Noble (NE) Aandelenoverzicht
Noble Corporation plc is wereldwijd actief als offshore booraannemer voor de olie- en gasindustrie. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 2/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 2/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 3/6 |
NE Community Fair Values
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Analyst Price Targets
Noble Corporation plc Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$39.97 |
| 52 Week Hoogtepunt | US$54.98 |
| 52 Week Laag | US$25.24 |
| Bèta | 0.93 |
| 1 maand verandering | -14.83% |
| 3 maanden verandering | -19.25% |
| 1 Jaar Verandering | 32.57% |
| 3 jaar verandering | -17.74% |
| 5 jaar verandering | 85.13% |
| Verandering sinds IPO | 61.49% |
Recent nieuws en updates
Seeking Alpha • Jul 07
Noble Reflects A Prolonged $70 Oil Price Environment (Upgrade)
Summary Noble Corporation is upgraded to "Hold" as shares now trade near fair value, offering a ~7% free cash flow yield. NE’s strong contract backlog secures revenue through 2027-2028, with 65% of 2024 and 61% of 2025 under contract. Management’s 2026 guidance remains credible; modest oil price impact is expected, with $225 million in free cash flow or $1.40/share projected. Balance sheet strength, simplified capital structure, and a secure 5.3% dividend support NE’s resilience despite limited long-term growth prospects. Read the full article on Seeking Alpha
Narratiefupdate • Jul 02
NE: Backlog And Market Share Gains Are Expected To Drive Future Upside
Analysts have raised their price target for Noble to $49.60 from $44.30, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together indicate a higher estimated fair value for the stock. What’s in the News for Noble Noble Corporation is highlighted in recent coverage for 30.2% annual revenue growth over the past five years and expanding market share in offshore drilling, with commentary pointing to economies of scale and fixed cost leverage relative to smaller competitors (source: Noble Corporation Seen as a Top Stock with Strong Growth and Market Share Gains).
Narratiefupdate • Jun 18
NE: Refinancing And Stronger Offshore Drilling Demand Will Support Bullish Upside
Analysts have maintained their $59.00 price target on Noble, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E that together support a steady valuation view. What’s in the News for Noble Barclays upgraded Noble Corporation plc to Overweight, citing expectations for stronger offshore drilling demand and referencing a forecast for 9% to 10% growth in upstream spending for 2027 and roughly double digit growth for 2028, along with new floater contracts and extensions that add to Noble’s contract coverage and backlog (source: Barclays upgrade report).Narratiefupdate • Jun 04
NE: 2026 Refinancing And Extended Credit Facility Will Support Bullish Upside
Analysts have maintained Noble's $59.00 price target, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that support a consistent view of the stock's valuation. What's in the News Noble priced an upsized offering of US$800 million in unsecured 6.250% Senior Notes due 2034, increased from a proposed US$500 million.Recent updates
Seeking Alpha • Jul 07
Noble Reflects A Prolonged $70 Oil Price Environment (Upgrade)
Summary Noble Corporation is upgraded to "Hold" as shares now trade near fair value, offering a ~7% free cash flow yield. NE’s strong contract backlog secures revenue through 2027-2028, with 65% of 2024 and 61% of 2025 under contract. Management’s 2026 guidance remains credible; modest oil price impact is expected, with $225 million in free cash flow or $1.40/share projected. Balance sheet strength, simplified capital structure, and a secure 5.3% dividend support NE’s resilience despite limited long-term growth prospects. Read the full article on Seeking AlphaNarratiefupdate • Jul 02
NE: Backlog And Market Share Gains Are Expected To Drive Future Upside
Analysts have raised their price target for Noble to $49.60 from $44.30, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together indicate a higher estimated fair value for the stock. What’s in the News for Noble Noble Corporation is highlighted in recent coverage for 30.2% annual revenue growth over the past five years and expanding market share in offshore drilling, with commentary pointing to economies of scale and fixed cost leverage relative to smaller competitors (source: Noble Corporation Seen as a Top Stock with Strong Growth and Market Share Gains).Narratiefupdate • Jun 18
NE: Refinancing And Stronger Offshore Drilling Demand Will Support Bullish Upside
Analysts have maintained their $59.00 price target on Noble, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E that together support a steady valuation view. What’s in the News for Noble Barclays upgraded Noble Corporation plc to Overweight, citing expectations for stronger offshore drilling demand and referencing a forecast for 9% to 10% growth in upstream spending for 2027 and roughly double digit growth for 2028, along with new floater contracts and extensions that add to Noble’s contract coverage and backlog (source: Barclays upgrade report).Narratiefupdate • Jun 04
NE: 2026 Refinancing And Extended Credit Facility Will Support Bullish Upside
Analysts have maintained Noble's $59.00 price target, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that support a consistent view of the stock's valuation. What's in the News Noble priced an upsized offering of US$800 million in unsecured 6.250% Senior Notes due 2034, increased from a proposed US$500 million.Narratiefupdate • May 01
NE: 2026 Revenue Guidance And Completed Buybacks Will Support Bullish Upside
Analysts have raised their price target on Noble to $59.00, citing updated assumptions for higher revenue growth, stronger profit margins, a lower forward P/E multiple and a slightly reduced discount rate. What's in the News Noble maintained full year 2026 revenue guidance in a range of $2,800 million to $3,000 million, indicating no change to its previously communicated outlook (corporate guidance).Narratiefupdate • Apr 17
NE: Backlog Expansion And Buybacks Will Support Balanced Future Return Potential
Analysts have raised their price target on Noble from $42.20 to $44.30, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that feed into their revised valuation analysis. What's in the News Noble issued full year 2026 earnings guidance, with total revenue expected in a range of US$2.8b to US$3.0b (company guidance).Narratiefupdate • Apr 02
NE: Future Backlog And Contracts Will Mask Overvaluation Risk
Analysts have lifted their price target for Noble to $42.20 from $40.90. This reflects modest adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.Narratiefupdate • Mar 19
NE: Expanded Backlog And Buybacks Will Support 2026 Revenue Upside
Analysts have modestly adjusted their price outlook on Noble, linking the updated $53.33 target to small refinements in discount rate assumptions, slightly different expectations for revenue growth and profit margin, and a tweaked future P/E input. What's in the News Noble has completed a share repurchase of 1,048,262 shares, representing 0.66% of its issued share capital, for $29.82 million under the buyback first announced on November 5, 2024 (company disclosure).Narratiefupdate • Mar 05
NE: Expanded Rig Backlog And 2026 Revenue Guide Will Drive Future Upside
Analysts have lifted their price target on Noble to $53.33 from $41.25, reflecting updated assumptions that include a slightly lower discount rate, a different mix of revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News Noble issued full year 2026 guidance with expected total revenue of US$2.8b to US$3.0b, giving investors a sense of the company’s target scale for the year (company guidance).Narratiefupdate • Feb 18
NE: Backlog Expansion And Buybacks Will Support A Balanced Outlook
Analysts have raised their price target on Noble from $33.60 to $40.90 as they now apply a slightly lower discount rate, assume higher revenue growth and a modestly higher profit margin, and use a richer future P/E multiple in their models. What's in the News Noble Corporation plc issued earnings guidance for full year 2026, with expected total revenue between US$2.8b and US$3.0b (Key Developments).Narratiefupdate • Feb 04
NE: Expanded Backlog And Contract Wins Will Drive Future Upside
Analysts have lifted their price target on Noble to $41.25 from $38.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News Noble announced new contract awards for 9 rigs, adding approximately $1.3b of backlog across its fleet (company announcement).Narratiefupdate • Jan 21
NE: Future Earnings Power And Completed Buybacks Will Drive Upside
Analysts have trimmed their price target on Noble by a small amount to $38.00. This reflects slightly lower assumptions for revenue growth and profit margins, partly offset by a higher future P/E multiple and a modest adjustment to the discount rate.Narratiefupdate • Jan 06
NE: Future Earnings Power And Share Repurchases Will Drive Upside
Analysts have kept their price target for Noble steady at $38.00, citing minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that together leave their valuation view broadly unchanged. What's in the News Noble reported that from July 1, 2025 to September 30, 2025, it repurchased 0 shares for $0 million under the buyback announced on November 5, 2024, while completing a total of 1,048,262 shares repurchased for $29.82 million, equal to 0.66% of the company (Key Developments).Narratiefupdate • Dec 15
NE: Future Earnings Power And Index Inclusion Will Drive Upside
Analysts have modestly reduced their price target on Noble to reflect a slightly lower fair value of approximately 38 dollars. This adjustment is offset by expectations for stronger profit margins and a more attractive future earnings multiple.Narratiefupdate • Oct 28
Share Buybacks And Index Additions Will Support Ultra-Deepwater Rebound In Key Regions
Noble's Analyst Price Target Sees Significant Increase on Improved Outlook Analysts have raised their price target for Noble from $33.60 to $33.60, citing higher expected revenue growth and stronger profit margin forecasts. This update is supported by recent improvements in financial projections.Narratiefupdate • Oct 08
Ultra-deepwater Drilling Will Rebound With Brazilian And West African Pipelines
Analysts have revised Noble's fair value estimate downward from $34.20 to $33.60. This change reflects lower projected revenue growth and profit margins in their updated assessment.Seeking Alpha • Mar 20
Noble Corporation: Time To Own The Best In Class
Summary Noble Corp's Gen-7 drill ships command high rental rates, boosting stock optimism; a recent merger with Diamond Offshore enhances fleet quality and backlog. Despite recent EPS misses and deferred contracting, Noble offers a solid entry point with a well-covered 8.25% dividend and share buybacks. Noble's strong cash flow and strategic retirements of cold-stacked rigs position it well for future profitability and market recovery. NE is a buy at current prices due to its leading position in Deep Water drilling, undervalued assets, and potential for future growth. Read the full article on Seeking AlphaSeeking Alpha • Nov 08
Noble Corporation: Production Backlog And Capital Return Promising, Yet Low Visibility On Earnings Past 2025
Summary Noble Corporation's geographic diversification and strong client base are positives, but its lack of long-term contracts and idle rigs are concerning. The company's fluctuating revenues and earnings, coupled with high operating costs for idle rigs, present significant financial risks. Despite the attractive valuation, unpredictable oil prices and delayed contract executions make future earnings uncertain. Third quarter results are uplifting, with stronger cash balances and revenues. I rate Noble Corporation a Hold, noting that investors with specific insights into upcoming contracts may find current valuations appealing. Read the full article on Seeking Alpha
Nieuw narratief • Aug 29
Operational Efficiency And Critical Acquisitions Set To Propel Revenue Growth And Margin Enhancement
Strategic consolidation through the acquisition of Diamond aims to enhance operational scale and market positioning, supporting future revenue and margin growth.Seeking Alpha • Aug 21
Noble Corporation: Strong Quarter But Muted Near-Term Outlook - Buy
Summary Noble Corporation reported strong Q2/2024 results with revenue and profitability outperforming consensus expectations. While the company's full-year outlook was largely unchanged, management now expects lower deepwater contracting to extend well into 2025. Subsequent to quarter-end, the company raised $800 million in an upsized senior notes offering in order to cover the cash component of the proposed acquisition of Diamond Offshore Drilling. Following management's cautious market outlook, I have reduced my Adjusted EBITDA estimates for 2025 and 2026. With deepwater investments expected to pick up again in 2026, I remain constructive on Noble Corporation's prospects. Following the recent selloff, the company's shares now offer almost 50% upside to my revised $55 price target. Read the full article on Seeking AlphaSeeking Alpha • Jul 16
Noble Corporation: The Post Acquisition Outlook
Summary Noble Corporation plc stock has remained range-bound after announcing the acquisition of Diamond Offshore, which should drive $100 million in cost synergies. The acquisition will expand Noble's client base and floater portfolio, with the deal expected to close by YE24. Beneficial owner A.P. Moller Holding A/S bought 300,000 shares, showing confidence in Noble's future. A full investment analysis around Noble Corporation and its post-acquisition future is presented in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Jun 10
Noble Corporation And Diamond Offshore Drilling: A Sensible Marriage
Summary Noble Corporation is acquiring Diamond Offshore Drilling in a cash and stock transaction worth over $2 billion. The deal is expected to create operating synergies and make Noble Corporation a larger player in the offshore drilling industry. Shareholders of Diamond Offshore Drilling have the opportunity for upside if the deal goes through, with a discount currently offered. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
Noble Corporation: Quality Backlogs With Room To Grow
Summary Noble Corporation's stock price has experienced volatility due to the impacts of production cuts and oil prices. The company operates as an offshore drilling contractor with operations in the North Sea and partnerships with major players in the industry. The offshore drilling market is expected to grow, and Noble Corporation has a strong backlog and positive earnings outlook. Read the full article on Seeking AlphaSeeking Alpha • Nov 16
Noble Corporation: Strong Quarter, Raised Guidance, Undemanding Valuation - Buy
Summary Leading offshore driller Noble Corporation reported strong Q3 results with revenues and profitability reaching new multi-year highs. The company raised full-year guidance and increased its quarterly dividend by 33% to $0.40 per share. Cash generation was impacted by higher working capital requirements, and Noble warned of more near-term white space in the company's contracting schedule. Management remained confident in the industry's long-term prospects and expects the upward trajectory in day rates to resume once previously sidelined capacity has been absorbed. While offshore oil and gas service stocks have been volatile as of late, I consider the recent setback an opportunity to start scaling into the shares. Read the full article on Seeking AlphaSeeking Alpha • Oct 17
Noble Corporation Can Rise Further As Offshore Rig Capacity Remains Scarce
Summary Noble Corporation's shares have risen by about 50% over the past year, reflecting the recovery in the offshore drilling sector. The company reported solid financial results, with adjusted EPS of $0.38 and $104 million of free cash flow generated during the quarter. Noble has a strong backlog of contracts and is well-positioned to benefit from the increasing demand for offshore rigs, particularly in deep and ultradeep waters. Read the full article on Seeking AlphaSeeking Alpha • Aug 07
Noble Corporation: Solid Quarter And Strong Long-Term Prospects - Buy
Summary Noble Corporation Plc reported profitable Q2 results with Adjusted EBITDA margin of 29% reaching a new multi-year high. In addition, Noble generated $104 million in free cash flow. In addition to initiating a quarterly cash dividend of $0.30 per share, the company spent $60 million on share repurchases. Total backlog increased by 9% sequentially to slightly above $5 billion mostly due to a previously reported $500 million contract award for the drillship Noble Faye Kozack offshore Brazil. While conditions in the ultra-deepwater floater segment remain strong, the North Sea jackup market remains a drag, but management expects the trough to be behind the company already. While I wouldn't chase the stock after the most recent rally, I would strongly advise investors to use any major weakness to get long the shares or add to existing positions as the industry outlook remains exceptionally strong. Read the full article on Seeking AlphaSeeking Alpha • Jul 24
Noble Corporation: Not Enough Upside
Summary Noble Corporation, an offshore drilling contractor, is benefiting from major industry tailwinds, and its share price has recently rallied. Noble has performed well and announced significant shareholder distributions including $400 million of share buybacks and a $1.2 per share dividend. However, given the current valuation, we prefer other names in the sector, and issue a Hold rating. Read the full article on Seeking AlphaRendement voor aandeelhouders
| NE | US Energy Services | US Markt | |
|---|---|---|---|
| 7D | 5.2% | 5.8% | 0.8% |
| 1Y | 32.6% | 47.0% | 20.6% |
Rendement versus industrie: NE presteerde slechter dan de US Energy Services -sector, die het afgelopen jaar een rendement van 47 % opleverde.
Rendement versus markt: NE overtrof de US markt, die het afgelopen jaar een rendement opleverde van 20.6 %.
Prijsvolatiliteit
| NE volatility | |
|---|---|
| NE Average Weekly Movement | 5.7% |
| Energy Services Industry Average Movement | 7.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: NE heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van NE is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1921 | 4,500 | Robert Eifler | www.noblecorp.com |
Noble Corporation plc is actief als offshore booraannemer voor de olie- en gasindustrie wereldwijd. Het bedrijf levert contractuele boordiensten via zijn vloot van mobiele offshore booreenheden. Het bedrijf exploiteert ook boorplatforms, zoals floaters en jackups.
Noble Corporation plc Samenvatting
| NE fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$6.38b |
| Inkomsten(TTM) | US$229.14m |
| Inkomsten(TTM) | US$3.02b |
27.8x
Koers/Winstverhouding2.1x
P/S-verhoudingIs NE overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| NE resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$3.02b |
| Kosten van inkomsten | US$1.94b |
| Brutowinst | US$1.08b |
| Overige uitgaven | US$849.02m |
| Inkomsten | US$229.14m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 1.44 |
| Brutomarge | 35.73% |
| Nettowinstmarge | 7.59% |
| Schuld/Eigen Vermogen Verhouding | 41.8% |
Hoe presteerde NE op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
5.0%
Huidig dividendrendement139%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/12 10:47 |
| Aandelenkoers aan het einde van de dag | 2026/07/10 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Noble Corporation plc wordt gevolgd door 45 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| null null | ABG Sundal Collier |
| null null | Argus Research Company |
| James West | Barclays |