TGS ASA

OB:TGS 株式レポート

時価総額：NOK 25.9b

TGS 将来の成長

Future 基準チェック /46

TGS利益と収益がそれぞれ年間32.6%と7.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.8% 31.7%なると予測されています。

主要情報

32.6%

収益成長率

31.67%

EPS成長率

Energy Services 収益成長8.7%
収益成長率7.6%
将来の株主資本利益率10.81%
アナリストカバレッジ

Good

最終更新日24 Jul 2026

今後の成長に関する最新情報

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...
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...

Recent updates

ナラティブ更新 • Jul 17

TGS: Frontier Seismic Projects And Exploration Upswing Will Drive Future Upside

Analysts have trimmed their fair value estimate for TGS to about NOK 200 from roughly NOK 213, reflecting a lower P/E multiple, even as updated assumptions point to slightly firmer revenue growth and profit margins. Analyst Commentary Recent research on TGS reflects a mix of caution and optimism, with some analysts trimming near term expectations while others highlight potential upside as industry spending patterns evolve.
ナラティブ更新 • Jul 02

TGS: Frontier Seismic Projects And AI Adoption Will Drive Future Upside

The analyst price target for TGS has been revised higher to NOK 212.92 from NOK 200.80, as analysts factor in updated assumptions on revenue growth, profitability and future P/E, along with mixed but generally supportive Street research that includes a new NOK 135 target from SEB Equities and continued interest from firms such as Goldman Sachs and Danske Bank. Analyst Commentary Recent commentary on TGS highlights a mix of caution and optimism, with investors weighing a lower individual price target against supportive views on the company’s positioning in an environment where oil spending and exploration activity may shift.
分析記事 • Jun 20

TGS (OB:TGS) Stock Could Be 8.7% Undervalued After Brazil Seismic Survey Launch

TGS (OB:TGS) and SLB have begun the Pelotas Sul Phase 1 multi-client 3D seismic survey offshore southern Brazil, a 13,500 square kilometer project that broadens seismic coverage in this underexplored Pelotas Basin region. See our latest analysis for TGS. TGS has seen a mixed pattern in recent months, with the share price down 9.12% over the past 30 days but up 12.32% over 90 days and showing a 48.40% year to date share price return. The 1 year total shareholder return of 68.85% points to...
ナラティブ更新 • 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...
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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...

業績と収益の成長予測

OB:TGS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,6642922568466
12/31/20271,5952392188057
12/31/20261,4952182447827
6/30/20261,35798276814N/A
3/31/20261,318-2345839N/A
12/31/20251,52718381850N/A
9/30/20251,74549366863N/A
6/30/20251,77225341886N/A
3/31/20251,662120298796N/A
12/31/20241,31894193629N/A
9/30/20241,01747170595N/A
6/30/20247912695533N/A
3/31/20247731451500N/A
12/31/202379422146585N/A
9/30/202382474144556N/A
6/30/202373455106395N/A
3/31/202375858196425N/A
12/31/202271788119343N/A
9/30/2022602-32139344N/A
6/30/2022667-27133353N/A
3/31/2022508-68100313N/A
12/31/2021519-76160328N/A
9/30/202159712108256N/A
6/30/2021456-62109268N/A
3/31/2021450-12456320N/A
12/31/2020360-167-37355N/A
9/30/2020395-10866528N/A
6/30/2020499223537N/A
3/31/202053879N/A498N/A
12/31/2019586113N/A561N/A
9/30/2019641168N/A402N/A
6/30/2019612161N/A428N/A
3/31/2019615186N/A496N/A
12/31/2018614179N/A390N/A
9/30/2018496109N/A464N/A
6/30/201850585N/A454N/A
3/31/201850571N/A379N/A
12/31/201749276N/A461N/A
9/30/201750050N/A403N/A
6/30/201747243N/A408N/A
3/31/201747850N/A364N/A
12/31/201645628N/A324N/A
9/30/2016423-123N/A345N/A
6/30/2016479-85N/A374N/A
3/31/2016505-77N/A451N/A
12/31/2015612-28N/A567N/A
9/30/2015778125N/A599N/A

アナリストによる今後の成長予測

収入対貯蓄率: TGSの予測収益成長率 (年間32.6% ) は 貯蓄率 ( 3.3% ) を上回っています。

収益対市場: TGSの収益 ( 32.6% ) はNorwegian市場 ( 7.4% ) よりも速いペースで成長すると予測されています。

高成長収益: TGSの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: TGSの収益 ( 7.6% ) Norwegian市場 ( 0.8% ) よりも速いペースで成長すると予測されています。

高い収益成長: TGSの収益 ( 7.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TGSの 自己資本利益率 は、3年後には低くなると予測されています ( 10.8 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/24 22:19
終値2026/07/24 00:00
収益2026/06/30
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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
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