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As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at mixed or offshore upstream e&p stocks, starting with Tidewater (NYSE:TDW).

The fair value estimate for Tidewater Midstream and Infrastructure has shifted from CA$21.35 to CA$27.55, marking a sizeable reset in the analyst model. This move lines up with research that now carries a more constructive tone, including higher price targets in the C$26 to C$30 range and an upgrade to an Outperform rating. As you read on, you will see how these changing targets fit into the broader analyst narrative and what to watch as it continues to evolve. Stay updated as the Fair Value...

Tidewater: Why This Offshore Vessel Operator Is Back In Focus Tidewater (TDW) returned to investors’ screens after fresh data highlighted its role as a major offshore service vessel operator supporting global oil, gas, and wind projects. The renewed attention centers on how a large fleet, broad regional exposure, and a solid free cash flow margin might shape the company’s options for future capital allocation. Tidewater’s share price has surged 75.74% year to date, and its 90 day share price...

Moerus Capital Management LLC, an investment management firm, recently released its “Worldwide Fund ” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund navigated a highly bifurcated investment environment in the second quarter of 2026, as investor enthusiasm for artificial intelligence and technology drove a sharp rally in growth […]

Tidewater reported Q2 results well above the expectations provided by management on the Q1 conference call in May. Learn more about TDW stock here.

Check out the companies making headlines yesterday:

Shares of offshore vessel operator Tidewater (NYSE:TDW) jumped 3.7% in the afternoon session after BTIG upgraded the stock from Neutral to Buy, citing increasing offshore activity that is expected to push dayrates higher across key basins.

Tidewater (TDW) shares rose 3.8% in Tuesday trading after BTIG upgraded the stock to buy from neutra

Tidewater has completed its $500 million acquisition of Wilson Sons Ultratug and Atlantic Offshore Services, adding 22 platform supply vessels to its fleet and significantly expanding its position in Brazil.

HOUSTON, August 31, 2026--Tidewater Inc. (NYSE: TDW) (the "Company") today announced the completion of its acquisition of Wilson, Sons Ultratug Participações S.A. and its affiliate Atlantic Offshore Services S.A. (collectively, "WSUT"), effective August 31, 2026.

DOVER, Del., Aug. 31, 2026 (GLOBE NEWSWIRE) -- Tidewater Utilities, Inc. (Tidewater), a water service provider and wholly owned subsidiary of Middlesex Water Company, today announced that it will refund approximately $0.5 million to customers through a bill credit. The refund is funded by proceeds received from litigation addressing per- and polyfluoroalkyl substances (PFAS). Tidewater will issue one-time credit to its customers on their September 2026 water bill. Based on current estimates, the

Record adjusted EBITDA of $56 million driven by strong HDRD throughput and improved guidance for 2026.

Tidewater Inc. recently filed an omnibus shelf registration covering common and preferred stock, depositary shares, debt securities, units and warrants, shortly after reporting past second-quarter 2026 results showing largely flat revenue of US$342.29 million but lower net income of US$21.66 million year on year and updating full‑year 2026 revenue guidance to US$1.42–US$1.47 billion. Seen alongside its completed share repurchase program and ongoing search for M&A opportunities, the new shelf...

Tidewater (TDW) has filed an omnibus shelf registration covering common and preferred stock, debt securities, depositary shares, units, and warrants, which gives the company flexible access to capital markets for potential future financing. See our latest analysis for Tidewater. The shelf registration comes after an active few weeks for Tidewater, with the stock showing strong momentum. The share price return is 13.81% over 7 days and 25.92% over 30 days. The year to date share price return...

Tidewater stock has delivered a very large 5 year gain, yet both the intrinsic value estimate using a Discounted Cash Flow (DCF) approach and market based valuation checks still point to the shares trading below what the underlying cash flows imply. The share price return over 5 years is very large, which puts extra focus on whether the fundamentals still justify further upside. Expectations for Tidewater's future cash generation can support the current valuation. However, any setback in...

Tidewater Renewables (TSE:LCFS) reported record second-quarter adjusted EBITDA of C$56 million, supported by above-nameplate renewable diesel production, stronger pricing and contributions from Canada’s Biofuel Production Incentive program. Chief Executive Officer Jeremy Baines said the company’s H

Newswire.ca Press Release.

Tidewater Renewables Ltd. ("Tidewater Renewables" or the "Corporation") (TSX: LCFS) is pleased to announce that it has filed its condensed interim consolidated financial statements and Management's Discussion and Analysis ("MD&A") for the three and six months ended June 30, 2026.

A number of stocks jumped in the morning session after Brent crude failed to break below $80 and rebounded to the mid-$80s, as traders kept a geopolitical risk premium priced into oil despite ongoing Strait of Hormuz negotiations. Over the previous 24 hours, the UAE-vessel incident reversed the earlier price drop that had assumed a path to de-escalation. At the same time, Kpler data from the previous two days showed shipping traffic through the Strait of Hormuz plummeted about 33%, with only a h

Detailed price information for Sm Energy Company (SM-N) from The Globe and Mail including charting and trades.

Tidewater Inc (TDW) beats expectations with $342.3 million in revenue and nearly 47% gross margin, while management signals increased confidence in the next leg of the cycle.

Moby summary of Tidewater Inc.'s Q2 2026 earnings call

Tidewater (TDW) delivered earnings and revenue surprises of +34.38% and +5.02%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Tidewater (TDW) reported Q2 earnings late Monday of $0.43 per diluted share, down from $1.46 a year

Offshore vessel operator Tidewater (NYSE:TDW) beat Wall Street’s revenue expectations in Q2 CY2026, but sales were flat year on year at $342.3 million. Its GAAP profit of $0.43 per share was 6.5% below analysts’ consensus estimates.

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HOUSTON, August 03, 2026--Tidewater Inc. (NYSE:TDW) announced today revenue for the three and six months ended June 30, 2026 of $342.3 million and $668.5 million, respectively, compared with $341.4 million and $674.9 million for the three and six months ended June 30, 2025. Tidewater's net income for the three and six months ended June 30, 2026, was $21.7 million ($0.43 per common share) and $27.8 million ($0.56 per common share), respectively, compared with net income of $72.9 million ($1.46 pe

Tidewater Inc. has offered significant short-term trading opportunities, with shares rising 40.7% from November 2025 to July 2026. Learn more about TDW stock here.