B+
Bull case
25%
Probability
Target price
$108.00
Analysis reference price unavailable
Analysis 2026-08-13 · RankAlpha Sentiment Codex
INSW
International SeawaysCNYSE / Energy
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
45%
Probability
Target price
$94.00
Analysis reference price unavailable
Analysis 2026-08-13 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$72.00
Analysis reference price unavailable
Analysis 2026-08-13 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-13
Recent news sentiment (30D)
+40.3
Positive
Company
+2.0
Mixed
Macro
+40.4
Positive
Pulse
-
Unavailable
Weekly research (10D)
+22.0
Positive
Sentiment proxy
+48.8
Score
AI commentary
The company’s August 10 SEC earnings exhibit provides concrete primary-source confirmation of record Q2 results, the dividend, fleet commitments, and balance-sheet strength. News tone is positive, but the packet does not provide a verified post-release price move or post-print analyst reaction; the $92.38 anchor is dated August 12 and cannot establish the reaction without a pre-release comparison. Social coverage is absent, direct operating peers are unavailable, and the deterministic prior remains negative over 20-120 days. Confidence remains reduced despite strong reported results because forward tanker-rate visibility is limited.
RankAlpha Sentiment Codex - 2026-08-13
Open post-earnings memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators; later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence
Impact
tentative
Confidence
-
AI events
2026-08-13eventRecord Q2 earnings and dividend supportMedium impact
Q2 net income and adjusted net income reached $295 million, adjusted EBITDA $345 million, and free cash flow $261 million. Reported diluted EPS was $5.91 versus the pre-release Zacks estimate of $5.28; a full post-print consensus comparison is unavailable. The company also declared a record $5.05 dividend. [#SEC-8K-2026-08-10] [#PR-EARNINGS-2026-08-03]
2026-09-24catalystHigh shareholder payout and strong balance sheetMedium impact
The company maintains an at-least-85% adjusted-net-income payout practice, declared $5.05 per share payable September 24, 2026, and reported approximately $935 million of liquidity with net loan-to-value near 6%. [#SEC-8K-2026-08-10]
2026-09-30eventLR1 fleet expansionMedium impact
Four additional scrubber-fitted, dual-fuel-ready LR1 newbuildings were contracted for $244 million, with delivery expected in the second half of 2028; two vessels from the original program are expected in Q3 2026. [#SEC-8K-2026-08-10]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-13 • Updated nightlySource: Internal modelMethodology