Shared on 10 Nov 25
Fair value Increased 8.71%BORR: Future Profit Margins And Industry Outlook Will Balance Weaker Revenue
Analysts have lowered their fair value estimate for Borr Drilling from $3.10 to $3.37. They cite weaker expected revenue growth, but note better profit margins and a reduced discount rate in their updated forecasts.
Shared on 16 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 on 24 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 17 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 09 Apr 25
Fair value Increased 0.40%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 02 Apr 25
Fair value Increased 0.61%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 26 Mar 25
Fair value Increased 4.03%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 19 Mar 25
Fair value Increased 48%AnalystConsensusTarget made no meaningful changes to valuation assumptions.