$NESR

National Energy Services Reunited Corp.

alphai earnings readSecond Quarter 2026 · AUG 10National Energy Services Reunited Corp. Reports Second Quarter 2026 Financial ResultsVerdict: strong

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

No enriched coverage for $NESR in the last 7 days.

$4.0M
Angeli Stefan
0%
See all $NESR insider activity →
Low

Foda Sherif sold $3.5M of NESR

Foda Sherif (Chief Executive Officer) sold 100,000 shares of National Energy Services Reunited Corp. (NESR) at $35.00 ($3.50M total) on 2026-08-31.

Angeli Stefan sold $477K of NESR

Angeli Stefan (Chief Financial Officer) sold 13,570 shares of National Energy Services Reunited Corp. (NESR) at $35.12 ($0.48M total) on 2026-08-18.

NESR Q2 2026 Earnings Call Transcript

National Energy Services Reunited Corp. (NESR) reported Q2 2026 revenue of $520.8 million, up 28.7% sequentially and 59.1% year over year. Adjusted EBITDA was $106.2 million (20.4% margin). Adjusted net income was $45.5 million and adjusted diluted EPS $0.44. Full-year 2026 guidance calls for at least $2 billion revenue, plus a $0.10 quarterly dividend and $50 million buyback.

NESR sentiment & insider activity

Recent NESR coverage spans earnings, insider activity and market movers.

In the last 30 days, NESR insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($4.0M). The most active reporter was Angeli Stefan, Chief Financial Officer, with 1 filing.

What's driving NESR

  • The insider sale reduces the CEO's stake and may signal reduced confidence, potentially pressuring the stock short-term.

    SEC EDGAR · Sep 2, 2026

  • The insider sale may signal personal liquidity needs or lack of confidence, potentially pressuring the stock short-term.

    SEC EDGAR · Aug 21, 2026

  • Guidance and capital allocation (dividend, buyback) plus record cash flow and EBITDA margin expansion are likely to support the stock, while geopolitical freight and Iraq activity remain key downside risks.

    fool.com · Aug 17, 2026

  • The article frames near-term growth and margin upside from fleet deployment and contract ramp-ups, but flags regional logistics risk to margins.

    yahoo.com · Aug 13, 2026

  • Near-term oilfield services sentiment likely lifted by higher Brent and tighter supply-shock expectations tied to Hormuz risk.

    yahoo.com · Aug 12, 2026

alphai scores every news story that mentions NESR with an AI model for sentiment and relevance, and aggregates insider trades from National Energy Services Reunited Corp.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $NESR

Score
$NESRMedAI 8/10

NESR Q2 2026 Earnings Call Transcript

National Energy Services Reunited Corp. (NESR) reported Q2 2026 revenue of $520.8 million, up 28.7% sequentially and 59.1% year over year. Adjusted EBITDA was $106.2 million (20.4% margin). Adjusted net income was $45.5 million and adjusted diluted EPS $0.44. Full-year 2026 guidance calls for at least $2 billion revenue, plus a $0.10 quarterly dividend and $50 million buyback.

$NESRLow

NESR Q2 Deep Dive: Growth Accelerates on Jafurah Ramp and Regional Execution

NESR said growth is supported by ramping a fifth hydraulic fracturing fleet in Saudi Arabia and additional contract activity in Kuwait, the UAE, and North Africa, targeting sequential revenue and margin improvement. It also plans to commercialize advanced drilling and decarbonization pilots (ROYA, NEDA) into revenue from 2027 onward, while noting geopolitical and logistics risks to costs. NESR trades at $36.05.

$NESRMed

National Energy Services Reunited Q2 Earnings Call Highlights

National Energy Services Reunited (NESR) reported Q2 adjusted EBITDA margin support from seasonal improvement, project ramp-ups and efficiencies at Jafurah, offset by about $4 million (80 bps) of incremental freight and logistics costs tied to geopolitics. Operating cash flow was $174M and free cash flow $99.9M. 2026 revenue objective is $2B minimum; full-year capex $210M to $215M.

$ABXMed

Barrick Profit Soars, Nvidia Eyes $500B AI Push, M&A Accelerates

The article reports multiple US corporate updates. Barrick Mining said Q2 profit rose 50% to $1.22B, with revenue up 44% to $5.29B, and agreed with Newmont on a $1.95B cash top-up to expand Nevada Gold Mines. Nvidia is working on a $500B AI financing venture; Intel announced a $15B stock offering. It also covers results for Axsome (revenue +46%), Monday.com, RadNet, NESR, and Camtek.

$NESRMed

Why National Energy Stock Climbed to a New All-Time High Today

National Energy Services Reunited (NESR) shares rose 23.32% to a new all-time high after the company reported Q2 results. Revenue increased 59% to $521 million. Adjusted net income rose 126% to $45 million, EPS climbed 110% to $0.44, and free cash flow grew to $100 million. NESR said it maintained operations amid regional conflict and ended June 30 with $175 million cash.

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