BORR Share Price Performance
US$5.77
3.48 (151.97%)
11.2% undervalued intrinsic discount
US$6.50
Fair Value
Price US$5.77
AnalystHighTarget US$6.50
AnalystConsensusTarget US$5.84
AnalystLowTarget US$4.00
Fair ValueUS$6.50
Share Pricen/a
Borr Drilling Limited Stock Price
- 3 Narratives written by author
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- 25 Fair Values set on narratives written by author
BORR Community Narratives
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Fair Value US$6.5 11.2% undervalued intrinsic discount
Global Energy Demand Will Drive Modern Rigs Despite Debt Concerns
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Fair Value US$5.84 1.2% undervalued intrinsic discount
Overvaluation Will Crumble As Environmental And Political Risks Mount
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7users have followed this narrative
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Fair Value US$4 44.3% overvalued intrinsic discount
Rising Regulations Will Restrict Offshore Drilling And Margins May Recover
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Overvaluation Will Crumble As Environmental And Political Risks Mount
Key Takeaways Investor optimism may underestimate risks from oversupply, payment delays, and shifting toward renewables, potentially pressuring future revenues and earnings quality. High leverage and regulatory changes could divert capital away from growth, increasing costs and threatening margins amid evolving ESG and market dynamics.Read more
229
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7users have followed this narrative
AN
US$5.84
1.2% undervalued intrinsic discount
Fair Value
Revenue
7.75% p.a.
Profit Margin
5.49%
Future PE
41.32x
Price in 2029
US$7.69
Global Energy Demand Will Drive Modern Rigs Despite Debt Concerns
Key Takeaways Strong global rig demand, limited new supply, and a young fleet position Borr Drilling to outperform expectations with rising margins and sustainable revenue growth. Enhanced liquidity enables strategic acquisitions as industry consolidation accelerates, further boosting long-term earnings potential and revenue diversification.Read more
93
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4users have followed this narrative
AN
US$6.5
11.2% undervalued intrinsic discount
Fair Value
Revenue
8.3% p.a.
Profit Margin
5.71%
Future PE
43.09x
Price in 2029
US$8.47
Rising Regulations Will Restrict Offshore Drilling And Margins May Recover
Key Takeaways Reliance on offshore drilling and specific regional markets exposes Borr Drilling to substantial risks from energy transition, regulatory shifts, and regional policy uncertainty. High leverage and ongoing refinancing needs could undermine earnings and deleveraging if capital access is disrupted or debt costs rise.Read more
27
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US$4
44.3% overvalued intrinsic discount
Fair Value
Revenue
1.02% p.a.
Profit Margin
4.79%
Future PE
36.56x
Price in 2029
US$5.28
Trending Discussion
Recently Updated Narratives
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BORR: Premium Rig Expansion And New Contracts Will Support Future Upside
Fair Value: US$5.84 1.2% undervalued intrinsic discount
7 followersusers have followed this narrative
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AN
BORR: Fleet Expansion And New Contracts Will Drive A More Optimistic Outlook
Fair Value: US$6.5 11.2% undervalued intrinsic discount
4 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
BORR: Weak Crude Prices Will Limit Benefits From Offshore Contract Recovery
Fair Value: US$4 44.3% overvalued intrinsic discount
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Snowflake Analysis
Borr Drilling Limited Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 21, 2026
- 0.15
- 52.37%
- 4.41%
- 175.9%
About BORR
- Founded
- 2016
- Employees
- 2030
- CEO
- WebsiteView website
Borr Drilling Limited operates as an offshore shallow-water drilling contractor to the oil and gas industry in the Americas, Southeast Asia, West Africa, the Middle East, North Africa, and Europe. It owns, contracts, and operates jack-up rigs for operations in shallow-water areas, such as the provision of related equipment and work crews to conduct oil and gas drilling and workover operations for exploration and production. It serves oil and gas exploration and production companies, such as integrated oil companies, state-owned national oil companies, and independent oil and gas companies. The company was formerly known as Magni Drilling Limited and changed its name to Borr Drilling Limited in December 2016. Borr Drilling Limited was incorporated in 2016 and is based in Hamilton, Bermuda.
