Tenaris vs Devon Energy
Tenaris S.A. and Devon Energy Corporation are contrasted on this page to show how their business models, financial performance, and market contexts differ. The content is presented in a neutral, accessible way, outlining operational approaches and strategic priorities without judgment. Educational content, not financial advice.
Tenaris S.A. and Devon Energy Corporation are contrasted on this page to show how their business models, financial performance, and market contexts differ. The content is presented in a neutral, acces...
Why It's Moving
Tenaris Hits 52-Week High Amid Aggressive Share Buyback and Analyst Upgrades.
- Repurchased 3.32 million shares for $64.2 million during the week of December 29, 2025 to January 2, 2026, pushing treasury holdings to 5.81% of issued capital.
- Wall Street Zen upgraded Tenaris to 'buy' rating recently, countering mixed analyst views with a consensus hold and $42.72 average target.
- Stock climbed 2.7% intraday on elevated volume, reflecting market approval of the company's capital return strategy and short-term upward momentum.
UBS Turns Bullish on Devon Energy as Cost Cuts and Oil Tailwinds Spark Pre-Market Gains
- UBS raised its price target to $46 from $40, pointing to $1 billion in debt reduction by mid-2026 as a major catalyst for shareholder value.
- Devon plans to cut 2026 capital requirements by $100 million versus 2025 levels, with production optimization already lifting output by 20,000 barrels of oil equivalent per day.
- Retail sentiment shifted to neutral from bearish, fueled by drilling tech advances and industry consolidation driving down U.S. costs.
Tenaris Hits 52-Week High Amid Aggressive Share Buyback and Analyst Upgrades.
- Repurchased 3.32 million shares for $64.2 million during the week of December 29, 2025 to January 2, 2026, pushing treasury holdings to 5.81% of issued capital.
- Wall Street Zen upgraded Tenaris to 'buy' rating recently, countering mixed analyst views with a consensus hold and $42.72 average target.
- Stock climbed 2.7% intraday on elevated volume, reflecting market approval of the company's capital return strategy and short-term upward momentum.
UBS Turns Bullish on Devon Energy as Cost Cuts and Oil Tailwinds Spark Pre-Market Gains
- UBS raised its price target to $46 from $40, pointing to $1 billion in debt reduction by mid-2026 as a major catalyst for shareholder value.
- Devon plans to cut 2026 capital requirements by $100 million versus 2025 levels, with production optimization already lifting output by 20,000 barrels of oil equivalent per day.
- Retail sentiment shifted to neutral from bearish, fueled by drilling tech advances and industry consolidation driving down U.S. costs.
Investment Analysis
Tenaris
TS
Pros
- Tenaris is a global leader in steel pipe manufacturing with a diversified presence across North America, South America, Europe, the Middle East, Africa, and Asia Pacific.
- The company reported a strong net profit margin of around 17% and solid gross margins near 37%, indicating effective cost management.
- Tenaris pays a reliable dividend with a yield around 4.5%, reflecting a stable cash return to shareholders.
Considerations
- Recent quarterly sales declined by 17% year-over-year, indicating near-term revenue pressure in its core energy markets.
- The company experienced a 21% EPS decline year-over-year, suggesting challenges in earnings growth momentum.
- Tenaris's stock beta near 1.19 implies moderate sensitivity to market volatility which may increase investment risk.
Devon Energy
DVN
Pros
- Devon Energy has a manageable valuation with a price-to-earnings ratio near 7.2, below the sector average, indicating potential undervaluation.
- The company has a substantial market capitalization of around $20.6 billion, reflecting size and liquidity in the energy sector.
- Devon Energy benefits from a well-diversified portfolio within the oil and natural gas industry, supporting stability amid commodity price fluctuations.
Considerations
- Devon Energy shares have moderate trading volume compared to peers, possibly limiting liquidity for large investors.
- The stock price shows a significant range from a 52-week high of $39.74 to current trading near $32.40, indicating some price volatility.
- The company faces sector cyclicality risks due to exposure to fluctuating commodity prices, impacting earnings predictability.
Related Market Insights
The Caucasus Peace Dividend: Why Smart Money is Betting on Post-Conflict Growth
Unlock the Caucasus Peace Dividend. Invest in post-conflict growth in Azerbaijan & Armenia via infrastructure, energy, & trade. Access Nemes with fractional shares on Nemo.
Aimee Silverwood | Financial Analyst
July 14, 2025
Related Market Insights
The Caucasus Peace Dividend: Why Smart Money is Betting on Post-Conflict Growth
Unlock the Caucasus Peace Dividend. Invest in post-conflict growth in Azerbaijan & Armenia via infrastructure, energy, & trade. Access Nemes with fractional shares on Nemo.
Aimee Silverwood | Financial Analyst
July 14, 2025
Tenaris (TS) Next Earnings Date
Tenaris S.A. (TS) has not confirmed its next earnings date, but estimates point to February 18, 2026, aligning with the company's historical pattern for Q4 2025 results. This release will cover the fourth quarter of 2025, following the prior Q2 2025 report on July 30, 2025. Investors should monitor for official confirmation, as dates may shift slightly.
Devon Energy (DVN) Next Earnings Date
Devon Energy (DVN) is scheduled to report its next earnings on February 17, 2026, after market close. This release will cover the fourth quarter of 2025, aligning with the company's confirmed announcement and consensus estimates across multiple analyst sources. Investors should monitor for updates, as dates are occasionally subject to minor adjustments based on historical patterns.
Tenaris (TS) Next Earnings Date
Tenaris S.A. (TS) has not confirmed its next earnings date, but estimates point to February 18, 2026, aligning with the company's historical pattern for Q4 2025 results. This release will cover the fourth quarter of 2025, following the prior Q2 2025 report on July 30, 2025. Investors should monitor for official confirmation, as dates may shift slightly.
Devon Energy (DVN) Next Earnings Date
Devon Energy (DVN) is scheduled to report its next earnings on February 17, 2026, after market close. This release will cover the fourth quarter of 2025, aligning with the company's confirmed announcement and consensus estimates across multiple analyst sources. Investors should monitor for updates, as dates are occasionally subject to minor adjustments based on historical patterns.
Which Baskets Do They Appear In?
Caucasus Peace Dividend
This carefully selected group of stocks captures the economic opportunity created by the historic peace deal between Azerbaijan and Armenia. Handpicked by professional analysts, these companies are positioned to benefit from the new wave of trade, energy development, and infrastructure projects in a region moving from conflict to cooperation.
Published: July 14, 2025
Explore BasketWhich Baskets Do They Appear In?
Caucasus Peace Dividend
This carefully selected group of stocks captures the economic opportunity created by the historic peace deal between Azerbaijan and Armenia. Handpicked by professional analysts, these companies are positioned to benefit from the new wave of trade, energy development, and infrastructure projects in a region moving from conflict to cooperation.
Published: July 14, 2025
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