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International Seaways Inc

International Seaways Inc

INSW
$86.76USD↓-1.67%-1.47 today

MARKET CAP

4.3B

P/E (TTM)

10.2x

FWD P/E

12.6x

DAY RANGE

$85 – $88

52W RANGE

$38
$93

AI Summary

Stalk
Buy NowMedium

INSW remains in a Stage 2 advancing uptrend characterized by consistent higher highs and higher lows, with demand dominating supply. A recent shallow pullback into the rising 9EMA/20EMA zone has held above the 50 SMA, presenting an attractive entry. Medium-term bias stays bullish within the intact structure, and short-term conditions—supported by rising EMAs and a neutral RSI and Options Score—favor immediate participation. Monitor for any decisive break below the EMA zone or spikes in overbought readings that could signal early distribution.

  • ↑Q1 net income $286M ($5.75 EPS) reflects strong operational efficiency.
  • ↑Declared $4.55/share quarterly dividend (85% payout ratio; 3.6% yield).
  • ↓Prolonged geopolitical tensions risk extending tanker rate volatility.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

International Seaways Inc. (NYSE: INSW) is a notable player in the global tanker industry, specializing in the transportation of crude oil and refined petroleum products. The company operates a diversified fleet and has strategically positioned itself to leverage opportunities arising from current geopolitical tensions, regulatory changes, and evolving market dynamics, ensuring a robust approach to fleet optimization and shareholder returns.

Bull says

  • ↑Q1 net income $286M ($5.75 EPS) reflects strong operational efficiency.
  • ↑Declared $4.55/share quarterly dividend (85% payout ratio; 3.6% yield).
  • ↑Sold seven older tankers for $216M to fund fleet modernization.
  • ↑Management forecasts Q2 TCE rates above $100K/day, boosting cash flow.
  • ↑Liquidity of $918M (cash $380M) supports capex and shareholder returns.
  • ↑Strong profitability and positive analyst revisions indicate robust outlook.

Bear says

  • ↓Prolonged geopolitical tensions risk extending tanker rate volatility.
  • ↓Uncertain TCE rate momentum adds earnings volatility to cash flows.
  • ↓High 85% payout ratio may strain finances if rates decline.
  • ↓Limited institutional ownership undermines broader market confidence.
  • ↓Smaller market cap may restrict scaling and strategic flexibility.
  • ↓Rising costs and elevated leverage risk could pressure profit margins.

Investment themes with INSW

Tankers↑ +1.73%

Companies operating oil and chemical tanker ships

ZIM · MATX · SBLK

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-10-2026bullish

Transcript signals

Bull points

  • net income for the first quarter was approximately $286 million, or $5.75 per diluted share, which is a positive indication of financial performance.
  • In summary, the result of our activity this quarter yields a net increase in cash of $210 million, roughly in line with the proceeds from our vessel sales. This equates to ending cash of $377 million with $541 million in undrawn revolvers for total liquidity of about $918 million.
  • And with approximately $225 million in net debt combined with rising asset values, our net loan-to-value is below 7% at the end of the first quarter.

Bear points

  • We still think there's a very high inefficiency rate on the dark fleet.
  • they're a lot older, so their efficiency rate, their utilization rate is quite low.
Read full transcript analysis ›