TickerTalks
Browse all tickers →
TickerTalks›$SHIP
SHSHIP

Seanergy Maritime Holdings Corp.

$SHIP·$296M·Marine Shipping·Industrials
$15.23+5.7%YTD+64.5%1Y+124.6%
Mentions · last 7 days
2026-07-14: 6 posts2026-07-15: 284 posts2026-07-16: 235 posts2026-07-17: 139 posts2026-07-18: 30 posts2026-07-19: 38 posts2026-07-20: 33 posts805+5%
Price updated 2h ago·X counts updated 2h ago
SHSHIP
$SHIPSeanergy Maritime Holdings Corp.
$15.23+5.69%805 posts+5%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SHIP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-07-21

Catching its breath after a run — could pick back up or fade from here.

Seanergy dry-bulk shipping into Aug 4 — 8.7x P/E on 77% revenue growth with rates holding, cooling from recent highs.

Seanergy Maritime is a Greek dry-bulk shipper operating Capesize vessels — the largest class hauling iron ore, coal, and other bulk commodities. The stock is +55.6% YTD (+112% TTM) at 76% of the 52-week range, cooling ~5% from the 50-day. Note: the $SHIP X cashtag is contaminated by an unrelated EthraShip crypto project, so read from fundamentals.

  • Business is producing results: Q1 revenue grew 77% YoY to $42.9M at 45% gross margin and 27% op margin — Capesize rates holding above breakeven has translated into rare margin expansion.
  • Multiple stays cheap for a reason: 8.7x TTM P/E and 5.9x EV/EBITDA reflects the cyclicality — the market doesn't trust Capesize rates through-cycle at $25K+/day, but every quarter they hold, the equity re-rates.
  • Cash generation is 8.0% FCF yield: real cash coming through, and management is buying back stock plus paying meaningful dividends — capital-return model supports the re-rating thesis.
  • Insider signal is small-negative: officer Gyftakis sold $49K on July 13 — programmatic-scale and doesn't count as distribution.

Aug 4 earnings need Capesize realized rates above $22K/day AND continued buyback pace with a constructive H2 rate outlook — that keeps SHIP compounding higher. Any softening in the Q2 realized rate print or a bearish rate-outlook comment and at 76% of range the tape compresses back toward pre-run levels.

What to watch: Aug 4 Q2 earnings — Capesize realized rates above $22K/day plus continued buyback pace and a constructive H2 rate outlook keeps SHIP compounding higher; a soft Q2 rate print or bearish outlook comment compresses back toward pre-run levels.

On the calendar: 2026-08-04 — Q2 earnings

cashtag confusion

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment55 posts analyzed · as of 2026-07-20

The feed is almost entirely promotional posts about EthraShip, a maritime RWA protocol tokenizing dry bulk vessels operated since 2021 through Ethra Invest, spanning three carriers and over 97,000 DWT. Coverage centers on a two-layer architecture pairing an open $SHIP governance and staking token with a separate regulated SPV layer for accredited investors, plus staking-gated Fleet Visibility Dashboard access and an EU ETS carbon-cost angle. Tone is uniformly constructive with little independent trader chatter.

Read the AI verdict + X sentiment for $SHIP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Operates a fleet of Capesize dry bulk vessels transporting iron ore and coal on deep-sea routes.

Industry overviewAI analysisGenerated by AI from underlying data

Where Marine Shipping sits in its cycle right now — and what that implies for $SHIP.

Marine Shipping · Industrials

No material change from last week — not fleet size — are the structural earnings lever.

What this means for $SHIP

Partial — Operates a fleet of Capesize dry bulk vessels transporting iron ore and coal on deep-sea routes; partial earnings exposure to marine shipping demand dynamics through its product portfolio.

Top industry ETF

$SEAU.S. Global Sea to Sky Cargo ETF
+27.2%YTD
+26.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
8.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
30.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
44.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 28, 2026$0.63$0.39+61.5%
Q4 2025Feb 17, 2026$0.68$0.51+33.3%
Q3 2025Nov 13, 2025$0.67$0.46+45.7%
Q2 2025Aug 5, 2025$0.18$0.13+33.9%
Next earningsTue, Aug 4·consensus EPS $0.87

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$42.9M+77.0%45.0%27.4%$0.45$-19.6M
Q4 FY25$49.4M+18.6%51.8%37.5%$0.59$26.5M
Q3 FY25$47.0M+5.9%44.5%34.1%$0.61$10.8M
Q2 FY25$37.5M-13.1%36.0%22.0%$0.14$8.2M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$197.8M$194.4M – $201.2M$3.35$2.89 – $3.822
FY27$207.2M$203.7M – $212.0M$2.96$2.90 – $3.052
FY28$248.7M$244.5M – $254.5M$3.95$3.86 – $4.071

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.76%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+19.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 14.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.035-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 13Stavros GyftakisSee Remarks3.3K sh$49KSellApr 6Stavros GyftakisSee Remarks3.6K sh$50K

See when $SHIP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentMar 31SC 13D/A
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
SC 13D/AActivist amendmentMar 16SC 13D/A
+ 9 other (6 6-Ks · 1 13G · 1 20-F · 1 8-A12B/A) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Seanergy Maritime Holdings Corp (SHIP) Beats Stock Market Upswing: What Investors Need to Knowzacks.com·6d agoHere is What to Know Beyond Why Seanergy Maritime Holdings Corp (SHIP) is a Trending Stockzacks.com·7d agoNavigating the Future of Shipping: Leadership Insights – Q2 2026globenewswire.com·7d agoSeanergy Maritime: Half The Year Is Already Sold - Maintaining Strong Buyseekingalpha.com·12d agoCARNIVAL UNVEILS CARNIVAL DESTINY AS ITS NEWEST SHIP AND FIRST SHIP IN NEXT-GENERATION ACE CLASSprnewswire.com·12d ago

More in Marine Shipping

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$OP$NAT$FRO$ECO$TNK$DHT$HTCO$SBLK
Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport