• In December 2025, Rimini Street announced it had expanded its global partnership with Tidewater, the leading operator of offshore support vessels, to deliver broader ERP support, including Oracle PeopleSoft, SAP systems, and new tax software across the company’s operations.
• This move to consolidate Tidewater’s regional financial processes into a single global platform is material because it can improve efficiency, strengthen compliance, and better support the company’s energy exploration and production activities.
• We’ll now examine how this enhanced ERP and tax platform could shape Tidewater’s investment narrative by improving operational efficiency and control.

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What Is Tidewater's Investment Narrative?

To own Tidewater, you have to believe in the durability of offshore activity, the company’s ability to keep its large vessel fleet well utilized, and management’s discipline as it weighs acquisitions against buybacks. Near term, the key catalysts remain vessel day-rates, contract renewals, and capital allocation choices, especially after a year where revenue grew modestly while margins slipped and recent returns lagged the broader market and sector. The expanded Rimini Street partnership fits into this picture as more of an enabling catalyst than a headline driver: a unified ERP and tax platform can tighten cost control, improve visibility across regions, and help integrate any future M&A more cleanly. That said, investors still need to weigh slower forecast revenue growth and low but improving profitability against the recent share price strength.

However, investors should also factor in the risk around slower forecast revenue growth and margins. Tidewater's shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

Exploring Other Perspectives

The Simply Wall St Community’s 9 fair value estimates for Tidewater span roughly US$45 to US$188, highlighting very different expectations. Set this against Tidewater’s modest forecast revenue growth and earnings-focused story to understand how differently the company’s prospects can be viewed.

Explore 9 other fair value estimates on Tidewater - why the stock might be worth over 3x more than the current price!

Build Your Own Tidewater Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Tidewater research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Tidewater research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Tidewater's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.