HP: Saudi Rig Reactivations Will Offset Margin Pressure And Support Shares

Analysts have raised their price target on Helmerich & Payne from approximately $24.00 to about $27.20, citing expectations for stronger top line growth and a higher future earnings multiple, even though projected profit margins are slightly lower. What's in the News Notice received to recommence operations on seven suspended land rigs in Saudi Arabia, with staged reactivations planned through the first half of 2026 (Key Developments) Suspension days for each Saudi rig will be added to its remaining contract term, extending contracted backlog in the region (Key Developments) H&P expects to operate 24 rigs in Saudi Arabia by mid 2026, including eight proprietary FlexRigs and 16 rigs from the KCA Deutag acquisition, highlighting its growing Eastern Hemisphere footprint (Key Developments) Board meeting scheduled for September 9, 2025, to consider declaring a quarterly cash dividend of $0.25 per share, payable December 2, 2025, to shareholders of record on November 18, 2025 (Key Developments) Valuation Changes The Fair Value estimate has risen moderately from approximately $24.00 to about $27.20, reflecting a higher intrinsic valuation per share.

Shared on 19 Nov 25

Fair value Decreased 9.77%

HP: Extended Revenue Slowdown Will Pressure Shares Despite Market Expansion

Analysts have lowered their price target for Helmerich & Payne from $26.60 to $24.00. They cited slower expected revenue growth and a reduced fair value calculation, despite marginal improvements in both profit margin and projected price-to-earnings ratio.

Shared on 05 Nov 25

Fair value Increased 12%

HP: Fair Value Seen Amid Buyback Completion and Dividend Outlook Update

Narrative Update on Helmerich & Payne Analysts have raised their price target for Helmerich & Payne from $23.80 to $26.60. They cite improved valuation estimates, supported by a lower discount rate and a slightly higher expected future price-to-earnings ratio.

Shared on 22 Oct 25

Fair value Increased 5.93%

Analysts have raised their price target for Helmerich & Payne from $22.47 to $23.80 per share, citing slight improvements in projected profit margins and a marginally reduced discount rate in their valuation models. What's in the News The Board of Directors has scheduled a meeting on September 9, 2025, to declare a quarterly cash dividend of $0.25 per share.

Shared on 08 Oct 25

Fair value Increased 5.42%

Analysts have raised their price target for Helmerich & Payne from $21.31 to $22.47, citing modest improvements in projected revenue growth and a lower discount rate, despite slightly lower profit margin expectations. What's in the News The board of Helmerich & Payne approved a quarterly cash dividend of $0.25 per share.

Shared on 30 Apr 25

Fair value Decreased 35%

Shared on 23 Apr 25

Fair value Decreased 3.06%

AnalystConsensusTarget has increased profit margin from 4.8% to 6.9% and decreased future PE multiple from 21.1x to 14.4x.

Shared on 17 Apr 25

Fair value Decreased 8.22%

AnalystConsensusTarget has decreased profit margin from 6.8% to 4.8% and increased future PE multiple from 16.3x to 21.1x.

Shared on 09 Apr 25

Fair value Increased 73%

AnalystConsensusTarget has decreased revenue growth from 16.5% to 12.3%, decreased profit margin from 7.9% to 6.8% and increased future PE multiple from 13.5x to 16.3x.

Shared on 02 Apr 25

Fair value Decreased 39%

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 2.00%