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SBM Offshore N.V. Stock Price

ENXTAM:SBMO Community·€5.5b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 40 Fair Values set on narratives written by author

SBMO Share Price Performance

€32.52
9.84 (43.39%)
€44.50
Fair Value
€32.52
9.84 (43.39%)
26.9% undervalued intrinsic discount
€44.50
Fair Value
Price €32.52
Ivoed €44.50
AnalystConsensusTarget €43.40
AnalystHighTarget €49.61

SBMO Community Narratives

Fair Value
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Fair Value €44.5 26.9% undervalued intrinsic discount

Why SBM Offshore’s €30 Share Price May Be Too Harsh On Its Backlog

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5users have followed this narrative
·
Fair Value €43.4 25.1% undervalued intrinsic discount

Steady Outlook Will Drive Offshore Capacity Expansion And Earnings Momentum

2users have liked this narrative
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17users have followed this narrative
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Fair Value €49.61 34.4% undervalued intrinsic discount

Rising Global Demand Will Fuel Deepwater And Offshore Green Projects

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4users have followed this narrative
€43.4
25.1% undervalued intrinsic discount
Revenue
-0.83% p.a.
Profit Margin
11.95%
Future PE
15.18x
Price in 2029
€54.41
€37.2
12.6% undervalued intrinsic discount
Revenue
-9.23% p.a.
Profit Margin
10.99%
Future PE
18.77x
Price in 2029
€46.6

Trending Discussion

No trending discussion available.

Updated Narratives

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Why SBM Offshore’s €30 Share Price May Be Too Harsh On Its Backlog

Fair Value: €44.5 26.9% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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SBMO: Buybacks And Mixed Research Signals Will Drive Repricing Potential

Fair Value: €43.4 25.1% undervalued intrinsic discount
17 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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SBMO: Guyana Projects And Buybacks Will Support Future Upside

Fair Value: €49.61 34.4% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Very undervalued with solid track record and pays a dividend.

3 Risks
4 Rewards

SBM Offshore N.V. Key Details

US$5.9b

Revenue

US$3.9b

Cost of Revenue

US$2.0b

Gross Profit

US$1.1b

Other Expenses

US$922.0m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 06, 2026
5.45
34.20%
15.62%
139.5%
View Full Analysis

About SBMO

Founded
1862
Employees
6784
CEO
Oivind Tangen
WebsiteView website
www.sbmoffshore.com

SBM Offshore N.V. provides floating production solutions to the offshore energy industry worldwide. It operates in two segments, Lease and Operate, and Turnkey. It engages in the design, supply, installation, operation, demobilization, and life extension of floating production storage and offloading (FPSO) vessels. The company also operates catenary anchor leg mooring (CALM), a single point mooring (SPM) system terminal; tension leg floaters, turret mooring systems, floating offshore wind, and brownfield and offshore loading terminals; and floating energy hubs. In addition, it owns and operates a fleet of 15 FPSOs and 1 semi-submersible unit, as well as offering offshore technologies development and digital services in the offshore oil and gas industry and broader offshore infrastructure sector. Further, the company offers turnkey supply contracts and after-sales services, which consist mainly of large production systems, large mooring systems, deepwater export systems, fluid transfer systems, tanker loading and discharge terminals, design services, supply of special components and proprietary designs and equipment activities. The company was formerly known as IHC Caland and changed its name to SBM Offshore N.V. in 2005. SBM Offshore N.V. was founded in 1862 and is headquartered in Schiphol, the Netherlands.

Recent SBMO News & Updates

New Narrative Jul 06

Why SBM Offshore’s €30 Share Price May Be Too Harsh On Its Backlog

The market is treating SBM Offshore like a cyclical offshore services stock that has already had its good news. That caution is understandable.
Narrative Update Jul 03

SBMO: Buybacks And Mixed Research Signals Will Drive Repricing Potential

Analysts have adjusted the fair value estimate for SBM Offshore to €43.40, reflecting recent changes in price targets supported by updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research on SBM Offshore reflects a mix of optimism and caution, with the latest fair value and price target changes signalling a more balanced view on the stock's risk and reward profile.

Recent updates

No updates