Vanguard discloses 0 shares in Noble Corp (NE) after internal realignment
The Vanguard Group filed an amended Schedule 13G/A, reporting 0% beneficial ownership of Noble Corp PLC common stock. This change is due to an internal realignment on January 12, 2026, which led Vanguard subsidiaries to report their holdings separately. The filing confirms Vanguard no longer directly holds Noble Corp shares and was signed by Ashley Grim, Head of Global Fund Administration, on March 27, 2026.
Noble (NYSE:NE) - Stock Analysis
This Simply Wall St analysis provides an overview of Noble Corporation (NYSE:NE), an offshore drilling contractor. The report covers the company's valuation, future growth prospects, past performance, financial health, dividends, and management, alongside analyst consensus targets and recent news. It also highlights key takeaways regarding the company's potential for revenue and margin growth driven by sustained global hydrocarbon demand and strategic acquisitions.
NE SEC Filings - Noble Corp 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides comprehensive access to Noble Corporation plc's official regulatory documents, including 10-K annual reports, 10-Q quarterly earnings, and 8-K material event filings. It offers detailed insights into the company's financial performance, operational aspects as an offshore drilling contractor, and recent insider trading activities involving restricted stock units. The platform also includes AI-powered summaries to help investors understand key sections of these complex documents.
Earnings estimates moving higher for Noble Corporation PLC (NE): Time to buy?
This article analyzes whether Noble Corporation PLC (NE) is a good investment opportunity based on its recent trend of rising earnings estimates. It suggests that upward revisions in earnings forecasts often indicate positive business fundamentals and can lead to increased investor interest.
NE SEC Filings - Noble Corp 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides comprehensive access to Noble Corporation plc's (NYSE: NE) SEC filings, including annual 10-K reports, quarterly 10-Q statements, and 8-K material event disclosures. It details key financial figures, operational insights, and recent insider transactions for the offshore drilling contractor. The platform also offers AI-powered summaries of these documents and real-time updates from EDGAR.
NE SEC Filings - Noble Corp 10-K, 10-Q, 8-K Forms
This page provides access to Noble Corporation plc (NYSE: NE) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, and 8-K material events, with AI-powered summaries to help investors understand key sections. Recent filings detail insider transactions where executives like CEO Robert W. Eifler vested restricted stock units and had shares withheld for taxes, as well as BlackRock's ownership updates and Noble's Q3 2025 financial results showing an impairment-driven loss but strong cash from operations.
[144] Noble Corp plc SEC Filing
Noble Corp plc submitted a Form 144 notice proposing the sale of 150,000 shares of Common Stock held at Fidelity Brokerage Services LLC, valued at $7,011,919.50. The filing also disclosed a previous sale of 20,000 shares by Richard Barker on February 19, 2026, for $906,244.47. Analysts indicate the proposed sale is modest relative to outstanding shares, suggesting limited market impact.
NE (NYSE) Rule 144 notice lists stock awards and cover figures
Noble Corp plc (NE) has filed a Rule 144 notice detailing a proposed sale by an affiliate and listing stock awards. The filing specifies Fidelity Brokerage Services LLC as the broker, proposing transactions tied to common stock with a cover date of March 18, 2026, and includes numeric entries. It also records two stock award entries dated February 5, 2024, and February 3, 2024, for 69,856 and 30,144 shares respectively, labeled as compensation.
Noble Corp (NYSE: NE) CEO sells 100,000 shares in planned Rule 10b5-1 trade
Noble Corp's President & CEO, Robert W. Eifler, reported the sale of 100,000 A Ordinary Shares on March 18, 2026, executed through two open-market transactions with weighted average prices of $46.434 and $47.108 per share. These sales were conducted under a pre-arranged Rule 10b5-1 trading plan adopted on December 12, 2025. Following these sales, Eifler still retains a significant direct holding of 1,243,828 A Ordinary Shares.
SVP Denton Blake sells 19,334 Noble Corp (NE) A Ordinary Shares in open market
Noble Corp plc SVP Denton Blake sold a total of 19,334 A Ordinary Shares in two open-market transactions on March 2, 2026. The sales occurred at weighted-average prices of $44.8170 and $45.2920 per share. Following these transactions, Blake's direct ownership in Noble Corp was reduced to 59,927 A Ordinary Shares.
Assessing Noble (NE) Valuation After Strong Recent Share Price Momentum
Noble (NE), an offshore drilling contractor, has seen significant stock momentum recently, with a 27.28% return in 30 days and 116.6% in a year. While the "narrative" valuation suggests Noble is 12% overvalued at $45.82 compared to a fair value of $40.90, the discounted cash flow (DCF) model indicates a 42% discount with a value of $79.01. Investors are encouraged to weigh both perspectives, considering factors like fleet improvements, cost synergies, and potential risks from rig demand and bidding pressure.
Noble (NYSE:NE) Stock Forecast & Analyst Predictions
Noble Corporation plc (NYSE:NE) is forecast to grow earnings and revenue by 25.2% and 3.4% per annum respectively, with EPS expected to grow by 25.1%. The company's future return on equity is projected to be 11.4% in three years. Recent updates include maintaining earnings and revenue guidance, increased dividends, strategic acquisitions like Diamond Offshore Drilling, and various analyst rating adjustments.
Noble Corporation PLC Announces Quarterly Dividend of $0.50 (NYSE:NE)
Noble Corporation PLC (NYSE:NE) declared a quarterly dividend of $0.50 per share, payable on March 19th to shareholders of record on March 4th. This annualizes to $2.00, yielding approximately 4.4%, with a current payout ratio of 71.7% and a projected future payout ratio of 46.4%. Despite missing Q4 earnings per share estimates, analysts currently hold a "Hold" consensus rating with a target price of $38.63.
Noble Corp (NE) CFO Barker sells 20,000 A Ordinary Shares at $42.96
Noble Corp's EVP and CFO, Richard B. Barker, sold 20,000 A Ordinary Shares at $42.96 per share on February 19, 2026, as reported in an SEC Form 4 filing. Following this open-market transaction, Barker directly holds 314,781 A Ordinary Shares. This insider sale is classified with a "Negative" sentiment and "Very High" filing impact.
Noble Corp (NYSE: NE) HR SVP sells shares after RSU vesting
Noble Corp's SVP of Human Resources, Mikkel Ipsen, engaged in multiple share transactions following the vesting of Restricted Stock Units (RSUs). On February 12, 2026, he acquired 10,824 shares from RSU exercise and disposed of 4,260 shares for tax withholding. Subsequently, on February 17, 2026, he sold an additional 3,453 shares on the open market, leaving him with a direct holding of 11,854 Class A Ordinary Shares.
[144] Noble Corp plc SEC Filing
This article reports on a Form 144 SEC filing by Noble Corp plc (NE), detailing a proposed sale of 20,000 shares of common stock with an aggregate market value of $899,100. The securities were acquired on February 5, 2024, as a stock award from the Issuer. The filing indicates a neutral impact and sentiment according to Rhea-AI.
Morgan Stanley files Form 144 to sell 2,083 NE shares (NE)
Morgan Stanley Smith Barney LLC has filed a Form 144 indicating its intent to sell 2,083 common shares of Noble Corp (NE). These shares are restricted stock that vested on October 3, 2022, as part of a registered plan for services rendered. The filing is considered a routine procedural disclosure rather than a material corporate event.
Noble Corp (NE) SVP gets RSU shares, then sells stock
Noble Corp plc's Senior Vice President of Operations, Joey M. Kawaja, reported recent stock transactions. He sold 19,725 A Ordinary Shares on the open market for a weighted average price of $43.51 after acquiring 19,849 shares at no cost from performance-vested restricted stock units. Additionally, 7,810 shares were withheld by Noble to cover tax obligations.
Noble Corp (NE) CFO gains RSU shares while some withheld for taxes
Noble Corp's CFO, Richard B. Barker, reported equity transactions involving A Ordinary Shares. He acquired 36,083 shares from performance-vested restricted stock units and simultaneously had 14,199 shares disposed of at $42.10 per share by the company to cover tax withholding. After these transactions, Barker directly owns 334,781 A Ordinary Shares.
Noble Corp (NE) SVP Jennie Howard nets share sale after RSU award
Noble Corp's SVP and General Counsel, Jennie Howard, reported several share transactions, including the acquisition of 13,531 shares from performance-vested RSUs and the disposal of 5,325 shares for tax purposes on February 12, 2026. She also conducted an open-market sale of 6,094 shares at $42.00 each on February 13, 2026, resulting in a directly held balance of 18,162 shares. These transactions were detailed in an SEC Form 4 filing, outlining changes in her beneficial ownership.
Noble Corporation Eyes 2027 Earnings Breakthrough
Noble Corporation is confident about significant earnings and free cash flow growth by 2027, driven by strong backlog, disciplined fleet investments, and high-quality contracts despite softer oil prices and dayrates in the near term. The company reported strong Q4 and full-year 2025 financial results, with increased backlog and strategic fleet reshaping. Management is targeting around $1.3 billion of EBITDA and $600 million of free cash flow by 2027, while also maintaining shareholder returns.
Assessing Noble Corp: Insights From 6 Financial Analysts
Six financial analysts have recently provided ratings on Noble Corp (NYSE: NE), with an average 12-month price target of $38.83, reflecting a 15.91% increase from the prior average. The analysis details individual assessments, rating changes, and an examination of Noble Corp's financial performance, including its market capitalization, revenue growth, net margin, return on equity, return on assets, and debt management. Noble Corp is an offshore drilling contractor that provides services to the international oil and gas industry.
Noble (NE) Margin Compression To Quarterly EPS Loss Reinforces Bearish Narratives
Noble Corporation (NE) recently reported a Q3 FY 2025 basic EPS loss of US$0.13, following significant margin compression from 19% to 6.9% over the past year. This reinforces bearish arguments concerning rising operating costs, rig upgrade expenses, and pressure on day rates, despite the company's revenue growth and substantial contract backlog. The article highlights investor focus on margin sustainability and the comparison of Noble's P/E ratio and DCF valuation against its peers and industry average.
Planned sale of 19,725 NE (NYSE: NE) class A shares disclosed
A shareholder of Noble Corp plc (NYSE: NE) has filed a Form 144 notice to sell 19,725 class A shares through UBS Financial Services on the NYSE. The aggregate market value of these shares is $846,202.5. The shares were originally acquired on February 5, 2024, as deferred compensation from Noble Energy PLC.
Noble Corporation (NE) Stock Falls on Q4 2025 Earnings
Noble Corporation (NE) reported a decline in Q4 2025 earnings, with total revenue down 17.6% and operating profit significantly lower by 75.1% year-over-year. Despite the lower profitability, the company saw a substantial increase in cash from operating activities (up 103.5%) and a 90.6% rise in cash and cash equivalents, contributing to improved liquidity and reduced leverage. Insider trading activity showed two sales by executives totaling over $1.8 million, while hedge funds exhibited mixed activity, with BlackRock significantly increasing its position and others decreasing theirs.
Noble Corporation (NE) price target raised by $7
This article reports that the price target for Noble Corporation (NE) has been increased by $7. No further details are provided regarding the new target, the previous target, or the reasons for the increase. The content is very brief, consisting only of the headline.
Does Noble (NE)ʼs Q4 EPS Focus Hint At A Deeper Shift In Its Cost-Led Strategy?
Noble Corporation PLC (NE) recently reported its Q4 2025 results, with analysts expecting US$0.15 EPS. The article discusses how the focus on EPS and outlook could influence its investment narrative, balancing recent contract wins against potential near-term soft demand and cost pressures. While Noble projects revenue growth by 2028, some analysts hold a more cautious outlook.
NE (NE) holder plans Rule 144 sale of 6,094 Class A shares
A holder of Noble Corp plc (NE) Class A shares has filed a Form 144 notice for the proposed sale of 6,094 shares on the NYSE. The shares, valued at $255,948.00, were acquired as restricted stock compensation between 2023 and early 2025. The transaction is expected to occur around February 13, 2026, via Fidelity Brokerage Services LLC.
Sale of 4,195 NE (NYSE: NE) Class A shares disclosed in Rule 144
A recent Rule 144 filing indicates a planned sale of 4,195 Class A shares of Noble Corp plc (NYSE: NE) by an insider. These shares, with an aggregate market value of $182,902.00, were acquired through restricted stock vesting as compensation and are intended to be sold via Fidelity Brokerage Services LLC on the NYSE around February 13, 2026. The seller confirmed no knowledge of undisclosed material adverse information regarding NE's operations.
Earnings Flash (NE) Noble Corporation plc Reports Q4 Revenue $764.4M, vs. FactSet Est of $731.1M
Noble Corporation plc (NE) announced its Fourth Quarter 2025 revenue reached $764.4 million, surpassing the FactSet estimate of $731.1 million. The company expects its full-year 2026 revenue to be in the range of $2.8 billion to $3 billion, which is closely aligned with the FactSet estimate of $2.97 billion. Additionally, Noble Corporation reported Q4 adjusted EPS of $0.09 per share, falling short of the FactSet estimate of $0.17 per share, while maintaining its dividend.
Noble Corporation (NE) Price Target Raised by $7
Noble Corporation plc (NE) saw its stock price increase by 16.28% between February 2 and February 9, 2026, after BTIG raised its price target from $35 to $42. This upgrade, coupled with Barclays also increasing its target to $36, follows the company's announcement of new contract awards totaling $1.3 billion. CEO Robert W. Eifler emphasized how these backlog additions indicate strong demand for deepwater drilling and will improve fleet utilization and future earnings.
Assessing Noble (NE) After US$1.3b In New Offshore Drilling Contracts And Expanding Backlog
Noble (NE) has secured approximately US$1.3 billion in new offshore drilling contracts, including a significant three-year deal with Aker BP, which has boosted its stock performance. Despite a recent surge in share price, there are differing views on its current valuation, with one narrative suggesting it's 16.7% overvalued against a $33.60 fair value, while Simply Wall St's DCF model indicates a fair value of $80.75. The company's future prospects are tied to expected rebounds in ultra-deepwater drilling activity due to global energy demand.
Is Noble (NE) Pricing Reflect Its DCF Upside After Recent Share Price Strength
This article analyzes Noble (NE) stock valuation using two methods: Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio. The DCF analysis suggests Noble is undervalued by 53.0% at its current price of US$36.00, with an intrinsic value of $76.61 per share. Conversely, the P/E ratio of 25.2x, compared to Simply Wall St's Fair Ratio of 21.9x, indicates the stock might be overvalued by this metric.
Assessing Noble (NE) Valuation After US$1.3b Global Contract Backlog Expansion
Noble Corporation (NE) recently announced a significant US$1.3 billion expansion in its global contract backlog, covering nine rigs across various international locations. Despite a strong year-to-date share price gain of 22.8% and trading near analyst targets, an intrinsic discount of 54% suggests potential undervaluation according to a discounted cash flow model. While one narrative indicates the stock is 6% overvalued compared to a $33.60 fair value, another perspective based on cash flows shows a larger valuation gap.
Noble (NE) Is Up 6.2% After $1.3 Billion Rig Backlog Add From Global Contract Wins
Noble Corporation PLC announced new contract awards for nine rigs, adding approximately $1.3 billion to its backlog, including a significant harsh-environment contract for Noble GreatWhite offshore Norway. This expansion into Norway's harsh-environment market requires substantial capital commitments for reactivation and preparation. While these contracts enhance Noble's long-term prospects, they also introduce operational and capital allocation risks due to increased spending and tight earnings coverage.
Noble Corporation Plc Completes Sale of Five Jackups to Borr Drilling
Noble Corporation plc has completed the sale of five jackup rigs to Borr Drilling Limited for $360 million, receiving $210 million in cash and $150 million in seller notes. The transaction includes the Noble Tom Prosser, Noble Mick O'Brien, Noble Regina Allen, Noble Resilient, and Noble Resolute. Noble will continue to operate the Noble Mick O'Brien and Noble Resolute under a bareboat charter, and the Noble Resilient for its current contract term.
Noble’s New Contracts Reframe Backlog, Utilization And Harsh Environment Exposure
Noble Corporation (NYSE:NE) has secured new international drilling contracts, including a significant three-year deal for the Noble GreatWhite in Norway, marking its entry into the harsh environment floater market. These contracts are expected to add approximately US$1.3 billion to its backlog, improve fleet utilization from 75% to 92%, and provide greater revenue visibility through 2027 and 2029, albeit with an associated capital expenditure of US$210 million. The company's focus on contract quality and asset utilization is reshaping its operational profile and risk spread across various regions and rig types.
NOBLE CORPORATION PLC ANNOUNCES NEW AWARDS TOTALING $1.3 BILLION AND STRATEGIC ENTRY INTO THE NORWEGIAN FLOATER MARKET
Noble Corporation plc announced new contract awards for nine rigs, totaling approximately $1.3 billion in backlog. This includes a three-year contract for the Noble GreatWhite in Norway, marking its strategic entry into the Norwegian harsh environment floater market. These new contracts are expected to significantly improve fleet utilization and drive increased EBITDA and free cash flow in future years.
Offshore driller Noble adds Diamond fleet, lifts backlog to $6.7B
Noble Corporation completed its acquisition of Diamond Offshore Drilling on September 4, 2024, significantly increasing its backlog to $6.7 billion with an additional $2.0 billion from Diamond. This merger also established Noble as having the largest fleet of 7th-generation dual-BOP drillships. Noble issued 24,239,941 class A shares to former Diamond shareholders, bringing total shares outstanding to 167,279,702.
Year in Review: Noble Corp. selling 6 vessels for $424M was a Deal of the Week
Noble Corp., based in Houston, is divesting six jackup rigs for $424 million, a move that narrows its focus on vessel ownership. This transaction was highlighted as a "Deal of the Week" in a year-end review. The sale is part of an ongoing strategy for the offshore drilling giant.
Noble Corporation (NE) Stock Slides on Dec. 16, 2025: Jackup Divestment, Analyst Downgrade, Dividend Yield and Black Sea Drilling Update
Noble Corporation (NE) shares fell on December 16, 2025, due to a combination of factors including a risk-off day for energy, an analyst downgrade tied to delayed ultra-deepwater contracting, and investor recalibrating expectations following Noble's plan to divest six jackup rigs. Despite these headwinds, the company announced its Globetrotter I drillship mobilization for a Black Sea exploration campaign, and analysts maintain a "Buy" consensus with price targets in the low-to-mid $30s, while the stock's dividend yield continues to attract income-focused investors. The article details the jackup sale, analyst concerns regarding 2026 contract visibility, and the ongoing debate between immediate challenges and Noble's long-term strategic focus as a pureplay deepwater operator.
NOBLE CORPORATION PLC ANNOUNCES PLANNED DIVESTMENT OF SIX JACKUPS
Noble Corporation plc announced plans to divest six jackup rigs. This includes selling five rigs to Borr Drilling Limited for $360 million and one rig to Ocean Oilfield Drilling for $64 million. These transactions will allow Noble to focus on its deepwater and ultra-harsh environment jackup operations.
JPMorgan Downgrades Noble Corporation (NE) as Part of 2026 Outlook
JPMorgan downgraded Noble Corporation (NE) from 'Overweight' to 'Neutral' as part of its 2026 outlook, although it raised the price target from $31 to $33. The downgrade reflects caution in the oilfield services and equipment sector due to reduced upstream spending, with Noble having missed earnings estimates in the last five quarters. Concurrently, Noble Corporation announced deals to sell six jackup rigs for $424 million, aligning with its strategy to become a pureplay deepwater and ultra-harsh environment jackup operator.
JPMorgan Downgrades Noble Corporation (NE) as Part of 2026 Outlook
JPMorgan downgraded Noble Corporation (NE) from 'Overweight' to 'Neutral' as part of its 2026 outlook, citing caution in the oilfield services sector due to reduced upstream spending and Noble's consistent underperformance in earnings estimates. Despite the downgrade, JPMorgan increased NE's price target from $31 to $33. Noble Corporation also announced the sale of six jackup rigs for $424 million, aligning with its strategic shift towards being a pure-play deepwater and ultra-harsh environment jackup operator.
NOBLE CORPORATION PLC ANNOUNCES PLANNED DIVESTMENT OF SIX JACKUPS
Noble Corporation plc announced plans to divest six jackup rigs. Five rigs will be sold to Borr Drilling Limited for $360 million, involving a mix of cash and seller notes, with an expected closing in early 2026. A separate transaction involves selling one rig to Ocean Oilfield Drilling for $64 million, anticipated to close in Q2 2026, positioning Noble as a pure-play deepwater and ultra-harsh environment operator.
Noble Corporation PLC announces planned divestment of six jackups
Noble Corporation PLC is divesting six jackup rigs for a total of $424 million, selling five to Borr Drilling Limited and one to Ocean Oilfield Drilling. These transactions will allow Noble to focus exclusively on deepwater and ultra-harsh environment jackup operations, and are expected to be immediately accretive to shareholders. The deal with Borr involves cash and seller notes, with Noble also operating two rigs under a bareboat charter for one year.
NOBLE CORPORATION PLC ANNOUNCES PLANNED DIVESTMENT OF SIX JACKUPS
Noble Corporation plc announced the planned divestment of six jackups through two separate transactions. The company will sell five rigs to Borr Drilling Limited for $360 million and one rig to Ocean Oilfield Drilling for $64 million, with completion expected in early to mid-2026. These divestments will allow Noble to become a pureplay deepwater and ultra-harsh environment jackup operator, enhancing its balance sheet and focusing its market positions.
Night Watch Investment Management’s Strategic Decision to Exit Noble Corporation plc (NE)
Night Watch Investment Management has decided to exit its energy positions, including Noble Corporation plc (NE), due to an unexpected pause in offshore spending. The firm initially invested in offshore energy infrastructure with a view that the cycle had bottomed in 2021, but now expects no resumption of spending until 2027 at the earliest. Despite a modest 2.67% loss on these energy holdings since inception, the fund LP appreciated by 4.28% net of fees in Q3 2025 and 25.88% YTD.
Night Watch Investment Management’s Strategic Decision to Exit Noble Corporation plc (NE)
Night Watch Investment Management has strategically exited its energy positions, including Noble Corporation plc (NYSE: NE), due to an unforeseen pause in offshore spending beginning in 2024. The firm had anticipated a prolonged business cycle for offshore energy infrastructure but now expects no resumption of spending until 2027 at the earliest. Despite a modest loss of 2.67% on these positions, Night Watch believes that certain AI stocks offer greater promise for higher returns in a shorter timeframe.
Night Watch Investment Management's Strategic Decision to Exit Noble Corporation plc (NE)
Night Watch Investment Management has exited its energy positions, including Noble Corporation plc (NE), due to an unexpected pause in offshore spending and a reevaluation of the offshore energy infrastructure business cycle. The firm highlighted that while they initially saw potential in the sector, the current valuation of companies like Noble Energy at around 10x Free Cash Flow is no longer attractive given the cost of debt and asset lifespans. This decision resulted in a modest 2.67% loss on their VAL, NE, and TDW positions.
