Analysts Offer Insights on Energy Companies: Santos Limited (OtherSTOSF) and Nabors Industries (NBR)
Two energy companies, Santos Limited (STOSF) and Nabors Industries (NBR), recently received bullish sentiments from analysts. UBS analyst Tom Allen maintained a Buy rating on Santos Limited with a price target of A$7.80, while Morgan Stanley analyst Joe Laetsch maintained a Buy rating on Nabors Industries with a price target of $80.00. Both companies have varying analyst consensus ratings and upside potentials based on their respective current stock prices.
Nabors Industries stock hits 52-week high at $74.10 By Investing.com
Nabors Industries stock has reached a new 52-week high of $74.10, marking a 65.76% increase over the past year. This performance is supported by strong financial health and positive Q4 2025 earnings, which surpassed analyst expectations for both EPS and revenue. Despite operating with significant debt, the company maintains strong liquidity and is considered slightly undervalued based on Fair Value assessments.
Nabors Industries stock hits 52-week high at $74.10
Nabors Industries (NYSE: NBR) stock reached a 52-week high of $74.10, marking a 65.76% increase over the past year and reflecting strong market performance and investor confidence. Despite operating with a significant debt burden, the company maintains strong liquidity and is considered slightly undervalued based on Fair Value assessments. The recent fourth-quarter earnings for 2025 exceeded analyst expectations for both EPS and revenue, underscoring its ability to outperform despite broader market concerns.
Nabors Industries (NBR) One Off US$449 Million Gain Challenges Bullish Profitability Narratives
Nabors Industries (NBR) recently reported a significant swing in its Q3 2025 results, showing a Basic EPS of US$18.25 and net income of US$183.2 million, heavily influenced by a one-off US$449.0 million gain. This large gain skews profitability narratives, with underlying earnings and interest coverage appearing uneven and raising balance sheet concerns. The article suggests that investors should distinguish between ongoing performance and one-off benefits when evaluating NBR's financial health.
Nabors Industries (NYSE:NBR) Hits New 12-Month High - What's Next?
Nabors Industries (NYSE:NBR) recently hit a new 52-week high of $72.16, trading up significantly from its previous close. The oil and gas company reported a surprise quarterly EPS of $0.17 against a consensus estimate of -$2.93 and revenue of $805.1 million, while maintaining a low P/E ratio of 4.36 and a market cap near $1.05 billion. Analysts currently have a consensus "Hold" rating on the stock with an average price target of $64.
Piper Sandler Raises Nabors Industries (NBR) Price Target to $80 | NBR Stock News
Piper Sandler analyst Derek Podhaizer has increased the price target for Nabors Industries (NBR) from $65.00 to $80.00, reiterating an Overweight rating. This 23.08% increase reflects positive expectations for the stock, despite the average analyst target implying a downside from the current price. Nabors Industries, an owner and operator of land-based drilling rig fleets, has also received several other analyst rating adjustments recently.
Did Profitability, Debt Cuts, and Buybacks Just Shift Nabors Industries' (NBR) Investment Narrative?
Nabors Industries (NBR) recently reported its Q4 and full-year 2025 results, moving from a net loss to net income and increasing sales and revenue. The company also completed a significant share repurchase program and reduced net debt and interest expenses, which could reshape its balance sheet and global drilling operations. This shift to profitability and debt reduction may impact its investment narrative, though cyclical drilling risks and capital needs remain key considerations.
Nabors Industries receives composite rating upgrade
Nabors Industries (NBR) has received an upgrade to its composite rating, moving from a 93 to a 96. This indicates strong fundamental and technical trends, positioning the company among the top 5% of all stocks. Investors should monitor for a potential breakout toward new highs.
Nabors Industries Receives Composite Rating Upgrade
Nabors Industries (NBR) has received an upgrade to its IBD SmartSelect Composite Rating, moving from 90 to 96. This new rating signifies that the company is outperforming 96% of all stocks based on key fundamental and technical criteria. This upgrade follows previous news of rising price performance and improvements in its Relative Strength Rating.
A Look At Nabors Industries (NBR) Valuation After Recent Share Price Momentum
Nabors Industries (NBR) has experienced significant share price momentum recently, with gains of 6.6% in one day and double-digit returns over the past month and three months. Despite this, its longer-term returns over three and five years remain negative. Analysts' consensus price target is $38.11, while a fair value estimate suggests it is currently overvalued at $68.10.
A Look At Nabors Industries (NBR) Valuation After Recent Share Price Momentum
Nabors Industries (NBR) has experienced significant share price momentum recently, with double-digit returns over the past month and three months, despite longer-term declines. The company, which provides drilling services, currently trades at US$68.10, above a widely followed fair value estimate of US$58.25, suggesting it might be overvalued. However, a discounted cash flow model suggests deep undervaluation at US$332.65, presenting conflicting views on its true worth.
Nabors Reshapes Portfolio With Parker Deal Debt Cuts And Global Expansion
Nabors Industries (NYSE:NBR) has strategically reshaped its portfolio by acquiring Parker Wellbore and divesting Quail Tools, aiming for higher-value services and a leaner balance sheet. The company also significantly reduced its net debt by US$554 million and advanced its international expansion, transitioning from a net loss to a profit of US$286.62 million. While analysts note improved profitability, concerns remain regarding high leverage and elevated capital requirements due to ongoing expansion and integration.
Nabors Reshapes Portfolio With Parker Deal Debt Cuts And Global Expansion
Nabors Industries (NYSE:NBR) is actively reshaping its business through strategic acquisitions, divestitures, and debt reduction. The company acquired Parker Wellbore to expand its drilling and well services, sold Quail Tools to streamline its portfolio, and significantly reduced its net debt by US$554 million. These moves aim to refocus the company on higher-value drilling services, strengthen its balance sheet, and expand its international presence, despite ongoing capital requirements and analyst concerns about leverage.
Allianz Asset Management GmbH Invests $1.06 Million in Nabors Industries Ltd. $NBR
Allianz Asset Management GmbH initiated a new position in Nabors Industries Ltd. (NYSE:NBR) by purchasing 26,000 shares valued at approximately $1.06 million in the third quarter, increasing institutional ownership to 81.9%. Nabors reported a strong Q4 profit, exceeding estimates, with increased revenue and an optimistic outlook for 2026 rig activity and cash flow, despite still carrying high leverage. Wall Street analysts have a mixed "Hold" consensus for the stock, with an average target price of $62.13.
NBR: RBC Capital Raises Price Target for Nabors Industries | NBR Stock News
RBC Capital has maintained its "Sector Perform" rating for Nabors Industries (NBR) while increasing its price target from $70 to $77, marking a 10% rise. This update reflects a positive outlook for the company, even as the average target price from 8 analysts suggests an 11.52% downside from the current price, and GuruFocus estimates a 26.38% downside based on its GF Value. Nabors Industries operates land-based and offshore drilling rig fleets, with its International Drilling segment being the main revenue driver.
NABORS INDUSTRIES LTD SEC 10-K Report
Nabors Industries Ltd. has released its 2025 10-K report, highlighting significant financial and operational improvements. The company reported increased operating revenues, a substantial net income turnaround, and expanded its global drilling capabilities through strategic acquisitions like Parker Drilling Company. Nabors anticipates future growth driven by international oilfield activity and continued technological advancements, while actively managing market, operational, regulatory, and financial risks.
Nabors' Q4 Earnings & Revenues Beat Estimates, Increase Y/Y
Nabors Industries Ltd. (NBR) reported a strong fourth quarter in 2025, with adjusted earnings of 17 cents per share significantly beating analyst estimates and increasing year-over-year. The company's operating revenues also surpassed expectations, reaching $797.5 million, marking an increase from the previous year. This positive performance was primarily driven by the strength of its International Drilling and Drilling Solutions segments, with the company also providing optimistic guidance for Q1 and the full year 2026.
Nabors Industries (NBR) One Off US$449 Million Gain Challenges Bullish Profitability Narratives
Nabors Industries (NBR) recently reported a significant swing in its FY 2025 third-quarter results, showing a Basic EPS of US$18.25 and net income of US$183.2 million, heavily supported by a one-off gain of US$449.0 million. This large, singular gain significantly influences the company's profitability and raises questions about its underlying earnings trend, with quarterly net income excluding extra items still showing fluctuations between losses and profits. Despite a low P/E ratio, weak interest coverage and past shareholder dilution lead to caution regarding future cash generation and the company's balance sheet health.
Nabors Industries outlines 6%–8% normalized EBITDA growth for 2026 while expanding international rig count and reducing debt
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Nabors Industries (NYSE:NBR) Shares Gap Down - Here's Why
Nabors Industries (NYSE:NBR) shares gapped down at market open despite reporting a significant quarterly earnings and revenue beat. The company exceeded EPS expectations by $3.10 and saw a 9% year-over-year revenue increase, yet analysts still project a negative full-year EPS. Analyst sentiment is mixed, with some upgrades but a consensus "Hold" rating and an average price target of $59.14.
Drilling Growth: Nabors Sees Opportunity Emerging Abroad
Nabors Industries is shifting its focus to international markets for growth opportunities as the U.S. shale industry stabilizes. The company aims to expand its drilling operations abroad, as highlighted by a photo of their PACE-X Ultra Rig X33 in Texas. This strategy indicates a proactive approach to capitalize on emerging markets outside the mature U.S. domestic landscape.
Earnings call transcript: Nabors Industries Q4 2025 beats forecasts
Nabors Industries Ltd. (NBR) exceeded Q4 2025 earnings forecasts with an EPS of $0.17 against a predicted -$1.95, and revenues of $797.53 million, surpassing the $791 million projection. Despite these strong financial results, the company's stock saw a premarket decline of 3.8%. The company highlighted significant net debt reduction, expansion in international markets, and advancements in drilling technology, projecting 2026 EBITDA to match 2025 levels.
New York State Common Retirement Fund Cuts Position in Nabors Industries Ltd. $NBR
The New York State Common Retirement Fund significantly reduced its stake in Nabors Industries Ltd. (NYSE:NBR), selling 99.7% of its shares in Q3, leaving it with 6,501 shares. This divestment occurred despite Nabors Industries exceeding Q4 earnings expectations and receiving several analyst upgrades. The company's stock has shown strong performance, trading near its 12-month high, though its consensus rating remains a "Hold."
US shale market ‘appears to be stabilising’: top drilling CEO
The US shale market is showing signs of stabilization, according to Nabors Industries CEO Anthony Petrello, despite a decrease in the average rig count over the past year. Nabors Industries, a major drilling company, remains optimistic about the Lower 48 region.
Nabors Industries (NYSE:NBR) Posts Q4 EPS Beat but Shares Fall on Sequential Declines
Nabors Industries (NYSE:NBR) reported a Q4 2025 EPS beat, with non-GAAP diluted EPS of $0.17 significantly exceeding analyst estimates. Despite this, the company's shares fell by 6.8% in after-market trading due to sequential declines in revenue and Adjusted EBITDA, and a sharp drop in net income attributable to shareholders compared to the previous quarter. The market's negative reaction suggests investors are focusing on these underlying trends rather than the one-time EPS outperformance, especially given the absence of formal company guidance for future periods.
Nabors Announces Fourth Quarter and Full-Year 2025 Results
Nabors Industries Ltd. reported fourth-quarter 2025 operating revenues of $798 million and net income of $10 million, with adjusted EBITDA of $222 million. The company significantly reduced its total debt by approximately $554 million since the end of 2024 through various transactions, including collecting a $250 million seller financing note and redeeming outstanding notes. Nabors' CEO, Anthony G. Petrello, highlighted the transformational year for their capital structure and expressed optimism for 2026, anticipating stabilizing Lower 48 markets and attractive international opportunities.
Earnings Flash (NBR) Nabors Industries Ltd. Reports Q4 Revenue $797.5M, vs. FactSet Est of $794.2M
Nabors Industries Ltd. (NBR) announced its Q4 revenue reached $797.5 million, surpassing FactSet's estimate of $794.2 million. The company, a major player in land-based and offshore drilling rigs, also released its full-year earnings results for 2025. This financial update provides key insights into the company's performance, which exceeded analyst expectations for the quarter.
Nabors: Q4 Earnings Snapshot
Nabors Industries Ltd. (NBR) announced fourth-quarter earnings of $10.3 million, resulting in net income of 17 cents per share. The drilling contractor reported revenue of $805.1 million, with an adjusted revenue of $797.5 million, exceeding analyst forecasts. For the full year, Nabors reported a profit of $286.6 million and revenue of $3.18 billion.
Nabors Industries stock hits 52-week high at $71.00
Nabors Industries (NBR) stock reached a 52-week high of $71.00, marking a 34.01% appreciation over the past year and 96.67% over the last six months. This surge reflects strong investor confidence and favorable market conditions in the oil and gas drilling sector. Despite recent gains, the stock trades below its InvestingPro Fair Value, and analysts rate its financial health as "GOOD," with earnings expected soon.
Nabors Industries stock hits 52-week high at $71.00 By Investing.com
Nabors Industries stock reached a new 52-week high of $71.00, demonstrating a robust performance with a 34.01% appreciation over the past year and a 96.67% surge in the last six months. Despite its recent gains, the stock appears undervalued according to InvestingPro's Fair Value estimate, with a P/E ratio of 4.83, and its financial health is rated as "GOOD." Citi has reiterated a Neutral rating with a $60 price target. This article was generated with the support of AI and reviewed by an editor.
Nabors Industries stock hits 52-week high at $71.00 By Investing.com
Nabors Industries stock has hit a 52-week high of $71.00, driven by a 34.01% appreciation over the past year and a 96.67% surge in the last six months. The company, a key player in oil and gas drilling, is deemed "GOOD" by InvestingPro analysts with a low P/E ratio of 4.83, and appears undervalued. Citi has maintained its Neutral rating and $60 price target for Nabors Industries.
Nabors Industries stock hits 52-week high at $71.00 By Investing.com
Nabors Industries stock has reached a new 52-week high of $71.00, showcasing a robust performance with a 34.01% appreciation over the past year and a 96.67% surge in the last six months. The company, a key player in the oil and gas drilling sector, has a P/E ratio of 4.83 and is considered undervalued according to InvestingPro's Fair Value estimate. Citi has reiterated a Neutral rating with a $60 price target, indicating no significant immediate changes in the company's market position.
Nabors Industries (NBR) Projected to Post Quarterly Earnings on Wednesday
Nabors Industries (NBR) is anticipated to announce its Q4 2025 earnings after market close on Wednesday, February 11th, with analysts forecasting a loss of ($3.11) per share and revenue of $795.82 million. The company's stock was trading up approximately 4.4% at $69.03, with a market capitalization of $1.01 billion. Analyst sentiment is mixed, holding a consensus "Hold" rating and an average price target of $59.14, while institutional investors own a significant 81.9% of the shares.
Will Nabors Industries (NBR) Report Negative Earnings Next Week? What You Should Know
Nabors Industries (NBR) is expected to report a year-over-year increase in earnings on higher revenues for the quarter ended December 2025. While analysts anticipate a quarterly loss of $3.60 per share, the stock's movement will depend on how actual results compare to these estimates. The company's Earnings ESP of 0% combined with a Zacks Rank #3 makes it difficult to conclusively predict an earnings beat.
Tejara Capital Ltd Lowers Stock Holdings in Nabors Industries Ltd. $NBR
Tejara Capital Ltd reduced its stake in Nabors Industries Ltd. (NYSE:NBR) by 20.8% in the third quarter, selling 17,635 shares and retaining 67,329 shares valued at approximately $2.75 million. This makes NBR the firm's 26th largest holding, comprising 1.4% of its investment portfolio. Despite Tejara Capital's reduction, institutional ownership in Nabors Industries remains high at 81.92%, with other firms like AQR Capital Management and Inspire Investing increasing their positions, and new stakes reported by Vanguard Personalized Indexing and Ethic Inc.
Will Nabors Industries (NBR) Report Negative Earnings Next Week? What You Should Know
Nabors Industries (NBR) is expected to report a year-over-year increase in earnings and revenues for the quarter ended June 2025, with an anticipated quarterly loss of $2.05 per share. However, the Zacks Earnings ESP is -2.60% and the stock carries a Zacks Rank #5, making a positive earnings surprise unlikely. Investors are advised to consider other factors beyond just earnings expectations when evaluating NBR.
Institutional Investors Control 78% of Nabors Industries Ltd. (NYSE:NBR) and Were Rewarded Last Week After Stock Increased 8.1%
Institutional investors hold 78% of Nabors Industries Ltd. (NYSE:NBR), giving them significant influence over the company's share price, especially after the stock increased by 8.1% last week. The top 12 shareholders collectively own 52% of the company, with BlackRock, Inc., The Vanguard Group, Inc., and Adage Capital Management, L.P. being the largest institutional holders. Insider ownership and general public ownership comprise smaller portions, but institutional analysis suggests potential continued upside for the stock.
Nabors Industries (NYSE:NBR) Reaches New 12-Month High - Should You Buy?
Nabors Industries (NYSE:NBR) stock hit a new 52-week high of $68.20 on Friday, signaling strong momentum, though the average analyst price target is below its current trading price. The company reported a recent EPS miss despite revenue growth, and analysts expect negative EPS for the current fiscal year. Institutional investors hold a significant portion of its stock, with several increasing their positions in recent quarters.
Nabors Industries Ltd (NBR) Trading 2.73% Higher on Jan 23
Nabors Industries Ltd (NBR) shares rose 2.73% on January 23, reaching an intraday high of $68.20 and closing at $66.84. This places the stock near its 52-week high and significantly above its 52-week low. Wall Street analysts have an average target price of $59.63, suggesting a potential downside, with a consensus "Hold" rating.
Nabors Industries Ltd. $NBR Shares Sold by Hara Capital LLC
Hara Capital LLC significantly reduced its stake in Nabors Industries Ltd. by 39.8% in the third quarter, selling 82,734 shares. Despite this, other institutional investors either increased or initiated positions in the company. Nabors Industries reported Q3 EPS of ($3.67), missing consensus estimates, though revenue rose 11.8% year-over-year to $825.5 million.
Market Might Still Lack Some Conviction On Nabors Industries Ltd. (NYSE:NBR) Even After 27% Share Price Boost
Nabors Industries Ltd. (NYSE:NBR) has seen a 27% share price increase in the last month, yet its Price-to-Sales (P/S) ratio of 0.3x remains significantly lower than the industry average of 1.3x. This suggests that despite recent revenue growth and analyst forecasts for continued growth, the market may still harbor doubts about the company's future performance or its ability to meet these expectations. The article highlights that while revenue growth has been respectable, the P/S ratio indicates a lack of market conviction.
Market Might Still Lack Some Conviction On Nabors Industries Ltd. (NYSE:NBR) Even After 27% Share Price Boost
Despite a recent 27% share price surge, Nabors Industries Ltd. (NYSE:NBR) still trades at a low price-to-sales (P/S) ratio of 0.3x, significantly below the industry average. This suggests market skepticism, possibly due to modest future revenue growth forecasts of 2.5% annually, which lags the industry's projected 4.2%. Investors may be questioning the company's ability to meet these forecasts despite recent strong revenue performance.
Morgan Stanley Maintains Nabors Industries(NBR.US) With Buy Rating, Raises Target Price to $80
Morgan Stanley analyst Joe Laetsch has maintained a Buy rating on Nabors Industries (NBR.US) and increased its target price from $65 to $80. According to TipRanks, the analyst has a 56.3% success rate and a -1.0% average return over the past year. This report highlights the analyst's updated outlook for Nabors Industries.
SG Americas Securities LLC Trims Holdings in Nabors Industries Ltd. $NBR
SG Americas Securities LLC significantly reduced its stake in Nabors Industries Ltd. by 45.7% in Q3, selling over 16,000 shares. This move follows Nabors Industries' recent quarterly earnings report, where the company missed EPS estimates but slightly exceeded revenue forecasts. Analyst ratings for Nabors are currently mixed, with some upgrades and price target increases, while the consensus remains a "Hold" with a target price of $57.00.
NBR SEC Filings - Nabors Indsustries 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Nabors Industries Ltd. (NBR) SEC filings, including annual reports (10-K), quarterly earnings (10-Q), material events (8-K), and insider trading forms. It highlights recent 8-K filings detailing debt and liquidity changes, executive appointments, and share transactions. The platform also offers AI-powered summaries to help users quickly understand key information.
Energy driller Nabors wipes $366M in debt, equal to $25 per share
Nabors Industries Ltd. announced the full redemption of its 7.500% Senior Guaranteed Notes due 2028, valued at approximately $379 million, on January 15, 2026. This action contributed to a net debt reduction of approximately $366 million in Q4 2025 (equivalent to $25 per share) and $550 million since December 31, 2024, lowering net leverage to its lowest level since 2008. The company's next debt maturity is now extended to 2029, and the weighted average maturity of its debt has increased to 5.3 years.
Nabors Industries (NBR) Reduces Net Debt, Achieves Lowest Leverage Since 2008
Nabors Industries (NBR) has significantly reduced its net debt by redeeming $379 million in Senior Guaranteed Notes, achieving its lowest net leverage since 2008. The company's financial health shows improved profitability and liquidity, despite a high debt-to-equity ratio and a decline in operating cash flow growth. While institutional ownership is strong, the stock's valuation metrics suggest it might be approaching overvalued territory, and analysts maintain a cautious "hold" recommendation.
Nabors redeems 7.5% notes due 2028, cuts Q4 net debt by about $366M
Nabors Industries announced the redemption of all its outstanding 7.5% senior notes due 2028, valued at $366 million. This strategic move aims to reduce the company's net debt significantly in the fourth quarter. The redemption highlights Nabors' commitment to strengthening its financial position.
Nabors Announces Redemption of 7.500% Senior Guaranteed Notes Due 2028 and Fourth Quarter 2025 Reduction in Net Debt of Approximately $366 Million, Equivalent to $25 per Share
Nabors Industries Ltd. announced the full redemption of its 7.500% Senior Guaranteed Notes due 2028, totaling approximately $379 million. This action contributed to a significant reduction in net debt by approximately $366 million in Q4 2025, bringing net leverage to its lowest level since 2008. The redemption also extended the company's weighted average debt maturity to 5.3 years and strengthened its capital structure.
Details for Nabors’ Q4 2025 earnings call and webcast on Feb. 12, 2026
Nabors Industries (NYSE: NBR) will host a conference call on February 12, 2026, at 10:00 a.m. CT to discuss its fourth-quarter 2025 operating results. The company plans to release its earnings report after the market closes on February 11, 2026. Investors can access the call via dial-in numbers or a live audio webcast on Nabors' investor relations website, where an electronic version of the earnings release and supplemental presentation will also be available.
