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Tidewater Inc. Stock Price

NYSE:TDW Community·US$4.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 104 Fair Values set on narratives written by author
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TDW Share Price Performance

US$92.97
33.76 (57.02%)
​
US$94.88
Fair Value
US$92.97
33.76 (57.02%)
2.0% undervalued intrinsic discount
US$94.88
Fair Value
Price US$92.97
AnalystConsensusTarget US$94.88
AnalystLowTarget US$68.00
AnalystHighTarget US$117.00
Wed, 9 Sep 26
Fair ValueUS$94.88
Share Pricen/a

TDW Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$94.88 2.0% undervalued intrinsic discount

Offshore Demand And Mergers Will Drive Utilization Momentum Next Year

1users have liked this narrative
0users have commented on this narrative
55users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$68 36.7% overvalued intrinsic discount

Offshore Support Vessels Will Shrink Although Scarcity May Stabilize Rates

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$117 20.5% undervalued intrinsic discount

Underinvestment And Energy Security Will Drive Multi-Basin Offshore Growth

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
TDW logo
Tidewater
36.7% overvalued intrinsic discount

Offshore Support Vessels Will Shrink Although Scarcity May Stabilize Rates

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 12 Aug
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TDW logo
Tidewater
2.0% undervalued intrinsic discount
Updated

Offshore Demand And Mergers Will Drive Utilization Momentum Next Year

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 9 Sep
Read Narrative
TDW logo
Tidewater
20.5% undervalued intrinsic discount

Underinvestment And Energy Security Will Drive Multi-Basin Offshore Growth

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AN
AnalystHighTarget
AnalystHighTarget
Updated 27 May
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
TDW logo

TDW: Offshore Tightness And Brazil Expansion Will Shape Balanced Repricing Outlook

Fair Value: US$94.88 2.0% undervalued intrinsic discount
55 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
TDW logo

TDW: Upgraded Ratings Will Test Rich 2026 Outlook Against Cycle Risk

Fair Value: US$68 36.7% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
TDW logo

TDW: Strong 2025 Finish And 2026 Revenue Guidance Will Support Further Upside

Fair Value: US$117 20.5% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with excellent balance sheet.

1 Risk
4 Rewards
View Full Analysis

Tidewater Inc. Key Details

US$1.3b

Revenue

US$698.9m

Cost of Revenue

US$647.5m

Gross Profit

US$400.6m

Other Expenses

US$246.9m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
4.96
48.09%
18.34%
47.1%
View Full Analysis

About TDW

Founded
1956
Employees
7300
CEO
Quintin Kneen
WebsiteView website
www.tdw.com

Tidewater Inc., together with its subsidiaries, provides offshore support vessels and marine support services to the offshore energy industry through the operation of a fleet of offshore marine service vessels worldwide. The company operates through five segments: Americas, Asia Pacific, Middle East, Europe/Mediterranean, and West Africa. It offers phases of offshore crude oil and natural gas exploration, field development, production, maintenance, and windfarm development and maintenance activities; towing and anchor handling for mobile offshore drilling units; transportation of supplies and personnel necessary to sustain drilling, workover, and production operations; and field abandonment, dismantlement, and restoration activities. The company also provides offshore construction; seismic and subsea support; various other specialized services, such as pipe laying, cable laying, and geotechnical survey support for windfarm construction. Its vessels consist of anchor handling towing supply vessels, platform supply vessels, and other specialty vessels, as well as crew boats, utility vessels, and offshore tugs. The company serves integrated and independent oil and gas exploration, development, and production companies; mid-sized and smaller independent exploration and production companies; foreign government-owned or government-controlled organizations engaged in the exploration, development, and production of oil and gas; offshore drilling contractors; and other companies that provide services to the offshore energy industry comprising offshore construction companies, windfarm development companies, diving companies, and well stimulation companies. Tidewater Inc. was incorporated in 1956 and is headquartered in Houston, Texas.

Recent TDW News & Updates

User avatar
Narrative Update • Sep 09

TDW: Offshore Tightness And Brazil Expansion Will Shape Balanced Repricing Outlook

The analyst price target for Tidewater has been revised from $90.86 to $94.88, with analysts citing expectations for a tighter offshore support vessel market, higher vessel pricing, and additional EBITDA contribution from the fleet as key drivers behind the updated view. Analyst Commentary Recent research on Tidewater highlights a generally constructive stance on the stock, with bullish analysts pointing to a firming offshore support vessel market and improving company specific execution.
Seeking Alpha • Sep 07

Tidewater: Industry Leader With Strong Prospects, Buy

Summary With the Middle East conflict not likely to be resolved anytime soon, shares of leading offshore support vessel provider Tidewater have advanced to new 52-week-highs. TDW reported second-quarter results well above the expectations provided my management on the Q1 conference call in May. However, increased costs related to the Middle East conflict and the delayed closing of the Wilson Sons acquisition in Brazil resulted in the requirement to slightly reduce full-year guidance. Management remains positive on industry prospects going into 2027 with dayrates expected to reach new multi-year highs soon. Given expectations for substantially higher profitability, I have raised my estimates and increased my price target from $99.00 to $107.50. Reiterating "Buy" rating. Read the full article on Seeking Alpha

Recent updates

No updates

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