Noble Corporation Plc

Noble Corporation Plc

NEยทNYSE

$46.65

-0.96%
EnergyOil & Gas Drilling

Noble Corporation, together with its subsidiaries, operates as an offshore drilling contractor for the oil and gas industry worldwide. The company provides contract drilling services to the oil and gas industry through its fleet of mobile offshore drilling units. As of February 16, 2022, it operated a fleet of 20 offshore drilling units, which included 12 floaters and 8 jackups. The company was formerly known as Noble Holding Corporation plc. Noble Corporation was founded in 1921 and is headquartered in Sugar Land, Texas.

At a Glance

Live Snapshot
Market Cap$7.44B
EPS1.3600
P/E Ratio34.30
Earnings Date08/04/2026
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Noble Corporation Plc Street Expectations Map

NE ยท NYSE

Wall Street analysts project that NE stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 45.80, with estimates ranging from a low of 33.00 to a high of 59.00.

Lowest Target
33.00
-29.26%
Consensus Target
45.80
-1.82%
Highest Target
59.00
26.47%

The consensus 1-year price target stands at 45.80, with estimates ranging from a low of 33.00 to a high of 59.00.

Analyst Consensus Analysis

Upside Potential

-1.8%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

56.8% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

0.90x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Noble Corporation Plc Forward Estimates of Revenue

NE ยท NYSE
Latest Revenue
3.29B
FY 2025
Avg Estimate
3.03B
FY 2026
Estimate Range
2.99B - 3.07B
Analyst Spread

Forward Growth Analysis

Projected Growth-7.9%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Noble Corporation Plc Forward Estimates of Net Income

NE ยท NYSE
Latest Net Income
216.72M
FY 2025
Avg Estimate
170.54M
FY 2026
Estimate Range
151.20M - 212.73M
Analyst Spread

Forward Growth Analysis

Projected Growth-21.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread36%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Noble Corporation Plc Forward Estimates of EPS

NE ยท NYSE
Latest EPS
1.36
FY 2025
Avg Estimate
$1.21
FY 2026
Estimate Range
$1.00 - $1.40
Analyst Spread

Forward Growth Analysis

Projected Growth-11.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread34%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Noble Corporation Plc Forward Estimates of EBIT

NE ยท NYSE
Latest EBIT
515.01M
FY 2025
Avg Estimate
-309.20M
FY 2026
Estimate Range
-313.32M - -305.08M
Analyst Spread

Forward Growth Analysis

Projected Growth-160.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Noble Corporation Plc Forward Estimates of EBITDA

NE ยท NYSE
Latest EBITDA
1.10B
FY 2025
Avg Estimate
-37.38M
FY 2026
Estimate Range
-37.88M - -36.88M
Analyst Spread

Forward Growth Analysis

Projected Growth-103.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Noble Corporation Plc Forward Estimates of SG&A Expense

NE ยท NYSE
Latest SG&A Expense
133.15M
FY 2025
Avg Estimate
217.75M
FY 2026
Estimate Range
214.85M - 220.65M
Analyst Spread

Forward Growth Analysis

Projected Growth+63.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Noble Corporation Plc Insider Positioning

NE ยท NYSE

During the last 12 months, insiders have sold $14.93M worth of NE shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

194.9K

9.41M

Net Activity

-9.4M

-$9.41M

3-6 Months

Bought

0

0.00

Sold

83.8K

3.64M

Net Activity

-3.6M

-$3.64M

6-9 Months

Bought

0

0.00

Sold

29.7K

885.33K

Net Activity

-885K

-$885K

9-12 Months

Bought

0

0.00

Sold

35.0K

1.00M

Net Activity

-1.0M

-$1.00M

Top Buyers

No buying activity

Top Sellers

1
BRB

Barker Richard B.

Officer: Evp And Cfo

122.8K sharesโ€ข2 transactions

$5.63M

2
KJM

Kawaja Joey M

Officer: Svp, Operations

94.7K sharesโ€ข3 transactions

$3.85M

3
DB

Denton Blake

Officer: Svp, Marketing & Contracts

88.0K sharesโ€ข4 transactions

$3.60M

4
AC

Alting Caroline

Officer: Svp, Ops. Excellence & Sust

19.5K sharesโ€ข2 transactions

$992K

5
HJ

Howard Jennie

Officer: Svp, Gen. Counsel & Corp. Sec.

8.6K sharesโ€ข2 transactions

$383K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $14.93M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$9.41M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.