NOV（NOV）株式概要
NOV Inc.は、石油・ガスの掘削および生産、産業および再生可能エネルギー部門向けのシステム、部品、製品を米国内外で設計、建設、製造、販売しています。 詳細
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Analyst Price Targets
NOV Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$18.43 |
| 52週高値 | US$21.55 |
| 52週安値 | US$11.78 |
| ベータ | 0.92 |
| 1ヶ月の変化 | -11.48% |
| 3ヶ月変化 | -5.44% |
| 1年変化 | 33.94% |
| 3年間の変化 | -0.27% |
| 5年間の変化 | 32.97% |
| IPOからの変化 | 266.31% |
最新ニュース
ナラティブの更新 • 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.
ナラティブの更新 • 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.Seeking Alpha • Jun 20
NOV: Dim Earnings Expected To Change With Robust Backlog Execution In 2026 (Hold)
Summary NOV Inc. remains a hold, with shares up 20% since October 2024 and currently fairly valued. In the Q1 2026 financial report, revenue declined 2.43% YoY, while operating profit fell 69.08% YoY. Middle East logistics disruptions impacted Q1 results, but reopening of the Strait of Hormuz and robust offshore bookings support FY 2026 revenue growth. NOV's forward EV/Sales of 0.90 and 8.95% YoY upside suggest limited near-term appreciation; dividend yield stands at 2.41%. Read the full article on Seeking Alphaナラティブの更新 • 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.
ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.Seeking Alpha • Jun 20
NOV: Dim Earnings Expected To Change With Robust Backlog Execution In 2026 (Hold)
Summary NOV Inc. remains a hold, with shares up 20% since October 2024 and currently fairly valued. In the Q1 2026 financial report, revenue declined 2.43% YoY, while operating profit fell 69.08% YoY. Middle East logistics disruptions impacted Q1 results, but reopening of the Strait of Hormuz and robust offshore bookings support FY 2026 revenue growth. NOV's forward EV/Sales of 0.90 and 8.95% YoY upside suggest limited near-term appreciation; dividend yield stands at 2.41%. Read the full article on Seeking Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • Aug 17
NOV (NYSE:NOV) Seems To Use Debt Quite Sensibly
NYSE:NOV 1 Year Share Price vs Fair Value Explore NOV's Fair Values from the Community and select yours Legendary fund...分析記事 • Jul 25
NOV Inc.'s (NYSE:NOV) Price Is Right But Growth Is Lacking
With a price-to-earnings (or "P/E") ratio of 8.7x NOV Inc. ( NYSE:NOV ) may be sending very bullish signals at the...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 AlphaSeeking Alpha • Oct 30
NOV Is A Hold As It Expects Higher Drilling Activity By 2026
Summary NOV Inc.'s shares have risen 9.49% over three years, outperforming crude oil, with Q3 2024 revenue at $2.19 billion, consistent with market expectations. NOV anticipates heightened demand for offshore drilling equipment by 2026, supported by industry growth and partnerships like Chevron and TotalEnergies' Anchor Project. The company has a $1 billion share repurchase program until 2027 and increased cash dividends by 45% YoY, signaling strong capital allocation. Despite a positive net debt status and low oil demand potentially affecting earnings, NOV's forward P/E ratio of 9.71X suggests the stock is undervalued. Read the full article on Seeking Alpha株主還元
| NOV | US Energy Services | US 市場 | |
|---|---|---|---|
| 7D | 2.3% | 4.5% | 0.6% |
| 1Y | 33.9% | 47.2% | 19.5% |
業界別リターン: NOV過去 1 年間で47.2 % の収益を上げたUS Energy Services業界を下回りました。
リターン対市場: NOV過去 1 年間で19.5 % の収益を上げたUS市場を上回りました。
価格変動
| NOV volatility | |
|---|---|
| NOV Average Weekly Movement | 4.9% |
| Energy Services Industry Average Movement | 7.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: NOV 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: NOVの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1862 | 31,605 | Jose Bayardo | www.nov.com |
NOV Inc.は、石油・ガスの掘削および生産、産業および再生可能エネルギー部門向けのシステム、部品、製品を米国内外で設計、建設、製造、販売している。エネルギー機器部門とエネルギー製品・サービス部門の2部門で事業を展開している。エネルギー製品・サービス部門は、ドリルビットおよび孔拡大製品、独立掘削・介入用ダウンホールツール機器、フラックスプラグ、フラックスリーブ、トーイニシエーションバーストポートシステム、リサイクル可能なセッティングツール、電動水中ポンプ、高粘度ポンプ、地上ポンプを提供している；ドリルパイプやその他の石油製品のチューブコーティングおよび検査サービス、固形物制御および廃棄物管理機器およびサービス、データおよびデジタルソリューション、精密設計ドリルパイプおよびドリルステム機器、導体ストリング、地上ケーシング、ライナーを含むコネクターおよび一体型スレッドソリューション、複合パイプ、タンク、構造物。エネルギー機器部門は、陸上リグ、海洋掘削パッケージ一式、リグコンポーネントなどの掘削機器、油圧刺激、コイルドチュービング、ワイヤーラインサービス用の資本設備、関連消耗品、デジタル製品、海洋・建設ソリューション、石油、ガス、固形物、海水、生産水の分離・処理用処理ソリューションを提供している；フレキシブル海底パイプシステム、キャビティポンプ、特殊ミキサー、熱交換器、往復ポンプ、多段ポンプ、スネークポンプ、クロージャー、移送ポンプ、チョーク、バルブなどの中流製品、生産用BOPやスタッフィングボックスを含む人工揚力サポートシステム。同社は以前National Oilwell Varco, Inc.として知られていたが、2021年1月に社名をNOV Inc.に変更した。NOV Inc.は1862年に設立され、テキサス州ヒューストンに本社を置いている。
NOV Inc. 基礎のまとめ
| NOV 基礎統計学 | |
|---|---|
| 時価総額 | US$6.73b |
| 収益（TTM） | US$91.00m |
| 売上高(TTM) | US$8.69b |
72.7x
PER（株価収益率0.8x
P/SレシオNOV は割高か？
公正価値と評価分析を参照収益と収入
| NOV 損益計算書（TTM） | |
|---|---|
| 収益 | US$8.69b |
| 売上原価 | US$6.90b |
| 売上総利益 | US$1.80b |
| その他の費用 | US$1.70b |
| 収益 | US$91.00m |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 28, 2026
| 一株当たり利益（EPS） | 0.25 |
| グロス・マージン | 20.65% |
| 純利益率 | 1.05% |
| 有利子負債／自己資本比率 | 27.4% |
NOV の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.0%
現在の配当利回り127%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/09 11:25 |
| 終値 | 2026/07/09 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
NOV Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。52
| アナリスト | 機関 |
|---|---|
| William Selesky | Argus Research Company |
| Daniel Leben | Baird |
| J. David Anderson | Barclays |