International Seaways has compounded strong operational results — 27% return on equity, 55% margins, a Piotroski F-Score of 8 out of 9, and four consecutive earnings beats averaging 25.8% upside — into a stock price of $81.41 that has now exceeded the analyst price target of $80.95; with no positive upside remaining to the target and free cash flow converting at only 3% of net income, the original entry setup has been fully captured and patience is warranted for a pullback or a target revision before redeploying.
Thesis pillars
- Price Above Analyst Target↓Deteriorating
- Fcf Earnings Divergence→Stable
- Earnings Beat Consistency↑Improving
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Feb 26, 2026· older than 90 days
International Seaways, Inc. (INSW) Stock Analysis
Energy · Oil & Gas Midstream
Wait for pullback to $94.37. At $99.36 the A.R:R is 1.3:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $94.37 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Product: Crude Tankers segment (52.0%); Elevated risk factors.
International Seaways owns 70 oceangoing tankers (8.4 million dwt) for crude oil and petroleum product transportation, organized into Crude Tankers (VLCC, Suezmax, Aframax) and Product Carriers (LR2, LR1, MR) segments. The company generated $843.3 million in shipping revenues in... Read more
Wait for pullback to $94.37. At $99.36 the A.R:R is 1.3:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $94.37 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Product: Crude Tankers segment (52.0%); Elevated risk factors. Chart setup: No clear chart pattern; technical signals are mixed. V9 Gate blocked: Momentum 4.3 < 4.5 minimum; R/R 1.3x at spot < 1.5 minimum; Insider selling 1.50% of mcap (EXTREME). Wait for improvement. Score 7.3/10, high confidence.
Passes 5/8 gates (no SEC red flags, earnings proximity no date, semi cycle peak clear, materials cycle peak clear, sector concentration cap sector=energy 1/10). Fails on weak momentum and favorable risk/reward ratio and clean insider activity. Suitability: moderate.
About International Seaways, Inc.
About International Seaways, Inc.
International Seaways generated $843.3 million in shipping revenues in 2025, with Crude Tankers contributing 52% and Product Carriers 48% of $819.6 million in TCE revenues, across a fleet of 70 vessels totaling 8.4 million deadweight tons at December 31, 2025. Approximately 82% of TCE revenues in 2025 came from the spot market, down from 86% in 2024, as the company selectively added time charter coverage. Four dual-fuel ready LR1 newbuilds at K Shipbuilding Co., Ltd. are contracted for delivery between Q1 and Q3 2026, bringing the total operating and newbuild fleet to 74 vessels.
International Seaways earns revenue primarily through six commercial pools—Tankers International for VLCCs, Maersk Tankers Suezmax Pool for Suezmaxes, Panamax International for LR1s, Clean Products Tankers Alliance, Norden Tanker Pool, and Aframax International Pool—which aggregate vessel earnings and distribute TCE revenues to participants. Time charters on three VLCCs, two Suezmaxes, one Aframax, one LR2, and six MRs expiring between 2026 and 2030 provide some fixed-rate revenue visibility. The Crude Tankers Lightering business supplements fleet revenue through ship-to-ship cargo transfer services in the US Gulf, US Pacific, Grand Bahama, and Panama regions. In 2025, the company sold 12 vessels for net proceeds of approximately $246.3 million and took delivery of two LR1 newbuilds; total liquidity stood at $723.6 million at year-end, with a net loan-to-value ratio of 12.9%.
Show full overview
With 82% of revenues tied to spot rates in 2025, International Seaways' earnings are subject to volatile charter rate cycles. Geopolitical disruptions—including the Russia-Ukraine conflict and Houthi militant attacks in the Red Sea that rerouted cargo flows—elevated tanker demand in 2023 and 2024, which remained supportive in 2025, but the 10-K cautions there is no certainty when these conditions will normalize. The newbuilding order book across all tanker classes represented approximately 17% of the world tanker fleet at December 31, 2025, up from 14% at year-end 2024, which may put downward pressure on spot charter rates as new vessels enter service.
See also: Energy · Oil & Gas Midstream
From International Seaways, Inc.'s most recent 10-K filing, extracted June 10, 2026.
Recent developments
updated Nov 3, 2026Recent Developments — International Seaways, Inc.
Latest news
- NEWS International Seaways (INSW) Stock May Be Below Fair Value On Earnings - Simply Wall St — Simply Wall St Nov 3, 2026 neutral
- NEWS Sell Alert: Famatown Finance Ltd Cashes Out $25.01M In International Seaways Stock - Benzinga — Benzinga Oct 29, 2026 negative
- NEWS A Look at International Seaways Inc (INSW) After 6.1% Gain -- GF Value $66.56 vs Price $111.15 - GuruFocus — GuruFocus Oct 21, 2026 positive
- NEWS International Seaways stock hits all-time high at 113.42 USD By Investing.com - Investing.com Canada — Investing.com Canada Sep 30, 2026 positive
- NEWS International Seaways stock hits all-time high at 113.42 USD - Investing.com — Investing.com Sep 30, 2026 positive
Latest item Nov 3, 2026 · Generated 2026-11-05T11:29:01Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHProductCrude Tankers segment52%10-K Item 1: 'Approximately 52% of our TCE Revenues were generated from our Crude Tankers segment'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 ceiling hit
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait for pullback to $94.37. At $99.36 the A.R:R is 1.3:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $94.37 (Default 5pct Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Concentration risk — Product: Crude Tankers segment (52.0%); Elevated risk factors. Chart setup: No clear chart pattern; technical signals are mixed. V9 Gate blocked: Momentum 4.3 < 4.5 minimum; R/R 1.3x at spot < 1.5 minimum; Insider selling 1.50% of mcap (EXTREME). Wait for improvement. Target $114.26 (+15.0%), stop $87.76 (−13.2%), A.R:R 1.3:1. Score 7.3/10, high confidence.
Take-profit target: $114.26 (+15.0% upside). Target $114.26 (+15.0%), stop $87.76 (−13.2%), A.R:R 1.3:1. Stop-loss: $87.76.
Concentration risk — Product: Crude Tankers segment (52.0%); Elevated risk factors.
International Seaways, Inc. trades at a P/E of 6.4 (forward 11.1). TrendMatrix value score: 8.4/10. Verdict: Buy (Wait for Entry).
14 analysts rate INSW, with a consensus score of 4.2/5. 6 analysts publish price targets averaging $131.
What does International Seaways, Inc. do?International Seaways owns 70 oceangoing tankers (8.4 million dwt) for crude oil and petroleum product transportation,...
International Seaways owns 70 oceangoing tankers (8.4 million dwt) for crude oil and petroleum product transportation, organized into Crude Tankers (VLCC, Suezmax, Aframax) and Product Carriers (LR2, LR1, MR) segments. The company generated $843.3 million in shipping revenues in 2025, with 82% of TCE revenues from the spot market through six commercial pools; four LR1 newbuilds are scheduled for delivery in 2026.