Noble Corporation Plc
$45.61-2.1%
Price updated 5m ago·X counts updated 18h ago
On X
The complete picture of $NE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.
14X posts · last 7 days
AI verdictAI analysisGenerated by AI from underlying data
TickerTalks' own read on what's driving $NE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Oil & Gas Drilling sits in its cycle right now — and what that implies for $NE.
Oil & Gas Drilling
Offshore drilling day-rates remain elevated as ultra-deepwater capacity tightens; AI-automated drilling optimisation is reducing flat time and improving wellbore quality. Newbuild ordering remains disciplined, sustaining rig-rate premium.
What this means for $NE
Direct beneficiary — Noble Corporation offshore drilling; merged Maersk Drilling fleet, high-spec UDW exposure, day-rate upside.
Top industry ETF
$OIHVanEck Oil Services ETF
+37.1%YTD
+65.8%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
48.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
5.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
15.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
3.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
2.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
3.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
26.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Jul 27, 2026$0.01$0.15-93.5%
Q1 2026Apr 26, 2026$0.26$0.21+23.8%
Q4 2025Feb 11, 2026$0.09$0.15-40.0%
Q3 2025Oct 27, 2025$0.19$0.26-26.1%
Next earningsMon, Oct 26·consensus EPS $0.22
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$719.7M-15.2%38.0%8.8%$-0.23$-60.4M
Q1 FY26$785.7M-10.2%38.9%28.7%$0.76$169.4M
Q4 FY25$764.4M-17.6%13.0%9.1%$0.55$35.4M
Q3 FY25$798.0M-0.3%17.6%13.4%$-0.13$139.5M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$2.9B$2.9B – $3.0B$0.65$0.35 – $0.955
FY27$3.2B$3.2B – $3.3B$2.30$2.15 – $2.456
FY28$3.5B$3.4B – $3.6B$3.54$2.03 – $4.445
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.67%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+7.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+9.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 125.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.935-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KPress release / Reg FDJul 278-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary
8-KMaterial debt obligationJun 128-K — Item 2.03: Material debt obligation
8-KMaterial agreementJun 18-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
8-KOfficer or director changeMay 228-K — Item 5.02: Officer or director change
8-KShareholder voteApr 308-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDApr 278-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 12 other (4 13Gs · 3 proxys · 2 10-Qs · 1 routine 8-K) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Noble Corporation plc - NEINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Noble Corporation plc - NENoble Plains Uranium Geophysical Survey Identifies Deeper Fort Union Target at Duck CreekINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Noble Corporation plc - NEINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Noble Corporation plc - NE
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