A Look At Tidewater (TDW) Valuation As Q4 Earnings And Guidance Come Into Focus

Simply Wall St.

Mar 02

Tidewater (TDW) is back in focus as the company heads into its Q4 2025 earnings release, scheduled for after the market closes on March 2, 2026, alongside ongoing M&A discussions in offshore services....

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/news/2616556043"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2616556043\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2616556043?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/1022000-choice2-main-header/1585186558401","is_english":true,"pubTime":"2026-03-02 21:18","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2616556043","market":"nz","top_or_hot":-1,"title":"A Look At Tidewater (TDW) Valuation As Q4 Earnings And Guidance Come Into Focus","media":"Simply Wall St.","content":"<div>\n<p>Tidewater (TDW) is back in focus as the company heads into its Q4 2025 earnings release, scheduled for after the market closes on March 2, 2026, alongside ongoing M&A discussions in offshore services....</p>\n\n<a href=\"https://simplywall.st/stocks/us/energy/nyse-tdw/tidewater/news/a-look-at-tidewater-tdw-valuation-as-q4-earnings-and-guidanc\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look At Tidewater (TDW) Valuation As Q4 Earnings And Guidance Come Into Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look At Tidewater (TDW) Valuation As Q4 Earnings And Guidance Come Into Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-02 21:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/energy/nyse-tdw/tidewater/news/a-look-at-tidewater-tdw-valuation-as-q4-earnings-and-guidanc><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tidewater (TDW) is back in focus as the company heads into its Q4 2025 earnings release, scheduled for after the market closes on March 2, 2026, alongside ongoing M&A discussions in offshore services....</p>\n\n<a href=\"https://simplywall.st/stocks/us/energy/nyse-tdw/tidewater/news/a-look-at-tidewater-tdw-valuation-as-q4-earnings-and-guidanc\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TDW","symbol_name":"潮水公司","start_time":0,"source_url":"https://simplywall.st/stocks/us/energy/nyse-tdw/tidewater/news/a-look-at-tidewater-tdw-valuation-as-q4-earnings-and-guidanc","article_id":"2616556043","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/1022000-choice2-main-header/1585186558401"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/energy/nyse-tdw/tidewater/news/a-look-at-tidewater-tdw-valuation-as-q4-earnings-and-guidanc","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2616556043","pubTimestamp":1772457530,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Tidewater (TDW) is back in focus as the company heads into its Q4 2025 earnings release, scheduled for after the market closes on March 2, 2026, alongside ongoing M&A discussions in offshore services.\nSee our latest analysis for Tidewater.\nThe upcoming Q4 report and recent M&A discussions arrive after a strong run, with a 30 day share price return of 27.09%, a 90 day share price return of 45.35%, and a 1 year total shareholder return of 95.38%. This suggests momentum has been building ahead...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"TDW":"潮水公司"},"translate_title":"随着第四季度收益和指引成为焦点，Tidewater(TDW)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TDW":1.5},"content_text":"Tidewater (TDW) is back in focus as the company heads into its Q4 2025 earnings release, scheduled for after the market closes on March 2, 2026, alongside ongoing M&A discussions in offshore services. See our latest analysis for Tidewater. The upcoming Q4 report and recent M&A discussions arrive after a strong run, with a 30 day share price return of 27.09%, a 90 day share price return of 45.35%, and a 1 year total shareholder return of 95.38%. This suggests momentum has been building ahead of earnings. If this offshore energy story has your attention, it could be a good moment to broaden your search with our screener of 27 elite gold producer stocks as another way to uncover potential opportunities. With the stock at US$79.42 and trading above an average analyst price target of US$67.67, yet showing an estimated intrinsic discount of 57.42%, investors now face a key question: is there still a buying opportunity here, or is the market already pricing in future growth? AdvertisementMost Popular Narrative: 32.4% Overvalued Compared with Tidewater's last close at $79.42, the most followed narrative anchors on a fair value of $60, pointing to a meaningful valuation gap that investors will want to understand before earnings.  Fleet modernization and disciplined operational execution have delivered three consecutive quarters of 50%+ gross margin, underpinning the expectation of structurally higher operating margins and net earnings as the company benefits from lower repair/maintenance costs and higher reliability.  Read the complete narrative. Want to see what sits behind that margin story? The narrative leans on measured revenue growth, fatter profits, and a future earnings multiple that has to do some heavy lifting. Curious how those moving parts add up to a fair value that sits well below today's share price? The full breakdown sets out the assumptions in black and white. Result: Fair Value of $60 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, softer offshore demand or M&A missteps that fail to deliver expected synergies could quickly challenge the margin story underpinning that US$60 fair value. Find out about the key risks to this Tidewater narrative. Another Way To Look At Tidewater's Value So far, the most popular view pegs Tidewater's fair value at $60, around 32.4% below the current $79.42 share price. Our SWS DCF model comes to a very different conclusion, with a future cash flow value of $186.53 that frames the stock as significantly undervalued. Both approaches use reasonable inputs but arrive at opposite signals. One leans on earnings, margins and a 12.5x future P/E. The other focuses on long term cash flows and a 57.4% intrinsic discount. As an investor, which story about Tidewater do you find more convincing? Look into how the SWS DCF model arrives at its fair value. TDW Discounted Cash Flow as at Mar 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Tidewater for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 49 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps If this mix of bullish and cautious signals leaves you undecided, treat it as a cue to move quickly and test the numbers yourself; our breakdown of 2 key rewards can help you weigh the upside against the risks in a way that fits your own view. Looking for more investment ideas? If Tidewater has sharpened your focus, do not stop here; broaden your watchlist now so you do not miss other opportunities sitting in plain sight.  Spot potential bargains early by scanning our list of screener containing 24 high quality undiscovered gems that may not yet be on everyone else's radar. Strengthen the defensive side of your portfolio with 76 resilient stocks with low risk scores that score well on our risk checks. Build a core of financially robust names using our solid balance sheet and fundamentals stocks screener (41 results) to focus on companies with healthier fundamentals.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Tidewater might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}