Transocean (RIG) Resumen de Acciones
Transocean Ltd., junto con sus filiales, presta servicios de perforación en alta mar para pozos de petróleo y gas en Suiza y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 4/6 |
| Dividendos | 0/6 |
RIG Community Fair Values
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Analyst Price Targets
Competidores de Transocean Ltd.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$5.70 |
| Máximo en las últimas 52 semanas | US$7.66 |
| Mínimo de 52 semanas | US$2.76 |
| Beta | 1.33 |
| Cambio en 1 mes | 6.15% |
| Variación en 3 meses | -17.51% |
| Cambio de 1 año | 89.37% |
| Variación en 3 años | -30.06% |
| Variación en 5 años | 87.50% |
| Variación desde la OPV | -63.95% |
Noticias y actualizaciones recientes
Actualización de narrativa • Aug 06
RIG: Backlog Expansion From New Equinor Contracts Will Drive Future Upside
Analysts have modestly raised their fair value estimate for Transocean to $6.58 from $6.30, reflecting updated models that factor in recent oil price swings, revised long term P/E assumptions, and mixed but generally constructive views on future offshore spending. Analyst Commentary Recent Street research on Transocean highlights a mix of optimism and caution around the company, with differing views on how current oil price moves and offshore spending expectations may play into execution and valuation over the next few years.Seeking Alpha • Jul 21
Transocean: Downgrading To Hold, Waiting For Valaris Tailwinds
Summary Transocean Ltd. is downgraded to Hold as I await evidence that the Valaris acquisition delivers structural benefits. The $5.8B Valaris deal will expand RIG’s fleet to 73 rigs, diversify its global footprint, and target $200M in synergies. Q2 setup appears underwhelming despite higher crude prices; I project $965M revenue and $0.02 adjusted EPS, with opex still elevated. Balance sheet improvement is key; management targets 1.5x net leverage within two years post-Valaris, which could drive a re-rating if achieved. Read the full article on Seeking AlphaRecent updates
Actualización de narrativa • Aug 06
RIG: Backlog Expansion From New Equinor Contracts Will Drive Future Upside
Analysts have modestly raised their fair value estimate for Transocean to $6.58 from $6.30, reflecting updated models that factor in recent oil price swings, revised long term P/E assumptions, and mixed but generally constructive views on future offshore spending. Analyst Commentary Recent Street research on Transocean highlights a mix of optimism and caution around the company, with differing views on how current oil price moves and offshore spending expectations may play into execution and valuation over the next few years.Seeking Alpha • Jul 21
Transocean: Downgrading To Hold, Waiting For Valaris Tailwinds
Summary Transocean Ltd. is downgraded to Hold as I await evidence that the Valaris acquisition delivers structural benefits. The $5.8B Valaris deal will expand RIG’s fleet to 73 rigs, diversify its global footprint, and target $200M in synergies. Q2 setup appears underwhelming despite higher crude prices; I project $965M revenue and $0.02 adjusted EPS, with opex still elevated. Balance sheet improvement is key; management targets 1.5x net leverage within two years post-Valaris, which could drive a re-rating if achieved. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 29
RIG: Backlog Expansion And Higher Long Term Margins Will Support Earnings
Analysts have nudged their price expectations for Transocean higher, with the updated fair value estimate moving from about $9.18 to roughly $9.88. This reflects recent Street price target increases and rationale that includes higher long term EBITDA forecasts relative to consensus.
Actualización de narrativa • Jun 15
RIG: Offshore Backlog Strength Will Likely Struggle Against Execution And Balance Sheet Risks
Analysts have nudged their average price target for Transocean up from $3 to $4, citing updated oilfield services models and earnings forecasts that are above consensus for later years as key supports for the new fair value view. Analyst Commentary Price target moves on Transocean have not been uniformly positive, and several research updates highlight ongoing caution around the stock.Actualización de narrativa • Jun 01
RIG: Backlog Strength And Debt Reduction Will Confront Merger And Execution Risks
Analysts have raised the fair value estimate for Transocean from about $5.91 to $6.30, citing higher long term EBITDA forecasts and updated price targets across several firms, even though growth expectations are more conservative and the assumed future P/E is lower. Analyst Commentary Recent Street research on Transocean shows a mix of cautious and constructive views, with several firms updating their models and price targets as new quarterly information becomes available.Actualización de narrativa • May 02
RIG: Rich Backlog And Free Cash Flow Will Face Execution Risk
Analysts have raised Transocean's average price target by about $1 to $2, citing updated models that reflect recent free cash flow strength, new multi well contracts, and higher assumed day rates, even as some firms reset ratings to more neutral stances. Analyst Commentary Recent research on Transocean presents a mixed picture, with several firms lifting price targets while others move to more neutral or cautious ratings.Actualización de narrativa • Apr 18
RIG: Offshore Backlog Strength And Cash Generation Will Face Crude Price Risks
Analyst price targets for Transocean have moved higher, with firms such as Morgan Stanley, Susquehanna, Barclays and BTIG lifting their targets by amounts ranging from $0.50 to $2, as analysts point to updated estimates following recent free cash flow, contract wins and sector wide day rate assumptions. Analyst Commentary Recent research shows a split in how analysts view Transocean, with some focusing on improving cash generation and contract activity, while others highlight valuation constraints and rating downgrades even as targets move higher.Actualización de narrativa • Apr 04
RIG: Backlog Wins And Free Cash Flow Will Support Future Earnings
Analysts trimmed their price targets for Transocean to a range of $5 to $7.50, reflecting mixed views, as several firms cited valuation concerns while others pointed to recent free cash flow and new contract wins as support for higher estimates. Analyst Commentary Recent Street research on Transocean shows a clear split between cautious and constructive views, with valuation concerns driving several downgrades while some bullish analysts point to execution, cash generation, and contract activity as reasons to stay positive.Actualización de narrativa • Mar 20
RIG: Backlog Gains And Free Cash Flow Will Reshape Future Earnings Power
Analyst targets for Transocean have been adjusted upward, with the updated fair value estimate moving from $5.50 to about $9.18 as analysts weigh stronger recent free cash flow and contract wins against a more cautious view, reflected in several downgrades and higher assumed future P/E levels. Analyst Commentary Bullish analysts are highlighting a mix of improving execution, stronger cash generation and an expanding contract backlog as they reassess where Transocean should trade.Actualización de narrativa • Mar 06
RIG: Offshore Backlog Wins Will Likely Struggle Against 2026 Activity Risks
Analysts have modestly raised their average price target for Transocean to reflect updated models after recent free cash flow of $321 million in Q4 and $626 million for the year, new multi well contracts with BP in Brazil and in Australia, and several target bumps in the $5 to $7.50 range, even as some firms shifted ratings to more neutral stances. Analyst Commentary Recent research on Transocean reflects a split view, with some firms updating models after Q4 free cash flow and new contracts, while others are signaling more caution on valuation and execution risk.Actualización de narrativa • Feb 20
RIG: Offshore Backlog Gains Will Likely Face Late 2026 Activity Risks
Analysts have lifted their average price target on Transocean to $6, citing higher assumed offshore day rates and improved profit margins. At the same time, several ratings have shifted to more neutral stances as analysts view the shares as closer to fair value at current levels.Artículo de análisis • Feb 11
Transocean Ltd.'s (NYSE:RIG) 28% Price Boost Is Out Of Tune With Revenues
The Transocean Ltd. ( NYSE:RIG ) share price has done very well over the last month, posting an excellent gain of 28...Actualización de narrativa • Feb 06
RIG: Offshore Contract Wins Will Likely Prove Vulnerable To Weak Crude Prices
Narrative Update The analyst price target for Transocean has been adjusted to roughly US$4.37 from about US$4.17, as analysts factor in recent target raises that reflect steadier U.S. drilling activity and more positive commentary around new offshore contract signings. They continue to recognize that crude prices could influence the timing and strength of any rate recovery.Actualización de narrativa • Jan 22
RIG: Offshore Contract Wins Will Likely Face Persistent Weak Crude Headwinds
Analysts have nudged their average price target for Transocean higher, with recent moves such as Susquehanna lifting its target to $5 from $4.50 and Citi raising its view to $4.25 from $3.50. They cited steadier than expected U.S. drilling and completions activity alongside more positive commentary around new offshore contract signings, even as low crude prices remain a watch point.Actualización de narrativa • Jan 08
RIG: Offshore Contract Wins Will Likely Struggle Against Prolonged Weak Crude Prices
Narrative Update Analysts have lifted their price targets on Transocean to a range of about $4.25 to $5.00, citing steady U.S. drilling and completions activity and increased optimism around new offshore contract signings, despite crude price headwinds that could still affect dayrate momentum. Analyst Commentary Recent research points to a cautiously constructive stance on Transocean, with price targets generally clustered in the mid single digit range.Actualización de narrativa • Dec 25
RIG: Offshore Contract Momentum Will Likely Prove Vulnerable To Prolonged Weak Crude Prices
Analysts have raised their price target on Transocean from 2.50 dollars to 3.00 dollars, citing increasingly positive offshore drilling contract activity. However, they caution that lower crude prices could still delay a full recovery in dayrates.Actualización de narrativa • Dec 11
RIG: New Offshore Contracts Will Support Future Revenue Amid Crude Price Uncertainty
Analysts have increased their price target on Transocean by $0.75 to $4.25 per share, citing a more positive offshore drilling outlook supported by new contract signings, even as they note that lower crude prices could still temper the pace of improvement. Analyst Commentary Bullish analysts point to a gradually improving backdrop for offshore drilling, arguing that recent contract signings validate Transocean's ability to secure work and support a higher valuation range.Actualización de narrativa • Nov 26
RIG: Future Revenue Stability And Recent Contracts Will Balance Crude Price Risks
Analysts have raised their price target for Transocean from $3.50 to $4.25, citing increased optimism due to recent contract signings. However, low crude prices remain a cautionary factor.Artículo de análisis • Nov 18
Transocean Ltd. (NYSE:RIG) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected
Despite an already strong run, Transocean Ltd. ( NYSE:RIG ) shares have been powering on, with a gain of 25% in the...Actualización de narrativa • Nov 07
RIG: Future Profit Margins And Contract Revenues Will Offset Revenue Headwinds
Analysts have raised their price target for Transocean from $3.88 to $4.07 per share. They cite improved profit margins and a lower discount rate as key factors in the updated valuation.
Nueva narrativa • Apr 23
Robotic Systems And US Gulf Assets Will Create Future Opportunities
Transocean's premium fleet and strategic regional expansions promise strong future revenue and earnings growth, with high demand predicted in key markets.Seeking Alpha • Feb 28
Transocean: The Inflection Point Has Not Been Reached Just Yet
Summary The offshore drilling market has faced challenges, but recent data shows potential improvement, warranting a 'Hold' rating due to continued backlog issues. Transocean's revenue rose 28.5% year-over-year in 2024, driven by increased rig utilization and higher daily revenue rates, indicating stronger market demand. Despite reducing net debt from $6.67 billion to $5.94 billion, RIG's backlog fell to $8.33 billion, highlighting ongoing industry challenges. Management's optimistic revenue forecast of $3.85–4 billion for 2025 suggests potential growth, but consistent backlog improvement is crucial for a stronger investment case. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Transocean: A Solid Backlog Bridges The Gap To 2027
Summary Transocean's high-spec fleet and long-term contracts position it to outperform peers despite the cyclical downturn in offshore drilling. The company's significant debt burden necessitates strict cost controls to improve free cash flow and financial stability. A new cost-cutting initiative aims to enhance profitability and accelerate debt repayment, improving long-term performance. RIG's valuation is not compelling compared to peers, but I expect this gap to close in time. Competitors will likely face tougher financials in the next 18 months. I rate RIG stock a HOLD. Read the full article on Seeking AlphaSeeking Alpha • Jan 11
Transocean: Unparalleled Focus On The High-Specification Drillship Market
Summary Transocean owns the most technically capable fleet in the offshore drilling industry. The crown-jewel assets are the Deepwater Titan and the Deepwater Atlas, the only two 8th-generation drillships in the world today. Although the balance sheet is highly leveraged, there is some light at the end of the tunnel, as Transocean has strong contract coverage until the end of 2026. If we also consider the portfolio of eight cold-staked drillships, Transocean could deliver impressive returns if the offshore drilling industry were to continue its recovery. Read the full article on Seeking AlphaSeeking Alpha • Nov 23
Transocean's Management Is Highly Optimistic
Summary Transocean's CEO is optimistic about the company's future, with a fully contracted fleet for 2024-2026 and high day rates indicating strong market conditions. A potential merger with Seadrill could significantly boost Transocean's backlog and fleet, enhancing its competitive position among offshore drillers. Despite strong fundamentals, Transocean's stock remains undervalued due to market skepticism and low oil prices, presenting a potential investment opportunity. Deleveraging efforts and potential shareholder distributions by 2026, along with rising demand for deepwater drilling, support a positive outlook for Transocean. Read the full article on Seeking AlphaSeeking Alpha • Nov 13
Transocean: Improved Balance Sheet And Catalyst On The Horizon
Summary Transocean owns 26 ultra-deepwater floaters and eight harsh-environment floaters. RIG has a substantial $9.3 billion backlog, positioning it well for future profitability. The industry's big news is Seadrill's potential acquisition. I believe RIG and SDRL will benefit from the transaction. For 3Q24, RIG reported $948 million in revenue and $338 million in EBITDA. YoY revenue grew by 32.9% and EBITDA by 117%. The company has an adequate capital structure with 68% total debt to equity and 47.6% total assets to total liabilities. The next significant maturity is in 2027. I have opened a small position. I will add more size if the deal with Seadrill gets a green light. I give RIG a Buy rating. Read the full article on Seeking AlphaSeeking Alpha • Oct 27
Transocean: Management Is Keeping This Rig From Sinking
Summary Transocean's recent stability in fundamentals contrasts with its volatile share price, justifying a 'hold' rating despite a 24.9% drop since July. Revenue increased by 18.1% year-over-year, driven by higher daily revenue, improved rig utilization, and newbuild floaters, despite some negative impacts. The company's net loss improved from $165 million to $123 million, with EBITDA rising from $237 million to $284 million, indicating better profitability metrics. Despite positive trends, concerns about declining backlog and high debt levels persist, making a 'hold' rating more appropriate until further financial results are released. Read the full article on Seeking AlphaSeeking Alpha • Sep 15
Transocean: Record Low Stock Price And Record High Dayrates
Summary Transocean is announcing new contracts and reporting record high dayrates. RIG stock is near 52-week lows, and insiders are actively buying the shares. Much of the stock price plunge was due to the non-cash charge due to the sale of two drillships. Read the full article on Seeking AlphaSeeking Alpha • Sep 03
Transocean Stock: Selloff On Massive Impairment Charge Overdone -- Upgrading To Buy
Summary On Tuesday, shares of leading offshore driller Transocean Ltd. marked new 52-week lows, likely due to a combination of perceived negative company-specific news and a selloff in crude oil. The surprise sale of two warm-stacked 6th generation floaters will result in aggregate proceeds of $342 million but also require an up to $645 million non-cash impairment charge. Essentially, the sale can be viewed as an admission to rocky market conditions for lower-specification units, as already stated by several competitors recently. Please note also that even with the industry currently undergoing a period of lower contracting activity, 2025 should be a much better year in terms of profitability and cash generation. With net debt coming down by more than 5% and only minor estimate revisions, I consider the selloff as overdone. With almost 20% upside to my unchanged price target of $5, I am upgrading Transocean shares from “Hold” to “Buy.”. Read the full article on Seeking AlphaSeeking Alpha • Aug 02
Transocean Records Record High Dayrates, But More Is Yet To Come
Summary RIG stock surged by 10% after fleet status report, announcing $531 million contract with record high dayrates. Transocean reported a net loss but increasing revenues, positive cash flow, and high dayrates in fleet status report. Management is optimistic about the future, expects the fleet to be fully booked into 2026, improving balance sheet and liquidity projections. Read the full article on Seeking AlphaSeeking Alpha • Jul 25
Transocean Bags Record Dayrate For 8th Generation Drillship - Hold
Summary Transocean discloses new 20k PSI work for the 8th generation drillship "Deepwater Atlas" at record-high rates. However, additional contract commencement delays are likely to negatively impact second quarter results. Over the past three months, the company added $656 million in backlog. However, with a quarterly revenue run rate of well above $800 million, total backlog was down again. Valuation-wise, the company remains expensive relative to peers. With the stock trading close to my $5.50 price target, I am reiterating my "Hold" rating on the shares. Read the full article on Seeking AlphaSeeking Alpha • Jul 16
Transocean: Things Are Looking Up
Summary Transocean's financial performance has improved, with revenue up 17.6% and its net loss turning into a gain of $98 million. Backlog has declined slightly, but recent contract wins and high spot rates for offshore rigs bode well for the company. Management has made moves to improve the debt picture, including buying back high-interest notes and issuing new debt at lower rates. But until backlog starts to rise again, it's too early to turn bullish. Read the full article on Seeking AlphaRentabilidad de los accionistas
| RIG | US Energy Services | Mercado US | |
|---|---|---|---|
| 7D | 10.9% | 6.5% | 1.0% |
| 1Y | 89.4% | 65.9% | 18.4% |
Rentabilidad vs. Industria: RIG superó a la industria US Energy Services, que obtuvo un rendimiento del 65.9% el año pasado.
Rentabilidad vs. Mercado: RIG superó al mercado US, que obtuvo un rendimiento del 18.4% el año pasado.
Volatilidad de los precios
| RIG volatility | |
|---|---|
| RIG Average Weekly Movement | 7.0% |
| Energy Services Industry Average Movement | 7.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: RIG no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de RIG (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1926 | 5,220 | Keelan Adamson | www.deepwater.com |
Transocean Ltd., junto con sus filiales, presta servicios de perforación en alta mar para pozos de petróleo y gas en Suiza y a escala internacional. La empresa contrata plataformas móviles de perforación mar adentro, equipos relacionados y cuadrillas de trabajo para perforar pozos de petróleo y gas. También explota una flota de unidades móviles de perforación en alta mar, compuesta por flotadores para aguas ultraprofundas y semisumergibles para entornos difíciles.
Resumen de fundamentos de Transocean Ltd.
| Estadísticas fundamentales de RIG | |
|---|---|
| Capitalización bursátil | US$6.49b |
| Beneficios(TTM) | -US$1.66b |
| Ingresos (TTM) | US$4.12b |
1.5x
Ratio precio-ventas (PS)-3.8x
Ratio precio-beneficio (PE)¿Está RIG sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de RIG | |
|---|---|
| Ingresos | US$4.12b |
| Coste de los ingresos | US$2.40b |
| Beneficio bruto | US$1.72b |
| Otros gastos | US$3.37b |
| Beneficios | -US$1.66b |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -1.48 |
| Margen bruto | 41.65% |
| Margen de beneficio neto | -40.24% |
| Ratio deuda/patrimonio | 61.2% |
¿Cómo se ha desempeñado RIG a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/12 15:30 |
| Precio de las acciones al final del día | 2026/08/12 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Transocean Ltd. está cubierta por 48 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| null null | ABG Sundal Collier |
| null null | Argus Research Company |
| James West | Barclays |