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TNTNK

Teekay Tankers Ltd.

$TNK·$3.3B·Marine Shipping·Industrials
$95.71+1.7%YTD+78.9%1Y+86.7%
Price updated 4h ago·X counts updated 1d ago
TNTNK
$TNKTeekay Tankers Ltd.
$95.71+1.74%35 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TNK 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.

35X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $TNK'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

Teekay Tankers chatter frames a Suezmax Barcelona Spirit fixed for one year at $100,000/day per Pareto, a 40-62% weekly gain, and crosstalk about TNK as a decentralized-indexer trading vehicle with tap cross-dex integration. Sentiment is decisively positive.

Read what X is saying about $TNK

  • 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 $TNK — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-28

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

Teekay Tankers is up 77% YTD at 84% of the 52-week range — a Suezmax just fixed at $100K/day on a one-year deal with 6.2x TTM P/E.

Teekay Tankers is a pure-play crude-tanker franchise (Suezmax, Aframax) — a business benefiting from the structural tanker up-cycle and now cash-generative at rates that support meaningful capital returns. The stock is up 79% over 12 months.

  • Rates are extraordinarily strong: Q1 revenue $286M (+24% YoY) at 44% op margin, prior 4 quarters running 3-30% surprise beats, and the recently-reported Suezmax Barcelona Spirit fixed at $100K/day for one year is a specific cash-flow anchor.
  • The Sept 25 Zacks Buy upgrade adds sell-side re-engagement; 6.2x TTM P/E and 3.8x EV/EBITDA on this cash-generation trajectory is undemanding, though director Schellenberg's $744K sale on Sept 16 at $100 flat is meaningful distribution.
  • Analyst estimates already show declining out-years (2028 EPS $7.55 vs 2026 $17.9) reflecting normalized-rate expectations — the market is pricing structural strength through the cycle, not permanent $100K/day.

Q3 earnings on Nov 4 is the confirmation — a beat plus firm charter-book pricing extends the leg; a soft tanker-rate print or peace-in-Middle-East signal and the tape cools.

Agrees with X sentimentX posts framing Suezmax Barcelona Spirit at $100K/day for one year (via Pareto) and TNK at fresh 12-month highs align with the fundamentals. The 'decentralized-indexer' framing is confused ticker crossover, but the tanker-rate thesis is real. Partial agreement on the momentum leg.

What to watch: Q3 earnings on Nov 4 — a beat plus firm charter-book pricing extends the leg; a soft tanker-rate print or peace-in-Middle-East signal and the tape cools.

On the calendar: 2026-11-04 — Q3 earnings

100k day suezmaxzacks buy upgradedirector 744k sale

Read the AI verdict on $TNK

  • 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.

Crude oil and refined product tanker company providing voyage and time charter transportation plus ship-to-ship transfer services globally.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $TNK

Partial — Crude oil and refined product tanker company providing voyage and time charter transportation plus ship-to-ship transfer services globally.

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
6.2How 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
13.7%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
31.0%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
5.2%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
2.6Same 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
21.4%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
34.9%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
0.0Total 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
Q2 2026Jul 29, 2026$5.54$5.61-1.2%
Q1 2026May 13, 2026$3.69$3.50+5.4%
Q4 2025Feb 18, 2026$2.80$2.71+3.3%
Q3 2025Oct 29, 2025$1.54$1.50+2.7%
Next earningsWed, Nov 4·consensus EPS $4.83

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$286.1M+23.5%47.3%43.7%$4.42$76.6M
Q4 FY25$258.3M-26.4%38.6%34.3%$3.47$99.9M
Q3 FY25$229.0M-5.9%23.9%19.0%$2.66$-53.3M
Q2 FY25$232.9M-29.1%26.3%23.6%$1.81$15.0M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.1B$960.2M – $1.1B$17.95$15.86 – $19.563
FY27$803.9M$651.6M – $879.2M$11.08$9.80 – $12.084
FY28$590.6M$558.9M – $622.3M$7.55$7.28 – $7.822
FY29$486.0M$442.6M – $519.7M$4.86$4.29 – $5.301
FY30$486.0M$442.6M – $519.7M$5.03$4.45 – $5.481

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.0.6×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.87%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.+9.8%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.+29.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 23.9M 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.β-0.225-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 16David SchellenbergDirector7.3K sh$734KSellSep 15David SchellenbergDirector101 sh$10KSellAug 18Kapoor Rohit (rk2)Managing Director, Sinagpore6.4K sh$569KSellAug 18Locke Simon HeidiDirector741 sh$67KSellJun 8David SchellenbergDirector7.0K sh$503K
+ 30 other (23 awards · 5 exempts · 2 inkinds) in window

See when $TNK 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.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 8 other (5 6-Ks · 3 13Gs) in window

Recent news

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

Montauk Renewables (NASDAQ:MNTK) and Teekay Tankers (NYSE:TNK) Head to Head Comparisondefenseworld.net·20h agoTeekay Tankers (TNK) Upgraded to Buy: Here's What You Should Knowzacks.com·4d agoTeekay Tankers (NYSE:TNK) Shares Gap Down – What’s Next?defenseworld.net·5d agoWhy Teekay Tankers Stock Dropped Todayfool.com·7d agoBrokers Suggest Investing in Teekay Tankers (TNK): Read This Before Placing a Betzacks.com·14d ago

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Voices on X · last 7 days

No standout posts about $TNK 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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