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Nordic American Tanker Shipping (NAT)
NYSE:NAT
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Nordic American Tanker (NAT) AI Stock Analysis

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NAT

Nordic American Tanker

(NYSE:NAT)

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Neutral 63 (OpenAI - 5.2)
Rating:63Neutral
Price Target:
$7.00
▲(16.09% Upside)
Action:Reiterated
Date:06/25/26
The score is anchored by mixed financial performance: solid recent profitability is outweighed by materially negative TTM free cash flow and rising leverage, which are key risks in a cyclical shipping business. Technicals are supportive with a strong uptrend, though overbought readings add near-term volatility risk. Valuation is balanced by a very high dividend yield but offset by an elevated P/E for the cycle.
Positive Factors
High fleet employment visibility
Contracted employment covering ~90% of the fleet at elevated daily rates provides multi-quarter revenue visibility, reducing near-term spot exposure. That durable booking profile supports predictable cash inflows for debt service and dividend payouts while management books voyages into Q3.
Negative Factors
Deeply negative free cash flow
Material negative free cash flow over the trailing twelve months signals operations aren’t self-funding all capex and distributions. This creates reliance on external financing or asset sales, raising liquidity and sustainability risk for dividends and capital commitments if market conditions soften.
Read all positive and negative factors
Positive Factors
Negative Factors
High fleet employment visibility
Contracted employment covering ~90% of the fleet at elevated daily rates provides multi-quarter revenue visibility, reducing near-term spot exposure. That durable booking profile supports predictable cash inflows for debt service and dividend payouts while management books voyages into Q3.
Read all positive factors

Nordic American Tanker (NAT) vs. SPDR S&P 500 ETF (SPY)

Nordic American Tanker Business Overview & Revenue Model

Company Description
Founded in 1995 and headquartered in Hamilton, Bermuda, Nordic American Tankers Limited (NAT) is a shipping enterprise focused on the acquisition and chartering of double-hull tanker vessels. The company's operations extend internationally as well...
How the Company Makes Money
NAT primarily makes money by chartering out its crude oil tankers to customers that need to move crude oil between global ports. Its main revenue stream is freight income earned under vessel charter agreements, which can include time charters (ear...

Nordic American Tanker Financial Statement Overview

Summary
Profitability has improved versus the 2021 downturn with healthy TTM margins, but results remain highly cyclical with sharp earnings declines in 2025 vs. 2023–2024. Balance-sheet leverage has risen (TTM debt-to-equity ~0.91 vs. ~0.53 in 2024) and ROE is currently modest. The biggest weakness is cash flow quality: despite positive operating cash flow, TTM free cash flow is deeply negative (~-$86M), increasing funding and liquidity sensitivity.
Income Statement
72
Positive
Balance Sheet
60
Neutral
Cash Flow
45
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue334.09M292.42M349.74M391.69M339.34M195.76M
Gross Profit97.31M57.87M106.14M150.78M54.97M-68.53M
EBITDA149.80M105.76M133.52M180.73M92.60M-24.69M
Net Income54.32M12.27M46.64M98.71M15.10M-119.42M
Balance Sheet
Total Assets901.26M902.16M817.59M879.20M880.74M851.15M
Cash, Cash Equivalents and Short-Term Investments81.12M45.86M39.18M31.08M59.58M34.74M
Total Debt415.39M424.14M269.70M301.60M306.04M320.96M
Total Liabilities445.32M456.64M308.77M340.89M340.75M352.93M
Stockholders Equity455.94M445.52M508.81M538.30M539.98M498.22M
Cash Flow
Free Cash Flow-85.74M-116.61M125.54M65.78M-71.28M-62.19M
Operating Cash Flow50.43M19.84M128.16M139.44M24.13M-44.46M
Investing Cash Flow-47.09M-87.70M-2.62M-73.67M-14.34M-3.46M
Financing Cash Flow-25.81M68.99M-115.05M-95.67M9.01M30.51M

Nordic American Tanker Technical Analysis

Technical Analysis Sentiment
Positive
Last Price6.03
Price Trends
50DMA
5.44
Positive
100DMA
5.22
Positive
200DMA
4.24
Positive
Market Momentum
MACD
0.25
Negative
RSI
56.14
Neutral
STOCH
66.03
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For NAT, the sentiment is Positive. The current price of 6.03 is above the 20-day moving average (MA) of 5.50, above the 50-day MA of 5.44, and above the 200-day MA of 4.24, indicating a bullish trend. The MACD of 0.25 indicates Negative momentum. The RSI at 56.14 is Neutral, neither overbought nor oversold. The STOCH value of 66.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NAT.

Nordic American Tanker Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
$616.94M10.829.01%2.80%-13.22%-42.17%
74
Outperform
$1.91B8.916.50%32.94%128.18%
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
65
Neutral
$650.67M14.354.68%4.16%-1.56%-33.49%
63
Neutral
$1.24B22.4011.76%10.65%4.65%49.74%
63
Neutral
$1.52B42.993.21%12.24%-16.39%-44.25%
58
Neutral
$1.03B64.92<0.01%4.04%2.22%-63.61%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NAT
Nordic American Tanker
5.78
3.49
152.73%
GNK
Genco Shipping
24.39
12.02
97.15%
SB
Safe Bulkers
6.36
2.85
81.40%
SFL
SFL Corporation
10.36
2.72
35.69%
ASC
Ardmore Shipping
14.39
5.20
56.58%
ECO
Okeanis Eco Tankers Corp.
49.60
30.23
156.09%

Nordic American Tanker Corporate Events

Nordic American Tankers Lifts Q1 2026 Dividend as Earnings Surge on Strong Suezmax Market
Jun 1, 2026
Nordic American Tankers reported that market conditions for its Suezmax tanker operations in the first quarter of 2026 were the strongest in decades, driving a sharp earnings surge and another increase in shareholder payouts. For the quarter ended...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 25, 2026