NOV Management
Management Kriterienprüfungen 2/4
NOV CEO ist Jose Bayardo , ernannt in Mar 2025, hat eine Amtszeit von 1.5 Jahren. Die jährliche Gesamtvergütung beträgt $6.17M , bestehend aus 13.4% Gehalt und 86.6% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.15% der Aktien des Unternehmens, im Wert von $11.23M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 5.6 Jahre bzw. 2.7 Jahre.
Wichtige Informationen
Jose Bayardo
Geschäftsführender
US$6.2m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 13.37% |
| Amtszeit als Geschäftsführer | 1.5yrs |
| Eigentum des Geschäftsführers | 0.1% |
| Durchschnittliche Amtszeit des Managements | 5.6yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 2.7yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • Aug 18
NOV Inc.: Too Expensive Given My Outlook
Summary NOV Inc. has outperformed the energy sector recently, driven by oil price leverage and higher financial beta. I see limited upside for NOV stock due to its premium valuation (23.0x P/E) versus peers and lack of a high-growth digital segment. NOV’s deepwater and FPSO exposure is a double-edged sword; potential oil price declines could disproportionately impact its offshore business. With an Altman Z Score of 1.97, NOV faces moderate financial stress, warranting caution on capital returns and favoring balance sheet strengthening. Read the full article on Seeking Alpha
Narrative-Update • Aug 11
NOV: Offshore And Middle East Cycles Will Shape Future Returns
Analysts now place NOV's fair value at $22.08, up from $21.40. This reflects a mix of higher and lower Street price targets following Q2 results, shifting views on offshore and Middle East orders, and updated expectations for revenue growth, margins, and future P/E levels.
Narrative-Update • Jul 08
NOV: Offshore Activity And Capital Returns Will Support Future Rerating
The analyst price target for NOV has been raised from $23 to $26, as analysts point to updated expectations for revenue growth, profit margins, and sector order trends. These factors are cited to support a higher fair value, along with slightly adjusted discount rate and future P/E assumptions.
Narrative-Update • Jun 24
NOV: Future Returns Will Lag As Middle East Disruptions Pressure Margins
Analysts have nudged the price target on NOV higher to reflect modestly stronger long-term expectations for offshore and deepwater equipment demand, citing updated sector models and recent target increases from several firms that now range roughly from $19 to $26. Analyst Commentary Recent research on NOV highlights a split in opinion, with some firms raising targets while others stay cautious on valuation, execution, and growth pacing.Narrative-Update • Jun 09
NOV: Future Returns Will Lag As Middle East Cost Pressures Persist
Analysts have maintained the overall $17.00 fair value anchor for NOV, while a mix of higher Street price targets up to $26 and more cautious views citing Middle East related cost pressures frames this update to reflect slightly adjusted growth, margin, discount rate, and future P/E assumptions. Analyst Commentary Street research on NOV currently spans a wide range of views, from more constructive stances with price targets up to US$26 to cautious opinions centered closer to US$19.Narrative-Update • May 26
NOV: Fair Outlook As Structural Projects And Execution Risks Shape Future Returns
NOV's analyst price target has been lifted modestly to $21.40 from $20.65 as analysts factor in updated oilfield services models and forecasts that sit above Street EBITDA expectations in future years. Analyst Commentary Recent research updates on NOV show a mix of optimism on long term earnings power and caution around execution risks and macro headlines.Narrative-Update • May 05
NOV: Future Returns Will Lag Structural Project Commitments Despite Recent Supportive Actions
The analyst price target for NOV has been raised by $1 to $17, as analysts cite revised assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E following a series of recent price target increases across the Street. Analyst Commentary Recent research on NOV points to a cluster of higher price targets, including moves from several firms that adjusted their views around fair value, discount rates, revenue assumptions, margin expectations, and future P/E.Narrative-Update • Apr 21
NOV: Fair Outlook As Structural Projects And Geopolitical Disruptions Shape Returns
The analyst price target for NOV has been nudged higher from $20.10 to $20.65, as analysts point to recent rounds of target increases and generally more constructive views on revenue growth, margins, and long-term industry activity. Analyst Commentary Recent Street research on NOV reflects a mix of optimism and caution, with several price target increases clustered over a short period and at least one downgrade in the same window.Narrative-Update • Apr 07
NOV: Fair Outlook As Structural Oilfield Activity And Geopolitical Risks Shape Prospects
The analyst price target for NOV has shifted from $16.88 to $20.10, as analysts factor in a series of recent target increases across the Street. They cite sector previews and note that long term oilfield activity plans remain intact despite geopolitical risks.Narrative-Update • Mar 24
NOV: Structural Oilfield Activity And Capital Returns Will Support Future Re Rating
Analysts have nudged NOV's price targets higher into the high teens and low $20s, citing what they see as structural demand for oilfield services and opportunities arising from geopolitical dislocations. At the same time, the model inputs around revenue growth, profit margins and future P/E remain broadly consistent with prior assumptions.Narrative-Update • Mar 10
NOV: Structural Oilfield Activity And Capital Returns Will Drive Future Re Rating
Analysts have nudged their average price target on NOV higher, with several firms lifting targets into the high teens and low $20s. They point to structural oilfield activity trends and potential opportunities created by recent geopolitical dislocations.Narrative-Update • Feb 23
NOV: Recent Share Price Strength Will Outrun Oilfield Project Commitments
Analysts have lifted their fair value estimate for NOV to $16.00 from $11.13. They point to updated assumptions for modest revenue growth, slightly higher profit margins, a lower discount rate, and a higher future P/E multiple, supported by a string of recent price target increases and an upgrade across the Street.Analyseartikel • Feb 12
NOV's (NYSE:NOV) Conservative Accounting Might Explain Soft Earnings
Shareholders appeared unconcerned with NOV Inc.'s ( NYSE:NOV ) lackluster earnings report last week. We think that the...Narrative-Update • Feb 09
NOV: Rising Oilfield Activity And Buybacks Will Drive A Bullish Re Rating
Analysts have lifted their price target on NOV to US$23.00 from US$21.81. This reflects updated assumptions for slightly higher revenue growth, profit margins, and future P/E multiples across recent research updates.Analyseartikel • Jan 26
Is NOV (NYSE:NOV) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Narrative-Update • Jan 26
NOV: Rising Oilfield Activity Will Drive A Bullish Re Rating
Analysts have lifted their price target on NOV to about US$21.81 from US$19.00, citing updated assumptions for revenue growth, profit margins, and a slightly higher future P/E multiple, supported by recent research updates across the Street. Analyst Commentary Recent Street research on NOV has skewed constructive, with several bullish analysts lifting their price targets and pointing to a more supportive setup for earnings and valuation across the oilfield services group.Narrative-Update • Jan 11
NOV: Balanced Outlook As Sector Activity And Execution Risks Shape Prospects
Analysts have nudged their price targets for NOV higher, with recent moves such as US$19 to US$22, US$17 to US$20 and US$14 to US$16. This points to a modest uplift in fair value estimates supported by slightly adjusted growth, margin and P/E assumptions across the oilfield services group.Narrative-Update • Dec 27
NOV: Saudi And Deepwater Upswing Will Drive A Bullish Re-Rating
Analysts have modestly increased their blended price target on NOV to $16 from $14. This reflects slightly stronger expectations for revenue growth, profit margins, and sector momentum despite some lingering caution on the shares.Analyseartikel • Dec 17
We Like These Underlying Return On Capital Trends At NOV (NYSE:NOV)
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Narrative-Update • Dec 13
NOV Saudi And Deepwater Upswing Will Support A Re-Rating
We lower our analyst price target for NOV to $19.00 from $19.63, reflecting analysts' slightly more conservative valuation multiple, even as they point to improving sector momentum and a healthier growth and discount rate backdrop supported by recent mixed but generally constructive target revisions on the Street. Analyst Commentary Bullish analysts continue to highlight a gradual improvement in NOV's risk reward profile, even as the range of published price targets remains relatively tight and ratings are mixed.Narrative-Update • Nov 27
NOV: Sector Momentum And Market Risks Will Shape Future Performance
NOV's fair value estimate increased moderately to $16.33, up from $16.15. This change reflects analysts' views of sector momentum and recent upward price target revisions for the shares.Analyseartikel • Nov 23
NOV (NYSE:NOV) Has Affirmed Its Dividend Of $0.075
The board of NOV Inc. ( NYSE:NOV ) has announced that it will pay a dividend on the 19th of December, with investors...Narrative-Update • Nov 13
NOV: Outlook Will Balance Sector Momentum With Oil Market Risks
NOV’s fair value estimate has increased from $15.75 to $16.15, as analysts cite stronger expected revenue growth and sector momentum, which support an improved outlook. Analyst Commentary Analyst perspectives on NOV Inc.Analyseartikel • Nov 09
A Piece Of The Puzzle Missing From NOV Inc.'s (NYSE:NOV) 25% Share Price Climb
NOV Inc. ( NYSE:NOV ) shareholders have had their patience rewarded with a 25% share price jump in the last month. The...Narrative-Update • Oct 30
Deepwater And Saudi Activity Will Drive Recovery Amid Sector Crosscurrents
The analyst price target for NOV has increased to $15.75 from $15.38. This change reflects improved revenue growth expectations and a stronger profit margin outlook, as analysts cite sector momentum and evolving industry dynamics.Analyseartikel • Oct 27
NOV Inc.'s (NYSE:NOV) Intrinsic Value Is Potentially 53% Above Its Share Price
Key Insights The projected fair value for NOV is US$21.13 based on 2 Stage Free Cash Flow to Equity Current share price...Analyseartikel • Sep 13
Returns Are Gaining Momentum At NOV (NYSE:NOV)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Narrative-Update • Sep 04
Offshore And International Activity Will Fuel Future Energy Transformation
Amid ongoing oilfield services market headwinds—such as sector deceleration, earnings estimate downgrades, and persistent oil price volatility—analysts remain cautious on NOV, maintaining a neutral outlook and an unchanged consensus price target of $15.38. Analyst Commentary Ongoing crosscurrents in the oilfield services market, with U.S. land experiencing deflation and sticky production, and international and offshore sectors showing deceleration and mixed results.Seeking Alpha • Mar 07
NOV: The More You Dig, The Less Exciting It Is
Summary NOV Inc. shares have declined 15% over the past year, lagging behind the industry ETF, XES, which is down 17%. NOV's growth is insufficient, with a low yield of 2.11% and stagnant backlog growth, leading to a neutral rating. NOV's diversification into offshore wind and subsea flexibles shows promise, but revenue growth remains slow, impacting overall valuation. Capital allocations, including buybacks and dividends, are poorly implemented, failing to significantly benefit shareholders, keeping the stock in a terminal decline. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
NOV: Shareholder Returns Have Likely Peaked For Now
Summary NOV exceeded expectations for Q4 2024, thereby leading to a potential $80m supplemental dividend payment. A large working capital draw during 2024 boosted free cash flow, but this is not expected to be repeated during 2025. Since no capital expenditure cuts are planned for 2025 versus 2024, it also limits the potential for free cash flow. I see flat operating conditions for 2025 versus 2024 with risks to the downside, neither of which would help free cash flow. Since free cash flow during 2025 is very likely to be materially lower year-on-year versus 2024, it appears shareholder returns have likely peaked for now. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$95m |
| Mar 31 2026 | n/a | n/a | US$91m |
| Dec 31 2025 | US$6m | US$824k | US$145m |
| Sep 30 2025 | n/a | n/a | US$383m |
| Jun 30 2025 | n/a | n/a | US$471m |
| Mar 31 2025 | n/a | n/a | US$589m |
| Dec 31 2024 | US$4m | US$725k | US$635m |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$986m |
| Dec 31 2023 | US$5m | US$718k | US$993m |
| Sep 30 2023 | n/a | n/a | US$499m |
| Jun 30 2023 | n/a | n/a | US$417m |
| Mar 31 2023 | n/a | n/a | US$331m |
| Dec 31 2022 | US$5m | US$685k | US$155m |
| Sep 30 2022 | n/a | n/a | US$11m |
| Jun 30 2022 | n/a | n/a | -US$90m |
| Mar 31 2022 | n/a | n/a | -US$185m |
| Dec 31 2021 | US$4m | US$685k | -US$250m |
| Sep 30 2021 | n/a | n/a | -US$557m |
| Jun 30 2021 | n/a | n/a | -US$543m |
| Mar 31 2021 | n/a | n/a | -US$610m |
| Dec 31 2020 | US$4m | US$685k | -US$3b |
| Sep 30 2020 | n/a | n/a | -US$3b |
| Jun 30 2020 | n/a | n/a | -US$3b |
| Mar 31 2020 | n/a | n/a | -US$8b |
| Dec 31 2019 | US$5m | US$685k | -US$6b |
Vergütung im Vergleich zum Markt: JoseDie Gesamtvergütung ($USD6.17M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD8.45M).
Entschädigung vs. Einkommen: JoseDie Bezüge der Mitarbeiter sind um mehr als 20 % gestiegen, während die Unternehmensgewinne im vergangenen Jahr um mehr als 20 % gesunken sind.
Geschäftsführer
Jose Bayardo (54 yo)
1.5yrs
Amtszeit
US$6,166,538
Vergütung
Mr. Jose A. Bayardo is Chief Executive Officer & Chairman of NOV Inc. from January 1, 2026 and has been its President since March 17, 2025 and serves as its Director since October 2025 and was its COO from...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 1.5yrs | US$6.17m | 0.15% $ 11.2m | |
| Senior VP & CFO | 1.5yrs | US$2.78m | 0.047% $ 3.6m | |
| Senior VP | 11.9yrs | US$2.99m | 0.071% $ 5.4m | |
| President of Energy Equipment | 2.7yrs | US$3.54m | 0.054% $ 4.1m | |
| VP, Corporate Controller & Chief Accounting Officer | 4.8yrs | keine Daten | 0.0072% $ 543.4k | |
| Chief Marketing Officer & CTO | 6.4yrs | keine Daten | keine Daten | |
| Chief Information Officer | 11.1yrs | keine Daten | keine Daten | |
| Chief Administrative Officer | 9.5yrs | keine Daten | keine Daten | |
| Director of Investor Relations | no data | keine Daten | keine Daten | |
| Chief Health | 4.4yrs | keine Daten | keine Daten | |
| President of Energy Products & Services | 8.7yrs | keine Daten | 0.016% $ 1.2m | |
| VP, Assistant General Counsel & Assistant Secretary | no data | keine Daten | keine Daten |
5.6yrs
Durchschnittliche Betriebszugehörigkeit
54.5yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von NOV ist erfahren und erfahren (durchschnittliche Amtszeit von 5.6 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | less than a year | US$6.17m | 0.15% $ 11.2m | |
| Independent Director | 23.1yrs | US$329.99k | 0.033% $ 2.5m | |
| Independent Director | 2.7yrs | US$310.00k | 0.0072% $ 545.7k | |
| Independent Director | 12.4yrs | US$330.61k | 0.030% $ 2.3m | |
| Independent Lead Director | 10.8yrs | US$331.88k | 0.026% $ 2.0m | |
| Independent Director | 2.5yrs | US$313.75k | 0.0072% $ 543.4k | |
| Independent Director | 1.8yrs | US$326.01k | 0.024% $ 1.8m | |
| Independent Director | less than a year | keine Daten | keine Daten | |
| Independent Director | 4.9yrs | US$315.00k | 0.013% $ 980.4k |
2.7yrs
Durchschnittliche Betriebszugehörigkeit
59yo
Durchschnittliches Alter
Erfahrener Vorstand: NOVDie Vorstandsmitglieder gelten nicht als erfahren ( 2.7 Jahre durchschnittliche Amtszeit), was auf einen neuen Vorstand hindeutet.
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/11 23:09 |
| Aktienkurs zum Tagesende | 2026/09/11 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
NOV Inc. wird von 53 Analysten beobachtet. 16 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| William Selesky | Argus Research Company |
| Daniel Leben | Baird |
| J. David Anderson | Barclays |