Update shared on10 Sep 2025
Fair value Increased 5.60%Analysts have raised National Energy Services Reunited’s price target from $12.50 to $13.20, citing optimism about a recovery in international drilling activity and the company’s resilience despite ongoing sector headwinds.
Analyst Commentary
- Bullish analysts see a buying opportunity for National Energy Services despite international activity deceleration, initiating coverage with favorable ratings and higher price targets.
- Anticipation of a bottom in international drilling activity, particularly in Saudi Arabia, by Q4 2025 is expected to improve the outlook for oilfield services.
- Bearish analysts note significant rig suspensions and challenges in both conventional and unconventional basins, leading to short-to-mid-term headwinds.
- U.S. land markets remain unfavorable with oil prices below $70 per barrel due to tariffs and increased production, pressuring rig counts and service pricing.
- Despite sector headwinds, some bullish analysts are optimistic about the company’s resilience and growth prospects relative to peers, justifying price target increases.
What's in the News
- Company expects third-quarter revenue to be consistent with the second quarter, citing timing of tender awards and project start-ups.
- 2025 full-year revenue is projected to surpass 2024, driven by new contract wins and successful technology deployments, with growth momentum expected to continue into 2026.
- National Energy Services Reunited was added to numerous Russell indexes, including Russell 2000, 2500, 3000, Microcap, and Small Cap Completeness, both growth and value benchmarks, enhancing visibility and potential investor base.
Valuation Changes
Summary of Valuation Changes for National Energy Services Reunited
- The Consensus Analyst Price Target has risen from $12.50 to $13.20.
- The Future P/E for National Energy Services Reunited remained effectively unchanged, moving only marginally from 9.69x to 9.84x.
- The Discount Rate for National Energy Services Reunited remained effectively unchanged, moving only marginally from 8.26% to 8.31%.
Disclaimer
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