BORR Share Price Performance
US$0
-1.75 (-100.00%)
Price US$0
Fair ValueUS$6.50
Share Pricen/a
Narrative Update • May 05
Borr Drilling Limited Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 26 Fair Values set on narratives written by author
BORR Community Narratives
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Fair Value
·Fair Value US$6.5 18.0% undervalued intrinsic discount
Global Energy Demand Will Drive Modern Rigs Despite Debt Concerns
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5users have followed this narrative
AN
Fair Value
·Fair Value US$5.84 8.7% undervalued intrinsic discount
Overvaluation Will Crumble As Environmental And Political Risks Mount
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6users have followed this narrative
AN
Fair Value
·Fair Value US$5 6.6% overvalued intrinsic discount
Rising Regulations Will Restrict Offshore Drilling And Margins May Recover
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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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US$5
6.6% overvalued intrinsic discount
Fair Value
Revenue
11.4% p.a.
Profit Margin
11.47%
Future PE
15.02x
Price in 2029
US$6.45
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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US$6.5
18.0% undervalued intrinsic discount
Fair Value
Revenue
8.6% p.a.
Profit Margin
5.83%
Future PE
41.55x
Price in 2029
US$8.4
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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US$5.84
8.7% undervalued intrinsic discount
Fair Value
Revenue
7.75% p.a.
Profit Margin
5.49%
Future PE
41.32x
Price in 2029
US$7.69
Trending Discussion
Recently Updated Narratives
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BORR: High Contract Coverage And Mexico Expansion Will Still Leave Shares Vulnerable
Fair Value: US$5 6.6% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
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AN
BORR: Future Fleet Acquisitions Will Drive A Stronger Contracted Backlog
Fair Value: US$6.5 18.0% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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BORR: Premium Rig Expansion And New Contracts Will Support Future Upside
Fair Value: US$5.84 8.7% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis
Borr Drilling Limited Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 12, 2026
- 0.11
- 50.46%
- 3.13%
- 192.5%
About BORR
- Founded
- 2016
- Employees
- 2030
- CEO
- WebsiteView website
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
Narrative Update • Apr 21
