TDW Tidewater Inc

Tidewater Inc. (NYSE: TDW) shares saw a significant decline of 6.89% on December 16, 2025, closing at $52.59, without a clear corporate press release explaining the move. The drop is likely attributed to a mix of sector-wide sentiment, investor positioning, and technical factors. Despite this, analysts' 12-month price targets generally remain higher, ranging from the low to high $60s, reflecting continued belief in its fundamental strength powered by strong cash flow and substantial share repurchase authorization, while the 2026 outlook is seen as solid but not explosively accelerating.

Caxton Associates LLP has acquired a new position in Tidewater Inc. (NYSE:TDW), purchasing 89,196 shares valued at approximately $4.115 million in the second quarter. This move makes Caxton Associates LLP own about 0.18% of the oil and gas company's stock. Other institutional investors have also adjusted their stakes in Tidewater, which currently holds a "Hold" consensus rating from analysts with an average target price of $67.50.

Tidewater Inc. recently reported a shift to a net loss of US$0.81 million in Q3 2025, despite revenue holding steady at US$341.11 million. The company provided updated guidance for 2025 and 2026, projecting revenues between US$1.32 billion and US$1.37 billion with margins near 50%. This article explores whether these financial results and guidance alter the investment narrative, which relies on strong demand for offshore support vessels.

Tidewater Inc. (NYSE: TDW) announced it will release its financial results for the quarter ending September 30, 2025, after market close on Monday, November 10, 2025. The company will host an earnings conference call on Tuesday, November 11, 2025, at 8:00 a.m. Central Time, where President and CEO Quintin Kneen will discuss the results. Investors can access the call via telephone or a live webcast on Tidewater’s investor relations website.

Tidewater Inc. reported strong Q3 results, with revenues of $341.1M exceeding forecasts and an Adjusted EBITDA of $137.9M, driven by higher vessel uptime and increased day rates. The company updated its FY25 revenue guidance to $1.33B-$1.35B, aligning with market expectations, although FY26 projections show a slight caution. Despite a dip in EPS, management's strategic finetuning and operational efficiencies have positioned the company to navigate market volatility.

Inspire Investing LLC increased its stake in Tidewater Inc. by purchasing an additional 1,012 shares. Other institutional investors have also modified their holdings, with 95.13% of the company's stock owned by institutional investors. Tidewater Inc. recently authorized a $500 million share buyback plan and saw its stock drop by 6.0%.