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Borr Drilling Limited Stock Price

NYSE:BORR Community·US$1.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 28 Fair Values set on narratives written by author
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BORR Share Price Performance

US$4.46
1.51 (51.19%)
​
US$4.76
Fair Value
US$4.46
1.51 (51.19%)
6.3% undervalued intrinsic discount
US$4.76
Fair Value
Price US$4.46
AnalystConsensusTarget US$4.76
AnalystLowTarget US$3.50
AnalystHighTarget US$6.00
Fri, 14 Aug 26
Fair ValueUS$4.76
Share Pricen/a

BORR Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$4.76 6.3% undervalued intrinsic discount

Overvaluation Will Crumble As Environmental And Political Risks Mount

0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$3.5 27.4% overvalued intrinsic discount

Rising Regulations Will Restrict Offshore Drilling And Margins May Recover

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$6 25.7% undervalued intrinsic discount

Global Energy Demand Will Drive Modern Rigs Despite Debt Concerns

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
BORR logo
Borr Drilling
25.7% undervalued intrinsic discount
Updated

Global Energy Demand Will Drive Modern Rigs Despite Debt Concerns

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 17 Sep
Read Narrative
BORR logo
Borr Drilling
6.3% undervalued intrinsic discount

Overvaluation Will Crumble As Environmental And Political Risks Mount

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 14 Aug
Read Narrative
BORR logo
Borr Drilling
27.4% overvalued intrinsic discount

Rising Regulations Will Restrict Offshore Drilling And Margins May Recover

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
BORR logo

BORR: New Contracts And Mexico Restructuring Will Support Future Confidence

Fair Value: US$6 25.7% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
BORR logo

BORR: Refinancing Losses And Rig Issues Will Pressure Shares

Fair Value: US$3.5 27.4% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
BORR logo

BORR: Refinancing Loss And Fleet Expansion Will Shape Future Repricing Potential

Fair Value: US$4.76 6.3% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Fair value with moderate growth potential.

0 Risks
2 Rewards
View Full Analysis

Borr Drilling Limited Key Details

US$1.0b

Revenue

US$572.1m

Cost of Revenue

US$443.7m

Gross Profit

US$687.3m

Other Expenses

-US$243.6m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 18, 2026
-0.79
43.68%
-23.98%
258.5%
View Full Analysis

About BORR

Founded
2016
Employees
2030
CEO
Bruno Morand
WebsiteView website
borrdrilling.com

Borr Drilling Limited operates as an offshore shallow-water drilling contractor to the oil and gas industry in the Americas, Southeast Asia, West Africa, the Middle East, North Africa, and Europe. It owns, contracts, and operates jack-up 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.

Recent BORR News & Updates

User avatar
Narrative Update • Sep 17

BORR: New Contracts And Mexico Restructuring Will Support Future Confidence

Analysts have trimmed their price target for Borr Drilling from $6.80 to $6.00, citing slightly softer assumptions for revenue growth, profit margins and future P/E, along with a modestly higher discount rate. What’s in the News for Borr Drilling Borr Drilling reported that the Odin jack up rig has started its contract offshore Texas and is earning dayrate revenues as of 11 September 2026, following mobilization and acceptance testing.
Seeking Alpha • Sep 16

Borr Drilling: Jackup Market Recovery Pure Play With Substantial Upside, Maintain Buy

Summary While the escalation of the Middle East conflict has delayed the anticipated market recovery, demand for jackup rigs is still expected to increase materially over time. As a premier operator of modern jackup rigs, Borr Drilling is well-positioned to benefit from the upturn. BORR's recent debt refinancing at improved terms has provided ample runway for the company. With major earnings inflection expected in 2028, the recent pullback has provided a buying opportunity for risk-tolerant investors. Read the full article on Seeking Alpha

Recent updates

No updates

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