Update shared on 17 Nov 2025
Fair value Increased 2.61%Narrative Update on Valaris: Analyst Price Target Revision
Analysts have raised their price target for Valaris from $53.70 to $55.10 per share. They cite improved revenue growth estimates and a modestly lower discount rate as key factors in their updated outlook.
What's in the News
- Valaris repurchased 1,539,234 shares between July and September 2025 for $75 million. This brings total buybacks since September 2022 to 6,813,420 shares, or 9.35% of shares outstanding, at a total cost of $403.39 million (Company filing).
- Valaris was awarded a five-well contract with BP Exploration Delta Limited for the drillship VALARIS DS-12 in Egypt, starting in the second quarter of 2026. The contract has an estimated value of $140 million and includes the potential for three additional option wells (Company announcement).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, from $53.70 to $55.10 per share.
- Discount Rate has fallen modestly, from 7.99% to 7.51%.
- Revenue Growth estimate is higher, increasing from 49.2% to 56.3%.
- Net Profit Margin is nearly unchanged, shifting marginally from 19.31% to 19.27%.
- Future P/E ratio has risen slightly, from 9.29x to 9.40x.
Disclaimer
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