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STSTNG

Scorpio Tankers Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 46% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (22 mentions/wk)
$STNG·$3.9B·Marine Shipping·Industrials
$79.53+1.3%YTD+51.2%1Y+74.5%
Mentions · last 7 days
2026-08-06: 3 posts2026-08-07: 3 posts2026-08-08: 3 posts2026-08-09: 1 posts2026-08-10: 3 posts2026-08-11: 4 posts2026-08-12: 5 posts22-26%
Price updated just now·X counts updated 2d ago
STSTNG
$STNGScorpio Tankers Inc.
$79.53+1.26%22 posts-26%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $STNG, 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 numbersWinding up for a moveAI verdict · as of 2026-08-13

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Scorpio Tankers keeps beating estimates — product-tanker cycle is intact, $12.57 FY26 EPS estimate

STNG is a $3.9B product-tanker operator (90 wholly-owned tankers: 34 LR2, 42 MR, 14 Handymax) that transports crude and refined petroleum. Q2 (Jul 30) beat: $4.68 EPS vs $4.56 estimate (+3%), the fourth consecutive beat with the last three at 7-18%. Revenue growth trajectory has meaningfully turned from cycle bottom.

  • Revenue growth: Q1 (2026) +46% YoY, Q4 +24%, Q3 -10%, Q2 (2025) -40% — the cycle bottom was in mid-2025, and the recovery has been faster than analysts expected; analyst FY26 EPS $12.57 implies $1.73 next quarter, but the recent cadence suggests upside to this
  • Fundamentals are cyclical-shipping-strong: 52% gross margin, 39% operating margin, 12% FCF yield, PE 7.3x (cheap for a name at 87% of 52-week range with recovery momentum), D/E 0.17 (very modest leverage for a shipping operator)
  • Tape: at 75% of 52-week range, near-flat vs 50-day (consolidation), +10% above 200-day; the Aug 5 'GF Value $62.97 vs Price $74.05' notes the modest valuation gap; declared a dividend on the Q2 print, extending the shareholder-return cadence

This is a product-tanker cyclical recovery in mid-run. Oct 29 next print — daily-charter-rate direction into H2 2026 is the swing factor.

What to watch: Middle East / Russian oil sanction policy affecting tonne-mile demand, LR2 and MR daily charter rates through Q3 seasonal patterns, and the Oct 29 Q3 print for updated dividend/capital-return cadence.

On the calendar: Q3 2026 earnings, 2026-10-29

no x sentiment

X sentiment

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

Bullish sentiment7 posts analyzed · as of 2026-08-07

Scorpio Tankers posters describe strong July performance with STNG and TNK leading tanker peers. Deutsche Bank raised STNG's price target to $102 from $97 while BofA holds at $78. STNG printed $4.68 EPS in Q2 with only $0.45 dividend versus peer ECO paying $5.25 on $5.90 EPS at $62 — posters question the relative valuation. G&A rose to $6,500/day from $2,660/day in Q2 2023.

Read the AI verdict + X sentiment for $STNG

  • 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
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What it does

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

Product tanker company operating 90 LR2, MR, and Handymax tankers for seaborne transportation of crude oil and refined petroleum products.

Industry overviewAI analysisGenerated by AI from underlying data

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

Marine Shipping · Industrials

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

What this means for $STNG

Neutral — Product tanker company operating 90 LR2, MR, and Handymax tankers for seaborne transportation of crude oil and refined petroleum products; limited read-through from marine shipping macro dynamics to this specific revenue mix.

Top industry ETF

$SEAU.S. Global Sea to Sky Cargo ETF
+29.0%YTD
+26.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
7.3How 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
10.1%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
38.8%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
11.9%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
3.8Same 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
15.9%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
51.8%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
0.2Total 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
Q2 2026Jul 30, 2026$4.68$4.56+2.6%
Q1 2026May 5, 2026$3.02$2.73+10.6%
Q4 2025Feb 12, 2026$1.62$1.37+18.2%
Q3 2025Oct 30, 2025$1.49$1.39+7.2%
Next earningsThu, Oct 29·consensus EPS $1.73

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$312.9M+46.2%61.6%49.1%$4.58$86.3M
Q4 FY25$252.7M+23.9%48.8%34.7%$2.72$155.6M
Q3 FY25$241.4M-9.9%46.5%34.2%$1.81$119.9M
Q2 FY25$230.2M-39.5%47.2%34.3%$1.59$104.2M

Forward consensus

4-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.1B – $1.2B$12.57$8.62 – $16.265
FY27$882.5M$845.8M – $951.8M$6.39$5.24 – $7.975
FY28$894.5M$857.1M – $931.9M$6.19$4.34 – $7.492
FY29$849.6M$778.9M – $935.5M$8.48$7.56 – $9.591

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.1.1×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.79%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.+2.3%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.+12.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 38.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% 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.

Insider activity

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

Recent transactions

SellJul 10Niccolo CameranaDirector2.5K sh$478.3MBuyJun 22Emanuele LauroCEO234.6K sh$18.2MSellJun 22Marianne OklandDirector15.0K sh$18.5B
+ 5 other (5 awards) in window

See when $STNG 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
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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

3New insider — initial holdingsJun 33
AI summary

Scorpio Tankers Inc. received an initial Form 3 from Antonino Maria Mattarella, a newly appointed Director (Milan-based), as of May 27, 2026. No common stock holdings are reported in Table I. Routine Section 16(a) new-director disclosure with no market significance.

3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 173
+ 25 other (17 6-Ks · 5 3s · 1 13G · 1 S-8) in window

Recent news

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

A Look at Scorpio Tankers Inc (STNG) After 3.1% Decline -- GF Value $62.97 vs Price $74.05gurufocus.com·9d agoScorpio Tankers Q2 Earnings Call Highlightsmarketbeat.com·14d agoScorpio Tankers Inc. (STNG) Q2 2026 Earnings Call Transcriptseekingalpha.com·15d agoScorpio Tankers (STNG) Beats Q2 Earnings and Revenue Estimateszacks.com·15d agoScorpio Tankers Inc. Announces Financial Results for the Second Quarter of 2026 and the Declaration of a Dividendglobenewswire.com·16d ago

More in Marine Shipping

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

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Voices on X · last 7 days

No standout posts about $STNG on X in the 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.

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