NBR Earnings
Tuesday, May 05 2026
EPS Estimate
$-1.95
$-2.53 – $-1.12
Revenue Estimate
$771M
Current Price
$79.52
Our Position
bullishQ4 beat sparks analyst upgrades, debt at 21-year low
structured data
est. revisions rising
(+19.7pp / 30d)
The earnings beat combined with dramatic debt reduction signals Nabors has moved past margin pressure and execution risk. A balance sheet this clean — coupled with accelerating free cash flow — gives the company real financial flexibility to return capital or invest through the next industry downturn.
Watch: Watch Q1 2026 guidance and any capital allocation announcements (dividends, buybacks, or M&A). With debt at a 21-year low, management has the room to move; how they deploy it will tell you whether this beat marks a structural inflection or a cyclical peak.
Data Signal Summary
1 bullish
2 bearish
Estimates down -18%
Put/call 0.2 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
mixed
Price Trend
downtrend
From 52w High
-6.0%
P/E Ratio
4.9
Est. Revisions (30d)
-18.1% 0up/2dn
Analyst Target (mean)
$85 $65–$100 +7%
Options P/C Ratio
0.17
Est. Dispersion
18% 2 analysts
Fund Convergence
strong Citadel, Two Sigma, Renaissance, D.E. Shaw
Recent Activity
insider trades
32 transactions
Buy
·
YEARWOOD JOHN (Director)
·6,410 shares
·$500,747
Award
·
ANDREWS MARK D (Officer)
·6,346 shares
Award
·
RODRIGUEZ RODRIGUEZ MIGUEL ANGEL (Chief Financial Officer)
·3,905 shares
Award
·
PETRELLO ANTHONY G (Chief Executive Officer)
·48,621 shares
Other
·
PETRELLO ANTHONY G (Chief Executive Officer)
·18,000 shares
27 more
Other
·
PETRELLO ANTHONY G
·54,514 shr
Other
·
RESTREPO WILLIAM J
·17,105 shr
Other
·
ANDREWS MARK D
·1,642 shr
Award
·
RODRIGUEZ RODRIGUEZ MIGUEL ANGEL
·20,784 shr
Other
·
RODRIGUEZ RODRIGUEZ MIGUEL ANGEL
·2,736 shr
Award
·
RODRIGUEZ RODRIGUEZ MIGUEL ANGEL
·4,807 shr
Other
·
RESTREPO WILLIAM J
·12,773 shr
Sell
·
VARDE PARTNERS INC
·312,378 shr
·$12,819,603
Award
·
TUDOR DAVID J
·6,440 shr
Exercise
·
VARDE PARTNERS INC
·295,500 shr
·$8,865,000
Award
·
CRANE JAMES ROBERT
·6,277 shr
Award
·
KOTTS JOHN P.
·6,277 shr
Award
·
CHASE ANTHONY R.
·6,277 shr
Award
·
LINN MICHAEL C
·6,277 shr
Award
·
YEARWOOD JOHN
·6,277 shr
Award
·
BEDER TANYA S
·6,277 shr
Award
·
ANDREWS MARK D
·9,124 shr
Award
·
PETRELLO ANTHONY G
·42,970 shr
Other
·
PETRELLO ANTHONY G
·32,466 shr
Award
·
RESTREPO WILLIAM J
·24,554 shr
Other
·
RESTREPO WILLIAM J
·9,810 shr
Award
·
CRANE JAMES ROBERT
·951 shr
Award
·
KOTTS JOHN P.
·951 shr
Award
·
CHASE ANTHONY R.
·951 shr
Award
·
LINN MICHAEL C
·951 shr
Award
·
YEARWOOD JOHN
·951 shr
Award
·
BEDER TANYA S
·951 shr
analyst ratings
2 ratings
Morgan Stanley
→Overweight
5d ago
Piper Sandler
→Overweight
5d ago
Explore more
