TS
TENARIS SAPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R May 6 Tenaris Q1 2026 earnings beat consensus with EPS of $1.07 (ADS) vs $…
- E May 8 M&A: Tenaris to Acquire Artrom Steel Tubes S.A. seamless pipe m…
- A Jul 15 Morgan Stanley upgrades
- R Aug 5 Tenaris reported Q2 2026 EPS of $0.47 per share ($0.95 per ADS), sig…
- R Aug 7 Tenaris reported Q2 2026 results with net sales down 4% YoY to $2.96…
- R Aug 7 Tenaris filed its H1 2026 half-year report (6-K), showing essentiall…
Signal stack
Where each data set points today.
- InstitutionsBULLISH
Q2 2026: 25 added (2 new), 10 trimmed or exited. Largest new: Holocene Advisors $57.2M, Freestone Grove Partners $28.0M.
- AnalystsBULLISH
9 of 20 rate it Buy or better. Median target $65.75 (+9%).
- Short sellersSTEADY
Short interest −7.1% to 3.51M shares. 3.0 days to cover, ≈0.7% of shares.
- TrendUPTREND
7% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | $65.5M |
| Holocene Advisors, LP | NEW | $57.2M |
| JANE STREET GROUP, LLC | DOUBLED | $39.8M |
| MARSHALL WACE, LLP | DOUBLED | $39.1M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $34.4M |
| Bridgewater Associates, LP | DOUBLED | $31.5M |
| Freestone Grove Partners LP | NEW | $28.0M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | $19.1M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
20 analystsPrice is inside the target range. Median implies +9%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 14, 2026 | Morgan Stanley MAINTAIN | Equal-Weight |
| Oct 5, 2026 | B of A Securities MAINTAIN | Buy |
| Aug 20, 2026 | Morgan Stanley MAINTAIN | Equal-Weight |
| Aug 10, 2026 | Barclays MAINTAIN | Overweight |
| Aug 7, 2026 | TD Cowen MAINTAIN | Buy |
| Jul 15, 2026 | Morgan Stanley UPGRADE | Equal-Weight |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
5 filings · 3 press releases · 1 bullish · 4 bearish- BEARISH 6-KAug 7, 2026
Tenaris filed its H1 2026 half-year report (6-K), showing essentially flat revenue ($6.07B vs…
The 17% decline in Middle East/Asia sales is the key negative surprise, compounded by guidance that H2 will be in line with H1 with further downside risk from the Hormuz Strait conflict. US tariff…
- BEARISH 6-KAug 7, 2026
Tenaris reported Q2 2026 results with net sales of $2.97B (down 3.9% YoY) and operating income of…
The Q2 earnings decline signals softening demand and margin pressure from tariffs and geopolitical disruption. Monitor Q3 2026 results for trend confirmation; watch for resolution of CSN litigation…
- BEARISH 6-KAug 7, 2026
Tenaris reported Q2 2026 results with net sales down 4% YoY to $2.967B, operating income down 15%…
The Q2 miss and cautious H2 outlook (sales/EBITDA flat vs H1) suggest continued pressure from Middle East shipping disruption and tariff costs. Monitor Q3 results for signs of recovery if the Strait…
- BEARISH PRESS-RELEASEAug 5, 2026
Tenaris reported Q2 2026 EPS of $0.47 per share ($0.95 per ADS), significantly below consensus of…
The EPS miss is severe relative to Street consensus, but note that the Street-EPS reference shows $1.07 for Mar 2026—the Q2 figure is a sharp sequential drop. The Strait of Hormuz disruption is a…
All TS filing & press-release reports (8)
- 6-K reportAug 7, 2026
- 6-K reportAug 7, 2026
- 6-K reportAug 7, 2026
- PRESS-RELEASE reportAug 5, 2026
- PRESS-RELEASE reportMay 8, 2026
- PRESS-RELEASE reportMay 6, 2026
- PRESS-RELEASE reportMay 6, 2026
- PRESS-RELEASE reportMar 30, 2026