NOV Inc.
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See all $NOV insider activity →NOV Inc. reported Q3 2026 revenues of $2.23B, up 2% YoY, with net income of $90M, up $48M YoY. Adjusted EBITDA was $281M, up $23M YoY. Bookings were $577M, with a book-to-bill of 91%. The company expects Q4 revenues to be flat YoY and Adjusted EBITDA between $260M and $290M. NOV repurchased 0.8M shares and had $1.5B in debt as of Q3 2026.
NOV's 2026 Rig Census reports diverging drilling markets due to geopolitical disruption. US and Canadian land activity strengthened, while offshore utilization declined. US fleet shrank to 931 rigs, with utilization at 67%. Global offshore fleet contracted to 615 rigs, with jackup suspensions affecting the market. Recovery outlook varies by rig class and market.
NOV Inc.'s average stock price target increased from $22.33 to $22.65, with a range of $18 to $26, according to 17 analysts. This implies a 22% upside from the Oct. 7 closing price. The consensus rating remains 'Hold' among 21 analysts.
Over the past 7 days, AlphAI's AI scored 6 news stories mentioning NOV (NOV Inc.). Coverage has been balanced: 0 bullish, 6 neutral, and 0 bearish.
Recent NOV coverage spans earnings, sector analysis and financial news.
Earnings beat on revenue but profit down sequentially; guidance flat may weigh on price.
US rig fleet contraction and higher utilization may pressure NOV's service pricing and contract pipeline.
Target raise suggests modest bullish sentiment.
The high payout ratio may pressure cash flow and margins, potentially weighing on the stock.
Earnings beat and share repurchase suggest short-term upside.
AlphAI scores every news story that mentions NOV with an AI model for sentiment and relevance, and aggregates insider trades from NOV Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
NOV Inc. reported Q3 2026 revenues of $2.23B, up 2% YoY, with net income of $90M, up $48M YoY. Adjusted EBITDA was $281M, up $23M YoY. Bookings were $577M, with a book-to-bill of 91%. The company expects Q4 revenues to be flat YoY and Adjusted EBITDA between $260M and $290M. NOV repurchased 0.8M shares and had $1.5B in debt as of Q3 2026.
2 min readNOV's 2026 Rig Census reports diverging drilling markets due to geopolitical disruption. US and Canadian land activity strengthened, while offshore utilization declined. US fleet shrank to 931 rigs, with utilization at 67%. Global offshore fleet contracted to 615 rigs, with jackup suspensions affecting the market. Recovery outlook varies by rig class and market.
3 min readNOV Inc.'s average stock price target increased from $22.33 to $22.65, with a range of $18 to $26, according to 17 analysts. This implies a 22% upside from the Oct. 7 closing price. The consensus rating remains 'Hold' among 21 analysts.
1 min readNOV Inc. paid a $0.09 per share dividend, with ex-dividend and payment dates set for September 2026. The payout ratio of 1.62 raises questions about cash generation and profitability. Analysts project 2029 revenues of $9.6B and earnings of $540.4M, with potential upside. NOV's dividend strategy and financial health are under scrutiny.
2 min readNov Inc. (NOV) shares rose 6.1% since its last earnings report, outperforming the S&P 500. Q2 adjusted earnings of 31 cents per share beat estimates, up 6.9% year-over-year, driven by Energy Equipment. Revenue of $2.1B beat estimates but fell 2.5% year-over-year. The company repurchased $63M in shares and paid $64M in dividends.
2 min readValaris (VTOL) reported $539.2M revenue, down 12.4% YoY, beating estimates. ProPetro (PUMP) reported $305.8M revenue, down 6.2% YoY, missing estimates. NOV (NOV) reported $2.13B revenue, down 2.5% YoY, beating estimates. Helix Energy (HLX) reported $304M revenue, flat YoY, missing revenue but beating EPS and EBITDA estimates. All stocks rose post-earnings.
3 min readNOV said it commissioned the iNOVaTHERM portable drilling fluids treatment unit in Guyana, its first Western Hemisphere installation. The indirect thermal system processes drilling waste streams locally, aiming to reduce transport of liquids to Trinidad. NOV cited less than 0.1% oil-on-cuttings and recovery of base oil and water. Commissioning occurred in April 2026.
3 min readHARRISON DAVID D sold 9,594 shares of NOV Inc. (NOV) at $19.21 ($0.18M total) on 2026-07-31.
2 min readNOV Inc. reported Q2 adjusted EPS of 31 cents, above the Zacks Consensus estimate of 16 cents, on revenue of $2.1 billion, also above expectations. Margins improved, with Energy Equipment EBITDA $200 million and a 16.4% margin. Revenues were mixed across segments, and management guided Q3 2026 revenue flat to up 2% and EBITDA $240–$270 million.
7 min readMorgan Stanley research cited by the article says the median S&P 500 EPS surprise was 6% in Q1 2026, above the long-run ~5.5% average. FactSet research cited says firms with positive EPS surprises tend to keep outperforming after results. The article lists 28 companies that beat Wall Street EPS expectations, including Ford (EPS $0.66 vs $0.31), Bloom Energy (EPS $0.78 vs $0.37; revenue >$1B, +164% YoY), and Incyte (EPS $3.09 vs $0.94).
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