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TDWTidewater Inc.Sell5.0·$73.15-1.60%
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Tidewater Inc. (TDW) Stock Analysis

SellVALUE-TRAP 2/5Moderate Confidence

Energy · Oil & Gas Equipment & Services

Sell if holding. Analyst target reached at $73.15 — A.R:R 0.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (2).

Tidewater provides marine vessel services to the global offshore energy industry with 208 vessels (139 PSVs, 52 AHTS, 17 other) serving customers in over 30 countries across five geographic segments. Revenue derives primarily from vessel time charter contracts, with PSVs... Read more

$73.15+3.0% A.UpsideScore 5.0/10#20 of 30 Oil & Gas Equipment & Services
QualityF-score8 / 9FCF yield10.42%
Stop $69.41Target $75.32(analyst − 13%)A.R:R 0.4:1
Analyst target$86.57+18.3%7 analysts
$75.32our TP
$73.15price
$86.57mean
$54
$117

Sell if holding. Analyst target reached at $73.15 — A.R:R 0.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (2). Chart setup: No clear chart pattern; technical signals are mixed. Score 5.0/10, moderate confidence.

Passes 5/8 gates (clean insider activity, news events none recent, earnings proximity 55d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Mon, Aug 3, 202655d to earnings· next earnings call

Thesis

Rewards
Sector modifier (Energy): +1.2
Risks
Analyst target reached - limited upside remaining
Consecutive earnings misses (2)
Earnings estimates trending DOWN

Key Metrics

P/E (TTM)12.5
P/E (Fwd)11.9
Mkt Cap$3.7B
EV/EBITDA9.0
Profit Mgn22.2%
ROE24.0%
Rev Growth-43.1%
Beta0.51
DividendNone
Rating analysts13

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.36bullish
IV63%elevated

Concentration Risks(10-K Item 1A)

  • MEDIUMCustomertop-5 customers30%
    10-K Item 1: 'our five largest customers accounted for approximately 29.8%, while our ten largest customers accounted for approximately 47.9% of our total revenues.'
  • MEDIUMCustomertop-10 customers48%
    10-K Item 1: 'our five largest customers accounted for approximately 29.8%, while our ten largest customers accounted for approximately 47.9% of our total revenues.'

Material Events(8-K, last 90d)

  • 2026-03-19Item 5.02LOW
    Darron M. Anderson notified Board on March 17, 2026 of his intent not to stand for re-election at 2026 Annual Meeting. Will continue as Director until term expires. No disagreement with the Company cited. Board will reduce from 8 to 7 directors.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

3 floor-breakers

Revenue shrinking — -43.1% YoY. Growth thesis broken unless recovery story develops.static

Revenue Growth
0.0
Earnings Growth
3.1
Declining revenue: -43%

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.9
Volume
3.5
Ma Position
4.0
Rsi
8.5
Oversold in uptrend (RSI 22)Volume distribution (falling OBV)Above 200-day MA

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
0.0
Value Rank
5.6
Quality Rank
9.0
Attractive P/E vs peersSuperior ROE vs peers
GatesMomentum 3.6<4.5A.R:R 0.4 < 1.5@spotExecutive change: officer departure/appointmentInsider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 55d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
22 · Oversold
20D MA 50D MA 200D MAGOLDEN CROSSSupport $71.56Resistance $86.73

Price Targets

$69
$75
A.Upside+3.0%
A.R:R0.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (3.0% upside)
! NEWS_MOD=-2: HOLD_IF_HOLDING → SELL_IF_HOLDING
! momentum at 3.6 (below the engine's 4.5 threshold)

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-03 (55d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is TDW stock a buy right now?

Sell if holding. Analyst target reached at $73.15 — A.R:R 0.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (2). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $69.41. Score 5.0/10, moderate confidence.

What is the TDW stock price target?

Take-profit target: $75.32 (+3.0% upside). Prior stop was $69.41. Stop-loss: $69.41.

What are the risks of investing in TDW?

Analyst target reached - limited upside remaining; Consecutive earnings misses (2); Earnings estimates trending DOWN.

Is TDW overvalued or undervalued?

Tidewater Inc. trades at a P/E of 12.5 (forward 11.9). TrendMatrix value score: 6.8/10. Verdict: Sell.

What do analysts say about TDW?

13 analysts cover TDW with a consensus score of 3.4/5. Average price target: $87.

What does Tidewater Inc. do?Tidewater provides marine vessel services to the global offshore energy industry with 208 vessels (139 PSVs, 52 AHTS,...

Tidewater provides marine vessel services to the global offshore energy industry with 208 vessels (139 PSVs, 52 AHTS, 17 other) serving customers in over 30 countries across five geographic segments. Revenue derives primarily from vessel time charter contracts, with PSVs generating ~72.3% and AHTS vessels ~24.2% of vessel revenue in 2025; five largest customers accounted for ~29.8% of total revenues.

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