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BORR logo

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
Author Program NEWCreate Narrative

BORR Share Price Performance

US$4.27
1.26 (41.86%)
​
US$4.76
Fair Value
US$4.27
1.26 (41.86%)
10.3% undervalued intrinsic discount
US$4.76
Fair Value
Price US$4.27
AnalystConsensusTarget US$4.76
AnalystLowTarget US$3.50
AnalystHighTarget US$6.80
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 10.3% 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 22.0% 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$6.8 37.2% 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
10.3% undervalued intrinsic discount

Overvaluation Will Crumble As Environmental And Political Risks Mount

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 14 Aug
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BORR logo
Borr Drilling
22.0% overvalued intrinsic discount

Rising Regulations Will Restrict Offshore Drilling And Margins May Recover

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
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BORR logo
Borr Drilling
37.2% undervalued intrinsic discount

Global Energy Demand Will Drive Modern Rigs Despite Debt Concerns

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AN
AnalystHighTarget
AnalystHighTarget
Updated 25 Jun
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
BORR logo

BORR: Refinancing Losses And Rig Issues Will Pressure Shares

Fair Value: US$3.5 22.0% 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 10.3% 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
AN
AnalystHighTarget
BORR logo

BORR: Insider Share Purchases Will Support Confidence Despite Recent Earnings Volatility

Fair Value: US$6.8 37.2% 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

Snowflake Analysis

Good 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 03

BORR: Refinancing Losses And Rig Issues Will Pressure Shares

Analysts have adjusted their price target for Borr Drilling to $3.50 from $3.23, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as key drivers of the change. What’s in the News for Borr Drilling Director Tor Olav Troim bought 200,000 additional Borr Drilling shares, taking his total stake to about 29.5 million shares.
Seeking Alpha • Aug 24

Borr Drilling: The Insiders Are Buying Again

Summary Borr Drilling saw sizable insider purchases suggesting the current share price is low. While the Q2 results were mixed, successful refinancing and resilience in the Middle East were among the positives. At a replacement cost of $300 million per unit, BORR offers considerable upside. The debasement trade can be a tailwind given the company value lies entirely in its hard assets. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 14

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

Analysts have reduced their fair value estimate for Borr Drilling from about $5.34 to $4.76, citing updated assumptions for discount rate, revenue growth, profit margins and future P/E that recalibrate their price targets. What’s in the News for Borr Drilling Borr Drilling reported a Q2 2026 net loss of $241.4 million, mainly linked to a $176.3 million debt extinguishment charge tied to refinancing through senior secured and convertible notes.

Recent updates

No updates

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