BORR Share Price Performance
US$3.21
-0.91 (-22.09%)
45.9% overvalued intrinsic discount
US$2.20
Fair Value
Price US$3.21
AnalystLowTarget US$2.20
AnalystHighTarget US$5.59
AnalystConsensusTarget US$3.37
Fair ValueUS$2.80
Share Pricen/a
Borr Drilling Limited Stock Price
- 3 Narratives written by author
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- 16 Fair Values set on narratives written by author
BORR Community Narratives
AN
Fair Value US$2.8 14.6% overvalued intrinsic discount
Rising Regulations Will Restrict Offshore Drilling And Margins May Recover
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Fair Value US$4 19.8% undervalued intrinsic discount
Global Energy Demand Will Drive Modern Rigs Despite Debt Concerns
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Fair Value US$3.37 4.7% undervalued intrinsic discount
Overvaluation Will Crumble As Environmental And Political Risks Mount
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Overvaluation Will Crumble As Environmental And Political Risks Mount
Key Takeaways Investor optimism may underestimate risks from oversupply, payment delays, and shifting toward renewables, potentially pressuring future revenues and earnings quality. High leverage and regulatory changes could divert capital away from growth, increasing costs and threatening margins amid evolving ESG and market dynamics.Read more
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AN
US$3.37
4.7% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
-0.54% p.a.
Profit Margin
0.56%
Future PE
283.46x
Share price in 2028
US$3.82
Global Energy Demand Will Drive Modern Rigs Despite Debt Concerns
Key Takeaways Strong global rig demand, limited new supply, and a young fleet position Borr Drilling to outperform expectations with rising margins and sustainable revenue growth. Enhanced liquidity enables strategic acquisitions as industry consolidation accelerates, further boosting long-term earnings potential and revenue diversification.Read more
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AN
US$4
19.8% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
2.96% p.a.
Profit Margin
2.38%
Future PE
52.48x
Share price in 2028
US$6.86
Rising Regulations Will Restrict Offshore Drilling And Margins May Recover
Key Takeaways Reliance on offshore drilling and specific regional markets exposes Borr Drilling to substantial risks from energy transition, regulatory shifts, and regional policy uncertainty. High leverage and ongoing refinancing needs could undermine earnings and deleveraging if capital access is disrupted or debt costs rise.Read more
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AN
US$2.8
14.6% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
-1.24% p.a.
Profit Margin
7.36%
Future PE
13.53x
Share price in 2028
US$4.79
Snowflake Analysis
Borr Drilling Limited Key Details
About BORR
- Founded
- 2016
- Employees
- 2087
- CEO
- WebsiteView website
Borr Drilling Limited operates as an offshore shallow-water drilling contractor to the oil and gas industry in the United States, the Middle East, South East Asia, Europe, Latin America, and West Africa. The company owns, contracts, and operates jack-up drilling rigs for operations in shallow-water areas, such as the provision of related equipment and work crews to conduct oil and gas drilling and workover operations for exploration and production. It serves oil and gas exploration and production companies, such as integrated oil companies, state-owned national oil companies, and independent oil and gas companies. The company was formerly known as Magni Drilling Limited and changed its name to Borr Drilling Limited in December 2016. Borr Drilling Limited was incorporated in 2016 and is based in Hamilton, Bermuda.
