Zacks Research Issues Optimistic Forecast for HP Earnings
Zacks Research has upgraded its Q3 2026 EPS estimate for Helmerich & Payne (NYSE:HP) from $0.07 to $0.10, indicating a more positive outlook for the oil and gas driller despite recent weak quarterly results. The firm also provided optimistic projections for Q1 and Q4 2027. Despite the revised estimates, Helmerich & Payne's stock recently traded down 2.9% near its 52-week high, and Wall Street maintains a cautious "Hold" consensus rating with an average price target of $39.70.
Have Helmerich & Payne Insiders Been Selling Stock?
A senior executive at Helmerich & Payne, Inc. recently sold US$1.2 million worth of stock, reducing their holdings by 16%. This follows an earlier sale this year at a lower price. While insider selling can raise concerns, the executive still holds a significant stake, and the company has not seen any insider buying in the last year.
(HP) Risk Channels and Responsive Allocation
The article provides a detailed AI-driven analysis for Helmerich & Payne Inc. (NYSE: HP), highlighting strong near-term sentiment with a long-term positive bias. It presents specific institutional trading strategies, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for support and resistance levels. The report emphasizes the exceptional 28.8:1 risk-reward setup, targeting an 8.1% gain against a 0.3% risk.
Have Helmerich & Payne Insiders Been Selling Stock?
Helmerich & Payne's Senior VP of Corporate Services and Chief Legal & Compliance Officer, Cara Hair, recently sold US$1.2m worth of stock, reducing her total holding by 16%. This sale follows an earlier, larger sale this year. While insiders own 4.0% of the company, internal analyses suggest that these recent selling activities do not inspire confidence in the company, with no insider buying reported in the last year.
Insider Sell Alert: Cara Hair Sells 28,345 Shares of Helmerich & Payne Inc (HP)
Cara Hair, Senior Vice President at Helmerich & Payne Inc (HP), sold 28,345 shares of the company on May 18, 2026, bringing her total holdings to 147,244 shares. Over the past year, Hair has sold 87,116 shares with no purchases, and the company has seen five insider sells and no buys. The stock is currently trading at $41.45, classified as modestly undervalued with a GF Value of $47.90.
Helmerich & Payne SVP Cara Hair sells $1.17m in company stock
Cara M. Hair, SVP of Corporate Services and Chief Legal Officer at Helmerich & Payne (NASDAQ:HP), sold 28,345 shares of company stock for approximately $1.17 million. This sale occurred while HP stock was near its 52-week high after a significant 154% gain over the past year. The transaction follows a challenging fiscal second quarter where the company missed analyst expectations for both earnings and revenue.
HP Maintained by Piper Sandler -- Price Target Raised to $43.00
Piper Sandler has maintained an Overweight rating for Helmerich & Payne (HP) and increased its price target to $43.00, suggesting a positive outlook for the company. GuruFocus indicates that HP is currently undervalued by approximately 14.5% with a GF Value of $47.90 and has a strong GF Score of 78/100, although insider selling of $2.2 million over the past three months warrants caution.
Helmerich & Payne Jumps 5.0% After Morgan Stanley Maintains Underweight
Helmerich & Payne (HP) shares rose 5.0% to $41.23 after Morgan Stanley increased its price target on the oil and gas drilling company from $35 to $39, despite maintaining an "Underweight" rating. This adjustment signals improved sentiment and a re-evaluation of risk-reward, pushing shares higher even though the new target remains below the current market price. Investors are focusing on the improved valuation assessment from Morgan Stanley rather than the cautious rating.
Evaluating Helmerich & Payne (HP) After A Wider Quarterly Loss And Sector Pullback
Helmerich & Payne (HP) reported a wider-than-expected quarterly loss due to weaker North America rig activity and higher Middle East operating costs. Despite this, the stock has shown strong returns over the past year, currently trading near analyst targets but with a valuation that some analysts consider slightly overvalued. The article discusses mixed signals regarding its valuation, urging investors to consider both the risks and potential upsides.
How Helmerich & Payne’s Q2 Losses and ESOP Share Offering Could Reshape Helmerich & Payne (HP) Investors
Helmerich & Payne (HP) reported a Q2 net loss of US$58.61 million and announced a US$115.51 million share offering tied to an ESOP. This represents a significant shift from previous profitability, driven by operational disruptions and higher costs, particularly from Middle East operations. The offering could impact per-share metrics, while the long-term investment thesis hinges on improving utilization and cost containment.
Helmerich & Payne Q1 2026 Results Miss Estimates on Middle East Disruptions
Helmerich & Payne reported Q1 2026 earnings that missed analyst expectations for revenue and adjusted profits, primarily due to operational setbacks from Middle Eastern hostilities. Elevated expenses, halted drilling in Iraq and Bahrain, and supply chain difficulties led to a significant drop in sales and adjusted EPS. Despite the challenges, the company emphasized consistent business activity elsewhere and discussed plans for sequential gains in North America and international operations as conditions stabilize.
Research Alert: CFRA Keeps Sell Opinion On Shares Of Helmerich & Payne Inc.
CFRA has maintained its Sell opinion on shares of Helmerich & Payne Inc. The article also includes a brief mention of Unity Software's fourth-quarter financial results, noting a 35% revenue increase year-over-year to $609 million, surpassing estimates, despite reporting a quarterly loss of 66 cents per share. This financial update for Unity Software appears to be an unrelated inclusion in the news piece.
Helmerich & Payne Stock Slumps After Earnings Shock
Helmerich & Payne (HP) stock is falling after the company reported a larger-than-expected quarterly loss and an 8.2% revenue drop, attributed to weaker North American rig activity and higher Middle East operating costs. The stock is also affected by a broader crude oil price retreat. Analysts are expected to revise price targets downwards, and investors are looking for management's plans to stabilize rig utilization and cut expenses.
HP Maintained by Morgan Stanley -- Price Target Raised to $39.00
Morgan Stanley has raised its price target for Helmerich & Payne (HP) to $39.00 from $35.00, but maintained an Underweight rating. GuruFocus identifies HP as undervalued by 20.2% with a GF Value of $47.93, despite recent insider selling totaling $2.2 million. The company's GF Score is 79/100, highlighting strong growth and valuation but weaker financial strength and profitability.
Morgan Stanley Raises Price Target on Helmerich & Payne to $39 From $35, Keeps Underweight Rating
Morgan Stanley has increased its price target for Helmerich & Payne (NYSE: HP) from $35 to $39, while maintaining an Underweight rating on the stock. This adjustment reflects an updated outlook from the investment bank for the oilfield services company. The news was published on May 14, 2026, at 07:29 am EDT.
The Top 5 Analyst Questions From Helmerich & Payne’s Q1 Earnings Call
Helmerich & Payne missed Q1 earnings and revenue expectations due to operational disruptions in the Middle East, leading to increased costs and rig suspensions. Analysts focused on the pace of North America Solutions recovery, International Solutions guidance, margin improvement sequencing, the scalability of FlexRobotics, and future free cash flow and capital allocation. The company aims for sequential improvements and debt reduction before considering increased shareholder returns.
Helmerich & Payne Q2 Earnings & Revenues Miss Estimates, Both Down Y/Y
Helmerich & Payne (HP) reported a wider-than-expected adjusted net loss of 38 cents per share in Q2 fiscal 2026, also marking a decrease from the prior year's profit. Revenues of $932 million missed estimates and were down 8.2% year-over-year, primarily due to weaker rig activity in North America and international markets, significantly higher operating costs in the Middle East, and a $26 million non-cash impairment charge. Despite these challenges, the company highlighted strengthening customer sentiment in the U.S. land market and strategic value in its offshore portfolio, while also completing a significant asset sale to reduce debt.
HP Q1 Deep Dive: Middle East Disruptions and North America Recovery Shape Outlook
Helmerich & Payne (HP) missed Q1 CY2026 revenue and non-GAAP earnings expectations due to operational disruptions in the Middle East, including rig suspensions and increased costs. Despite these challenges, the company anticipates an improving North American rig market and gradual recovery in international operations, supported by technology adoption and increased demand from independent operators. Management's outlook for future performance hinges on stabilization in North America, while acknowledging ongoing geopolitical risks and the positive impact of FlexRobotics technology rollouts.
Helmerich & Payne Q2 Earnings Call Highlights
Helmerich & Payne (H&P) reported Q2 earnings, with adjusted EBITDA of $178 million, aligning with guidance despite a net loss of $0.59 per diluted share due to non-cash impairment charges. The company faced disruptions in the Middle East impacting international margins, but saw an improved outlook for North America, raising its full-year rig count range. H&P is also expanding its FlexRobotics system deployment and has strengthened its balance sheet by repaying debt ahead of schedule.
Helmerich & Payne Q2 Earnings Call Highlights
Helmerich & Payne's Q2 results, supported by North America and offshore operations, were impacted by disruptions in the Middle East. The company anticipates North America's rig count and margins have bottomed out and raised its outlook for Q3 and the full year. H&P is also expanding its FlexRobotics deployments and prioritizing balance sheet strength, including paying off its term loan.
UBS Group AG Acquires 180,638 Shares of Helmerich & Payne, Inc. $HP
UBS Group AG has increased its stake in Helmerich & Payne (NYSE:HP) by 17.5% in the fourth quarter, purchasing an additional 180,638 shares, bringing its total to 1,215,192 shares valued at approximately $34.9 million. This acquisition occurred despite Helmerich & Payne missing analyst expectations in its latest quarterly results, with an EPS of -$0.38 and revenue of $932.36 million, an 8.2% year-over-year decrease. The company also announced a quarterly dividend of $0.25 per share, resulting in an annualized dividend yield of 2.6%.
Comerica Bank Sells 29,032 Shares of Helmerich & Payne, Inc. $HP
Comerica Bank reduced its stake in Helmerich & Payne, Inc. (NYSE:HP) by 38.4% in the fourth quarter, selling 29,032 shares and now holding 46,599 shares worth approximately $1.34 million. This reduction comes after the oil and gas company reported a weaker-than-expected quarterly loss and revenue slump. Despite mixed analyst ratings, the company announced a quarterly dividend of $0.25 per share.
These Analysts Increase Their Forecasts On Helmerich and Payne After Q2 Results
Helmerich and Payne (NYSE: HP) reported worse-than-expected Q2 financial results, missing analyst consensus for both earnings and sales. Despite the miss, the company's shares rose, and analysts from Susquehanna and Barclays increased their price targets on the stock. The President and CEO noted solid operational performance and the resilience of their core business, particularly highlighting team focus and safety during the Middle East conflict.
Helmerich & Payne Is Maintained at Overweight by Barclays
Barclays has maintained its Overweight rating on Helmerich & Payne (HP). This indicates a continued positive outlook on the company's stock performance from the financial institution.
RBC Raises Price Target on Helmerich & Payne to $40 From $38, Keeps Sector Perform Rating
RBC has increased its price target for Helmerich & Payne (NYSE:HP) shares to $40 from $38, while maintaining a "Sector Perform" rating on the stock. This adjustment comes shortly after Helmerich & Payne reported its fiscal Q2 earnings, where revenue of $932.4 million fell short of FactSet estimates. The company also announced executive leadership changes, with Trey Adams appointed as CEO and Todd Scruggs as CFO, replacing Kevin Vann who is retiring.
These Analysts Increase Their Forecasts On Helmerich and Payne After Q2 Results
Helmerich & Payne Inc (NYSE: HP) reported worse-than-expected second-quarter financial results, missing analyst consensus estimates for both earnings per share and sales. Despite the miss, analysts from Susquehanna and Barclays maintained positive ratings and raised their price targets on the stock, citing the company's operational performance and resilience. Helmerich & Payne shares rose slightly after the announcement.
Number of shareholders of Helmerich & Payne, Inc. – LSX:851292
This article from TradingView provides information on the number of shareholders for Helmerich & Payne, Inc., identified by LSX:851292. The page briefly mentions financial data and news related to the company. It serves as a financial data point within the TradingView platform.
Helmerich & Payne Stock Hits Day Low Amid Price Pressure, Drops 7.36%
Helmerich & Payne, Inc. stock dropped 7.36% to an intraday low of USD 35.49, underperforming the S&P 500 over the past week and three years. Despite strong year-to-date and one-year returns, the company reported a significant 60.34% drop in net profit and has a high price-to-earnings ratio of 204.00.
Helmerich & Payne (HP) Stock Trades Down, Here Is Why
Helmerich & Payne's stock fell 7.7% after the company reported fiscal second-quarter results that missed Wall Street's revenue and earnings expectations. Sales declined 8.2% year-over-year, and the adjusted loss per share was significantly wider than anticipated. This performance, coupled with recent drops in crude oil prices, concerned investors about the drilling market's demand and profitability.
Helmerich & Payne (NYSE:HP) Trading Down 10.6% on Disappointing Earnings
Helmerich & Payne (NYSE:HP) shares dropped 10.6% after the company reported quarterly EPS of ($0.38), significantly missing analyst estimates of ($0.06), and an 8.2% year-over-year revenue decline. The company also announced a quarterly dividend of $0.25 per share, yielding 2.8%. Analyst ratings are mixed with an average "Hold," and institutional ownership is high, despite a recent insider sale by SVP Cara M. Hair.
Helmerich & Payne (HP) Q2 2026 Earnings Transcript
Helmerich & Payne ("HP") reported Q2 2026 earnings with $932 million in revenue and $178 million adjusted EBITDA, incurring a net loss of $0.59 per diluted share, heavily impacted by Middle East conflict costs and a non-cash impairment. Despite operational disruptions, the company repaid a $400 million term loan early, anticipates a strong recovery in North America Solutions (NAS) with increased rig counts and FlexRobotics deployments, and remains committed to deleveraging its balance sheet and maintaining its base dividend. The outlook for drilling activity suggests a multi-year upcycle, bolstered by energy security concerns and tightening markets.
Helmerich & Payne: Fiscal Q2 Earnings Snapshot
Helmerich & Payne Inc. (HP) reported a fiscal second-quarter loss of $58.6 million, or 59 cents per share. Adjusted losses were 38 cents per share, missing Wall Street expectations of a 6-cent loss per share. The oil and gas well-drilling contractor also posted revenue of $932.4 million, which fell short of analysts' forecasts of $946.2 million.
Press Release: Helmerich & Payne, Inc. Announces Fiscal Second Quarter Results
Helmerich & Payne, Inc. announced its fiscal second quarter results. The company reported its financial performance for the quarter, providing details on its earnings, revenue, and operational highlights. This release offers investors and stakeholders insight into the company's recent business activities and financial health.
Helmerich & Payne | 8-K: HELMERICH & PAYNE, INC. ANNOUNCES FISCAL SECOND QUARTER RESULTS
This 8-K filing from Helmerich & Payne (HP) announces its fiscal second quarter results. The document will contain detailed financial performance for the period. Investors and analysts will review this filing for key operational and financial metrics.
Earnings Flash (HP) Helmerich & Payne Posts Fiscal Q2 Revenue $932.4 Million, vs. FactSet Est of $945.6 Million
Helmerich & Payne (HP) reported fiscal Q2 revenue of $932.4 million, falling short of the FactSet estimate of $945.6 million. The company also posted an adjusted EPS of -$0.38, which was below the FactSet estimate of -$0.05. This financial update provides key performance indicators for investors and analysts following the oil and gas drilling company.
Earnings Flash (HP) Helmerich & Payne Posts Fiscal Q2 Adjusted EPS -$0.38, vs. FactSet Est of -$0.05
Helmerich & Payne (HP) reported an adjusted EPS of -$0.38 for its fiscal Q2, significantly missing the FactSet estimate of -$0.05. The company also posted fiscal Q2 revenue of $932.4 million, which was below the FactSet estimate of $945.6 million.
Helmerich & Payne: Fiscal Q2 Earnings Snapshot
Helmerich & Payne Inc. (HP) reported a fiscal second-quarter loss of $58.6 million, or 59 cents per share, which was worse than Wall Street expectations of a 6-cent loss per share. The oil and gas well-drilling contractor also missed revenue forecasts, posting $932.4 million against an expected $946.2 million. Adjusted losses for one-time items were 38 cents per share.
Helmerich & Payne (NYSE:HP) Reports Sales Below Analyst Estimates In Q1 CY2026 Earnings
Helmerich & Payne (NYSE:HP) reported Q1 CY2026 earnings that fell short of Wall Street expectations, with revenues of $932.4 million missing analyst estimates and a non-GAAP loss of $0.38 per share. The company experienced an 8.2% year-on-year revenue decline and a decrease in its adjusted EBITDA margin. These results, coupled with significant cash burn, point to a challenging quarter for the land drilling contractor.
Helmerich & Payne: Fiscal Q2 Earnings Snapshot
Helmerich & Payne Inc. (HP) reported a fiscal second-quarter loss of $58.6 million, or 59 cents per share, missing Wall Street expectations. Adjusted losses were 38 cents per share, while analysts had predicted a loss of 6 cents per share. The oil and gas well-drilling contractor also fell short on revenue, posting $932.4 million against an expected $946.2 million.
Helmerich & Payne, Inc. Hits New 52-Week High at $41.66
Helmerich & Payne, Inc. has reached a new 52-week high of $41.66, marking a 16.82% increase over the past year. The company, a small-cap player in the construction industry with a market capitalization of $3,610 million, also offers a 2.75% dividend yield and maintains a balanced debt-to-equity ratio of 0.67. Its valuation metrics include a price-to-earnings (P/E) ratio of 204.00 and a return on equity of 0.68%.
Helmerich & Payne: Fiscal Q2 Earnings Snapshot
Helmerich & Payne Inc. (HP) reported a fiscal second-quarter loss of $58.6 million, or 59 cents per share, which was worse than Wall Street expectations. Adjusted for one-time events, the loss was 38 cents per share, compared to an average analyst estimate of a 6-cent loss per share. The oil and gas well-drilling contractor also reported revenue of $932.4 million, falling short of analyst forecasts.
Helmerich & Payne (NYSE:HP) Sets New 12-Month High - Time to Buy?
Helmerich & Payne (NYSE:HP) recently hit a new 52-week high of $41.68, with increased trading volume. Several analysts have raised their price targets and ratings for the company, resulting in a consensus "Hold" rating and an average price target of $37.80. The company also announced a quarterly dividend of $0.25 per share and reported mixed Q4 earnings, missing EPS estimates but exceeding revenue expectations.
Helmerich Payne earnings up next: Can losses narrow?
Helmerich & Payne Inc. is set to report fiscal second-quarter earnings, with analysts expecting a narrower loss of $0.04 per share on $947 million in revenue. Investors will be watching for sustained sequential improvement despite soft North American drilling activity, focusing on cost management, the impact of the KCA Deutag acquisition, and the deployment of FlexRobotics™ Technology. The company seeks to demonstrate progress towards profitability, with management promising a "year of stabilization" for the drilling market.
Should Geopolitics-Driven Oil Price Spike Require Action From Helmerich & Payne (HP) Investors?
Geopolitical tensions, specifically related to Iranian port blockades and UAE's OPEC exit, have driven recent oil and gas price increases, benefiting oilfield service providers like Helmerich & Payne (HP). This article examines how these events interact with HP's investment narrative, highlighting its operational efficiency and sector positioning. Investors are advised to consider insider selling, high fixed costs, and U.S. shale exposure while also noting the company's planned rig restarts in Saudi Arabia as a potential offset to U.S. softness.
Helmerich & Payne Earnings: What To Look For From HP
Helmerich & Payne (HP) is set to report earnings, with analysts expecting a 6.5% year-on-year revenue decline. The company beat revenue expectations last quarter but missed EPS estimates, despite an EBITDA beat. Peers in the oilfield services segment, World Kinect and Noble Corporation, have reported mixed Q1 results, with both companies seeing increased stock prices.
Helmerich & Payne Earnings: What To Look For From HP
Helmerich & Payne (NYSE: HP), a land drilling contractor, is set to report earnings this Wednesday afternoon. The market anticipates a 6.5% year-on-year revenue decline, despite prior quarters showing strong growth. Investors are positive in the oilfield services segment, with Helmerich & Payne's stock up 14.9% over the last month, nearing its average analyst price target.
A Look At Helmerich & Payne (HP) Valuation As Geopolitical Tensions Lift Oil And Gas Prices
Geopolitical tensions, including reports of Iranian port blockades and the UAE leaving OPEC, have significantly boosted oil and gas prices, bringing Helmerich & Payne (HP) into focus for investors. Despite a recent surge in its stock price, Simply Wall St's analysis suggests HP is slightly overvalued at $40.43 against a fair value of $38.40, though other metrics like P/S ratio indicate it might be undervalued compared to industry peers. The company's international growth and potential for a stronger rig cycle are key factors in its valuation, alongside risks related to U.S. shale exposure and potential rig overcapacity.
Helmerich & Payne, Inc. Hits New 52-Week High at $41.09
Helmerich & Payne, Inc. has reached a new 52-week high of $41.09, demonstrating strong performance over the past year. The company, which is a small-cap player in the construction industry, has a market capitalization of $3,610 million, a price-to-earnings ratio of 204.00, and offers a dividend yield of 2.75%. Despite its one-year performance of 15.47% being below the S&P 500's 28.33%, it indicates a positive trend within its competitive market.
Helmerich & Payne Stock Surges 22%, With A 8-Day Winning Spree
Helmerich & Payne (HP) stock experienced an 8-day winning streak, resulting in a 22% cumulative gain and increasing its market capitalization by $738 million. Despite this surge, the article suggests a "Moderate" operating performance and financial condition, but an "Attractive" low valuation. It highlights the importance of predictive signals for timely investment decisions, noting that the market has already factored in the recent gains.
Helmerich & Payne Stock Surges 22%, With A 8-Day Winning Spree
Helmerich & Payne (HP) stock has experienced an 8-day winning streak, surging 22% and increasing its market cap by about $738 million. Despite this rapid gain, Trefis assesses the stock as "Attractive" due to its low valuation, while noting a moderate overall operating performance and financial condition. The article also highlights that such moves are often priced in by the market and encourages investors to seek predictive signals for future opportunities.
