TENARIS SA-ADR (TS) Forecast, Price Target & Analyst Ratings

NYSE:TS • US88031M1099

Current stock price

58.53 USD
+0.42 (+0.72%)
At close:
58.53 USD
0 (0%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for TENARIS SA-ADR (TS).

Forecast Snapshot

Consensus Price Target

Price Target
$51.67
-11.72% Downside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 6, 2026
Period
Q1 / 2026
EPS Estimate
$0.93
Revenue Estimate
3.011B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
72.00%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$51.67
Upside
-11.72%
From current price of $58.53 to mean target of $51.67, Based on 20 analyst forecasts
Low
$40.70
Median
$50.89
High
$62.22

Price Target Revisions

1 Month
0.00%
3 Months
21.91%

Price Target Summary

20 Wall Street analysts provided a forecast for the next 12 months for TS. The average price target is 51.67 USD. This implies a price decrease of -11.72% is expected in the next year compared to the current price of 58.53.
The average price target has been revised upward by 21.91% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

TS Current Analyst RatingTS Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8

Analyst Ratings History

TS Historical Analyst RatingsTS Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15

Analyst Ratings Consensus

ChartMill Buy Consensus
72.00%
TS was analyzed by 20 analysts. The buy percentage consensus is at 72. So analysts seem to be have mildly positive about TS.
In the previous month the buy percentage consensus was at a similar level.
TS was analyzed by 20 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-02-23StifelMaintains Buy -> Buy
2026-02-23Morgan StanleyMaintains Underweight -> Underweight
2026-02-20TD CowenMaintains Buy -> Buy
2025-11-12StifelMaintains Buy -> Buy
2025-09-17Piper SandlerDowngrade Overweight -> Neutral
2025-08-14Piper SandlerMaintains Overweight -> Overweight
2025-08-07BarclaysMaintains Overweight -> Overweight
2025-05-16Morgan StanleyMaintains Underweight -> Underweight
2025-05-06BarclaysMaintains Overweight -> Overweight
2025-04-15StifelMaintains Buy -> Buy
2025-02-25Piper SandlerMaintains Overweight -> Overweight
2025-02-24BarclaysMaintains Overweight -> Overweight
2025-02-21StifelMaintains Buy -> Buy
2024-12-09JefferiesUpgrade Hold -> Buy
2024-10-11StifelMaintains Buy -> Buy
2024-08-06StifelMaintains Buy -> Buy
2024-07-15Piper SandlerMaintains Overweight -> Overweight
2024-05-06Piper SandlerMaintains Overweight -> Overweight
2024-04-18Morgan StanleyDowngrade Overweight -> Underweight
2024-01-04JefferiesDowngrade Buy -> Hold
2023-10-17Morgan StanleyMaintains Overweight -> Overweight
2023-07-17Morgan StanleyMaintains Overweight -> Overweight
2023-06-29JefferiesInitiate Buy
2023-06-14Morgan StanleyReiterate Overweight -> Overweight
2023-05-01Morgan StanleyMaintains Overweight

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 6, 2026
Period
Q1 / 2026
EPS Estimate
$0.93
Revenue Estimate
3.011B
Revenue Q2Q
3.04%
EPS Q2Q
-0.61%
Number of Analysts
5

Next Earnings Revisions

Revenue (1 Month)
0.00%
Revenue (3 Months)
0.00%
EPS (1 Month)
-3.67%
EPS (3 Months)
-1.12%

Next Earnings Summary

TS is expected to report earnings on 5/6/2026. The consensus EPS estimate for the next earnings is 0.93 USD and the consensus revenue estimate is 3.01B USD.
The next earnings revenue estimate has been revised downward by 0% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2032

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032
Revenue
YoY % growth
TS revenue by date.TS revenue by date.
14.869B
26.41%		12.524B
-15.77%		11.981B
-4.33%		12.154B
1.44%		12.601B
3.68%		12.877B
2.19%		12.117B
-5.90%		13.173B
8.72%		N/AN/A
EBITDA
YoY % growth
TS ebitda by date.TS ebitda by date.
4.828B
31.06%		3.157B
-34.61%		2.899B
-8.15%		2.84B
-2.05%		2.977B
4.82%		3.057B
2.69%		2.922B
-4.42%		3.101B
6.13%		N/AN/A
EBIT
YoY % growth
TS ebit by date.TS ebit by date.
4.279B
39.12%		2.524B
-41.02%		2.283B
-9.53%		2.209B
-3.25%		2.347B
6.25%		2.431B
3.58%		2.406B
-1.03%		2.569B
6.77%		2.888B
12.42%		2.872B
-0.55%
Operating Margin
TS operating margin by date.TS operating margin by date.
28.78%20.15%19.06%18.18%18.63%18.88%19.86%19.50%N/AN/A
EPS
YoY % growth
TS eps by date.TS eps by date.
6.66
54.17%		3.58
-46.25%		3.68
2.79%		3.62
-1.50%		3.91
7.82%		4.17
6.72%		3.98
-4.59%		4.12
3.55%		N/AN/A

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26
EPS
Q2Q % growth		0.93
-0.61%		0.89
-10.61%		0.94
9.81%		1.02
16.15%
Revenue
Q2Q % growth		3.011B
3.04%		2.958B
-4.14%		3.001B
0.77%		3.146B
5.04%
EBITDA
Q2Q % growth		708.12M
1.28%		683.86M
-22.52%		714.36M
-32.22%		763.77M
-34.73%
EBIT
Q2Q % growth		549.31M
-0.63%		524.64M
-10.50%		554.54M
-7.69%		611.67M
10.42%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

TS Yearly Revenue VS EstimatesTS Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 5B 10B
TS Yearly EPS VS EstimatesTS Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 0 2 4 6

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
4.26%
EPS Next 5 Year
2.29%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
2.26%
Revenue Next 5 Year
1.81%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
10.76%
EBIT Next 5 Year
6.63%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

TENARIS SA-ADR / TS Forecast FAQ

What do analysts expect the price target to be for TENARIS SA-ADR (TS)?

20 analysts have analysed TS and the average price target is 51.67 USD. This implies a price decrease of -11.72% is expected in the next year compared to the current price of 58.53.

What is the next earnings date for TS stock?

TENARIS SA-ADR (TS) will report earnings on 2026-05-06.

What are the consensus estimates for TS stock next earnings?

The consensus EPS estimate for the next earnings of TENARIS SA-ADR (TS) is 0.93 USD and the consensus revenue estimate is 3.01B USD.

What is the expected long term growth rate for TS stock?

The expected long term growth rate for TENARIS SA-ADR (TS) is 2.26%.