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National Energy Services Reunited
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National Energy Services Reunited Community
NasdaqCM:NESR Community
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National Energy Services Reunited
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National Energy Services Reunited
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Rising MENA Demand Will Boost Oilfield Service Expansion
Key Takeaways Accelerated market share growth and regional technology exclusivity position NESR for major revenue and margin expansion ahead of industry expectations. Strong contract visibility and localized operations secure stable cash flows, enabling superior shareholder returns amid rising global energy demand.
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US$16
FV
34.1% undervalued
intrinsic discount
4.72%
Revenue growth p.a.
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7 days ago
author updated this narrative
National Energy Services Reunited
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Global Energy Demand And Digital Upgrades Will Secure Future Success
Key Takeaways Strong positioning in key Middle East and North Africa markets, supported by long-term contracts, ensures stable revenue and reduces earnings volatility. Strategic focus on sustainability and digital initiatives opens new high-growth opportunities and drives margin expansion.
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US$13.2
FV
20.2% undervalued
intrinsic discount
3.95%
Revenue growth p.a.
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Updated
narrative
National Energy Services Reunited
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising MENA Risks Will Constrain Projects Yet Foster Cautious Optimism
Key Takeaways Heavy focus on the MENA region creates volatility risks from geopolitical, regulatory, and energy transition shifts, impacting margins and revenue predictability. Ongoing investments in digitalization and clean technologies shrink profitability, while larger global competitors may outpace NESR's innovation and contract wins.
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US$10
FV
5.4% overvalued
intrinsic discount
4.65%
Revenue growth p.a.
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14 days ago
author updated this narrative