Seadrill Announces West Polaris Contract Extension in Brazil
Seadrill's ultra-deepwater drillship, West Polaris, has secured a 1,095-day contract extension with Petrobras for operations in Brazil's Búzios field. This extension adds approximately $480 million to Seadrill's contract backlog and is set to begin in January 2028. The current dayrate has also been updated for 2026 and 2027.
Seadrill Announces West Polaris Contract Extension in Brazil
Seadrill Limited announced a 1,095-day contract extension with Petrobras for the ultra-deepwater drillship West Polaris in Brazil, adding approximately $480 million to its contract backlog. The extension is expected to begin in January 2028, directly following the current program, and includes updated dayrates for 2026 and 2027. This award strengthens Seadrill's financial visibility and its relationship with Petrobras.
Another 1,095 days: Petrobras locks in Seadrill rig for Brazil field
Seadrill Limited announced a 1,095-day contract extension with Petrobras for its ultra-deepwater drillship, West Polaris, to operate in the Búzios field offshore Brazil. This extension adds approximately $480 million to Seadrill's contract backlog and is expected to start in January 2028. The updated dayrates for the current contract period were also announced, providing Seadrill with enhanced earnings visibility into the next decade.
Seadrill Limited $SDRL is Packer & Co Ltd's 10th Largest Position
Packer & Co Ltd reduced its stake in Seadrill Limited by 45.1% in Q4, making Seadrill its 10th largest holding and representing 2.3% of its portfolio. Despite this reduction, institutional interest in Seadrill remains high, with 95.67% of the stock held by institutions, and several firms increasing or initiating positions. Analysts have a "Hold" consensus rating with a $48 price target, while Seadrill recently beat EPS estimates and trades near its 52-week high.
Seadrill Surges Amid Supply Disruptions as Offshore Drilling Firms Lead Energy Sector Shift
The global energy sector is undergoing a significant transformation due to geopolitical events, specifically the conflict involving Iran and the closure of the Strait of Hormuz, which has led to a surge in oil prices. This has created a divided market where offshore drilling firms like Seadrill and LNG companies such as Golar LNG are thriving, while traditional onshore service providers face decreased demand and earnings pressure. The article highlights the speculative nature of current valuations for these outperforming companies, cautioning about potential risks if financial drivers falter or if policy interventions like strategic reserve releases occur.
Seadrill Ltd (SDRL) Stock Price Up 3.42% on Apr 2
Shares of Seadrill Ltd (SDRL) increased by 3.42% on April 2nd, reaching an intraday high of $48.00 before closing at $46.09. This price places SDRL 3.99% below its 52-week high and 159.78% above its 52-week low. Wall Street analysts forecast an average target price of $46.38, indicating a potential upside of 0.63%, while GuruFocus estimates a slight downside based on its GF Value of $45.59.
Seadrill Surges Amid Supply Disruptions as Offshore Drilling Firms Lead Energy Sector Shift
The energy sector is undergoing a dramatic shift due to geopolitical upheaval, particularly the conflict involving Iran and the closure of the Strait of Hormuz, causing oil prices to surge. This has led to a market divided between thriving offshore drilling firms like Seadrill and LNG companies such as Golar LNG, which benefit from elevated prices and supply constraints, and struggling onshore service providers due to infrastructure damage in the Middle East. While these specialized assets are experiencing significant gains and high valuations, the market is approaching a speculative peak, with future performance dependent on sustained financial drivers and the resolution of geopolitical risks.
How Seadrill’s New CEO Appointment At Seadrill (SDRL) Has Changed Its Investment Story
Seadrill Limited has appointed Samir Ali as its new CEO and President, succeeding Simon Johnson. Ali's background in offshore drilling, investor relations, and capital markets is expected to influence Seadrill's balance between operational priorities and financial discipline. While his appointment doesn't immediately change the company's core challenge of securing profitable work for its rigs, it may reshape the investment narrative by bringing a focus on commercial and capital markets expertise to navigating backlog and managing asset risks.
SDRL PE Ratio & Valuation, Is SDRL Overvalued
This article provides a valuation analysis for Seadrill Ltd (SDRL), indicating that its current valuation falls within the "Fair zone" based on its forward PS ratio. It details various valuation metrics, including Price-to-Book (P/B), Free Cash Flow (FCF) yield, and Price-to-Sales (P/S) ratios, comparing them to historical averages and competitor benchmarks. The analysis suggests that SDRL's premium over the industry average P/S ratio appears sustainable due to robust revenue growth.
SDRL Technical Analysis & Stock Price Forecast
This article provides a technical analysis and stock price forecast for Seadrill Ltd (SDRL), indicating a "Strong Buy" consensus based on various technical indicators and moving averages. While the Relative Strength Index (RSI) suggests a neutral condition, the MACD indicates a buy signal, and the stock is trading above its 20-day, 60-day, and 200-day moving averages. Key support and resistance levels are identified for traders.
Seadrill Limited (NYSE:SDRL) Given Consensus Recommendation of "Hold" by Analysts
Seadrill Limited (NYSE:SDRL) has received a consensus "Hold" rating from analysts, with an average one-year price target of $48.00. While the company recently beat earnings estimates, it continues to face profitability concerns as indicated by its negative net margin and P/E ratio. Shares are trading near their 12-month high, and institutional investors hold a significant portion of the stock.
Fluent Financial LLC Takes $2.36 Million Position in Seadrill Limited $SDRL
Fluent Financial LLC has acquired a new stake of 68,218 shares in Seadrill Limited, valued at approximately $2.36 million, representing 0.11% of the company. Despite beating quarterly EPS and revenue estimates, Seadrill remains unprofitable with negative net margin and ROE. Institutional investors own 95.67% of the stock, which is trading near its 52-week high, while analysts maintain a consensus "Hold" rating with a target price of $48.00.
JPMorgan Chase & Co. Lowers Stock Holdings in Seadrill Limited $SDRL
JPMorgan Chase & Co. reduced its stake in Seadrill Limited by 12.8% in the third quarter, selling 78,993 shares and retaining 535,856 shares valued at approximately $16.19 million. This adjustment leaves institutional investors holding around 95.7% of the oil and gas company's stock. Despite mixed analyst ratings, the consensus is a "Hold" with a target price of $48, following Seadrill's recent earnings beat, which saw EPS of $0.12 against an estimate of $0.07.
Seadrill Ltd stock hits 52-week high at 46.06 USD By Investing.com
Seadrill Ltd (SDRL) stock recently achieved a new 52-week high of 46.06 USD, reflecting a significant 76.77% return over the past year and a 43% gain in the last six months. Despite trading above its fair value and being considered overvalued, analysts predict the offshore drilling company will be profitable this year. This comes after Seadrill reported a Q4 2025 EPS miss but beat revenue forecasts and secured a contract extension for its Sonadrill joint venture.
Seadrill Ltd stock hits 52-week high at 46.06 USD
Seadrill Ltd (SDRL) stock recently achieved a new 52-week high of $46.06, reflecting a significant year-over-year return of 76.77% and a 43% gain in the last six months. Despite its market capitalization of $2.81 billion, the stock is currently trading above its Fair Value, indicating it may be overvalued. Analysts, however, predict profitability for the company this year, marking a turnaround from recent losses, even after reporting a Q4 2025 EPS miss but a revenue beat.
Vanguard disaggregation leaves Seadrill (NYSE: SDRL) stake at 0% after realignment
The Vanguard Group has amended its Schedule 13G/A filing for Seadrill Ltd (NYSE: SDRL), reporting 0% beneficial ownership due to an internal realignment effective January 12, 2026. This change means certain Vanguard subsidiaries will now report their holdings separately, as permitted by SEC Release No. 34-39538. The filing clarifies that this reflects a reporting treatment rather than a market trade.
Seadrill Ltd stock hits 52-week high at 46.06 USD By Investing.com
Seadrill Ltd (SDRL) stock reached a new 52-week high of $46.06, demonstrating significant growth with a 76.77% one-year return and a 43% gain in the last six months. Despite trading above its fair value with a market capitalization of $2.81 billion, analysts anticipate profitability this year, marking a turnaround from recent losses. The company recently reported a Q4 2025 revenue beat but an EPS miss, alongside a contract extension for its Sonadrill joint venture in Angola.
Seadrill Announces Contract Extension in Angola
Seadrill's 50:50 joint venture, Sonadrill Holding Ltd, has been awarded a contract extension in Angola for its ultra-deepwater drillship, Sonangol Quenguela. This extension adds approximately 480 days to its operations, committing the rig until June 2028. Seadrill earns a management fee for providing support to Sonadrill.
Is Samir Ali’s CEO Appointment Reshaping the Investment Case for Seadrill (SDRL)?
Seadrill (SDRL) has appointed Samir Ali as President and CEO, a move that brings an executive with offshore drilling and capital markets experience to the top role. While this leadership change is seen as credible, it doesn't immediately alter the company's near-term investment drivers, which still rely on contract wins and backlog visibility to overcome recent losses and achieve sustained profitability. Investors will be watching how Ali's leadership converts existing contracts into improved earnings, especially against the backdrop of the company's 2026 revenue guidance of US$1.40–US$1.45 billion and ongoing legal and regulatory challenges.
Transocean, Noble, COSL, Seadrill, and Valaris pinpointed as rig backlog powerhouses
Westwood Global Energy has identified Transocean, Noble, COSL, Seadrill, and Valaris as the leading offshore drilling companies for 2026's floating rig backlog based on current bookings. While 2025 saw a 25% drop in backlog days due to fewer contract awards from Brazil, 2026's already booked days are up 4% from 2025. South America, driven by Brazil, continues to dominate contracted days, primarily for drillships, with the North Sea second, focusing on semi-submersibles.
Seadrill stock hits 52-week high at 45.91 USD By Investing.com
Seadrill (SDRL) stock reached a 52-week high of $45.91, showing an 80.53% increase over the past year. Despite not being profitable in the last twelve months, analysts expect profitability this year. The company recently reported a Q4 2025 EPS miss but beat revenue forecasts, and its Sonadrill joint venture secured a significant contract extension for drilling operations in Angola.
Seadrill stock hits 52-week high at 45.91 USD
Seadrill Ltd (SDRL) stock has reached a new 52-week high of $45.91, reflecting an 80.53% increase over the past year. Despite being deemed slightly overvalued by InvestingPro analysis and reporting an EPS miss in Q4 2025, analysts anticipate profitability this year, supported by a recent contract extension for its Sonadrill joint venture.
Seadrill (NYSE: SDRL) CFO awarded 16,177 restricted stock units
Seadrill's Executive Vice President & CFO, Creed Grant, was awarded 16,177 restricted stock units (RSUs) on March 16, 2026. These RSUs will vest in three equal annual installments starting March 16, 2027, and will be settled in cash or common shares at the discretion of the Board’s Joint Nomination and Remuneration Committee. This grant represents a form of equity-based compensation for the CFO.
Seadrill names Samir Ali President and CEO, replacing Simon Johnson
Seadrill has appointed Samir Ali as President and Chief Executive Officer, effective March 12, 2026, replacing Simon Johnson. Ali, 40, previously served as EVP & Chief Commercial Officer and has a background in investor relations, corporate development, and investment banking. Simon Johnson's departure is classified as a separation, with the company providing severance as per his existing agreement.
Seadrill (SDRL) CEO granted 33,304 restricted stock units as equity pay
Seadrill Ltd President & CEO Ali Samir H has been granted 33,304 restricted stock units (RSUs) as part of his compensation package. These RSUs, representing contingent rights to common shares, were granted on March 16, 2026, and will vest in three equal annual installments starting March 16, 2027. The settlement of these units will be either in cash or common shares, at the discretion of the Joint Nomination and Remuneration Committee.
Seadrill (NYSE: SDRL) elevates Samir Ali to CEO in leadership shift
Seadrill Limited has appointed Samir Ali, formerly Executive Vice President and Chief Commercial Officer, as its new President and Chief Executive Officer, replacing Simon Johnson. Ali's compensation package includes a $750,000 base salary, a target annual bonus of 110% of his salary, and a $3,500,000 long-term incentive award tied largely to performance and shareholder return. The leadership change, effective immediately, sees Seadrill promoting an internal successor with extensive industry and financial experience.
Executive award gives Seadrill (SDRL) senior VP 10,943 RSUs
Seadrill Limited's Senior VP of Operations, Marcel Wieggers, was granted 10,943 restricted stock units (RSUs) on March 16, 2026. These RSUs, representing a contingent right to an equal number of common shares, will vest in three equal annual installments starting March 16, 2027. Upon vesting, the RSUs will be settled in cash or common shares at the discretion of Seadrill's Joint Nomination and Remuneration Committee.
Seadrill (SDRL) officer receives 12,370 restricted stock units award
Seadrill Ltd. officer Torsten Sauer-Petersen was granted 12,370 restricted stock units (RSUs) on March 16, 2026. These RSUs vest in three equal annual installments starting March 16, 2027, and will be settled in cash or common shares at the discretion of the company's Joint Nomination and Remuneration Committee. This transaction was reported via an SEC Form 4 filing.
Seadrill (SDRL) Is Up 5.3% After Securing 480-Day Angola Drillship Extension - Has The Bull Case Changed?
Seadrill (SDRL) recently secured a 480-day extension for its Sonangol Quenguela drillship in Angola, enhancing its operational visibility and management fees. This extension, along with a recent contract for the West Saturn, reinforces Seadrill's strategy to secure long-term work for its ultra-deepwater fleet. Despite this, challenges like day rate pressures and regulatory uncertainties persist, with analyst forecasts for 2028 showing variations in revenue and earnings, highlighting the company's complex investment narrative.
Seadrill (SDRL) Is Up 5.3% After Securing 480-Day Angola Drillship Extension - Has The Bull Case Changed?
Seadrill Limited's joint venture, Sonadrill Holding Ltd, secured a 480-day extension for the drillship Sonangol Quenguela in Angola, extending its commitment into June 2028. This move improves near-term operational visibility and management fees for Seadrill, while also reinforcing its strategy for multi-year contracts for its ultra-deepwater fleet. The article discusses how this and other contract extensions impact Seadrill's investment narrative, earnings resilience, and fair value projections amidst ongoing market pressures.
Seadrill Announces Contract Extension in Angola
Seadrill's 50:50 joint venture, Sonadrill Holding Ltd, has been awarded a contract extension in Angola. A seven-well option for the ultra-deepwater drillship Sonangol Quenguela has been exercised, extending operations by approximately 480 days and committing the rig until June 2028. Seadrill receives a management fee for providing support to Sonadrill.
Mountain Lake Investment Management LLC Trims Stock Holdings in Seadrill Limited $SDRL
Mountain Lake Investment Management LLC significantly cut its stake in Seadrill Limited ($SDRL) by 39.6% in Q3, now holding 145,436 shares valued at $4.39 million. Seadrill, an offshore drilling services provider, reported strong Q4 earnings, surpassing analyst expectations with $0.12 EPS and $362 million in revenue. However, analyst ratings are mixed, with some increasing price targets while others issued "Hold" or "Sell" ratings, resulting in an average price target of $48.
Seadrill (SDRL) Is Up 5.3% After Securing 480-Day Angola Drillship Extension - Has The Bull Case Changed?
Seadrill (SDRL) shares rose 5.3% after its joint venture, Sonadrill Holding Ltd, secured a 480-day extension for the Sonangol Quenguela drillship in Angola, extending its commitment until June 2028. This move enhances Seadrill's operational visibility and management fees. While the extension improves near-term stability and reinforces the company's strategy for securing long-term contracts for its ultra-deepwater fleet, questions remain about the broader market pressures on day rates and the future of older rigs.
Seadrill joint venture secures contract extension in Angola By Investing.com
Seadrill Limited announced that its joint venture, Sonadrill, secured a contract extension for drilling operations in Angola for its ultra-deepwater drillship, Sonangol Quenguela. The extension adds 480 days of work under a seven-well option, committing the rig through June 2028. This news follows a mixed Q4 2025 financial report for Seadrill, where revenue beat expectations despite an EPS miss.
Seadrill Announces Contract Extension in Angola
Seadrill Limited announced that its 50:50 joint venture, Sonadrill Holding Ltd, secured a contract extension in Angola. This involves a seven-well priced option for the ultra-deepwater drillship Sonangol Quenguela, prolonging operations by approximately 480 days until June 2028. Seadrill provides management, operational, and technical support to Sonadrill for a fee.
Seadrill names Samir Ali as CEO
Seadrill Ltd. has appointed Samir Ali as its new President and CEO, effective immediately. Ali previously served as the company's executive vice president and chief commercial officer and brings a wealth of industry experience from previous roles at Diamond Offshore Drilling Inc. and Bain Capital LP. He succeeds Simon Johnson, who held the position since March 2022.
Samir Ali Named New President and CEO of Seadrill - News and Statistics
Samir Ali has been appointed as the new President and CEO of Seadrill, an offshore drilling contractor. Ali previously served as executive vice president and chief commercial officer since August 2022 and succeeds Simon Johnson in the CEO role. His background includes experience at Diamond Offshore, Bain Capital, and Simmons & Company.
Seadrill : Announces Appointment of Samir Ali as CEO
Seadrill Limited announced the immediate appointment of Samir Ali, formerly Executive Vice President and Chief Commercial Officer, as its new President and Chief Executive Officer, succeeding Simon Johnson. The Board expressed confidence in Ali's leadership, industry knowledge, and commitment to operational excellence. Ali previously held roles at Diamond Offshore, Bain Capital, and Simmons & Company.
How Investors May Respond To Seadrill (SDRL) Returning To Losses While Issuing 2026 Revenue Guidance
Seadrill Limited (SDRL) reported a Q4 2025 net loss of US$10 million, shifting from previous net income, and a full-year 2025 net loss of US$77 million, alongside an impairment of US$22 million. Despite this, the company issued 2026 operating revenue guidance of US$1.40 billion to US$1.45 billion. This article examines how these results and guidance impact the investment narrative, highlighting the importance of execution against backlog, managing cost inflation, and the risks associated with an aging fleet and potential impairments.
American Century Companies Inc. Has $26.72 Million Stock Position in Seadrill Limited $SDRL
American Century Companies Inc. increased its stake in Seadrill Limited by 64.4% in the third quarter, bringing its total holdings to 884,430 shares valued at approximately $26.72 million. Seadrill (NYSE: SDRL) reported strong quarterly earnings, beating analyst estimates, and has received mixed analyst ratings with a consensus "Hold" rating and a target price of $48.00. The company's stock has shown positive performance, with institutional investors and hedge funds owning a significant portion of its shares.
- Cyprus Shipping News
Kongsberg Maritime, Seadrill Limited, and Hanwha Drilling have formed a strategic alliance to pioneer the next generation of remote Dynamic Positioning (DP) technology in offshore drilling. This collaboration aims to establish new industry standards for safety, efficiency, and centralized operations. By combining advanced technology with operational expertise, the partnership seeks to reduce cognitive load on rig crews, improve decision-making, and enhance overall performance.
Quantbot Technologies LP Takes $758,000 Position in Seadrill Limited $SDRL
Quantbot Technologies LP has acquired a new position in Seadrill Limited (NYSE:SDRL), purchasing 25,083 shares valued at approximately $758,000 during the third quarter. While several analysts have recently upgraded SDRL and increased price targets, the consensus rating remains a "Hold" with an average target price of $48.00. Seadrill recently surpassed earnings and revenue expectations in its latest quarterly report.
Seadrill raised from Sell rating at Citi on improved visibility into 2026-27 (SDRL:NYSE)
Citi upgraded Seadrill (SDRL) to Neutral/High Risk from Sell/High Risk, increasing its price target from $32 to $46. The upgrade reflects improving end-market demand for offshore drilling, strengthening backlog coverage, and a more constructive medium-term outlook for the company. Seadrill's stock rose 2.5% following the announcement.
Citigroup Inc. Has $4.33 Million Stock Holdings in Seadrill Limited $SDRL
Citigroup Inc. significantly increased its stake in Seadrill Limited, buying over 114,000 additional shares in Q3 to hold 143,224 shares valued at $4.33 million, representing 0.23% of the company. Despite beating recent quarterly earnings estimates, Seadrill faces mixed analyst ratings, with a consensus "Hold," and several brokers, including Citigroup's research arm, have downgraded the stock. Seadrill, an offshore drilling services provider, currently trades around $42.42 with a market cap of $2.65 billion and high institutional ownership of 95.67%.
Seadrill, Kongsberg Maritime and Hanwha Drilling unite to develop remote DP tech
Seadrill, Kongsberg Maritime, and Hanwha Drilling have formed a strategic alliance to develop next-generation remote Dynamic Positioning (DP) technology for offshore drilling. This collaboration, announced in Houston, aims to create a global operating model for remote DP operations, focusing on enhancing safety, efficiency, and performance by combining automation systems with operational expertise. The initiative is expected to reduce cognitive load on rig crews and advance the industry toward more automated and intelligent DP systems.
Short Interest in Seadrill Limited (NYSE:SDRL) Decreases By 13.0%
Seadrill Limited (NYSE:SDRL) experienced a 13.0% decrease in short interest in February, falling to 4,917,048 shares, which represents about 7.9% of its shares available for shorting. Despite beating Q4 earnings and revenue estimates, the company reported a negative net margin and ROE. Analyst ratings are mixed with an average "Hold," while institutional ownership remains high at 95.67%.
Seadrill Limited (SDRL) Reports Fourth Quarter and Full Year 2025 Results
Seadrill Limited (SDRL) reported fourth-quarter 2025 operating revenue of $362 million, a net loss of $10 million, and adjusted EBITDA of $88 million. The company secured new contract awards totaling $0.5 billion, including significant contracts for its West Capella, West Saturn, and West Neptune rigs. For the full year 2025, Seadrill posted a $77 million net loss and $353 million in adjusted EBITDA, and projects 2026 operating revenue to be between $1.40 billion and $1.45 billion.
Is Seadrill’s Backlog-Fueled 2026 Outlook Reshaping The Investment Case For Seadrill (SDRL)?
Seadrill Limited reported Q4 and full-year 2025 results with increased revenue but a net loss, including an impairment. Despite this, the company highlighted strong operational performance, new contracts, and provided 2026 revenue guidance of US$1.40 billion to US$1.45 billion, largely supported by an expanded US$2.5 billion backlog. This backlog covers about 90% of the midpoint of its 2026 revenue guidance, potentially strengthening its investment narrative by underpinning near-term earnings catalysts, while risks like aging rigs and potential impairments remain.
Is Seadrill’s Backlog-Fueled 2026 Outlook Reshaping The Investment Case For Seadrill (SDRL)?
Seadrill (SDRL) reported Q4 and full-year 2025 results with increased revenue but a net loss, including an impairment. Despite the loss, the company highlighted strong EBITDA, new contracts, and issued positive 2026 revenue guidance supported by an expanded $2.5 billion backlog. This strengthened backlog, covering 90% of its 2026 revenue target, is seen as crucial for translating improved operations into sustainable cash generation, though risks like aging rigs and potential impairments remain.
DNB Asset Management AS Has $24.64 Million Holdings in Seadrill Limited $SDRL
DNB Asset Management AS has significantly increased its stake in Seadrill Limited (NYSE:SDRL) by 37.3% in the third quarter, bringing its total holdings to 815,644 shares valued at approximately $24.64 million. Institutional investors now own 95.67% of the company's stock, even though Wall Street analysts have a mixed "Hold" rating on Seadrill. The company recently surpassed quarterly earnings and revenue estimates but still exhibits negative net margins and return on equity.
