NE Share Price Performance
US$45.82
16.74 (57.57%)
36.4% overvalued intrinsic discount
US$33.60
Fair Value
Price US$45.82
AnalystConsensusTarget US$33.60
AnalystHighTarget US$41.25
AnalystLowTarget US$30.00
Fair ValueUS$33.60
Share Pricen/a
Noble Corporation plc Stock Price
- 3 Narratives written by author
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- 128 Fair Values set on narratives written by author
NE Community Narratives
AN
Fair Value US$33.6 36.4% overvalued intrinsic discount
Share Buybacks And Index Additions Will Support Ultra-Deepwater Rebound In Key Regions
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AN
Fair Value US$41.25 11.1% overvalued intrinsic discount
Ultra-deepwater Drilling Will Unlock Lucrative Contracts Yet Face Renewables Challenges
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AN
Fair Value US$25 83.3% overvalued intrinsic discount
High-Spec Contracts Will Drive Efficiency Amid Execution Risks
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3users have followed this narrative
Ultra-deepwater Drilling Will Unlock Lucrative Contracts Yet Face Renewables Challenges
Key Takeaways Strong contract backlog and successful integration of acquisitions support stable cash flows, improved margins, and enhanced operating leverage. Rising global energy demand and increased offshore investment enable higher pricing power and greater utilization of Noble’s advanced fleet.Read more
34
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AN
US$41.25
11.1% overvalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
2.39% p.a.
Profit Margin
18.54%
Future PE
12.34x
Price in 2029
US$51.13
Share Buybacks And Index Additions Will Support Ultra-Deepwater Rebound In Key Regions
Key Takeaways Sustained global demand for hydrocarbons, large offshore project pipelines, and sector consolidation are expected to drive higher rig utilization, boost revenue visibility, and strengthen margins. Fleet modernization, operational efficiencies, and diversification into energy transition projects are set to enhance market opportunities, reduce earnings volatility, and improve free cash flow.Read more
316
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AN
US$33.6
36.4% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
1.29% p.a.
Profit Margin
13.16%
Future PE
15.81x
Price in 2028
US$42.57
High-Spec Contracts Will Drive Efficiency Amid Execution Risks
Key Takeaways Strategic long-term contracts from major clients aim to boost revenue growth and ensure future earnings stability through a robust backlog. Focus on operational efficiency and asset optimization promises improved net margins and enhanced free cash flow amidst market volatility.Read more
21
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AN
US$25
83.3% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
2.36% p.a.
Profit Margin
5.35%
Future PE
33.8x
Price in 2028
US$31.28
Trending Discussion
Recently Updated Narratives
AN
NE: Expanded Backlog And Contract Wins Will Drive Future Upside
Fair Value: US$41.25 11.1% overvalued intrinsic discount
1 followerusers have followed this narrative
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AN
Share Buybacks And Index Additions Will Support Ultra-Deepwater Rebound In Key Regions
Fair Value: US$33.6 36.4% overvalued intrinsic discount
68 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
High-Spec Contracts Will Drive Efficiency Amid Execution Risks
Fair Value: US$25 83.3% overvalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Noble Corporation plc Key Details
About NE
- Founded
- 1921
- Employees
- 4500
- CEO
- WebsiteView website
Noble Corporation plc operates as an offshore drilling contractor for the oil and gas industry worldwide. It provides contract drilling services through its fleet of mobile offshore drilling units. The company also operates drilling rigs, such as floaters and jackups. It serves its fleets in Africa, Far East Asia, the North Sea, Oceania, South America, and the United States Gulf of America. Noble Corporation plc was founded in 1921 and is headquartered in Houston, Texas.
