGS launched PAMA Phase II 3D multi-client survey offshore Brazil, extending coverage by approximately 11,500 sq km in the Para-Maranhao Basin with support from industry funding and advanced GeoStreamer® technology; completion expected early March 2026.分析記事 • Aug 22
Shareholders Should Be Pleased With TGS ASA's (OB:TGS) Price
When close to half the companies in Norway have price-to-earnings ratios (or "P/E's") below 13x, you may consider TGS...分析記事 • Jun 11
TGS (OB:TGS) Seems To Use Debt Quite Sensibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • May 16
TGS (OB:TGS) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
TGS ASA's ( OB:TGS ) stock was strong after they recently reported robust earnings. However, our analysis suggests that...分析記事 • May 13
TGS' (OB:TGS) Dividend Will Be $1.59
TGS ASA ( OB:TGS ) will pay a dividend of $1.59 on the 2nd of June. This takes the dividend yield to 7.7%, which...分析記事 • Apr 10
TGS ASA's (OB:TGS) Share Price Is Still Matching Investor Opinion Despite 25% Slump
Unfortunately for some shareholders, the TGS ASA ( OB:TGS ) share price has dived 25% in the last thirty days...
新しいナラティブ • Mar 11
Expansion Into California And Ireland Will Position Us For Future Participation In New Energy Sectors
Successful merger and refinancing efforts are expected to enhance net margins and reduce financial costs, boosting potential net earnings.分析記事 • Feb 23
TGS (OB:TGS) Is Paying Out A Larger Dividend Than Last Year
TGS ASA's ( OB:TGS ) dividend will be increasing from last year's payment of the same period to $1.73 on 13th of March...分析記事 • Feb 15
Does TGS (OB:TGS) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Dec 28
Getting In Cheap On TGS ASA (OB:TGS) Might Be Difficult
TGS ASA's ( OB:TGS ) price-to-earnings (or "P/E") ratio of 41.4x might make it look like a strong sell right now...分析記事 • Nov 02
We Think That There Are More Issues For TGS (OB:TGS) Than Just Sluggish Earnings
Despite TGS ASA's ( OB:TGS ) most recent earnings report having soft headline numbers, its stock has had a positive...分析記事 • Oct 27
Earnings Miss: TGS ASA Missed EPS By 32% And Analysts Are Revising Their Forecasts
It's been a pretty great week for TGS ASA ( OB:TGS ) shareholders, with its shares surging 11% to kr106 in the week...新しいナラティブ • Oct 17
Best vs worst case scenarios
In the most optimistic scenario, TGS capitalizes on its merger with PGS, leveraging the cost synergies of over $50 million annually. This creates a significant financial buffer, allowing the company分析記事 • Sep 27
Why We're Not Concerned Yet About TGS ASA's (OB:TGS) 27% Share Price Plunge
TGS ASA ( OB:TGS ) shareholders that were waiting for something to happen have been dealt a blow with a 27% share price...分析記事 • Sep 25
Broker Revenue Forecasts For TGS ASA (OB:TGS) Are Surging Higher
Shareholders in TGS ASA ( OB:TGS ) may be thrilled to learn that the analysts have just delivered a major upgrade to...株主還元
| TGS | NO Energy Services | NO 市場 | |
|---|---|---|---|
| 7D | -6.8% | -5.4% | -4.4% |
| 1Y | 58.7% | 32.8% | 8.7% |
業界別リターン: TGS過去 1 年間で32.8 % の収益を上げたNorwegian Energy Services業界を上回りました。
リターン対市場: TGS過去 1 年間で8.7 % の収益を上げたNorwegian市場を上回りました。
価格変動
| TGS volatility | |
|---|---|
| TGS Average Weekly Movement | 5.8% |
| Energy Services Industry Average Movement | 5.2% |
| Market Average Movement | 5.3% |
| 10% most volatile stocks in NO Market | 11.1% |
| 10% least volatile stocks in NO Market | 3.1% |
安定した株価: TGS 、 Norwegian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TGSの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1981 | 1,640 | Kristian Johansen | www.tgs.com |
TGS ASAは、ノルウェー国内外の石油・ガス業界に地球科学データサービスを提供している。同社は、マルチクライアント地震データなどの物理学データ、坑井データ製品からなる地質学データ、解釈研究とサービス、解釈製品とデータ統合ソリューションを提供している。また、深度および時間領域における2Dおよび3D地震イメージングソリューション、海洋、陸上、海底ノード、トランジションゾーン、マルチコンポーネント、4Dタイムラプス処理などのイメージングサービスも提供している。同社は以前はTGS-NOPEC Geophysical Company ASAとして知られていたが、2021年6月にTGS ASAに社名を変更した。TGS ASAは1981年に設立され、ノルウェーのオスロに本社を置いている。
TGS ASA 基礎のまとめ
| TGS 基礎統計学 | |
|---|---|
| 時価総額 | NOK 26.63b |
| 収益（TTM） | -NOK 19.39m |
| 売上高(TTM) | NOK 12.78b |
2.1x
P/Sレシオ-1,414x
PER（株価収益率TGS は割高か？
公正価値と評価分析を参照収益と収入
| TGS 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.32b |
| 売上原価 | US$211.90m |
| 売上総利益 | US$1.11b |
| その他の費用 | US$1.11b |
| 収益 | -US$2.00m |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 23, 2026
| 一株当たり利益（EPS） | -0.01 |
| グロス・マージン | 83.92% |
| 純利益率 | -0.15% |
| 有利子負債／自己資本比率 | 31.4% |
TGS の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
4.3%
現在の配当利回り-6,136%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/19 20:28 |
| 終値 | 2026/06/19 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
TGS ASA 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21
| アナリスト | 機関 |
|---|---|
| null null | ABG Sundal Collier |
| Michael Pickup | Barclays |
| Asad Farid | Berenberg |