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Overvaluation Will Crumble As Environmental And Political Risks Mount

Published
16 Mar 25
Updated
16 Aug 25
AnalystConsensusTarget's Fair Value
US$3.10
3.9% undervalued intrinsic discount
28 Aug
US$2.98
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1Y
-44.2%
7D
-3.6%

Author's Valuation

US$3.1

3.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on16 Aug 25
Fair value Decreased 11%

Analysts raised Borr Drilling’s price target to $3.80 as resilient 7G drillship utilization and improved valuation outweighed lingering concerns over offshore activity and sector uncertainty. Analyst Commentary Bearish analysts cite ongoing softness in offshore drilling activity and macro uncertainty, particularly relating to a slowdown in the overall offshore cycle.

Shared on01 May 25
Fair value Decreased 30%

Shared on24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 4.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.