BofA Securities upgrades Scorpio Tankers stock to Buy on strong product tanker rates

Published 08/09/2025, 12:22
BofA Securities upgrades Scorpio Tankers stock to Buy on strong product tanker rates

Investing.com - BofA Securities upgraded Scorpio Tankers (NYSE:STNG) from Neutral to Buy on Monday, while raising its price target to $60.00 from $49.00. The company, which currently trades at $53.05 with a P/E ratio of 6.88, has received a "GREAT" financial health rating according to InvestingPro analysis.

The upgrade comes as BofA Securities observes "accelerating cash generation" at Scorpio Tankers, with product tanker rates showing "counter-seasonal strength" at the beginning of the third quarter of 2025, which the firm considers a positive indicator for the typically strong fall season. This view is supported by the company’s impressive gross profit margin of 62.89% and strong liquidity position, with a current ratio of 4.95.

BofA Securities expects rates to continue increasing in the fourth quarter of 2025 due to seasonality and a tightened supply/demand balance resulting from the unwinding of OPEC+ production cuts and EU sanctions on Russia. According to InvestingPro, 4 analysts have recently revised their earnings estimates upward for the upcoming period, suggesting growing confidence in the company’s prospects.

The firm’s new $60 price target is based on a 5.25x multiple of its revised 2026 EBITDA estimate, up from the previous 5.0x multiple, though BofA Securities notes it maintains a "below range multiple target" as increasing rates and cash generation are balanced by a rising capacity view.

BofA Securities has increased its earnings per share estimates for Scorpio Tankers, raising its third-quarter 2025 estimate by 39% to $1.66, its full-year 2025 estimate by 7% to $6.15, and its 2026 estimate by 28% to $6.65.

In other recent news, Scorpio Tankers Inc . reported its second-quarter earnings for 2025, surpassing analysts’ expectations. The company achieved earnings per share of $1.41, significantly higher than the forecasted $1.12. Revenue also exceeded projections, reaching $230.23 million compared to the anticipated $217.73 million. In addition to strong earnings, the company secured a five-year charter for its LR2 product tanker, STI Orchard, at a rate of $28,350 per day starting in the third quarter of 2025. Currently, Scorpio’s LR2 vessels are averaging $32,700 per day in the pool and spot market. Jefferies recently raised its price target for Scorpio Tankers to $70, maintaining a Buy rating. The investment firm highlighted rising product tanker rates as a key factor, positioning Scorpio Tankers as a prime beneficiary of this trend. These developments reflect a series of positive updates for the company.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.