Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
0
institutions
Market cap
$7.0B
160M shares
52-week range
$26.70 – $54.98
71% from low
Sector
DRILLING OIL & GAS WELLS
Exchange
NYSE
CS
P/S (TTM)
2.4
EV / FCF (TTM)
31.5
Noble Corp PLC is an offshore drilling contractor for the oil and gas industry that provides contract drilling services to the international oil and gas industry with its fleet of mobile offshore drilling units. The company focuses on a high-specification fleet of floating and jackup rigs and on deploying its drilling rigs in oil and gas basins around the world. The mobile offshore drilling units comprising the offshore rig fleet operate in international markets for contract drilling services and are often redeployed to different regions due to changing customer demand, which consists mainly of large, integrated, independent, and government-owned or controlled oil and gas companies throughout the world.
www.noblecorp.comNo one on the platform currently holds NE.
No tracked institution reports a position in NE as of their last filing.
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-03 | $0.5000 | 2026-09-24 |
| 2026-06-04 | $0.5000 | 2026-06-25 |
| 2026-03-04 | $0.5000 | 2026-03-19 |
| 2025-12-04 | $0.5000 | 2025-12-18 |
| 2025-09-04 | $0.5000 | 2025-09-25 |
| 2025-06-05 | $0.5000 | 2025-06-18 |
| 2025-03-05 | $0.5000 | 2025-03-20 |
| 2024-12-05 | $0.5000 | 2024-12-19 |
| 2024-09-12 | $0.5000 | 2024-09-26 |
| 2024-06-06 | $0.4000 | 2024-06-27 |
No one on the platform has traded NE yet.
| 2024-03-07 | $0.4000 | 2024-03-21 |
| 2023-11-14 | $0.4000 | 2023-12-14 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 6.8% | 6.1% | — | — | — | |
| Rev. Growth % | 7.4% | 27.8% | ||||
| Profit Margin % | 6.6% | 18.7% | -53.1% | |||
| Free Cash Flow Margin % | 13.2% | 2.1% | 5.5% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +23.4% on the P/E track.
At today's price, your expected annual return is +43.5% on the P/E track.
At today's price, your expected annual return is +55.9% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.9B | -10.7% | $0.62 | $0.33–$0.90 | 75.5× | 5 |
| 2027 | $3.2B | +11.6% | $2.22 | $2.08–$2.37 | 21.0× | 6 |
| 2028 | $3.5B | +8.7% | $3.48 | $1.98–$4.33 | 13.4× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 1 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-27 | $0.15 | $0.01 | -93.5% |
| 2026-04-26 | $0.21 | $0.26 | +23.8% |
| 2026-02-11 | $0.15 | $0.09 | -40.0% |
| 2025-10-27 | $0.26 | $0.19 | -26.1% |
| 2025-08-05 | $0.47 | $0.13 | -72.1% |
| 2025-04-28 | $0.45 | $0.26 | -42.1% |
| 2025-02-17 | $0.69 | $0.56 | -18.8% |
| 2024-11-05 | $0.80 | $0.58 | -27.9% |
| $11.2B |
| — |
| LBLandBridge Company LLC | $86.44 | -0.47% | $6.7B | — |
| MTDRMatador Resources Company | $61.18 | +0.21% | $7.6B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
sld some winners (partial) to take gains. sld $APA for a 30% gain; sld $APPF for a 60% gain; sld $NE for a 25% gain;
View on StockTwits ↗
https://www.offshore-energy.biz/nobles-2014-built-jack-up-rig-scores-drilling-job-in-norwegian-waters/ $NE
View on StockTwits ↗
$SPY Fine keep the Strait of Hormuz closed and force the entire world to buy US Oil $NE $PTEN $HP $USO
View on StockTwits ↗
https://www.marketbeat.com/earnings/reports/2026-7-27-noble-co-plc-stock/ $NE Noble Earnings Transcript
View on StockTwits ↗
$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.
View on StockTwits ↗
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
View on StockTwits ↗
$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.
View on StockTwits ↗
$NE Awful quarter and shorting here with current trailing stop at $42.50. Follow for setups like this — exact entries, precise stop levels, nothing vague. This is how I trade, not financial advice.
View on StockTwits ↗$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-$1.02B. Commenting on Noble's outlook, Eifler stated, "Revised guidance primarily reflects reduced revenues for our two rigs operating in Brazil, as well as re-sequenced backlog in the second half of the year for the Noble Viking and Noble Innovator / Noble Intrepid. Despite these near-term revenue headwinds, the market outlook continues to look promising in 2027 and beyond for both deepwater and harsh environment rigs, as demonstrated by recent contract fixtures at increasing dayrates."
View on StockTwits ↗$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 $400,000s per day."
View on StockTwits ↗
Sentiment track ahead of Monday before-market earnings. It appears all have been drifting downward. Energy names are the highest ($BKR $ARPL.X $NE )though all are neutral, while the two banks ($BMRC $HOPE) broke down to lowest.
View on StockTwits ↗
$RIG drillers performing badly in competition to broader oil and gas any idea why? $NE $BORR ?
View on StockTwits ↗$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
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.