Vallourec stock carries a 42.44 percent consensus upside

Published on 10/03/2026 at 23:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Vallourec stock traded at EUR 17.86 on October 2, 2026, with 650,402 shares changing hands. First-half revenue fell 8 percent to USD 1.86 billion.

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Vallourec stock (FR0013506730) was last at EUR 17.86 on Euronext Paris on October 2, 2026, while the three-month consensus price target stood at EUR 25.45. That target implies 42.44 percent upside from the reference price, putting analyst expectations well above the latest market quote.

Consensus points to EUR 25.45

The market snapshot showed a 52-week range of EUR 15.07 to EUR 27.67, a market capitalization of EUR 4.2 billion and volume of 650,402 shares on October 2, 2026. Vallourec is also a member of the SBF 120, giving the stock a clear benchmark for Paris-listed industrial investors.

The target spread comes with a mixed analyst picture. Fortuneo Bourse reported on September 21, 2026, that Oddo BHF reduced its price target from EUR 28.00 to EUR 27.30 after cutting its 2026 to 2028 EBITDA estimates by 6 percent on average.

Revenue falls as tubes remain central

For the first half of 2026, Vallourec generated USD 1.86 billion in revenue, down 8 percent, while EBITDA reached USD 409.4 million and the EBITDA margin stood at 22 percent, according to Ideal Investisseur.

The same first-half context included USD 131.5 million in net income and USD 303 million in free cash flow. The contrast matters for investors: operating cash generation remained substantial even as revenue declined, while the earnings mix stayed tied to pricing and product mix in the Tubes segment.

Carbon storage adds a new order

On September 18, 2026, Vallourec secured a 3,000-tonne casing tube and accessories contract for the first phase of the Prinos CO2 storage project in Greece, Ideal Investisseur reported. The order broadens Vallourec's carbon capture and storage exposure beyond its traditional oil and gas tube business.

Next results arrive November 20

Vallourec's investor calendar lists its third-quarter 2026 results for November 20, 2026, according to the Vallourec investor calendar. The next report will put the 22 percent first-half EBITDA margin and the 8 percent revenue decline against the company's order momentum.