TDW

$TDW chatter on StockTwits

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  DonCorleone77@DonCorleone771d

  $TDW Tidewater price target raised to $91 from $86 at Barclays Barclays raised the firm's price target on Tidewater to $91 from $86 and keeps an Equal Weight rating on the shares. the firm says that despite near-term pressure on margins, management remains constructive on the offshore outlook.

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  Gamma@_ProfessorGammaBullish5d

  $TDW Wouldn't surprise me anymore

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  Beatrix William@beatrix19BullishAug 6

  $TDW Free cash flow nearly doubled quarter over quarter to approximately $64 million, giving the company flexibility for acquisitions, buybacks, or debt reduction...

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  Draco@CladkeeperAug 3

  $TDW Okkk, I've owned this since Feb 2022 and it's time for me to sell. I made a small profit and I can't see me owning this long term. There are other better opportunities out there to choose from. Don't kow where I'll put the money yet. It's time for some DD and searching. Good luck to all here.

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  Stocktwits Earnings@StocktwitsEarningsAug 3

  $TDW Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.44 down -70.07% YoY • Reported revenue of $342.29M up 0.25% YoY

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  DonCorleone77@DonCorleone77Aug 3

  $TDW Tidewater raises FY26 revenue view to $1.42B-$1.47B, consensus $1.45B Previous view $1.32B-$1.37B. Narrows FY26 gross margin view to 49%-50% from 49%-51%.

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  DonCorleone77@DonCorleone77Aug 3

  $TDW Tidewater reports Q2 EPS 43c, consensus 43c Reports Q2 revenue $342.3M, consensus $332.56M. Quintin Kneen, Tidewater's President and Chief Executive Officer, commented, "The second quarter of 2026 came in nicely above our expectations, driven by both revenue outperformance and lower-than-expected operating expenses. Day rate and utilization both outperformed, with revenue for the quarter coming in at $342.3 million. Gross margin of 46.9% came in well ahead of our expectations due to the increase in revenue and lower than anticipated operating expenses, but was down modestly from the first quarter due to costs associated with the conflict in the Middle East. Realized day rates improved materially during the quarter, up $655 per day, representing the largest absolute sequential day rate improvement since the third quarter of 2024. The improvement in day rates was driven primarily by our largest class of PSVs, with day rate momentum realized across multiple of our regional reporting segments. Further, new term contract fixture day rate momentum accelerated from the first quarter with our weighted average term contract rate increasing approximately 7.5% sequentially up approximately $1,690 per day to $24,341. Utilization also came in higher than anticipated during the quarter, though this was largely related to the timing of drydocks of certain vessels moving to later in the year."

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  Don Lemon@Imran26Jul 29

  $SMHI $TDW tool almost a year (well … management wanted more pay I guess) but we will get )$12-15 shortly Appreciate both activist shareholder letters.

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  AXLFI_HQ@AXLFI_HQJul 21

  The most recent Dark Pools signal on $TDW triggered on 2026-07-20. The expected return for the selected horizon is +10.70% with a historical profit probability of +76.92%. Learn more: https://axlfi.com/factor-analysis?symbol=TDW&factor=dark_pools&timeframe=daily

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  XI_JINPING_BOUGHT_BABA@XI_JINPING_BOUGHT_BABABullishJun 29

  $NE $RIG $TDW $VAL Nobody’s here. Still.

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  Draco@CladkeeperJun 15

  @JLInvest I'm hoping for a large increase in US oil/gas exports from US oil refiners, etc to contribute toward filling the global deficit gap. For the first time in decades, Venezuela has the opportunity to rebuild their oil industry. There will be opportunities for US oil servicing companies such as $SLB, $TDW, $WFRD ,etc. $SLB had signed a long term contract with Venezuela to improve their production, etc. China has shifted to importing less oil due to their push for the Chinese consumers to use alternate forms of transportation, etc, and it is estimated they have approx. 1B barrels in spare oil but they will have to accumulate more at some point. As long as the Islamic Republic with its IRGC rules over Iran, any deal will always be on the fence. For this reason and the above facts, I will continue to hold $XLE, $WFRD, and $CVX - at least I get a dvd from them. $TDW will be held till it goes into the 80's.

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  XI_JINPING_BOUGHT_BABA@XI_JINPING_BOUGHT_BABABullishJun 15

  $RIG $TDW $NE $VAL Iran peace deal really has little to do with the inevitable buildout of offshore. If anything the iran war solidified the need to diversify oil sources. Offshore will be a booming industry for the next few years at a minimum as buildout ramps up for both geopolitical reasons and high energy demand. Still the best way to trade energy. Single digit fwd PE.

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  Global Market Bulletin@GlobalMarketBulletinJun 12

  $TDW Tidewater Inc. may not drill oil itself, but its offshore vessels help keep major energy projects moving. With a 22.08% net profit margin, stronger day rates, and Brazil expansion potential, TDW is becoming one offshore energy stock investors may want to watch closely. https://globalmarketbulletin.com/could-tidewater-tdw-be-a-smart-bet-on-the-future-of-offshore-oil-services/

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  Global Market Bulletin@GlobalMarketBulletinJun 12

  $AROC $PBA $SOBO $TDW $VG Energy stocks are back in beast mode as oil prices surge, LNG supply tightens, and the S&P Energy Index crushes the broader market. Here are 10 of the most profitable energy stocks to watch now, ranked by net profit margin, analyst sentiment, and major 2026 market catalysts. https://globalmarketbulletin.com/10-most-profitable-energy-stocks-to-buy-in-2026/

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  James@JimYoungrenNYBullishJun 4

  $TDW added today.

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