TDW Share Price Performance
US$53.75
0.23 (0.43%)
10.4% undervalued intrinsic discount
US$60.00
Fair Value
Price US$53.75
AnalystConsensusTarget US$60.00
AnalystLowTarget US$33.85
AnalystHighTarget US$70.00
Fair ValueUS$60.00
Share Pricen/a
Tidewater Inc. Stock Price
- 3 Narratives written by author
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- 89 Fair Values set on narratives written by author
TDW Community Narratives
AN
Fair Value US$60 10.4% undervalued intrinsic discount
Offshore Demand And Mergers Will Drive Utilization Momentum Next Year
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Fair Value US$36.91 45.6% overvalued intrinsic discount
Offshore Support Vessels Will Shrink Although Scarcity May Stabilize Rates
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AN
Fair Value US$70 23.2% undervalued intrinsic discount
Underinvestment And Energy Security Will Drive Multi-Basin Offshore Growth
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Offshore Demand And Mergers Will Drive Utilization Momentum Next Year
Key Takeaways Persistent vessel supply constraints and robust offshore project demand position Tidewater for higher utilization, stronger pricing, and sustained revenue and margin growth. Continued fleet modernization, operational discipline, and a strong balance sheet set the stage for opportunistic expansion and structurally higher profitability.Read more
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AN
US$60
10.4% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
2.7% p.a.
Profit Margin
16.58%
Future PE
12.48x
Share price in 2028
US$72.83
Underinvestment And Energy Security Will Drive Multi-Basin Offshore Growth
Key Takeaways Anticipated transformative acquisitions and disciplined capital allocation are positioned to boost scale, cash flow, and shareholder returns significantly beyond market expectations. Scarcity of new vessels and rising offshore demand could trigger sharp increases in day rates and utilization, unlocking substantial earnings and margin upside.Read more
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AN
US$70
23.2% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
6.11% p.a.
Profit Margin
23.91%
Future PE
9.28x
Share price in 2028
US$86.12
Offshore Support Vessels Will Shrink Although Scarcity May Stabilize Rates
Key Takeaways Decarbonization trends and stricter emissions mandates threaten demand and profitability for Tidewater's offshore support vessel operations. Limited diversification and industry overcapacity expose Tidewater to volatile earnings and diminished pricing power as competition intensifies.Read more
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AN
US$36.91
45.6% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
1.76% p.a.
Profit Margin
19.43%
Future PE
6.83x
Share price in 2028
US$45.41
Recently Updated Narratives
AN
Offshore Demand And Mergers Will Drive Utilization Momentum Next Year
Fair Value: US$60 10.4% undervalued intrinsic discount
50 followersusers have followed this narrative
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AN
Offshore Support Vessels Will Shrink Although Scarcity May Stabilize Rates
Fair Value: US$36.91 45.6% overvalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Underinvestment And Energy Security Will Drive Multi-Basin Offshore Growth
Fair Value: US$70 23.2% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Tidewater Inc. Key Details
About TDW
- Founded
- 1956
- Employees
- 7700
- CEO
- WebsiteView website
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 offers support in phases of offshore oil and gas exploration, field development and production, and windfarm development and maintenance; towing, anchor handling, and mobile offshore drilling units; transporting supplies and personnel necessary to drilling, workover, and production activities; offshore construction and seismic and subsea support; geotechnical survey support for windfarm construction; and pipe and cable laying. It operates anchor handling towing supply vessels, platform supply vessels, and other vessel classes, as well as crew boats, utility vessels, and offshore tugs. The company serves integrated and independent oil and gas exploration, field development, and production companies; mid-sized and smaller independent exploration and production companies; foreign government-owned or government controlled organizations that explore for, develop, and produce oil and gas; offshore drilling contractors; and other companies that provide various services to the offshore energy industry, such as offshore construction, windfarm development, diving, and well stimulation companies. Tidewater Inc. was incorporated in 1956 and is headquartered in Houston, Texas.
