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Ternium S.A. Stock Price

NYSE:TX Community·US$11.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 69 Fair Values set on narratives written by author
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TX Share Price Performance

US$58.09
22.93 (65.22%)
​
US$57.08
Fair Value
US$58.09
22.93 (65.22%)
1.8% overvalued intrinsic discount
US$57.08
Fair Value
Price US$58.09
AnalystConsensusTarget US$57.08
AnalystLowTarget US$41.74
AnalystHighTarget US$76.75
Fri, 21 Aug 26
Fair ValueUS$57.08
Share Pricen/a

TX Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$57.08 1.8% overvalued intrinsic discount

Pesqueria Center Investment And Nearshoring Will Fuel Steel Demand

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34users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$41.74 39.2% overvalued intrinsic discount

Rising Regulations And Capex Burdens Will Erode Steel Prospects

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$76.75 24.3% undervalued intrinsic discount

USMCA And Latin American Urbanization Will Secure Market Leadership

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0users have commented on this narrative
1users have followed this narrative
TX logo
Ternium
24.3% undervalued intrinsic discount

USMCA And Latin American Urbanization Will Secure Market Leadership

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AN
AnalystHighTarget
AnalystHighTarget
Updated 4 Sep
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TX logo
Ternium
1.8% overvalued intrinsic discount

Pesqueria Center Investment And Nearshoring Will Fuel Steel Demand

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 21 Aug
Read Narrative
TX logo
Ternium
39.2% overvalued intrinsic discount

Rising Regulations And Capex Burdens Will Erode Steel Prospects

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AN
AnalystLowTarget
AnalystLowTarget
Updated 7 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
TX logo

TX: Higher Earnings Quality And Re Rated P/E Will Drive Future Upside

Fair Value: US$76.75 24.3% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystConsensusTarget
TX logo

TX: Adjusted Profitability And Discount Rate Assumptions Will Shape Balanced Outlook

Fair Value: US$57.08 1.8% overvalued intrinsic discount
34 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
TX logo

TX: Higher Discount Rate Will Likely Offset Earnings Momentum In 2026

Fair Value: US$41.74 39.2% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Excellent balance sheet and fair value.

1 Risk
3 Rewards
View Full Analysis

Ternium S.A. Key Details

US$16.0b

Revenue

US$13.2b

Cost of Revenue

US$2.8b

Gross Profit

US$2.1b

Other Expenses

US$699.5m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.56
17.66%
4.37%
17.0%
View Full Analysis

About TX

Founded
1961
Employees
33253
CEO
Maximo Vedoya
WebsiteView website
www.ternium.com

Ternium S.A., together with its subsidiaries, manufactures and distributes steel products in Mexico, Southern Region, Brazil, and internationally. The company operates through two segments, Steel and Mining. The Steel segment offers slabs, heavy plates, hot and cold rolled products, coated products, stamped steel parts for the automotive industry, roll-formed and tubular products, billets, bars, and other products, including sales of energy. Its Mining segment sells iron ore and pellets. It also provides medical and social; scrap; and engineering and other services. In addition, the company engages in the exploration, exploitation, and pelletizing of iron ore. Ternium S.A. was founded in 1961 and is based in Luxembourg, Luxembourg. Ternium S.A. is a subsidiary of Techint Holdings S.à r.l.

Recent TX News & Updates

Seeking Alpha • 1h

Ternium: Mexico Recovery Has Upside, But Cash Flow Still Matters

Summary Ternium offers compelling upside, driven by robust Mexico steel demand and the transformative Pasqueria expansion targeting USMCA automotive clients. Q2 showcased strong operational momentum: Mexican shipments rose 5% QoQ, revenue per ton increased 6%, and adjusted EBITDA surged 50% to $717 million. Pasqueria's delayed start to early 2027 and ongoing high capex introduce execution and cash flow risks; Brazil and Argentina remain demand headwinds. My valuation model suggests 32% upside to $75.67/ADS for TX, contingent on Pasqueria's performance and resolution of a $599 million Usiminas litigation risk. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 04

TX: Higher Earnings Quality And Re Rated P/E Will Drive Future Upside

Analysts now point to a higher implied value for Ternium, with the fair value estimate moving from about $62.00 to roughly $76.75, supported by updated assumptions around the discount rate, revenue growth, profit margins, and future P/E levels. What’s in the News for Ternium No recent Ternium specific news items or key developments were identified in the provided sources as of 3 Sep 2026.
User avatar
Narrative Update • Aug 21

TX: Adjusted Profitability And Discount Rate Assumptions Will Shape Balanced Outlook

Analysts have raised their price target for Ternium to $57.08 from $53.12, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E as key drivers of the change. What’s in the News for Ternium No recent Ternium specific news items were identified from the provided sources as of 21 Aug 2026.

Recent updates

No updates

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