Update shared on 19 Nov 2025
Fair value Decreased 9.77%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.
What's in the News
- Notice received to recommence operations on seven land rigs in Saudi Arabia. Reactivations are scheduled in stages throughout the first half of 2026 (Client Announcements).
- All suspension days for the rigs will be added to their contracts. This reinforces Helmerich & Payne’s strategic expansion in the Eastern Hemisphere (Client Announcements).
- By mid-2026, Helmerich & Payne expects to operate 24 rigs in Saudi Arabia, including eight FlexRigs and 16 rigs acquired from KCA Deutag (Client Announcements).
- A board meeting is scheduled for September 9, 2025, to declare a quarterly cash dividend of $0.25 per share. The dividend will be payable on December 2, 2025, to shareholders of record as of November 18, 2025 (Board Meeting).
Valuation Changes
- Fair Value has decreased from $26.60 to $24.00, representing a notable reduction in the estimated worth per share.
- Discount Rate has edged down slightly from 8.37% to 8.31%.
- Revenue Growth projections have declined significantly, falling from 4.34% to 1.30%.
- Net Profit Margin has improved modestly from 5.25% to 5.56%.
- Future P/E has decreased from 16.74x to 13.93x. This indicates a lower expected valuation based on projected earnings.
Disclaimer
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