NOV Gelecekteki Büyüme
Future kriter kontrolleri 3/6
NOV kazanç ve gelirin sırasıyla yıllık 33.8% ve 2.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 34.9% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 7.4% olacağı tahmin edilmektedir.
Anahtar bilgiler
33.8%
Kazanç büyüme oranı
34.86%
EPS büyüme oranı
| Energy Services kazanç büyümesi | 21.1% |
| Gelir büyüme oranı | 2.1% |
| Gelecekteki özkaynak getirisi | 7.42% |
| Analist kapsamı | Good |
| Son güncelleme | 19 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Anlatı Güncellemesi • May 05
NOV: Future Returns Will Lag Structural Project Commitments Despite Recent Supportive Actions
The analyst price target for NOV has been raised by $1 to $17, as analysts cite revised assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E following a series of recent price target increases across the Street. Analyst Commentary Recent research on NOV points to a cluster of higher price targets, including moves from several firms that adjusted their views around fair value, discount rates, revenue assumptions, margin expectations, and future P/E.
Anlatı Güncellemesi • Apr 21
NOV: Fair Outlook As Structural Projects And Geopolitical Disruptions Shape Returns
The analyst price target for NOV has been nudged higher from $20.10 to $20.65, as analysts point to recent rounds of target increases and generally more constructive views on revenue growth, margins, and long-term industry activity. Analyst Commentary Recent Street research on NOV reflects a mix of optimism and caution, with several price target increases clustered over a short period and at least one downgrade in the same window.Anlatı Güncellemesi • Apr 07
NOV: Fair Outlook As Structural Oilfield Activity And Geopolitical Risks Shape Prospects
The analyst price target for NOV has shifted from $16.88 to $20.10, as analysts factor in a series of recent target increases across the Street. They cite sector previews and note that long term oilfield activity plans remain intact despite geopolitical risks.Seeking Alpha • Mar 27
NOV Inc.: Near-Term Middle East Headwinds Could Become A Tailwind Down The Road - Hold
Summary Despite a number of headwinds, NOV Inc. has delivered solid results and strong cash flows in recent quarters. The company continues to return substantial amounts of capital to shareholders through dividends and share repurchases. Near-term results will be impacted by lower offshore drilling activity, cost inflation, and particularly the fallout from the war in the Middle East. However, a timely resolution of the conflict should benefit NOV quite meaningfully due to the requirement to restore millions of barrels of lost oil production on a daily basis. With industry valuations up across the board, I am raising my price target for NOV's shares from $14.35 to $22.50. However, given limited upside from current levels, I am reiterating my “Hold” rating. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Mar 24
NOV: Structural Oilfield Activity And Capital Returns Will Support Future Re Rating
Analysts have nudged NOV's price targets higher into the high teens and low $20s, citing what they see as structural demand for oilfield services and opportunities arising from geopolitical dislocations. At the same time, the model inputs around revenue growth, profit margins and future P/E remain broadly consistent with prior assumptions.Anlatı Güncellemesi • Mar 10
NOV: Structural Oilfield Activity And Capital Returns Will Drive Future Re Rating
Analysts have nudged their average price target on NOV higher, with several firms lifting targets into the high teens and low $20s. They point to structural oilfield activity trends and potential opportunities created by recent geopolitical dislocations.Anlatı Güncellemesi • Feb 23
NOV: Recent Share Price Strength Will Outrun Oilfield Project Commitments
Analysts have lifted their fair value estimate for NOV to $16.00 from $11.13. They point to updated assumptions for modest revenue growth, slightly higher profit margins, a lower discount rate, and a higher future P/E multiple, supported by a string of recent price target increases and an upgrade across the Street.Analiz Makalesi • Feb 12
NOV's (NYSE:NOV) Conservative Accounting Might Explain Soft Earnings
Shareholders appeared unconcerned with NOV Inc.'s ( NYSE:NOV ) lackluster earnings report last week. We think that the...Anlatı Güncellemesi • Feb 09
NOV: Rising Oilfield Activity And Buybacks Will Drive A Bullish Re Rating
Analysts have lifted their price target on NOV to US$23.00 from US$21.81. This reflects updated assumptions for slightly higher revenue growth, profit margins, and future P/E multiples across recent research updates.Analiz Makalesi • Jan 26
Is NOV (NYSE:NOV) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Anlatı Güncellemesi • Jan 26
NOV: Rising Oilfield Activity Will Drive A Bullish Re Rating
Analysts have lifted their price target on NOV to about US$21.81 from US$19.00, citing updated assumptions for revenue growth, profit margins, and a slightly higher future P/E multiple, supported by recent research updates across the Street. Analyst Commentary Recent Street research on NOV has skewed constructive, with several bullish analysts lifting their price targets and pointing to a more supportive setup for earnings and valuation across the oilfield services group.Anlatı Güncellemesi • Jan 11
NOV: Balanced Outlook As Sector Activity And Execution Risks Shape Prospects
Analysts have nudged their price targets for NOV higher, with recent moves such as US$19 to US$22, US$17 to US$20 and US$14 to US$16. This points to a modest uplift in fair value estimates supported by slightly adjusted growth, margin and P/E assumptions across the oilfield services group.Anlatı Güncellemesi • Dec 27
NOV: Saudi And Deepwater Upswing Will Drive A Bullish Re-Rating
Analysts have modestly increased their blended price target on NOV to $16 from $14. This reflects slightly stronger expectations for revenue growth, profit margins, and sector momentum despite some lingering caution on the shares.Analiz Makalesi • Dec 17
We Like These Underlying Return On Capital Trends At NOV (NYSE:NOV)
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Anlatı Güncellemesi • Dec 13
NOV Saudi And Deepwater Upswing Will Support A Re-Rating
We lower our analyst price target for NOV to $19.00 from $19.63, reflecting analysts' slightly more conservative valuation multiple, even as they point to improving sector momentum and a healthier growth and discount rate backdrop supported by recent mixed but generally constructive target revisions on the Street. Analyst Commentary Bullish analysts continue to highlight a gradual improvement in NOV's risk reward profile, even as the range of published price targets remains relatively tight and ratings are mixed.Anlatı Güncellemesi • Nov 27
NOV: Sector Momentum And Market Risks Will Shape Future Performance
NOV's fair value estimate increased moderately to $16.33, up from $16.15. This change reflects analysts' views of sector momentum and recent upward price target revisions for the shares.Analiz Makalesi • Nov 23
NOV (NYSE:NOV) Has Affirmed Its Dividend Of $0.075
The board of NOV Inc. ( NYSE:NOV ) has announced that it will pay a dividend on the 19th of December, with investors...Anlatı Güncellemesi • Nov 13
NOV: Outlook Will Balance Sector Momentum With Oil Market Risks
NOV’s fair value estimate has increased from $15.75 to $16.15, as analysts cite stronger expected revenue growth and sector momentum, which support an improved outlook. Analyst Commentary Analyst perspectives on NOV Inc.Analiz Makalesi • Nov 09
A Piece Of The Puzzle Missing From NOV Inc.'s (NYSE:NOV) 25% Share Price Climb
NOV Inc. ( NYSE:NOV ) shareholders have had their patience rewarded with a 25% share price jump in the last month. The...Anlatı Güncellemesi • Oct 30
Deepwater And Saudi Activity Will Drive Recovery Amid Sector Crosscurrents
The analyst price target for NOV has increased to $15.75 from $15.38. This change reflects improved revenue growth expectations and a stronger profit margin outlook, as analysts cite sector momentum and evolving industry dynamics.Analiz Makalesi • Oct 27
NOV Inc.'s (NYSE:NOV) Intrinsic Value Is Potentially 53% Above Its Share Price
Key Insights The projected fair value for NOV is US$21.13 based on 2 Stage Free Cash Flow to Equity Current share price...Analiz Makalesi • Sep 13
Returns Are Gaining Momentum At NOV (NYSE:NOV)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...Anlatı Güncellemesi • Sep 04
Offshore And International Activity Will Fuel Future Energy Transformation
Amid ongoing oilfield services market headwinds—such as sector deceleration, earnings estimate downgrades, and persistent oil price volatility—analysts remain cautious on NOV, maintaining a neutral outlook and an unchanged consensus price target of $15.38. Analyst Commentary Ongoing crosscurrents in the oilfield services market, with U.S. land experiencing deflation and sticky production, and international and offshore sectors showing deceleration and mixed results.Analiz Makalesi • Aug 17
NOV (NYSE:NOV) Seems To Use Debt Quite Sensibly
NYSE:NOV 1 Year Share Price vs Fair Value Explore NOV's Fair Values from the Community and select yours Legendary fund...Analiz Makalesi • Jul 25
NOV Inc.'s (NYSE:NOV) Price Is Right But Growth Is Lacking
With a price-to-earnings (or "P/E") ratio of 8.7x NOV Inc. ( NYSE:NOV ) may be sending very bullish signals at the...Analiz Makalesi • Jun 16
NOV Inc. (NYSE:NOV) Shares Could Be 48% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, NOV fair value estimate is US$26.11 NOV is estimated to be 48...Analiz Makalesi • May 21
There's Been No Shortage Of Growth Recently For NOV's (NYSE:NOV) Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Seeking Alpha • Mar 07
NOV: The More You Dig, The Less Exciting It Is
Summary NOV Inc. shares have declined 15% over the past year, lagging behind the industry ETF, XES, which is down 17%. NOV's growth is insufficient, with a low yield of 2.11% and stagnant backlog growth, leading to a neutral rating. NOV's diversification into offshore wind and subsea flexibles shows promise, but revenue growth remains slow, impacting overall valuation. Capital allocations, including buybacks and dividends, are poorly implemented, failing to significantly benefit shareholders, keeping the stock in a terminal decline. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
NOV: Shareholder Returns Have Likely Peaked For Now
Summary NOV exceeded expectations for Q4 2024, thereby leading to a potential $80m supplemental dividend payment. A large working capital draw during 2024 boosted free cash flow, but this is not expected to be repeated during 2025. Since no capital expenditure cuts are planned for 2025 versus 2024, it also limits the potential for free cash flow. I see flat operating conditions for 2025 versus 2024 with risks to the downside, neither of which would help free cash flow. Since free cash flow during 2025 is very likely to be materially lower year-on-year versus 2024, it appears shareholder returns have likely peaked for now. Read the full article on Seeking AlphaSeeking Alpha • Oct 30
NOV Is A Hold As It Expects Higher Drilling Activity By 2026
Summary NOV Inc.'s shares have risen 9.49% over three years, outperforming crude oil, with Q3 2024 revenue at $2.19 billion, consistent with market expectations. NOV anticipates heightened demand for offshore drilling equipment by 2026, supported by industry growth and partnerships like Chevron and TotalEnergies' Anchor Project. The company has a $1 billion share repurchase program until 2027 and increased cash dividends by 45% YoY, signaling strong capital allocation. Despite a positive net debt status and low oil demand potentially affecting earnings, NOV's forward P/E ratio of 9.71X suggests the stock is undervalued. Read the full article on Seeking Alpha
Yeni Anlatı • Aug 27
Offshore Expansion And AI Efficiency Drive Growth Amid Analytical Concerns And North American Market Challenges
Expansion into international and offshore markets and strategic acquisitions, like Keystone Tower Systems, diversify NOV's earnings and promise new revenue streams.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 9,305 | 516 | 527 | 872 | 6 |
| 12/31/2027 | 9,046 | 460 | 452 | 797 | 17 |
| 12/31/2026 | 8,606 | 294 | 387 | 751 | 14 |
| 3/31/2026 | 8,693 | 91 | 734 | 1,090 | N/A |
| 12/31/2025 | 8,744 | 145 | 876 | 1,251 | N/A |
| 9/30/2025 | 8,775 | 383 | 877 | 1,269 | N/A |
| 6/30/2025 | 8,790 | 471 | 909 | 1,276 | N/A |
| 3/31/2025 | 8,818 | 589 | 1,151 | 1,517 | N/A |
| 12/31/2024 | 8,870 | 635 | 953 | 1,304 | N/A |
| 9/30/2024 | 8,905 | 1,073 | 781 | 1,090 | N/A |
| 6/30/2024 | 8,899 | 1,057 | 470 | 771 | N/A |
| 3/31/2024 | 8,776 | 986 | -28 | 267 | N/A |
| 12/31/2023 | 8,583 | 993 | -140 | 143 | N/A |
| 9/30/2023 | 8,313 | 499 | -353 | -80 | N/A |
| 6/30/2023 | 8,017 | 417 | -484 | -226 | N/A |
| 3/31/2023 | 7,651 | 331 | -503 | -278 | N/A |
| 12/31/2022 | 7,237 | 155 | -393 | -179 | N/A |
| 9/30/2022 | 6,681 | 11 | -509 | -297 | N/A |
| 6/30/2022 | 6,133 | -90 | -278 | -86 | N/A |
| 3/31/2022 | 5,823 | -185 | 17 | 215 | N/A |
| 12/31/2021 | 5,524 | -250 | 90 | 291 | N/A |
| 9/30/2021 | 5,334 | -557 | 251 | 441 | N/A |
| 6/30/2021 | 5,377 | -543 | 459 | 659 | N/A |
| 3/31/2021 | 5,456 | -610 | 653 | 860 | N/A |
| 12/31/2020 | 6,090 | -2,542 | 700 | 926 | N/A |
| 9/30/2020 | 7,044 | -2,580 | 973 | 1,213 | N/A |
| 6/30/2020 | 7,786 | -2,769 | 982 | 1,242 | N/A |
| 3/31/2020 | 8,422 | -8,065 | 533 | 791 | N/A |
| 12/31/2019 | 8,479 | -6,095 | N/A | 714 | N/A |
| 9/30/2019 | 8,596 | -5,698 | N/A | 462 | N/A |
| 6/30/2019 | 8,624 | -5,453 | N/A | 300 | N/A |
| 3/31/2019 | 8,598 | -40 | N/A | 612 | N/A |
| 12/31/2018 | 8,453 | -31 | N/A | 521 | N/A |
| 9/30/2018 | 8,024 | -57 | N/A | 621 | N/A |
| 6/30/2018 | 7,705 | -84 | N/A | 663 | N/A |
| 3/31/2018 | 7,358 | -183 | N/A | 592 | N/A |
| 12/31/2017 | 7,304 | -237 | N/A | 832 | N/A |
| 9/30/2017 | 7,027 | -937 | N/A | 664 | N/A |
| 6/30/2017 | 6,838 | -2,273 | N/A | 490 | N/A |
| 3/31/2017 | 6,803 | -2,415 | N/A | 450 | N/A |
| 12/31/2016 | 7,251 | -2,412 | N/A | 960 | N/A |
| 9/30/2016 | 8,281 | -3,221 | N/A | 1,421 | N/A |
| 6/30/2016 | 9,941 | -1,704 | N/A | 1,773 | N/A |
| 3/31/2016 | 12,126 | -1,198 | N/A | 1,839 | N/A |
| 12/31/2015 | 14,757 | -769 | N/A | 1,332 | N/A |
| 9/30/2015 | 17,744 | 1,349 | N/A | 1,454 | N/A |
| 6/30/2015 | 20,025 | 1,893 | N/A | 1,563 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: NOV 'nin tahmini kazanç büyümesi (yıllık 33.8% ) tasarruf oranının ( 3.5% ) üzerindedir.
Kazançlar ve Piyasa: NOV şirketinin kazançlarının (yıllık 33.8% ) US pazarından (yıllık 16.8% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: NOV şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: NOV şirketinin gelirinin (yıllık 2.1% ) US pazarından (yıllık 11.6% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: NOV şirketinin gelirinin (yıllık 2.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: NOV 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 7.4 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/20 01:06 |
| Gün Sonu Hisse Fiyatı | 2026/05/20 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
NOV Inc. 53 Bu analistlerden 17, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| William Selesky | Argus Research Company |
| Daniel Leben | Baird |
| J. David Anderson | Barclays |