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KI

Rocket Lab's Path to Success is Wider and Closer Than Before - Much Like Its Neutron Rocket

Fair Value: US$97.83 35.1% undervalued

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mhbb

Mastersystem Infotama will achieve 18.9% revenue growth as fair value hits IDR1,650

Fair Value: Rp1.63k 13.8% undervalued

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Robbo

Insiders Sell, Investors Watch: What’s Going On at PG?

Fair Value: US$150 6.2% undervalued

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TheWallstreetKing

MicroVision will explode future revenue by 380.37% with a vision towards success

Fair Value: US$60 98.4% undervalued

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AnalystConsensusTarget

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value: US$250.39 27.7% undervalued

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RockeTeller

Crazy Undervalued 42 Baggers Silver Play (Active & Running Mine)

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US

Great narratives with technical information details.

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OI

OilStates

The article’s takeaways do not reflect Oil States’ current business mix or market realities. Nearly 75% of Company revenues now come from offshore and international projects, where industry investment is strengthening, not declining, and backlog is at the highest level in a decade. Oil States has intentionally exited lower-margin U.S. land markets, resulting in expanding margins, strong free cash flow, and a near-zero net-debt profile. Our offerings are concentrated in high-barrier, engineered offshore technologies where competitive pressure and regulatory risk are far lower than implied. These fundamentals therefore do not align with the structural-decline narrative presented. Find out more about the strong offshore/international, cash generation, and valuation upside potential in our latest investor presentation available here: https://ir.oilstatesintl.com/events-and-presentations/default.aspx

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OI

OilStates

This article is overall well written. However, to correct a few points and to highlight a few additional points: -The shift towards more stable long-cycle offshore and international projects does not increase volatility or exposure to short-cycle markets, quite the opposite. Offshore projects have a much longer investment cycle, duration, and low volatility given these are multi-decade assets. -The article notes a lack of exposure to renewables. Oil States has applied decades of experience in technologies for traditional oil & gas technologies into the renewables sector including transfer of fixed and floating offshore platform technologies into offshore wind, downhole perforating and well completions technologies into geothermal, along with over 50+ renewables projects completed. We are supportive of a broad energy mix, yet to meet growing global energy demand requires both traditional as well as lower carbon resources. Both elements as well as other industrial product orders continue to contribute to Oil States decade-high backlog, which provides significant future revenue visibility. -One of the main storylines not captured here is cash flow generation. 75% of Company revenues (up from 51% in 2022) now come from offshore and international work, which provides good margins. With the strength of the Offshore Manufactured Products business segment, the high-grading of U.S. domestic land activities to focus on higher margin business lines, free cash flow (a non-GAAP metric) has grown significantly ($70 million in free cash flow on a TTM basis as of Sept. 30, 2025). This is quite high for a Company at this market cap, which results in a higher free cash flow yield vs. peers. -Free cash is being used to repurchase shares, to pay down debt (nearing net-debt zero), and to increase returns to stockholders. More detail can be found in our latest investor presentation here: https://ir.oilstatesintl.com/events-and-presentations/default.aspx

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