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NENESR

National Energy Services Reunited Corp.

$NESR·$2.9B·Oil & Gas Equipment & Services·Energy
$34.44-1.7%YTD+83.7%1Y+279.7%
Mentions · last 7 days
2026-08-19: 7 posts2026-08-20: 5 posts2026-08-21: 3 posts2026-08-22: 1 posts31+3%
Price updated 14h ago·X counts updated 7d ago
NENESR
$NESRNational Energy Services Reunited Corp.
$34.44-1.68%31 posts+3%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $NESR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-21

The move is getting stronger, with heavier trading behind it.

MENA oilfield services operator running 34% revenue growth with tape near yearly high.

National Energy Services Reunited is a Middle-East-and-North-Africa focused oilfield-services operator whose Q1 revenue grew 33% year-over-year, and the stock is up 84% year-to-date. The tape is at 86% of its 52-week range and the options-signal crowd on X is celebrating outsized recent gains rather than fundamental research.

  • Q1 revenue $405M grew 33% year-over-year at an 12% gross margin and 9% operating margin, with $(5.3)M free cash flow — the growth is real, cash generation was better in Q4.
  • Analysts model $1.90B revenue this year rising to $2.34B next and $2.79B in 2028, with EPS moving from $1.71 to $3.32 — a very steep earnings ramp priced into the current move.
  • The stock sits at 86% of its 52-week range and 47% above its 200-day moving average on a 0.34 beta — a controlled uptrend on real turnover.

X chatter is almost entirely options-trader promotional content citing 2400% call gains — not a fundamentals thesis, but the tape and the print are directionally aligned. The next real test is Q3 revenue growth staying above 30% and any concrete Saudi Aramco or ADNOC contract disclosure — those decide whether the acceleration continues.

Agrees with X sentimentOptions-signal crowd is not fundamental research, but the tape's direction lines up with the print.

What to watch: Q3 revenue growth versus Q1's 33% and any concrete Saudi Aramco or ADNOC contract disclosure.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-08-18

Chatter on National Energy Services Reunited is bullish but almost entirely options-trader promotional. Callers describe the 8/21 $35 calls running from $0.10 to $2.50 (~2400% gain) and the $30 strike from $0.60 to $6.60 (~1000% gain), with repeated 'turn post notifications on' promotion. A separate strategy scoreboard lists NESR at +40% alongside PRCH, BWEN. Attribution matters: this is a fast-money options-signal cohort, not deep fundamental discussion.

Read the AI verdict + X sentiment for $NESR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Oilfield services provider offering hydraulic fracturing, drilling, and production services across the Middle East and North Africa.

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..

What this means for $NESR

Neutral — 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; limited read-through from oil & gas equipment & services macro dynamics to this specific revenue mix.

Top industry ETF

$OIHVanEck Oil Services ETF
+37.1%YTD
+63.3%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
Q2 2026Aug 10, 2026$0.44$0.35+24.8%
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%
Next earningsThu, Nov 12·consensus EPS $0.50

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 – $1.9B$1.71$1.62 – $1.825
FY27$2.3B$2.3B – $2.4B$2.49$2.33 – $2.685
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.0.6×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.91%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.+16.1%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.+50.4%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 today1.8% 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.β0.365-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

SellAug 18Stefan AngeliCFO13.6K sh$477KSellJun 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$91K
1–10 of 13
+ 11 other (6 awards · 5 exempts) in window

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
Free, forever. No credit card.

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

3New insider — initial holdingsAug 103
AI summary

Maen Razouqi filed a Form 3 on August 11, 2026, reporting his initial beneficial ownership of securities in National Energy Services Reunited Corp. (NESR) as a newly appointed Director. The filing indicates no securities are directly or indirectly owned at the time of filing, which is common for directors who have not yet received equity grants. Form 3 establishes the reporting baseline for future Form 4 disclosures. NESR provides oilfield services in the Middle East and North Africa.

8-KPress release / Reg FDAug 108-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

National Energy Services Reunited Corp. (NESR) filed an 8-K on August 11, 2026 under Items 2.02 and 7.01, reporting quarterly financial results and furnishing concurrent Regulation FD investor materials. Body unavailable — earnings details are in Exhibit 99.1, which is not included in the excerpt. NESR provides oilfield services in the Middle East/North Africa region. The Reg FD item covers investor presentations or communications distributed simultaneously with the earnings disclosure.

8-KMaterial eventAug 108-K — Item 4.01
AI summary

National Energy Services Reunited Corp. (NESR) filed an 8-K on August 11, 2026 (event date August 4) under Item 4.01, reporting a change in its certifying independent auditor. Item 4.01 changes are required to disclose whether the change was voluntary or the result of a dispute, and whether there were any disagreements with the prior auditor. The excerpt is the cover page; the specific auditor change details and any reported disagreements are in the body. Auditor changes can signal financial reporting concerns or routine fee renegotiations.

8-KOfficer or director changeJul 218-K — Item 5.02: Officer or director change
AI summary

NESR filed an 8-K under Item 5.02 announcing the appointment of Maen Razouqi as an additional independent member of the Board. Additionally, Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers (d) On July 15, 2026, the board of directors (the “Board”) of National Energy Services Reunited Corp. Personnel changes at the executive or board level are typically administrative but can signal strategic shifts depending on context.

S-3ASRAuto-shelf registrationMay 26S-3ASR
AI summary

National Energy Services Reunited Corp. filed an S-3ASR automatic shelf registration, becoming effective immediately upon filing. The shelf allows the Middle East-focused oilfield services company to issue equity, debt, or other securities on short notice, providing capital markets flexibility for potential strategic transactions or financing needs.

8-KPress release / Reg FDMay 148-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMay 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KShareholder voteMay 78-K — Item 5.07: Shareholder vote
+ 8 other (3 13Gs · 2 10-Qs · 1 3 · 1 proxy) in window

Recent news

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

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Voices on X · last 7 days

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

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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