Market Cap 6.37B
Revenue (ttm) 3.29B
Net Income (ttm) 216.72M
EPS (ttm) N/A
PE Ratio 74.24
Forward PE 54.08
Profit Margin 6.60%
Debt to Equity Ratio 0.42
Volume 1,026,457
Avg Vol 1,636,340
Day's Range N/A - N/A
Shares Out 159.64M
Stochastic %K 38%
Beta 0.93
Analysts Sell
Price Target $45.62

Company Profile

Noble Corporation plc operates as an offshore drilling contractor for the oil and gas industry worldwide. It provides contract drilling services through its fleet of mobile offshore drilling units. The company also operates drilling rigs, such as floaters and jackups. It serves its fleets in Africa, the Far East Asia, the North Sea, the Oceania, South America, and the United States Gulf of America. Noble Corporation plc was founded in 1921 and is headquartered in Houston, Texas.

Industry: Oil & Gas Drilling
Sector: Energy
Phone: 281 276 6100
Address:
2101 City West Boulevard, Suite 600, Houston, United States
EarningsInsider
EarningsInsider Jul. 28 at 2:15 PM
https://www.marketbeat.com/earnings/reports/2026-7-27-noble-co-plc-stock/ $NE Noble Earnings Transcript
0 · Reply
DonCorleone77
DonCorleone77 Jul. 28 at 1:56 AM
$FFIV $UHS $NE $AMKR AFTER-HOURS MOVERS: Currently Higher After Earnings: - OPKO Health, Inc. (OPK) up 10.5% - Celestica (CLS) up 8.1% - Happen (HAPN) up 4.9% - Cadence Design Systems (CDNS) up 3.4% - F5, Inc. (FFIV) up 1.0% - Applied Digital (APLD) up 0.1% Currently Lower After Earnings: - Universal Health Services (UHS) down 5.2% - Noble Corporation (NE) down 5.3% - Amkor Technology (AMKR) down 7.8% - Kforce (KFRC) down 3.7% - Cincinnati Financial (CINF) down 3.1% Currently Also Lower: - Aehr Test Systems (AEHR) down 4.9% after equity offering.
0 · Reply
topstockalerts
topstockalerts Jul. 27 at 10:27 PM
Noble Corp shares plunged in after-hours trading after the offshore driller reported weak Q2 2026 results and sharply cut its full-year outlook. Adjusted EPS came in at just $0.01, far below the $0.19 consensus estimate, while the company posted a net loss of $37 million versus net income of $43 million a year earlier. Revenue of $720 million slightly topped expectations but still fell 15% year over year. The biggest concern was Noble’s reduced 2026 revenue guidance of $2.8 billion–$2.9 billion, well below the prior analyst consensus of about $2.97 billion, with Brazil rig suspensions cited as the main headwind. Q2 adjusted EBITDA was $212 million, reflecting margin pressure from lower rig utilization. The guidance cut added to existing analyst skepticism after recent target-price reductions and a "Strong Sell" downgrade. The combination of a major earnings miss, declining revenue, weaker margins, and a lowered full-year outlook triggered a sharp after-hours selloff. $NE
0 · Reply
StocktwitsEarnings
StocktwitsEarnings Jul. 27 at 9:34 PM
$NE Q2 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.23 down -185.19% YoY • Reported revenue of $719.69M down -15.20% YoY • Noble Corporation reduced its full year 2026 revenue guidance to $2,800-$2,900 million from $2,800-$3,000 million and lowered its Adjusted EBITDA guidance to $850-$925 million from $940-$1,020 million previously.
0 · Reply
RazorbackAJ
RazorbackAJ Jul. 27 at 9:20 PM
$NE Awful quarter and shorting here with current trailing stop at $42.50. Follow for setups like this — exact entries, precise stop levels, nothing vague. This is how I trade, not financial advice.
0 · Reply
DonCorleone77
DonCorleone77 Jul. 27 at 8:24 PM
$NE Noble Corp. cuts FY26 revenue view to $2.8B-$2.9B from $2.8B-$3B FY26 consensus $2.97B. Cuts FY26 adjusted EBITDA view to $850M-$925M from $940M-$1.02B. Commenting on Noble's outlook, Eifler stated, "Revised guidance primarily reflects reduced revenues for our two rigs operating in Brazil, as well as re-sequenced backlog in the second half of the year for the Noble Viking and Noble Innovator / Noble Intrepid. Despite these near-term revenue headwinds, the market outlook continues to look promising in 2027 and beyond for both deepwater and harsh environment rigs, as demonstrated by recent contract fixtures at increasing dayrates."
0 · Reply
DonCorleone77
DonCorleone77 Jul. 27 at 8:23 PM
$NE Noble Corp. reports Q2 adjusted EPS 1c, consensus 18c Reports Q2 revenue $720M, consensus $707.78M. Robert Eifler, President and Chief Executive Officer of Noble, stated, "Our second quarter was adversely impacted by $43 million due to the operational suspension of both of our rigs in Brazil, while operational and financial performance was otherwise strong across the board. Additionally, we completed a highly successful debt refinancing, which is expected to drive meaningful cash benefits going forward. The continued importance of offshore investment is supportive of strong rig demand, with increasing market tightness for high spec drillships driving leading edge dayrates into the mid $400,000s per day."
0 · Reply
Synaptric
Synaptric Jul. 27 at 12:50 AM
Sentiment track ahead of Monday before-market earnings. It appears all have been drifting downward. Energy names are the highest ($BKR $ARPL.X $NE )though all are neutral, while the two banks ($BMRC $HOPE) broke down to lowest.
0 · Reply
VeryBeta
VeryBeta Jul. 24 at 8:59 AM
$NE Earnings on Monday after the close.
0 · Reply
Dawgyyyyy
Dawgyyyyy Jul. 23 at 5:20 PM
$RIG drillers performing badly in competition to broader oil and gas any idea why? $NE $BORR ?
0 · Reply
Latest News on NE
Noble Corp. price target lowered to $53 from $55 at Barclays

2026-07-30T09:21:00.000Z - 8 days ago

Noble Corp. price target lowered to $53 from $55 at Barclays


Noble Corp. upgraded to Buy from Hold at Fearnley

2026-07-29T08:45:15.000Z - 9 days ago

Noble Corp. upgraded to Buy from Hold at Fearnley


Noble Corporation Earnings Call Transcript: Q2 2026

Jul 28, 2026, 9:00 AM EDT - 10 days ago

Noble Corporation Earnings Call Transcript: Q2 2026


Noble Corporation Slides: Q2 2026

Jul 28, 2026, 9:00 AM EDT - 10 days ago

Noble Corporation Slides: Q2 2026


Noble Corporation Earnings release: Q2 2026

Jul 28, 2026, 9:00 AM EDT - 10 days ago

Noble Corporation Earnings release: Q2 2026


Noble Corporation Quarterly report: Q2 2026

Jul 28, 2026, 9:00 AM EDT - 10 days ago

Noble Corporation Quarterly report: Q2 2026


Noble Corp. backs FY26 CapEx view $615M-$665M

2026-07-27T20:30:50.000Z - 11 days ago

Noble Corp. backs FY26 CapEx view $615M-$665M


NOBLE CORPORATION PLC ANNOUNCES SECOND QUARTER 2026 RESULTS

Jul 27, 2026, 4:05 PM EDT - 11 days ago

NOBLE CORPORATION PLC ANNOUNCES SECOND QUARTER 2026 RESULTS


Noble Corp. price target lowered to $55 from $56 at Barclays

2026-07-16T09:05:34.000Z - 22 days ago

Noble Corp. price target lowered to $55 from $56 at Barclays


Noble Corporation plc to announce second quarter 2026 results

Jul 14, 2026, 4:05 PM EDT - 24 days ago

Noble Corporation plc to announce second quarter 2026 results


Noble Corp. price target lowered to $45 from $52 at Citi

2026-06-30T20:00:19.000Z - 5 weeks ago

Noble Corp. price target lowered to $45 from $52 at Citi


NOBLE CORPORATION PLC ANNOUNCES NEW DIRECTOR APPOINTMENT

May 21, 2026, 4:09 PM EDT - 2 months ago

NOBLE CORPORATION PLC ANNOUNCES NEW DIRECTOR APPOINTMENT


Noble Corp. price target raised to $52 from $50 at Citi

2026-05-05T10:43:34.000Z - 3 months ago

Noble Corp. price target raised to $52 from $50 at Citi


Noble Corp. price target raised to $50 from $41 at Barclays

2026-04-29T09:36:44.000Z - 3 months ago

Noble Corp. price target raised to $50 from $41 at Barclays


Noble Corp. price target raised to $59 from $45 at Evercore ISI

2026-04-27T18:15:24.000Z - 3 months ago

Noble Corp. price target raised to $59 from $45 at Evercore ISI


Noble Corporation Earnings Call Transcript: Q1 2026

Apr 27, 2026, 9:00 AM EDT - 3 months ago

Noble Corporation Earnings Call Transcript: Q1 2026


Noble Corporation Slides: Q1 2026

Apr 27, 2026, 9:00 AM EDT - 3 months ago

Noble Corporation Slides: Q1 2026


Noble Corporation Earnings release: Q1 2026

Apr 27, 2026, 9:00 AM EDT - 3 months ago

Noble Corporation Earnings release: Q1 2026


Noble Corporation Quarterly report: Q1 2026

Apr 27, 2026, 9:00 AM EDT - 3 months ago

Noble Corporation Quarterly report: Q1 2026


NOBLE CORPORATION PLC ANNOUNCES FIRST QUARTER 2026 RESULTS

Apr 26, 2026, 4:35 PM EDT - 3 months ago

NOBLE CORPORATION PLC ANNOUNCES FIRST QUARTER 2026 RESULTS


Noble Corporation Proxy statement: Proxy filing

Apr 20, 2026, 8:00 AM EDT - 3 months ago

Noble Corporation Proxy statement: Proxy filing


Noble Corp. price target raised to $50 from $42 at Citi

2026-04-15T11:59:32.000Z - 4 months ago

Noble Corp. price target raised to $50 from $42 at Citi


Noble Corporation plc to announce first quarter 2026 results

Apr 14, 2026, 4:05 PM EDT - 4 months ago

Noble Corporation plc to announce first quarter 2026 results


Noble Corp. price target raised to $50 from $45 at Susquehanna

2026-04-07T13:07:49.000Z - 4 months ago

Noble Corp. price target raised to $50 from $45 at Susquehanna


Noble Corporation Proxy statement: Proxy filing

Mar 16, 2026, 8:00 AM EDT - 5 months ago

Noble Corporation Proxy statement: Proxy filing


Noble Corporation Proxy statement: Proxy filing

Mar 16, 2026, 8:00 AM EDT - 5 months ago

Noble Corporation Proxy statement: Proxy filing


Noble Corporation Slides: Investor presentation

Mar 3, 2026, 7:00 AM EST - 5 months ago

Noble Corporation Slides: Investor presentation


Noble Corporation Earnings Call Transcript: Q4 2025

Feb 12, 2026, 9:00 AM EST - 6 months ago

Noble Corporation Earnings Call Transcript: Q4 2025


Noble Corporation Earnings release: Q4 2025

Feb 12, 2026, 9:00 AM EST - 6 months ago

Noble Corporation Earnings release: Q4 2025


Noble Corporation Slides: Q4 2025

Feb 12, 2026, 9:00 AM EST - 6 months ago

Noble Corporation Slides: Q4 2025


Noble Corporation Annual report: Q4 2025

Feb 12, 2026, 9:00 AM EST - 6 months ago

Noble Corporation Annual report: Q4 2025


Noble Corporation Earnings Call Transcript: Q3 2025

Oct 28, 2025, 9:00 AM EDT - 10 months ago

Noble Corporation Earnings Call Transcript: Q3 2025


Noble Corporation Earnings release: Q3 2025

Oct 28, 2025, 9:00 AM EDT - 10 months ago

Noble Corporation Earnings release: Q3 2025


Noble Corporation Slides: Q3 2025

Oct 28, 2025, 9:00 AM EDT - 10 months ago

Noble Corporation Slides: Q3 2025


Noble Corporation Quarterly report: Q3 2025

Oct 28, 2025, 9:00 AM EDT - 10 months ago

Noble Corporation Quarterly report: Q3 2025


NOBLE CORPORATION PLC ANNOUNCES THIRD QUARTER 2025 RESULTS

Oct 27, 2025, 4:05 PM EDT - 10 months ago

NOBLE CORPORATION PLC ANNOUNCES THIRD QUARTER 2025 RESULTS


Noble Corporation plc to announce third quarter 2025 results

Oct 13, 2025, 4:05 PM EDT - 10 months ago

Noble Corporation plc to announce third quarter 2025 results


Noble Corporation Earnings Call Transcript: Q2 2025

Aug 6, 2025, 9:00 AM EDT - 1 year ago

Noble Corporation Earnings Call Transcript: Q2 2025


Noble Corporation Quarterly report: Q2 2025

Aug 6, 2025, 9:00 AM EDT - 1 year ago

Noble Corporation Quarterly report: Q2 2025


Noble Corporation Earnings release: Q2 2025

Aug 6, 2025, 9:00 AM EDT - 1 year ago

Noble Corporation Earnings release: Q2 2025


Noble Corporation Slides: Q2 2025

Aug 6, 2025, 9:00 AM EDT - 1 year ago

Noble Corporation Slides: Q2 2025


NOBLE CORPORATION PLC ANNOUNCES SECOND QUARTER 2025 RESULTS

Aug 5, 2025, 4:05 PM EDT - 1 year ago

NOBLE CORPORATION PLC ANNOUNCES SECOND QUARTER 2025 RESULTS


Noble Corporation plc to announce second quarter 2025 results

Jul 15, 2025, 4:10 PM EDT - 1 year ago

Noble Corporation plc to announce second quarter 2025 results


Noble Passes Through 8% Yield Mark

May 30, 2025, 3:25 PM EDT - 1 year ago

Noble Passes Through 8% Yield Mark


Noble Corporation Earnings Call Transcript: Q1 2025

Apr 29, 2025, 9:00 AM EDT - 1 year ago

Noble Corporation Earnings Call Transcript: Q1 2025


Noble Corporation Quarterly report: Q1 2025

Apr 29, 2025, 9:00 AM EDT - 1 year ago

Noble Corporation Quarterly report: Q1 2025


Noble Corporation Earnings release: Q1 2025

Apr 29, 2025, 9:00 AM EDT - 1 year ago

Noble Corporation Earnings release: Q1 2025


Noble Corporation Slides: Q1 2025

Apr 29, 2025, 9:00 AM EDT - 1 year ago

Noble Corporation Slides: Q1 2025


NOBLE CORPORATION PLC ANNOUNCES FIRST QUARTER 2025 RESULTS

Apr 28, 2025, 4:05 PM EDT - 1 year ago

NOBLE CORPORATION PLC ANNOUNCES FIRST QUARTER 2025 RESULTS


Noble Corporation Proxy statement: Proxy filing

Apr 22, 2025, 8:00 AM EDT - 1 year ago

Noble Corporation Proxy statement: Proxy filing


Noble Corporation plc to announce first quarter 2025 results

Apr 8, 2025, 4:05 PM EDT - 1 year ago

Noble Corporation plc to announce first quarter 2025 results


Noble Corporation Proxy statement: Proxy filing

Mar 27, 2025, 8:00 AM EDT - 1 year ago

Noble Corporation Proxy statement: Proxy filing


Noble Corporation Proxy statement: Proxy filing

Mar 27, 2025, 8:00 AM EDT - 1 year ago

Noble Corporation Proxy statement: Proxy filing


Noble Corporation Slides: Investor Presentation

Feb 24, 2025, 7:00 AM EST - 1 year ago

Noble Corporation Slides: Investor Presentation


Noble Corporation Earnings Call Transcript: Q4 2024

Feb 18, 2025, 10:00 AM EST - 1 year ago

Noble Corporation Earnings Call Transcript: Q4 2024


Noble Corporation Annual report: Q4 2024

Feb 18, 2025, 10:00 AM EST - 1 year ago

Noble Corporation Annual report: Q4 2024


Noble Corporation Earnings release: Q4 2024

Feb 18, 2025, 10:00 AM EST - 1 year ago

Noble Corporation Earnings release: Q4 2024


Noble Corporation Slides: Q4 2024

Feb 18, 2025, 10:00 AM EST - 1 year ago

Noble Corporation Slides: Q4 2024


Noble Corporation plc announces fleet retirements

Feb 3, 2025, 8:12 PM EST - 1 year ago

Noble Corporation plc announces fleet retirements


Noble Corporation Earnings Call Transcript: Q3 2024

Nov 6, 2024, 9:00 AM EST - 1 year ago

Noble Corporation Earnings Call Transcript: Q3 2024


Noble Corporation Quarterly report: Q3 2024

Nov 6, 2024, 9:00 AM EST - 1 year ago

Noble Corporation Quarterly report: Q3 2024


Noble Corporation Earnings release: Q3 2024

Nov 6, 2024, 9:00 AM EST - 1 year ago

Noble Corporation Earnings release: Q3 2024


Noble Corporation Slides: Q3 2024

Nov 6, 2024, 9:00 AM EST - 1 year ago

Noble Corporation Slides: Q3 2024


Noble Corporation plc to announce third quarter 2024 results

Oct 18, 2024, 4:05 PM EDT - 1 year ago

Noble Corporation plc to announce third quarter 2024 results


Noble Corporation Slides: Investor Presentation

Sep 3, 2024, 7:00 AM EDT - 2 years ago

Noble Corporation Slides: Investor Presentation


Noble Corporation Earnings Call Transcript: Q2 2024

Aug 1, 2024, 9:00 AM EDT - 2 years ago

Noble Corporation Earnings Call Transcript: Q2 2024


Noble Corporation Quarterly report: Q2 2024

Aug 1, 2024, 9:00 AM EDT - 2 years ago

Noble Corporation Quarterly report: Q2 2024


Noble Corporation Earnings release: Q2 2024

Aug 1, 2024, 9:00 AM EDT - 2 years ago

Noble Corporation Earnings release: Q2 2024


Noble Corporation Slides: Q2 2024

Aug 1, 2024, 9:00 AM EDT - 2 years ago

Noble Corporation Slides: Q2 2024


NOBLE CORPORATION PLC ANNOUNCES SECOND QUARTER 2024 RESULTS

Jul 31, 2024, 4:10 PM EDT - 2 years ago

NOBLE CORPORATION PLC ANNOUNCES SECOND QUARTER 2024 RESULTS


Noble Corporation plc to announce second quarter 2024 results

Jul 16, 2024, 11:35 AM EDT - 2 years ago

Noble Corporation plc to announce second quarter 2024 results


Noble Corporation Transcript: M&A Announcement

Jun 10, 2024, 11:00 AM EDT - 2 years ago

Noble Corporation Transcript: M&A Announcement


Noble Corporation Press release: M&A Announcement

Jun 10, 2024, 11:00 AM EDT - 2 years ago

Noble Corporation Press release: M&A Announcement


Noble Corporation Slides: M&A Announcement

Jun 10, 2024, 11:00 AM EDT - 2 years ago

Noble Corporation Slides: M&A Announcement


Noble To Buy Diamond Offshore Drilling: What To Know

Jun 10, 2024, 10:59 AM EDT - 2 years ago

Noble To Buy Diamond Offshore Drilling: What To Know


Driller Noble to buy Diamond Offshore for $1.6 billion

Jun 10, 2024, 7:42 AM EDT - 2 years ago

Driller Noble to buy Diamond Offshore for $1.6 billion


Noble Corporation Earnings Call Transcript: Q1 2024

May 7, 2024, 9:00 AM EDT - 2 years ago

Noble Corporation Earnings Call Transcript: Q1 2024


Noble Corporation Quarterly report: Q1 2024

May 7, 2024, 9:00 AM EDT - 2 years ago

Noble Corporation Quarterly report: Q1 2024


Noble Corporation Earnings release: Q1 2024

May 7, 2024, 9:00 AM EDT - 2 years ago

Noble Corporation Earnings release: Q1 2024


Noble Corporation Slides: Q1 2024

May 7, 2024, 9:00 AM EDT - 2 years ago

Noble Corporation Slides: Q1 2024


NOBLE CORPORATION PLC ANNOUNCES FIRST QUARTER 2024 RESULTS

May 6, 2024, 4:15 PM EDT - 2 years ago

NOBLE CORPORATION PLC ANNOUNCES FIRST QUARTER 2024 RESULTS


Noble Corporation plc to announce first quarter 2024 results

Apr 19, 2024, 4:05 PM EDT - 2 years ago

Noble Corporation plc to announce first quarter 2024 results


Noble Corporation Proxy statement: Proxy filing

Apr 10, 2024, 8:00 AM EDT - 2 years ago

Noble Corporation Proxy statement: Proxy filing


Noble Corporation Proxy statement: Proxy filing

Apr 10, 2024, 8:00 AM EDT - 2 years ago

Noble Corporation Proxy statement: Proxy filing


Noble Corporation Proxy statement: Proxy filing

Apr 10, 2024, 8:00 AM EDT - 2 years ago

Noble Corporation Proxy statement: Proxy filing


Noble Corporation Proxy statement: Proxy filing

Apr 10, 2024, 8:00 AM EDT - 2 years ago

Noble Corporation Proxy statement: Proxy filing


Noble Corporation Slides: Investor Presentation

Feb 26, 2024, 7:00 AM EST - 2 years ago

Noble Corporation Slides: Investor Presentation


Noble Corporation Earnings Call Transcript: Q4 2023

Feb 23, 2024, 9:00 AM EST - 2 years ago

Noble Corporation Earnings Call Transcript: Q4 2023


Noble Corporation Annual report: Q4 2023

Feb 23, 2024, 9:00 AM EST - 2 years ago

Noble Corporation Annual report: Q4 2023


Noble Corporation Earnings release: Q4 2023

Feb 23, 2024, 9:00 AM EST - 2 years ago

Noble Corporation Earnings release: Q4 2023


Noble Corporation Slides: Q4 2023

Feb 23, 2024, 9:00 AM EST - 2 years ago

Noble Corporation Slides: Q4 2023


EarningsInsider
EarningsInsider Jul. 28 at 2:15 PM
https://www.marketbeat.com/earnings/reports/2026-7-27-noble-co-plc-stock/ $NE Noble Earnings Transcript
0 · Reply
DonCorleone77
DonCorleone77 Jul. 28 at 1:56 AM
$FFIV $UHS $NE $AMKR AFTER-HOURS MOVERS: Currently Higher After Earnings: - OPKO Health, Inc. (OPK) up 10.5% - Celestica (CLS) up 8.1% - Happen (HAPN) up 4.9% - Cadence Design Systems (CDNS) up 3.4% - F5, Inc. (FFIV) up 1.0% - Applied Digital (APLD) up 0.1% Currently Lower After Earnings: - Universal Health Services (UHS) down 5.2% - Noble Corporation (NE) down 5.3% - Amkor Technology (AMKR) down 7.8% - Kforce (KFRC) down 3.7% - Cincinnati Financial (CINF) down 3.1% Currently Also Lower: - Aehr Test Systems (AEHR) down 4.9% after equity offering.
0 · Reply
topstockalerts
topstockalerts Jul. 27 at 10:27 PM
Noble Corp shares plunged in after-hours trading after the offshore driller reported weak Q2 2026 results and sharply cut its full-year outlook. Adjusted EPS came in at just $0.01, far below the $0.19 consensus estimate, while the company posted a net loss of $37 million versus net income of $43 million a year earlier. Revenue of $720 million slightly topped expectations but still fell 15% year over year. The biggest concern was Noble’s reduced 2026 revenue guidance of $2.8 billion–$2.9 billion, well below the prior analyst consensus of about $2.97 billion, with Brazil rig suspensions cited as the main headwind. Q2 adjusted EBITDA was $212 million, reflecting margin pressure from lower rig utilization. The guidance cut added to existing analyst skepticism after recent target-price reductions and a "Strong Sell" downgrade. The combination of a major earnings miss, declining revenue, weaker margins, and a lowered full-year outlook triggered a sharp after-hours selloff. $NE
0 · Reply
StocktwitsEarnings
StocktwitsEarnings Jul. 27 at 9:34 PM
$NE Q2 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.23 down -185.19% YoY • Reported revenue of $719.69M down -15.20% YoY • Noble Corporation reduced its full year 2026 revenue guidance to $2,800-$2,900 million from $2,800-$3,000 million and lowered its Adjusted EBITDA guidance to $850-$925 million from $940-$1,020 million previously.
0 · Reply
RazorbackAJ
RazorbackAJ Jul. 27 at 9:20 PM
$NE Awful quarter and shorting here with current trailing stop at $42.50. Follow for setups like this — exact entries, precise stop levels, nothing vague. This is how I trade, not financial advice.
0 · Reply
DonCorleone77
DonCorleone77 Jul. 27 at 8:24 PM
$NE Noble Corp. cuts FY26 revenue view to $2.8B-$2.9B from $2.8B-$3B FY26 consensus $2.97B. Cuts FY26 adjusted EBITDA view to $850M-$925M from $940M-$1.02B. Commenting on Noble's outlook, Eifler stated, "Revised guidance primarily reflects reduced revenues for our two rigs operating in Brazil, as well as re-sequenced backlog in the second half of the year for the Noble Viking and Noble Innovator / Noble Intrepid. Despite these near-term revenue headwinds, the market outlook continues to look promising in 2027 and beyond for both deepwater and harsh environment rigs, as demonstrated by recent contract fixtures at increasing dayrates."
0 · Reply
DonCorleone77
DonCorleone77 Jul. 27 at 8:23 PM
$NE Noble Corp. reports Q2 adjusted EPS 1c, consensus 18c Reports Q2 revenue $720M, consensus $707.78M. Robert Eifler, President and Chief Executive Officer of Noble, stated, "Our second quarter was adversely impacted by $43 million due to the operational suspension of both of our rigs in Brazil, while operational and financial performance was otherwise strong across the board. Additionally, we completed a highly successful debt refinancing, which is expected to drive meaningful cash benefits going forward. The continued importance of offshore investment is supportive of strong rig demand, with increasing market tightness for high spec drillships driving leading edge dayrates into the mid $400,000s per day."
0 · Reply
Synaptric
Synaptric Jul. 27 at 12:50 AM
Sentiment track ahead of Monday before-market earnings. It appears all have been drifting downward. Energy names are the highest ($BKR $ARPL.X $NE )though all are neutral, while the two banks ($BMRC $HOPE) broke down to lowest.
0 · Reply
VeryBeta
VeryBeta Jul. 24 at 8:59 AM
$NE Earnings on Monday after the close.
0 · Reply
Dawgyyyyy
Dawgyyyyy Jul. 23 at 5:20 PM
$RIG drillers performing badly in competition to broader oil and gas any idea why? $NE $BORR ?
0 · Reply
Dawgyyyyy
Dawgyyyyy Jul. 13 at 2:29 PM
$RIG so $NE is moving up nicely and we are flat. Looks like DOJ is really an overhang and we have to get this cleared
0 · Reply
IN0V8
IN0V8 Jun. 29 at 2:46 PM
$NE Added at $38
0 · Reply
XI_JINPING_BOUGHT_BABA
XI_JINPING_BOUGHT_BABA Jun. 29 at 2:26 PM
$NE $RIG $TDW $VAL Nobody’s here. Still.
1 · Reply
DavyDaveCharts
DavyDaveCharts Jun. 21 at 9:40 PM
$NE monthly bull discount and AVWAP flip retest.
0 · Reply
Ape_Of_WallStreet
Ape_Of_WallStreet Jun. 16 at 5:49 PM
$NE should have trimmed my size near 50 but I’m in this one for the long term. 34 price target by eoy
0 · Reply
XI_JINPING_BOUGHT_BABA
XI_JINPING_BOUGHT_BABA Jun. 15 at 1:44 PM
$RIG $TDW $NE $VAL Iran peace deal really has little to do with the inevitable buildout of offshore. If anything the iran war solidified the need to diversify oil sources. Offshore will be a booming industry for the next few years at a minimum as buildout ramps up for both geopolitical reasons and high energy demand. Still the best way to trade energy. Single digit fwd PE.
0 · Reply
Taub77
Taub77 Jun. 11 at 11:39 AM
$NE https://www.offshore-energy.biz/nobles-giant-semi-sub-rig-scores-new-drilling-gig-with-bp-in-uk-waters/
0 · Reply
Ape_Of_WallStreet
Ape_Of_WallStreet Jun. 10 at 6:19 PM
$NE I have a large position in this company and love the divi but it’s trading at an extreme premium. May trim a bit and get back in near its true value of around 34
0 · Reply
flychicken1991
flychicken1991 Jun. 1 at 9:15 PM
$NE news impact: Noble priced an upsized $800M 6.25% senior notes deal due 2034, with proceeds plus cash earmarked to redeem higher-coupon 2030 debt. NewsImpact map: https://clawpool.hihired.org/newsimpact/?ticker=NE&utm_source=stocktwits&utm_medium=parent_url Watch interest expense, leverage, redemption timing, credit/rating reaction, and offshore drilling cash flow. Not financial advice.
0 · Reply