Noble Corp

NE

Market cap $5.24B

Hara Capital purchased 173,597 shares of Noble Corporation during the fourth quarter. The position had a $4.9 million value at quarter end.

Noble Corporation is positioned for upside as offshore drilling consolidates, with a high-spec fleet and a strengthened balance sheet post-bankruptcy. NE's focus on 7th-generation drillships and recent M&A activity creates a capital moat, limiting new supply and supporting high day rates. Current market softness is expected to continue until late 2026, but NE's fleet is poised to benefit from rising demand and utilization into 2027.

Dallas-based Canyon Capital Advisors reported its position in Noble fell by 158,607 shares during the third quarter, leading the overall position value to fall by about $2 million. Following the sale, the fund reported still holding 1.3 million shares of Noble valued at about $36.9 million.

Bought 699,395 shares, raising position value by $20.44 million Post-trade stake: 1,081,635 shares valued at $30.59 million Position now accounts for 3.7% of AUM, placing it outside the fund's top five holdings

Noble Corporation plc (NYSE:NE ) Q3 2025 Earnings Call October 28, 2025 9:00 AM EDT Company Participants Ian MacPherson - Vice President of Investor Relations Robert Eifler - President, CEO & Director Richard Barker - Executive VP & CFO Conference Call Participants Arun Jayaram - JPMorgan Chase & Co, Research Division Gregory Lewis - BTIG, LLC, Research Division Edward Kim - Barclays Bank PLC, Research Division Fredrik Stene - Clarksons Platou Securities, Inc., Research Division Doug Becker - Capital One Securities, Inc., Research Division Noel Parks - Tuohy Brothers Investment Research, Inc. Joshua Jayne - Daniel Energy Partners, LLC Presentation Operator Thank you for standing by. My name is Carly, and I will be your conference operator today.

Noble Corporation PLC (NE) came out with quarterly earnings of $0.19 per share, missing the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.58 per share a year ago.

Approximately $740 million in new contract value since August fleet status report, backlog increased to $7.0 billion. $0.50 per share cash dividend declared for Q4, bringing 2025 total shareholder capital returns to $340 million.

HOUSTON , Oct. 13, 2025 /PRNewswire/ -- Noble Corporation plc ("Noble" or the "Company") (NYSE: NE) today announces plans to report financial results for the third quarter 2025 on Monday, October 27, 2025 after the U.S. market close. The Company's earnings press release and accompanying earnings presentation will be available on the Noble website at www.noblecorp.com.

NEW YORK , Sept. 5, 2025 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices effective prior to the open of trading on Monday, September 22, to coincide with the quarterly rebalance.

GCTS, NE and CE have been added to the Zacks Rank #5 (Strong Sell) List on August 15, 2025.