International Seaways has compounded strong operational results — 27% return on equity, 55% margins, a Piotroski F-Score of 8 out of 9, and four consecutive earnings beats averaging 25.8% upside — into a stock price of $81.41 that has now exceeded the analyst price target of $80.95; with no positive upside remaining to the target and free cash flow converting at only 3% of net income, the original entry setup has been fully captured and patience is warranted for a pullback or a target revision before redeploying.
Thesis pillars
- Price Above Analyst Target→Stable
- Fcf Earnings Divergence→Stable
- Earnings Beat Consistency→Stable
- +2 more pillars — see the Why tab for full reasoning
International Seaways, Inc. (INSW) Stock Analysis
Breakout setup · Catalyst-Driven edge
Energy · Oil & Gas Midstream
Wait for pullback to $80.26. BUY gates pass at $88.20, but concentration risk — Product: Crude Tankers segment (52.0%) and analyst target reached - limited upside remaining argue for a more patient entry. Engine's entry $80.26 (Ma50 Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum.
International Seaways owns 70 oceangoing tankers (8.4 million dwt) for crude oil and petroleum product transportation, organized into Crude Tankers (VLCC, Suezmax, Aframax) and Product Carriers (LR2, LR1, MR) segments. The company generated $843.3 million in shipping revenues in... Read more
Wait for pullback to $80.26. BUY gates pass at $88.20, but concentration risk — Product: Crude Tankers segment (52.0%) and analyst target reached - limited upside remaining argue for a more patient entry. Engine's entry $80.26 (Ma50 Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Chart setup: Golden cross, above all MAs, RSI 59, MACD bullish. Fundamentals strong but target reached (-8.4% upside). Wait for pullback. Score 7.4/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 28d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
About International Seaways, Inc.
About International Seaways, Inc.
International Seaways generated $843.3 million in shipping revenues in 2025, with Crude Tankers contributing 52% and Product Carriers 48% of $819.6 million in TCE revenues, across a fleet of 70 vessels totaling 8.4 million deadweight tons at December 31, 2025. Approximately 82% of TCE revenues in 2025 came from the spot market, down from 86% in 2024, as the company selectively added time charter coverage. Four dual-fuel ready LR1 newbuilds at K Shipbuilding Co., Ltd. are contracted for delivery between Q1 and Q3 2026, bringing the total operating and newbuild fleet to 74 vessels.
International Seaways earns revenue primarily through six commercial pools—Tankers International for VLCCs, Maersk Tankers Suezmax Pool for Suezmaxes, Panamax International for LR1s, Clean Products Tankers Alliance, Norden Tanker Pool, and Aframax International Pool—which aggregate vessel earnings and distribute TCE revenues to participants. Time charters on three VLCCs, two Suezmaxes, one Aframax, one LR2, and six MRs expiring between 2026 and 2030 provide some fixed-rate revenue visibility. The Crude Tankers Lightering business supplements fleet revenue through ship-to-ship cargo transfer services in the US Gulf, US Pacific, Grand Bahama, and Panama regions. In 2025, the company sold 12 vessels for net proceeds of approximately $246.3 million and took delivery of two LR1 newbuilds; total liquidity stood at $723.6 million at year-end, with a net loan-to-value ratio of 12.9%.
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With 82% of revenues tied to spot rates in 2025, International Seaways' earnings are subject to volatile charter rate cycles. Geopolitical disruptions—including the Russia-Ukraine conflict and Houthi militant attacks in the Red Sea that rerouted cargo flows—elevated tanker demand in 2023 and 2024, which remained supportive in 2025, but the 10-K cautions there is no certainty when these conditions will normalize. The newbuilding order book across all tanker classes represented approximately 17% of the world tanker fleet at December 31, 2025, up from 14% at year-end 2024, which may put downward pressure on spot charter rates as new vessels enter service.
See also: Energy · Oil & Gas Midstream
From International Seaways, Inc.'s most recent 10-K filing, extracted June 10, 2026.
Recent developments
updated 2026-07-08Recent Developments — International Seaways, Inc.
Latest news
- NEWS Are Transportation Stocks Lagging International Seaways (INSW) This Year? - Yahoo Finance — Yahoo Finance neutral
- NEWS Are Transportation Stocks Lagging International Seaways (INSW) This Year? - finance.yahoo.com — finance.yahoo.com positive
- NEWS BTIG Research Forecasts Strong Price Appreciation for International Seaways (NYSE:INSW) Stock - MarketBeat — MarketBeat neutral
- NEWS International Seaways (INSW) Rallies On Fleet Renewal Narrative, Is The Upside Already Priced In? - Sahm — Sahm positive
- NEWS International Seaways (INSW) Stock: Direction Change Signals | Q4 2025: Better Than Expected - Deceleration Risk - Cổng — Cổng thông tin điện tử tỉnh Lào Cai positive
Generated 2026-07-08T23:03:58Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHProductCrude Tankers segment52%10-K Item 1: 'Approximately 52% of our TCE Revenues were generated from our Crude Tankers segment'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 ceiling hit
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait for pullback to $80.26. BUY gates pass at $88.20, but concentration risk — Product: Crude Tankers segment (52.0%) and analyst target reached - limited upside remaining argue for a more patient entry. Engine's entry $80.26 (Ma50 Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Chart setup: Golden cross, above all MAs, RSI 59, MACD bullish. Fundamentals strong but target reached (-8.4% upside). Wait for pullback. Target $88.94 (+0.8%), stop $71.76 (−22.9%), A.R:R -0.6:1. Score 7.4/10, moderate confidence.
Take-profit target: $88.94 (+10.9% upside). Target $88.94 (+0.8%), stop $71.76 (−22.9%), A.R:R -0.6:1. Stop-loss: $71.76.
Concentration risk — Product: Crude Tankers segment (52.0%); Analyst target reached - limited upside remaining; Near 52-week high (4.8% away).
International Seaways, Inc. trades at a P/E of 7.8 (forward 13.2). TrendMatrix value score: 7.7/10. Verdict: Buy (Wait for Entry).
14 analysts cover INSW with a consensus score of 4.2/5. Average price target: $93.
What does International Seaways, Inc. do?International Seaways owns 70 oceangoing tankers (8.4 million dwt) for crude oil and petroleum product transportation,...
International Seaways owns 70 oceangoing tankers (8.4 million dwt) for crude oil and petroleum product transportation, organized into Crude Tankers (VLCC, Suezmax, Aframax) and Product Carriers (LR2, LR1, MR) segments. The company generated $843.3 million in shipping revenues in 2025, with 82% of TCE revenues from the spot market through six commercial pools; four LR1 newbuilds are scheduled for delivery in 2026.