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STSTNG

Scorpio Tankers Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 46% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (39 mentions/wk)
$STNG·$4.1B·Marine Shipping·Industrials
$83.19+2.1%YTD+64.6%1Y+45.7%
Price updated 14h ago·X counts updated 2d ago
STSTNG
$STNGScorpio Tankers Inc.
$83.19+2.09%39 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $STNG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

39X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $STNG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10

Scorpio Tankers chatter frames a BofA price-target raise to $83 in its 32nd update of 2026, three new three-year charters announced, and a big weekly cup-and-handle formation. Some tension exists over management moves and a 257k insider sale.

Read what X is saying about $STNG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $STNG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-28

The move is getting stronger, with heavier trading behind it.

Scorpio Tankers +60% YTD; BofA PT to $83, three new three-year charters, cup-and-handle setup.

STNG is the product-tanker cyclical winner catching a re-rate — the setup is coiling toward the tape's next move.

  • Tape: +60.2% YTD, +41.3% t12m; 79% of 52w range, +2.2% vs 50-day, +11.7% vs 200-day.
  • BofA raised PT to $83 (32nd update of 2026); three new three-year charters signed.
  • Q2 EPS $4.68 vs $4.56 (+2.6%); FY26 est $11.53 → FY27 $5.98 (post-cycle normalize).
  • 7.3x P/E TTM, 4.7x EV/EBITDA, 11.9% FCF yield — deep-cyclical valuation math.
  • Op margin 39%, gross margin 52%, D/E 0.17, ROIC 10.1% — clean tanker economics.
  • Auste Adelborg sold 6,834 shares (small at scale); one director filed Form 3 with zero holdings.
  • Beta -0.23 (anti-correlated), float 38.6M — the chart is doing the work.

Watch 10/29 print for charter-mix commentary and any capital-return update.

Agrees with X sentimentBulls have the setup right — new charters + PT raises + technical break is a coherent story. Insider sale is small, not a signal.

What to watch: 10/29 earnings, charter-rate trajectory, tanker-supply dynamics, and any capital-return announcement.

On the calendar: 2026-10-29

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — crude tanker rates remain elevated as Red Sea Houthi route disruptions structurally lengthen ton-miles.

What this means for $STNG

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

Top industry ETF

$SEAU.S. Global Sea to Sky Cargo ETF
+40.9%YTD
+40.7%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 $2.12

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

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.1B – $1.2B$11.53$10.34 – $12.815
FY27$881.5M$855.6M – $931.0M$5.98$3.59 – $7.065
FY28$813.2M$768.2M – $858.1M$4.97$3.78 – $6.252
FY29$753.0M$708.4M – $821.4M$5.34$4.93 – $5.971
FY30$772.7M$727.0M – $842.9M$3.57$3.30 – $3.991

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.83%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.+4.1%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.+13.8%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 today2.5% 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.β-0.235-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

SellSep 17Robert L BugbeePresident25.0K sh$2.2MSellSep 17Mackey Cameron KeyserCOO125.0K sh$11.1MSellSep 17Auste AdelborgSecretary6.8K sh$613KSellSep 16Robert L BugbeePresident231.8K sh$20.0MSellSep 16Avella Christopher JohnCFO56.5K sh$4.9MSellSep 11Emanuele LauroCEO234.6K sh$18.2MSellJul 10Niccolo CameranaDirector2.5K sh$478.3MBuyJun 22Emanuele LauroCEO234.6K sh$18.2MSellJun 22Marianne OklandDirector15.0K sh$18.5B
+ 12 other (12 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 holdingsAug 253
AI summary

Andrea Lupo Lanzara, a newly-appointed director of Scorpio Tankers Inc. (STNG), filed a Form 3 on August 25, 2026, reporting zero securities beneficially owned as of August 18, 2026. Routine Section 16(a) compliance filing; no market significance.

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.

+ 18 other (15 6-Ks · 2 S-8s · 1 13G) in window

Recent news

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

Scorpio Tankers (NYSE:STNG) Shares Gap Down – Here’s What Happeneddefenseworld.net·5d agoScorpio Tankers Inc (STNG) Shares Fall 4.5% -- GF Value Says Still Overvaluedgurufocus.com·7d agoWhy Scorpio Tankers Stock Dropped Todayfool.com·7d agoAuste Adelborg Sells 6,834 Shares of Scorpio Tankers (NYSE:STNG) Stockdefenseworld.net·9d agoThese Shipping Stocks Yield Up to 9%. The Dividends Come With a Catch247wallst.com·11d ago

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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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