Will S&P Global BMI Inclusion and Strong Earnings Shift NESR's Narrative for Investors?

• National Energy Services Reunited Corp. was recently added to the S&P Global BMI Index, following the company's announcement of second-quarter adjusted earnings and revenues that exceeded analyst expectations.
• The combination of strong earnings performance and index inclusion has brought new attention to the company, reflecting greater institutional interest and higher visibility among global investors.
• We'll explore how the company's S&P Global BMI Index inclusion may reinforce NESR's investment narrative and future growth outlook.

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National Energy Services Reunited Investment Narrative Recap

For shareholders, the central investment idea in National Energy Services Reunited (NESR) is exposure to long-term energy demand from emerging markets and the sustained contract visibility this brings. While NESR’s addition to the S&P Global BMI Index amplifies institutional attention and could support investor confidence, this development does not directly change the primary short-term catalyst: the need for ongoing project awards and execution, or address the largest risk, which is NESR’s concentrated reliance on major MENA-region national oil company contracts. Among recent developments, NESR’s Q2 2025 earnings report stands out as especially relevant given it coincided with the index inclusion. NESR outperformed analyst expectations on both revenue (US$327.4 million) and adjusted earnings, which may have supported the index addition narrative and reinforced near-term confidence in its backlog and project execution, a key factor for those watching contract-driven catalysts. Yet, despite this positive momentum, investors should not overlook the impact of contract concentration risk if key customer relationships shift or regional stability changes...

Read the full narrative on National Energy Services Reunited (it's free!)

National Energy Services Reunited is projected to reach $1.5 billion in revenue and $168.6 million in earnings by 2028. This scenario assumes a 4.0% annual revenue growth rate and a $95.6 million increase in earnings from the current level of $73.0 million.

Uncover how National Energy Services Reunited's forecasts yield a $13.20 fair value, a 25% upside to its current price.

Exploring Other Perspectives

Six Simply Wall St Community fair value estimates for NESR range from US$3.87 to US$34.87 per share, highlighting diverse investor outlooks. With earnings forecasts depending on large project execution, it's clear perspectives on NESR's future can vary widely, reviewing several viewpoints may broaden your understanding.

Explore 6 other fair value estimates on National Energy Services Reunited - why the stock might be worth less than half the current price!

Build Your Own National Energy Services Reunited Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your National Energy Services Reunited research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free National Energy Services Reunited research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate National Energy Services Reunited's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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