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SDSDRL

Seadrill Limited

$SDRL·$2.8B·Oil & Gas Drilling·Energy
$45.58+0.0%YTD+32.0%1Y+49.2%
Price updated 9h ago·X counts updated 1d ago
SDSDRL
$SDRLSeadrill Limited
$45.58+0.02%2 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SDRL 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.

2X posts · last 7 days
Sep 11Sep 27
Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-08-17

Seadrill chatter is uniformly bullish - Q2 delivered a beat with adjusted EPS $0.47 vs $0.21 (beat by 124%) and revenue $449M vs $377.5M (+19% YoY). SDRL added $187M to backlog (West Vela $161M one-year Talos contract, West Capella $26M PTTEP extension) bringing total backlog to ~$2.9B. Management framed the offshore outlook as very exciting, and this earnings season is called one of the most positive read-throughs in a long time for offshore, with 2027-2028 set up as strong years.

Read what X is saying about $SDRL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SDRL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-28

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

Offshore driller crushing EPS with Elliott at 5.8% and 2027-28 day-rate visibility building

Seadrill is one of the cleanest offshore-cycle plays and the numbers are catching up to the setup.

  • Q2 EPS came in $0.47 versus a $0.29 estimate — a 62% beat — with revenue +19% YoY to $449M as day-rates fed through and $187M was added to backlog (West Vela one-year with Talos at $161M plus West Capella PTTEP extension at $26M), lifting total backlog to about $2.9B.
  • Elliott Investment Management remains at 5.8% via its 8th 13D amendment on September 17 — an activist position that has now sat through multiple quarters rather than a fresh entry, which anchors the governance framing.
  • Analyst 2027 EPS at $3.53 and 2028 at $4.10 versus a modest 2026 number embed the deep-cycle offshore recovery — the tape at +45% t12m is trading toward it, not away from it.

The November 4 print is the next incremental data point; any additional contract wins or day-rate disclosure keeps the trajectory intact.

Agrees with X sentimentX chatter frames the Q2 as one of the most positive offshore read-throughs in years, with the $2.9B backlog and 2027-28 setup — the bundle supports that read (62% EPS beat, rising estimates, Elliott holding).

What to watch: Q3 print November 4, further backlog additions and day-rate disclosure, Elliott's next 13D update, floater vs. jack-up mix, any contract cancellations or delays in ultra-deepwater.

On the calendar: Q3 earnings 2026-11-04

Read the AI verdict on $SDRL

  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Offshore contract driller operating drillships, semi-submersibles, and jack-ups for oil and gas exploration in deepwater and harsh environments.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Drilling sits in its cycle right now — and what that implies for $SDRL.

Oil & Gas Drilling · Energy

No material change from last week — Ultra-deepwater rig scarcity sustains elevated day-rates as disciplined newbuild ordering limits supply response.

What this means for $SDRL

Neutral — Offshore contract driller operating drillships, semi-submersibles, and jack-ups for oil and gas exploration in deepwater and harsh environments.

Top industry ETF

$OIHVanEck Oil Services ETF
+36.3%YTD
+47.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
2338.0How 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
0.2%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
9.3%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
-4.0%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
1.9Same 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
0.0%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
25.0%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$0.47$0.29+62.1%
Q1 2026May 11, 2026$-0.11$-0.10-10.0%
Q4 2025Feb 25, 2026$0.12$0.07+71.4%
Q3 2025Nov 5, 2025$-0.17$0.26-165.4%
Next earningsWed, Nov 4·consensus EPS $0.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$449.0M+19.1%38.5%16.0%$0.47$-5.0M
Q1 FY26$358.0M+6.9%14.0%7.0%$-0.11$-35.0M
Q4 FY25$362.0M+25.3%12.7%5.2%$-0.16$-85.0M
Q3 FY25$352.0M-0.6%31.8%7.4%$-0.18$9.0M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.6B$1.5B – $1.6B$0.79$0.07 – $1.494
FY27$1.7B$1.7B – $1.8B$3.53$3.41 – $3.654
FY28$1.7B$1.7B – $1.9B$4.10$3.61 – $5.004

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.1.1×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.64%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.-1.4%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.+5.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 57.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% 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.β1.395-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 11Grant R CreedCFO34.1K sh$1.5MSellJun 11Marcel WieggersSenior VP, Operations13.5K sh$606KSellJun 10Torsten Sauer-petersenSee Remarks42.6K sh$1.9MSellJun 10Todd D StricklerSVP & General Counsel31.4K sh$1.4M
+ 30 other (15 exempts · 9 awards · 6 inkinds) in window

See when $SDRL 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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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

SC 13D/AActivist amendmentSep 21SC 13D/A
AI summary

Elliott Investment Management L.P. filed Amendment No. 8 to its Schedule 13D on Seadrill Ltd (SDRL, offshore drilling) on September 17, 2026, reporting beneficial ownership of 3,643,112 common shares (5.8% of 62.5 million shares outstanding as of August 6, 2026) with a total acquisition cost of approximately $80.65 million. The filing updates Items 3 and 5 with no new stated intent to pursue specific corporate actions. Elliott's 5.8% stake, the 8th amendment since its original April 2023 filing, maintains its position above the activist-threshold 5% level in the offshore driller.

8-KMaterial agreementJun 308-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Seadrill Finance Limited (wholly owned subsidiary of Seadrill, SDRL) issued $700 million of 6.750% Senior Notes due 2034 on June 30, 2026 in a Rule 144A/Regulation S private placement. This is a significant capital markets transaction providing long-term fixed-rate financing for the offshore driller.

8-KPress release / Reg FDJun 228-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Seadrill (SDRL) issued a press release on June 22, 2026 announcing it extended its share repurchase program through December 31, 2026. The extension gives Seadrill continued authorization to buy back its shares through year-end.

8-KMaterial agreementJun 188-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Seadrill (SDRL) entered into Amendment No. 2 to its Senior Secured Revolving Credit Agreement on June 16, 2026, replacing J.P. Morgan SE as administrative agent with JPMorgan Chase Bank, N.A., with GLAS Trust as security agent. This is an administrative amendment updating the agent bank entity.

8-KPress release / Reg FDJun 158-K — Item 7.01: Press release / Reg FD
AI summary

Seadrill (SDRL) announced on June 15, 2026 its intention to offer $600 million of senior unsecured notes through Seadrill Finance Limited in a Rule 144A/Regulation S private placement, subject to market conditions. This deal intention announcement preceded the $700 million offering completed June 30, 2026, with the final size increasing from the initial $600 million target.

8-KOfficer or director changeJun 58-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
+ 10 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Best Momentum Stocks to Buy for September 25thzacks.com·4d agoNew Strong Buy Stocks for September 25thzacks.com·4d agoBest Momentum Stocks to Buy for September 21stzacks.com·8d agoNew Strong Buy Stocks for September 21stzacks.com·8d agoCan Seadrill (SDRL) Run Higher on Rising Earnings Estimates?zacks.com·13d ago

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Voices on X · last 7 days

No standout posts about $SDRL 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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