Tenaris S.A.

BIT:TEN Stok Raporu

Piyasa değeri: €26.7b

Tenaris Yönetim

Yönetim kriter kontrolleri 2/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Gabriel Podskubka

İcra Kurulu Başkanı

n/a

Toplam tazminat

CEO maaş yüzdesin/a
CEO görev süresino data
CEO sahipliği0.0004%
Yönetim ortalama görev süresi2.8yrs
Yönetim Kurulu ortalama görev süresi15.7yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi May 19

TEN: Future Dividends And Buybacks Will Support Capital Return Upside

Analysts have lifted their price target for Tenaris from €28.19 to €34.18, citing updated assumptions that include revised revenue growth, profit margin and future P/E estimates, along with a slightly higher discount rate. What's in the News Shareholders approved an annual dividend of US$0.89 per share at the May 12, 2026 AGM, totaling about US$0.9b and including the interim dividend of US$0.29 per share already paid in November 2025 (AGM filing).
Analiz Makalesi May 11

Tenaris S.A. Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Tenaris S.A. ( BIT:TEN ) defied analyst predictions to release its quarterly results, which were ahead of market...
Anlatı Güncellemesi May 02

TEN: Dividend And Buyback Will Mask Weaker Prospects For Future Returns

Analysts have raised their price target on Tenaris from €22.85 to €24.14, citing updated assumptions on the discount rate, revenue growth, profit margins and future P/E as the main reasons for the change. What's in the News Tenaris has called an Annual General Meeting for May 12, 2026, followed by an Extraordinary General Meeting, where shareholders will be asked to vote on proposed amendments to the articles of association (company filing).
Anlatı Güncellemesi Apr 18

TEN: Dividend Plan And Completed Buyback Will Support Steady Outlook

Analysts have lifted their price target for Tenaris from about €18.60 to roughly €22.85, pointing to updated fair value assumptions that reflect revised views on revenue, profit margins and future P/E levels. What's in the News Tenaris has called an Annual General Meeting of Shareholders for May 12, 2026, to be followed immediately by an Extraordinary General Meeting to vote on proposed amendments to the articles of association (company announcement).
Anlatı Güncellemesi Apr 03

TEN: Future Capital Returns And Modest Assumption Shifts May Support Upside

Analysts now set a slightly higher price target for Tenaris at about €28.19, up from roughly €27.94. The change reflects modest adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E.
Anlatı Güncellemesi Mar 20

TEN: Higher P/E Outlook And Capital Returns May Support Future Upside

Analysts have revised their fair value estimate for Tenaris to €27.94 from €21.05, reflecting updated assumptions on the discount rate, long term revenue growth, profit margin and future P/E. What's in the News The board intends to propose a total annual dividend of $0.89 per share (about $900 million) for approval at the May 12, 2026 shareholders meeting, including the interim dividend of $0.29 per share already paid in November 2025 (company announcement).
Anlatı Güncellemesi Mar 06

TEN: Richer P/E Will Face Pressure From Weakening Revenue And Margin Outlook

Analysts have lifted their price target on Tenaris from €16.67 to €18.41, citing updated assumptions around revenue trends, profit margins and future P/E. Together, these factors point to a modestly higher assessed fair value.
Anlatı Güncellemesi Feb 19

TEN: Richer P/E Multiple Will Pressure Returns With Weakening Revenue Trends

Analysts have raised their price target on Tenaris from about €14.16 to around €16.67, citing updated assumptions on discount rates, revenue trends, margins and future P/E expectations. Valuation Changes Fair Value: Raised from about €14.16 to around €16.67, implying a higher assessed value per share under the updated assumptions.
Anlatı Güncellemesi Feb 05

TEN: Softer Margins And Lower P/E Assumptions Will Weigh On Returns

Analysts have reduced their fair value estimate for Tenaris slightly, from $14.41 to $14.16. This change reflects small adjustments to assumptions around revenue trends, profit margins and the future P/E multiple.
Analiz Makalesi Jan 24

Investors Will Want Tenaris' (BIT:TEN) Growth In ROCE To Persist

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Anlatı Güncellemesi Jan 22

TEN: Buybacks And Dividend Will Conceal Weakening Earnings And Compressed Multiple

Analysts have nudged their fair value estimate for Tenaris slightly higher to $14.41 from $14.38, citing updated assumptions for a smaller revenue decline, a modestly higher profit margin of about 14.25%, and a lower future P/E of roughly 11.97x. What's in the News From July 1, 2025 to September 30, 2025, Tenaris repurchased 19,965,687 shares, representing 1.89% of its shares, for a total of $351 million under its ongoing buyback program (Key Developments).
Anlatı Güncellemesi Jan 07

TEN: Buyback Completion And Interim Dividend Will Support Steady Valuation Outlook

Analysts have slightly adjusted their price target on Tenaris to US$18.60 from US$18.67, citing small updates to discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E inputs. What's in the News Completion of a share buyback program, with 33,059,955 shares repurchased for US$588 million, representing 3.11% of outstanding shares under the program announced on June 14, 2025 (company filing).
Anlatı Güncellemesi Dec 23

TEN: Share Buybacks And Dividends Will Mask Weakening Earnings Power

Analysts have raised their price target on Tenaris from approximately $13.28 to $14.38 per share, reflecting expectations for slightly stronger revenue trends, improved profit margins, and a modestly lower discount rate that together support a higher fair value multiple. What's in the News Completed a share buyback of 33,059,955 shares, representing 3.11% of capital, for a total of $588 million under the program announced on June 14, 2025.
Anlatı Güncellemesi Dec 09

TEN: Buyback Completion And Interim Dividend Will Support Steady Outlook

Narrative Update on Tenaris Analysts have raised their fair value estimate for Tenaris modestly to approximately $18.67 from about $18.54, citing slightly higher long term revenue growth expectations, a small uplift in projected profit margins, and a marginally richer future price to earnings multiple. What's in the News Tenaris reported completing a major share repurchase program, buying back 33,059,955 shares since June 14, 2025, equivalent to 3.11% of shares outstanding, for a total of $588 million (company filing).
Analiz Makalesi Dec 08

The Market Doesn't Like What It Sees From Tenaris S.A.'s (BIT:TEN) Earnings Yet

When close to half the companies in Italy have price-to-earnings ratios (or "P/E's") above 17x, you may consider...
Anlatı Güncellemesi Nov 25

TEN: Interim Dividend And Share Buyback Completion Will Support Steady Outlook

Analysts have slightly lowered their price target for Tenaris, now estimating fair value at $18.54 per share compared to the previous $18.62. They cite moderated profit margin and revenue growth expectations for the company.
Anlatı Güncellemesi Nov 07

TEN: Interim Dividend And Revenue Outlook Will Support Steady Performance

Analysts have raised their price target for Tenaris from $17.83 to $18.62, citing improved revenue growth outlook and a lower discount rate as key factors supporting this upward revision. What's in the News Tenaris board approved payment of an interim dividend of $0.29 per share (or $0.58 per ADS), totaling approximately $300 million (Key Developments) Dividend payment date is set for November 26, 2025, with the record date on November 25, 2025 (Key Developments) Ex-dividend date for securities in the US is November 25, 2025; in Europe and Mexico, it is November 24, 2025 (Key Developments) Valuation Changes Fair Value Estimate has increased from $17.83 to $18.62 per share, reflecting a moderate upward adjustment.
Analiz Makalesi Nov 02

The Tenaris S.A. (BIT:TEN) Third-Quarter Results Are Out And Analysts Have Published New Forecasts

Tenaris S.A. ( BIT:TEN ) just released its latest third-quarter results and things are looking bullish. Results were...
Anlatı Güncellemesi Oct 24

Share Repurchases and Infrastructure Expansion Will Shape Future Opportunities and Risks

Analysts have slightly raised their price target for Tenaris from $17.81 to $17.83. They cite modest improvements in revenue growth projections and a marginally higher discount rate as key factors in the updated valuation.
Analiz Makalesi Oct 24

Tenaris (BIT:TEN) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Anlatı Güncellemesi Oct 10

Expanding Global Infrastructure Will Unlock Opportunities But Face Transition Risks

Analysts have raised their price target for Tenaris from $17.58 to $17.81, citing improved profit margins and a slightly lower discount rate as contributing factors. What's in the News Tenaris completed the buyback of 13,094,268 shares, representing 1.22 percent, for $237 million under the program announced on June 14, 2025 (Key Developments).
Analiz Makalesi Oct 03

Returns On Capital Are Showing Encouraging Signs At Tenaris (BIT:TEN)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Anlatı Güncellemesi Sep 05

Expanding Global Infrastructure Will Unlock Opportunities But Face Transition Risks

Despite a notable decline in Tenaris’s future P/E ratio, indicating improved value or lower growth expectations, the consensus analyst price target remained unchanged at €17.58. What's in the News Tenaris completed the repurchase of 109,475,548 shares (9.64%) for $1,888.9 million under its previous buyback program.
Analiz Makalesi Aug 02

Earnings Beat: Tenaris S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Shareholders might have noticed that Tenaris S.A. ( BIT:TEN ) filed its interim result this time last week. The early...
Analiz Makalesi Jul 21

We Think Tenaris (BIT:TEN) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analiz Makalesi Jun 21

Tenaris S.A.'s (BIT:TEN) Price Is Right But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 10.7x Tenaris S.A. ( BIT:TEN ) may be sending bullish signals at the...
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Yeni Anlatı Jan 23

New Offshore Projects In Brazil And Nigeria Will Improve Future Prospects Despite Revenue Challenges

Modernization and tech integration are boosting Tenaris’s productivity and likely enhancing margins and earnings.

CEO

Gabriel Podskubka (51 yo)

no data
Görev süresi

Mr. Gabriel Podskubka is Chief Executive Officer of Tenaris SA since May 2026. He was Chief Operating Officer of Tenaris SA since April 1, 2023 until May 2026 and was its President of Eastern Hemisphere Op...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Gabriel Podskubka
Chief Executive Officerno dataVeri yok0.00039%
€ 104.1k
Carlos Gomez Alzaga
Chief Financial Officer1yrVeri yokVeri yok
Lucas Pigliacampo
Chief Technology Officer1.1yrsVeri yokVeri yok
Luis Scartascini
Chief Human Resources Officer4.3yrsVeri yokVeri yok
Sergio de la Maza
President of Mexico23.3yrsVeri yokVeri yok
Guillermo Moreno
President of U.S.A1.3yrsVeri yokVeri yok
Gabriel Casanova
Chief Supply Chain Officer13.6yrsVeri yokVeri yok
Michele Briotta
President of Europe9.8yrsVeri yokVeri yok
Antonio Caprera
Chief Industrial Officer9.1yrsVeri yokVeri yok
Andrea Previtali
President of Southern Cone1.1yrsVeri yokVeri yok
Cecilia Bilesio
Corporate Secretaryno dataVeri yokVeri yok
2.8yrs
Ortalama Görev Süresi
54yo
Ortalama Yaş

Deneyimli Yönetim: TEN 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.8 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Paolo Rocca
Chairman24.3yrsVeri yokVeri yok
Guillermo Vogel Hinojosa
Vice Chairman of the Board23.3yrsVeri yok0.084%
€ 22.5m
Jaime Serra Puche
Independent Director23.3yrsVeri yokVeri yok
Roberto Bonatti
Director23.3yrsVeri yokVeri yok
Simon Ayat
Independent Director5.9yrsVeri yokVeri yok
Gianfelice Mario Rocca
Director23.3yrsVeri yokVeri yok
German Cura
Vice Chairman of the Board8yrsVeri yokVeri yok
Monica Tiuba
Independent Director8yrsVeri yokVeri yok
Maria Novales-Flamarique
Independent Director4yrsVeri yokVeri yok
Molly Montgomery
Independent Director2.1yrsVeri yokVeri yok
15.7yrs
Ortalama Görev Süresi
71yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: TEN 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 15.7 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 14:27
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Tenaris S.A. 44 Bu analistlerden 18, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Francesco TaddeiBanca Akros S.p.A. (ESN)
Francesco SalaBanca Akros S.p.A. (ESN)
Francesco SalaBanca Akros S.p.A. (ESN)