Tenaris (NYSE:TS) Stock Price Expected to Rise, TD Cowen Analyst Says

Tenaris (NYSE:TS) had its price target increased by stock analysts at TD Cowen from $48.00 to $59.00 in a research note issued on Friday, Marketbeat reports. The firm currently has a “buy” rating on the industrial products company’s stock. TD Cowen’s target price indicates a potential upside of 12.88% from the company’s previous close.

A number of other brokerages also recently weighed in on TS. Oddo Bhf raised Tenaris to an “outperform” rating in a research note on Thursday, February 5th. Morgan Stanley set a $38.00 price target on shares of Tenaris and gave the company an “underweight” rating in a research report on Wednesday, January 21st. Stifel Nicolaus upped their price objective on shares of Tenaris from $37.00 to $45.00 and gave the stock a “buy” rating in a report on Wednesday, November 12th. Piper Sandler reiterated a “neutral” rating on shares of Tenaris in a research note on Thursday, December 18th. Finally, The Goldman Sachs Group assumed coverage on shares of Tenaris in a research report on Monday, December 15th. They set a “neutral” rating and a $43.60 target price for the company. Five investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $45.43.

Tenaris Trading Down 2.6%

TS stock opened at $52.27 on Friday. The firm has a market cap of $30.39 billion, a PE ratio of 14.32, a PEG ratio of 13.85 and a beta of 0.95. Tenaris has a 1 year low of $30.06 and a 1 year high of $54.60. The company has a fifty day simple moving average of $43.04 and a 200 day simple moving average of $39.29.

Tenaris (NYSE:TS) last posted its earnings results on Wednesday, February 18th. The industrial products company reported $0.87 earnings per share for the quarter, beating the consensus estimate of $0.76 by $0.11. Tenaris had a return on equity of 11.27% and a net margin of 16.13%.The company had revenue of $3 billion for the quarter, compared to analyst estimates of $2.95 billion. During the same period last year, the company earned $0.94 earnings per share. The business’s revenue was up 5.3% compared to the same quarter last year. As a group, analysts forecast that Tenaris will post 3.14 EPS for the current fiscal year.

Institutional Investors Weigh In On Tenaris

Several hedge funds have recently made changes to their positions in TS. BSW Wealth Partners grew its position in Tenaris by 3.0% during the fourth quarter. BSW Wealth Partners now owns 7,924 shares of the industrial products company’s stock worth $305,000 after buying an additional 232 shares in the last quarter. Commonwealth Equity Services LLC lifted its position in shares of Tenaris by 2.1% in the 4th quarter. Commonwealth Equity Services LLC now owns 11,469 shares of the industrial products company’s stock worth $441,000 after acquiring an additional 241 shares during the period. Rhumbline Advisers grew its holdings in shares of Tenaris by 4.2% during the 2nd quarter. Rhumbline Advisers now owns 8,387 shares of the industrial products company’s stock worth $314,000 after purchasing an additional 338 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in shares of Tenaris by 2.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 17,229 shares of the industrial products company’s stock worth $616,000 after purchasing an additional 352 shares in the last quarter. Finally, Smartleaf Asset Management LLC increased its position in shares of Tenaris by 26.1% during the fourth quarter. Smartleaf Asset Management LLC now owns 1,707 shares of the industrial products company’s stock valued at $66,000 after purchasing an additional 353 shares during the period. Institutional investors own 10.45% of the company’s stock.

Tenaris News Summary

Here are the key news stories impacting Tenaris this week:

• Positive Sentiment: Q4 beat and strong cash generation — Tenaris reported Q4 EPS of $0.87 vs. $0.76 consensus and revenue of ~$3.0B; free cash flow was $665M and net cash ended the year at ~$3.3B, supporting buybacks and payouts. Tenaris Announces 2025 Fourth Quarter and Annual Results
• Positive Sentiment: Dividend lift and distribution clarity — board proposed a $0.89 annual dividend per share (incl. interim $0.29) and declared an ADS dividend schedule (May payment), signaling shareholder returns are a priority. Tenaris outlines stable Q1 2026 outlook with 7% dividend increase and offshore growth opportunities
• Positive Sentiment: Analyst support — TD Cowen raised its price target to $59 and assigned a Buy, providing fresh upside relative to current levels and reinforcing the earnings/cash-flow story. Tenaris price target raised by TD Cowen
• Positive Sentiment: Near-term market reaction — multiple outlets noted an initial rally after the results and payout news as investors cheered the beat and buybacks. Tenaris SA ADR rallies after surprise move
• Neutral Sentiment: Guidance is conservative — Tenaris expects Q1 2026 sales and margins to remain close to current levels (stable, not accelerating), leaving limited upside from guidance alone. Tenaris Q4 2025 Earnings Call Highlights
• Negative Sentiment: Year-over-year softness and margin pressure — 2025 sales fell ~4% vs. 2024 and operating income/EBITDA were down; the company called out the ongoing impact of U.S. Section 232 tariffs and higher costs. Tenaris Announces Fourth Quarter and Annual 2025 Financial Results
• Negative Sentiment: Operational/region-specific headwinds — declines in Europe and parts of South America, plus elevated SG&A provisions, temper the beat and leave execution risks. Tenaris shares jump as strong Q4 earnings beat lifts outlook confidence

About Tenaris

Tenaris SA is a global manufacturer and supplier of steel tubular products and related services, primarily serving the oil and gas industry as well as other energy and industrial markets. Its product portfolio centers on seamless and welded steel pipes used for casing, tubing and line pipe applications, alongside a range of specialty and mechanical steel tubes. The company also provides value‑added technical solutions, including premium connections, heat treatment and surface protection, to support drilling, completion and production activities.

Tenaris operates an integrated industrial and commercial network that combines manufacturing, distribution and field services.