NOV Inc.

NYSE:NOV Rapport sur les actions

Capitalisation boursière : US$7.3b

NOV Gestion

Gestion contrôle des critères 2/4

Le PDG NOV est Jose Bayardo, nommé en Mar2025, a un mandat de 1.17 ans. La rémunération annuelle totale est $ 6.17M, composée du salaire de 13.4% et des bonus 86.6%, y compris les actions et options de la société. détient directement 0.15% des actions de la société, d'une valeur de $ 10.78M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.3 ans et 2.3 ans.

Informations clés

Jose Bayardo

Directeur général

US$6.2m

Rémunération totale

Pourcentage du salaire du PDG13.37%
Durée du mandat du directeur général1.2yrs
Propriété du PDG0.1%
Durée moyenne d'occupation des postes de direction5.3yrs
Durée moyenne du mandat des membres du conseil d'administration2.3yrs

Mises à jour récentes de la gestion

Recent updates

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.

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.

NOV Inc.: Near-Term Middle East Headwinds Could Become A Tailwind Down The Road - Hold

Mar 27

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.

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.

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.

NOV's (NYSE:NOV) Conservative Accounting Might Explain Soft Earnings

Feb 12
NOV's (NYSE:NOV) Conservative Accounting Might Explain Soft Earnings

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.

Is NOV (NYSE:NOV) Using Too Much Debt?

Jan 26
Is NOV (NYSE:NOV) Using Too Much Debt?

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.

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.

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.

We Like These Underlying Return On Capital Trends At NOV (NYSE:NOV)

Dec 17
We Like These Underlying Return On Capital Trends At NOV (NYSE:NOV)

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.

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.

NOV (NYSE:NOV) Has Affirmed Its Dividend Of $0.075

Nov 23
NOV (NYSE:NOV) Has Affirmed Its Dividend Of $0.075

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.

A Piece Of The Puzzle Missing From NOV Inc.'s (NYSE:NOV) 25% Share Price Climb

Nov 09
A Piece Of The Puzzle Missing From NOV Inc.'s (NYSE:NOV) 25% Share Price Climb

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.

NOV Inc.'s (NYSE:NOV) Intrinsic Value Is Potentially 53% Above Its Share Price

Oct 27
NOV Inc.'s (NYSE:NOV) Intrinsic Value Is Potentially 53% Above Its Share Price

Returns Are Gaining Momentum At NOV (NYSE:NOV)

Sep 13
Returns Are Gaining Momentum At NOV (NYSE:NOV)

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.

NOV (NYSE:NOV) Seems To Use Debt Quite Sensibly

Aug 17
NOV (NYSE:NOV) Seems To Use Debt Quite Sensibly

NOV Inc.'s (NYSE:NOV) Price Is Right But Growth Is Lacking

Jul 25
NOV Inc.'s (NYSE:NOV) Price Is Right But Growth Is Lacking

NOV Inc. (NYSE:NOV) Shares Could Be 48% Below Their Intrinsic Value Estimate

Jun 16
NOV Inc. (NYSE:NOV) Shares Could Be 48% Below Their Intrinsic Value Estimate

There's Been No Shortage Of Growth Recently For NOV's (NYSE:NOV) Returns On Capital

May 21
There's Been No Shortage Of Growth Recently For NOV's (NYSE:NOV) Returns On Capital

NOV: The More You Dig, The Less Exciting It Is

Mar 07

NOV: Shareholder Returns Have Likely Peaked For Now

Feb 07

NOV Is A Hold As It Expects Higher Drilling Activity By 2026

Oct 30
User avatar

Offshore Expansion And AI Efficiency Drive Growth Amid Analytical Concerns And North American Market Challenges

Expansion into international and offshore markets and strategic acquisitions, like Keystone Tower Systems, diversify NOV's earnings and promise new revenue streams.

Analyse de la rémunération des PDG

Comment la rémunération de Jose Bayardo a-t-elle évolué par rapport aux bénéfices de NOV?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

US$91m

Dec 31 2025US$6mUS$824k

US$145m

Sep 30 2025n/an/a

US$383m

Jun 30 2025n/an/a

US$471m

Mar 31 2025n/an/a

US$589m

Dec 31 2024US$4mUS$725k

US$635m

Sep 30 2024n/an/a

US$1b

Jun 30 2024n/an/a

US$1b

Mar 31 2024n/an/a

US$986m

Dec 31 2023US$5mUS$718k

US$993m

Sep 30 2023n/an/a

US$499m

Jun 30 2023n/an/a

US$417m

Mar 31 2023n/an/a

US$331m

Dec 31 2022US$5mUS$685k

US$155m

Sep 30 2022n/an/a

US$11m

Jun 30 2022n/an/a

-US$90m

Mar 31 2022n/an/a

-US$185m

Dec 31 2021US$4mUS$685k

-US$250m

Sep 30 2021n/an/a

-US$557m

Jun 30 2021n/an/a

-US$543m

Mar 31 2021n/an/a

-US$610m

Dec 31 2020US$4mUS$685k

-US$3b

Sep 30 2020n/an/a

-US$3b

Jun 30 2020n/an/a

-US$3b

Mar 31 2020n/an/a

-US$8b

Dec 31 2019US$5mUS$685k

-US$6b

Rémunération vs marché: La rémunération totale de Jose ($USD 6.17M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 8.54M ).

Rémunération et revenus: La rémunération de Jose a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.

PDG

Jose Bayardo (53 yo)

1.2yrs
Titularisation
US$6,166,538
Compensation

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...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Jose Bayardo
President1.2yrsUS$6.17m0.15%
$ 10.8m
Rodney Reed
Senior VP & CFO1.2yrsUS$2.78m0.047%
$ 3.4m
Craig Weinstock
Senior VP11.6yrsUS$2.99m0.071%
$ 5.2m
Joseph Rovig
President of Energy Equipment2.3yrsUS$3.54m0.054%
$ 3.9m
Christy Novak
VP, Corporate Controller & Chief Accounting Officer4.5yrspas de données0.0071%
$ 522.1k
David Reid
Chief Marketing Officer & CTO6.1yrspas de donnéespas de données
Alex Philips
Chief Information Officer10.8yrspas de donnéespas de données
Bonnie Houston
Chief Administrative Officer9.2yrspas de donnéespas de données
Amie D'Ambrosio
Director of Investor Relationsno datapas de donnéespas de données
Mike Loucaides
Chief Health4.1yrspas de donnéespas de données
Scott Livingston
President of Energy Products & Services8.3yrspas de données0.016%
$ 1.2m
Brigitte Hunt
VP, Assistant General Counsel & Assistant Secretaryno datapas de donnéespas de données
5.3yrs
Durée moyenne de l'emploi
53.5yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de NOV est chevronnée et expérimentée (5.3 années d'ancienneté moyenne).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Jose Bayardo
Presidentless than a yearUS$6.17m0.15%
$ 10.8m
David Harrison
Independent Director22.8yrsUS$329.99k0.031%
$ 2.3m
Patricia Melcher
Independent Director2.3yrsUS$310.00k0.0027%
$ 197.5k
Marcela Donadio
Independent Director12.1yrsUS$330.61k0.027%
$ 2.0m
William Thomas
Independent Lead Director10.5yrsUS$331.88k0.021%
$ 1.6m
Patricia Martinez
Independent Director2.2yrsUS$313.75k0.0027%
$ 195.3k
Christian Kendall
Independent Director1.4yrsUS$326.01k0.019%
$ 1.4m
Sanjay Chowbey
Independent Directorless than a yearpas de donnéespas de données
Robert Welborn
Independent Director4.6yrsUS$315.00k0.0084%
$ 614.6k
2.3yrs
Durée moyenne de l'emploi
58yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la NOV n'est pas considéré comme expérimenté ( 2.3 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/01 08:14
Cours de l'action en fin de journée2026/05/01 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

NOV Inc. est couverte par 53 analystes. 17 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
William SeleskyArgus Research Company
Daniel LebenBaird
J. David AndersonBarclays