Workflow
Nabors(NBR)
icon
Search documents
Nabors Industries Q3 Earnings on Deck: Here's How It Will Fare
ZACKS· 2025-10-23 15:40
Key Takeaways Nabors Industries will report Q3 2025 results on Oct. 28 after market close.Q3 revenues are estimated at $840.54M, up 14.86% from the year-ago period's level.Higher costs may weigh on profits, but a positive Earnings ESP hints at an upside surprise.Nabors Industries Ltd. (NBR) is set to report third-quarter 2025 earnings on Oct. 28, after the closing bell. The Zacks Consensus Estimate for the top line is pegged at $840.54 million and the same for the bottom line is pinned at a loss of $2.37.Le ...
Miller Deep Value Strategy Q3 2025 Letter (NYSEARCA:MVPA)
Seeking Alpha· 2025-10-16 00:00
Market Overview - The market recovery that began in early April continued throughout the third quarter, with small and micro-cap value stocks posting their strongest quarterly returns since Q4 2023 [2] - Small caps resumed upward momentum after a four-year pause, reaching new highs and breaking the price level peak of 2021, indicating the early stages of a multi-year outperformance cycle for low valuation equities and smaller market caps [2] Technology Sector Insights - The Technology sector's weighting in the S&P 500 increased to 34.8%, significantly above its earnings contribution, indicating crowded ownership and market valuation expansion [3][6] - The Technology sector is nearing its all-time high weighting of 34.9% from March 2000, with forward price-to-earnings multiples above 30x, compared to the 20-year historical average of 18.3x [6][7] - The price-to-sales multiple for the Technology sector is approaching 10x revenue, with the "Magnificent 7" companies nearing 13x, highlighting elevated valuations [8] Valuation Discrepancies - There are significant valuation spreads between low valuation equities and longer duration/technology equities, with Deep Value Select strategy's valuation multiples at over a 70% discount to the S&P 500 Index [10][12] - The small cap sector is emerging from a multi-year earnings recession, with expected earnings growth in 2026 anticipated to outpace larger companies [12] Performance of Deep Value Strategy - The Deep Value Select strategy achieved a quarterly return of +26.50%, outperforming the S&P 1500 Value Index and S&P 600 Value Index [14] - Year-to-date, the Deep Value Select strategy net returns are +9.20%, slightly behind the S&P 1500 Value Index [14] - Ten of the twelve holdings in the strategy delivered positive double-digit returns, with Nabors Industries being the largest contributor, up 46% [16] Company-Specific Highlights - Nabors Industries is undergoing a multi-year transformation focused on technology, with over 450 patents and a strong balance sheet following the sale of its Quail Tools business for $600 million [16][19] - Bread Financial, despite a 2% decline in market share price, has improved its capital ratios and reduced debt significantly, positioning itself for long-term financial targets [20]
Nabors Industries (NBR) Fell by Over 13% This Week. Here is Why
Yahoo Finance· 2025-10-13 11:39
Core Insights - Nabors Industries Ltd. (NYSE:NBR) experienced a significant share price decline of 13.53% from October 3 to October 10, 2025, making it one of the worst-performing energy stocks during that week [1][2]. Group 1: Market Performance - The decline in Nabors Industries' stock price was attributed to escalating trade tensions between China and the United States, which also contributed to a drop in crude oil prices, with WTI oil falling below $60 per barrel for the first time since May [3]. - Nabors Industries was identified as one of the energy stocks that suffered heavily due to these market conditions [3]. Group 2: Financial Developments - On a positive note, Nabors Industries announced the receipt of full prepayment of a $250 million seller financing note from Superior Energy Services, related to the sale of Quail Tools LLC in August 2025 [4]. - The proceeds from this prepayment will be utilized for debt reduction, specifically targeting outstanding notes that are set to mature in 2028 [4].
Nabors Industries Announces Receipt of Funds in Repayment of Seller Note from Superior Energy
Prnewswire· 2025-10-09 20:15
Nabors Industries (NYSE: NBR) is a leading provider of advanced technology for the energy industry. With presence in more than 20 countries, Nabors has established a global network of people, technology and equipment to deploy solutions that deliver safe, efficient and responsible energy production. By leveraging its core competencies, particularly in drilling, engineering, automation, data science and manufacturing, Nabors aims to innovate the future of energy and enable the transition to a lower-carbon wo ...
Nabors Industries: The Quail Tools Divestment Is Already Paying Off
Seeking Alpha· 2025-10-06 20:04
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in NBR, NBRWF over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. My ...
NBR Stock Up 11.4% in a Month: Should Investors Hold or Move On?
ZACKS· 2025-10-06 14:26
Key Takeaways Nabors Industries' shares jumped 11.4% in a month, outpacing peers and the broader oil and energy sector.Advanced SmartRig tech, debt cuts and divestitures strengthen Nabors Industries' balance sheet and focus.Global rig deployments, especially in the Middle East and Latin America, drive NBR's growth outlook.Nabors Industries Ltd. (NBR) is one of the largest land-drilling contractors in the world that conducts oil, gas and geothermal land drilling operations. Since last month, shares of the co ...
Nabors Industries Ltd. 3rd Quarter 2025 Earnings Conference Call Invitation
Prnewswire· 2025-10-02 20:15
Core Points - Nabors Industries Ltd. will discuss its third-quarter operating results on October 29, 2025, at 10:00 a.m. Central Time [1] - The earnings release will occur after market close on October 28, 2025 [1] Conference Call Details - The conference call can be accessed via US Toll Free number (888) 317-6003, Canada Toll Free (866) 284-3684, and International (412) 317-6061 [2] - Participants are advised to call 10 to 15 minutes early for proper connection [2] Replay Information - The conference call will be recorded and available for replay until November 5, 2025, at 4:00 p.m. CT [3] - Replay can be accessed using the North America number (877) 344-7529 or International (412) 317-0088 with Conference Replay Entry Number: 9724612 [3] Webcast Information - A live audio webcast of the conference call will be available on Nabors' website [4] - The earnings release and any supplemental presentation will also be downloadable from the website [4] Company Overview - Nabors Industries is a leading provider of advanced technology for the energy industry, operating in over 20 countries [5] - The company focuses on drilling, engineering, automation, data science, and manufacturing to innovate energy solutions and support the transition to a lower-carbon world [5]
Nabors and Caturus Partner to Deploy PACE-X Ultra X33 Rig
ZACKS· 2025-10-02 14:31
Core Insights - Nabors Industries Ltd. and Caturus Energy have launched the PACE-X Ultra X33 rig, the most powerful onshore drilling system in the U.S., aimed at enhancing shale exploration and extraction in South Texas [1][10] - The rig is designed for high efficiency, environmental sustainability, and increased production capacity, addressing modern shale drilling challenges [2][5][18] Technological Advancements - The PACE-X Ultra X33 rig can drill laterals up to 4 miles and reach depths over 14,000 feet, making it suitable for complex well architectures [2][10] - It features a 1-million-pound mast rating and a racking capacity of 35,000 feet, improving operational efficiency by reducing pipe management time [3][8] - Equipped with three 2,000-horsepower mud pumps, the rig operates at pressures up to 10,000 psi, ensuring stability and optimized drilling rates in high-pressure environments [4][14] Environmental Considerations - The rig incorporates Cat Dynamic Gas Blending technology, allowing the use of cleaner-burning natural gas instead of conventional diesel, enhancing fuel efficiency and reducing carbon emissions [5][6] - This initiative aligns with industry efforts towards sustainable hydrocarbon production, setting new standards for responsible drilling practices [6][18] Strategic Implications for Caturus - Caturus manages approximately 200,000 net acres in the Eagle Ford and Austin Chalk formations, currently producing over 650 million cubic feet of gas equivalent daily [7][10] - The introduction of the PACE-X Ultra X33 rig is central to Caturus' strategy to scale production to 1 billion cubic feet per day by 2029 [7][10] - Enhanced drilling capabilities will allow Caturus to pursue more complex wells, reduce cycle times, and lower operational costs, improving financial returns [8][10] Industry Impact - The deployment of the PACE-X Ultra X33 rig signifies a transformative moment for U.S. onshore oil and gas, enabling operators to access previously unreachable reserves [17][18] - By combining advanced mechanical power with sustainable technologies, the rig addresses productivity and environmental concerns, contributing to America's energy future [18]
Nabors Industries Issues Statement on Superior Energy Announcement
Prnewswire· 2025-09-30 21:48
Core Viewpoint - Nabors Industries Ltd. expresses support for Superior Energy Services, Inc. following its successful senior secured notes offering, which includes a repayment of $250 million in seller financing related to the acquisition of Quail Tools, LLC. Nabors plans to use these funds for its own debt reduction and is focused on addressing remaining balances on its 2027 and 2028 senior notes to enhance long-term shareholder value [1]. Company Overview - Nabors Industries is a leading provider of advanced technology for the energy industry, operating in over 20 countries. The company focuses on delivering safe, efficient, and responsible energy production through its expertise in drilling, engineering, automation, data science, and manufacturing [2].
Nabors to Participate at Pareto Securities' 32nd Annual Energy Conference
Prnewswire· 2025-09-09 20:15
Core Insights - Nabors Industries Ltd. announced participation in Pareto Securities' 32nd Annual Energy Conference on September 10, 2025, with key executives presenting [1] - The investor slide deck for the presentation is available on Nabors' Investor Relations website [2] - Nabors is a leading provider of advanced technology for the energy industry, operating in over 20 countries and focusing on safe, efficient, and responsible energy production [3] Company Overview - Nabors Industries aims to innovate the future of energy by leveraging core competencies in drilling, engineering, automation, data science, and manufacturing [3] - The company is committed to enabling the transition to a lower-carbon world through its technological advancements [3] Investor Relations - Key contacts for investor relations include William C. Conroy and Kara K. Peak, who can be reached via phone or email for inquiries [4]