Noble Corporation (NE)
NYSEEnergyOil & Gas DrillingSnapshot 2026-09-04
NYSEEnergyOil & Gas DrillingSnapshot 2026-09-04
Research Workspace
Put NE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Energy is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Avoid revenue decline worse than -10% next year: FY27 rev est -12.7% vs -10% target.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityManagement screens weak on earnings delivery, margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskNoble Corporation's growth has to keep compounding to justify the price. Revenue estimates for FY27 show a decline of 12.7%, worse than the -10% target. The company trades at 2.4× price-to-sales, above the 1.7× peer median, indicating an expensive valuation. The price reflects less growth than forecast, suggesting expectations look modest versus our view. A primary pillar has broken, with revenue decline posing a significant risk. Peer multiples imply a price about 40% below where it trades. This read is provisional.
Trailing returns as of 2026-09-04. NE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering NE (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare NE with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| NE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 8 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Energy (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put NE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Sales beat but stock drop raises guidance concerns.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Advances: Maintain contract backlog and secure new contracts
Upgrade indicates positive outlook on contract backlog growth.
Advances: Maintain contract backlog and secure new contracts
New contract secures backlog, aligns with growth objective.

Advances: Maintain contract backlog and secure new contracts
Large contract extension enhances backlog, supports growth.