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NENESR

National Energy Services Reunited Corp.

$NESR·Oil & Gas Equipment & Services·Energy
$27.99+0.4%YTD+78.7%1Y+355.1%
Mentions · last 7 days
2026-07-11: 1 posts2026-07-12: 1 posts2026-07-13: 9 posts2026-07-14: 3 posts2026-07-15: 2 posts2026-07-16: 8 posts2026-07-17: 3 posts27
Price updated 2h ago·X counts updated 2h ago
NENESR
$NESRNational Energy Services Reunited Corp.
$27.99+0.39%27 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

National Energy Services Reunited Corp. (NESR), established in 2017 with its headquarters in Houston, Texas, offers an extensive range of oilfield services to energy companies operating across the Middle East, North Africa, and Asia Pacific regions. The company's operations are divided into two main segments: Production Services, and Drilling and Evaluation Services. The Production Services division delivers a variety of solutions aimed at maximizing well output and maintaining essential infrastructure. These encompass hydraulic fracturing and stimulation services designed to boost production, along with numerous coiled tubing applications such as nitrogen lifting, fishing, milling, and wellbore clean-outs. It also provides both primary and remedial cementing services, nitrogen applications, and filtration services, including the supply of frac tanks and pumping units. Furthermore, this segment offers comprehensive pipeline services, covering activities like water filling, hydro testing, nitrogen purging, de-gassing, pressure testing, and critical cutting, welding, and cooling of piping and vessel systems. Additional offerings include production assurance chemicals, laboratory analysis, artificial lift systems, and specialized equipment such as surface and subsurface safety systems, high-pressure packer systems, and flow controls. NESR also supplies service tools, advanced expandable liner technology, vacuum insulated tubing technology, and boasts in-house engineering capabilities with integrated manufacturing and testing facilities. A significant part of its service portfolio also involves water management, including the sourcing, treatment, and disposal of water for oil and gas, municipal, and industrial uses. The Drilling and Evaluation Services segment focuses on the initial stages of oil and gas exploration and well construction, as well as ongoing diagnostics. It supplies various drilling and workover rigs, associated rig services, and specialized solutions for fishing operations and well remediation. This segment also provides advanced directional and turbine drilling services, sophisticated drilling fluid systems, and related technologies. For subsurface analysis and intervention, NESR performs wireline logging and slickline services—the latter being vital for tasks such like removing scale, wax, and sand build-up, setting plugs, exchanging gas lift valves, and other well applications. The segment also conducts well testing to assess the production of solids, gas, oil, and water from a well, and offers rental services for drilling tools. Complementary services include thru-tubing intervention solutions, tubular running services, and the provision of essential wellhead products, flow control apparatus, and frac equipment.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Equipment & Services sits in its cycle right now — and what that implies for $NESR.

Oil & Gas Equipment & Services · Energy

No material change from last week — Offshore deepwater rig day-rates are firming as Brent above $80 keeps operators committing to multi-year projects, reversing the 2020–22 under-investment cycle..

Top industry ETF

$OIHVanEck Oil Services ETF
+32.5%YTD
+60.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
42.6How 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
6.8%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
8.0%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
4.4%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
2.0Same 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
6.7%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
11.2%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
0.3Total 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
Q1 2026May 11, 2026$0.26$0.21+23.8%
Q4 2025Feb 17, 2026$0.32$0.26+23.1%
Q3 2025Nov 13, 2025$0.16$0.15+6.7%
Q2 2025Aug 20, 2025$0.21$0.19+10.5%
Next earningsWed, Aug 19·consensus EPS $0.35

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$404.6M+33.5%11.7%8.9%$0.24$-5.3M
Q4 FY25$398.3M+15.9%10.9%7.7%$0.08$95.8M
Q3 FY25$295.3M-12.2%10.4%6.6%$0.18$-34.1M
Q2 FY25$327.4M+0.7%12.0%8.3%$0.16$68.7M

Forward consensus

3-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.9B$1.8B – $2.0B$1.71$1.65 – $1.855
FY27$2.3B$2.2B – $2.5B$2.48$2.27 – $2.735
FY28$2.8B$2.7B – $2.8B$3.32$2.58 – $4.063

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.—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.—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.—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.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 72.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% 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.β0.325-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.

Recent transactions

SellJun 25Al-nowais Yousif Mohammed Ali NasserDirector1.9M sh$51.4MSellJun 13Al-nowais Yousif Mohammed Ali NasserDirector332.9K sh$9.0MSellJun 12Al-nowais Yousif Mohammed Ali NasserDirector1.1M sh$27.9MSellJun 9Al-nowais Yousif Mohammed Ali NasserDirector200 sh$5KSellJun 8Al-nowais Yousif Mohammed Ali NasserDirector5.5K sh$141KSellMay 26Al-nowais Yousif Mohammed Ali NasserDirector457.4K sh$11.9MSellMay 22Al-nowais Yousif Mohammed Ali NasserDirector242.5K sh$6.3MSellMay 20Al-nowais Yousif Mohammed Ali NasserDirector573.5K sh$15.0MSellMay 19Al-nowais Yousif Mohammed Ali NasserDirector3.5K sh$91KSellMay 18Al-nowais Yousif Mohammed Ali NasserDirector220.6K sh$5.7M
1–10 of 12

See when $NESR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Best Growth Stocks to Buy for July 16thzacks.com·2d agoNational Energy Services Reunited (NESR) Is Up 2.58% in One Week: What You Should Knowzacks.com·2d agoBest Growth Stocks to Buy for July 14thzacks.com·4d agoA Director Sold Almost 2 Million Shares of This Oilfield Services Company After a Big Run. Should Investors Follow?fool.com·4d agoBest Growth Stocks to Buy for July 10thzacks.com·8d ago

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Voices on X · last 7 days

No standout posts about $NESR on X in the last 7 days.

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