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National Energy Services Reunited Corp. Stock Price

NasdaqCM:NESR Community·US$2.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 39 Fair Values set on narratives written by author

NESR Share Price Performance

US$28.62
22.26 (350.00%)
US$30.00
Fair Value
US$28.62
22.26 (350.00%)
4.6% undervalued intrinsic discount
US$30.00
Fair Value
Price US$28.62
AnalystLowTarget US$30.00
AnalystConsensusTarget US$31.86
AnalystHighTarget US$34.78

NESR Community Narratives

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Fair Value US$30 4.6% undervalued intrinsic discount

Rising MENA Risks Will Constrain Projects Yet Foster Cautious Optimism

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Fair Value US$31.86 10.2% undervalued intrinsic discount

Revenue Recovery and Sector Rebound Will Drive Long-Term Shareholder Returns

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·
Fair Value US$34.78 17.7% undervalued intrinsic discount

Rising MENA Demand Will Boost Oilfield Service Expansion

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US$34.78
17.7% undervalued intrinsic discount
Revenue
29.38% p.a.
Profit Margin
14.2%
Future PE
11.31x
Price in 2029
US$42.91

Trending Discussion

Updated Narratives

NESR logo

NESR: Jafurah Momentum And Energy Security Will Define Balanced Risk Reward

Fair Value: US$30 4.6% undervalued intrinsic discount
1 users have set this as their fair value
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NESR logo

NESR: Energy Security And Q1 Execution Will Support Future Stock Repricing

Fair Value: US$31.86 10.2% undervalued intrinsic discount
11 users have set this as their fair value
0 users have commented on this narrative
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NESR logo

NESR: Early Jafurah Ramp And Resilient Margins Will Support Long Cycle Cash Flows

Fair Value: US$34.78 17.7% undervalued intrinsic discount
4 users have set this as their fair value
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Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

0 Risks
2 Rewards

National Energy Services Reunited Corp. Key Details

US$1.4b

Revenue

US$1.2b

Cost of Revenue

US$178.0m

Gross Profit

US$113.4m

Other Expenses

US$64.6m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.64
12.49%
4.53%
29.4%
View Full Analysis

About NESR

Founded
2017
Employees
7352
CEO
Sherif Foda
WebsiteView website
www.nesr.com

National Energy Services Reunited Corp. provides oilfield services in the Middle East and North Africa. The company’s Production Services segment offers hydraulic fracturing services; coiled tubing services, including nitrogen lifting, fishing, milling, clean-out, scale removal, and other well applications; stimulation and pumping services; primary and remedial cementing services; nitrogen services; filtration services, as well as frac tanks and pumping units; and pipeline and industrial services, such as water filling and hydro testing, nitrogen purging, and de-gassing and pressure testing, as well as cutting/welding and cooling down piping/vessels systems. This segment also provides production assurance chemicals; integrated production management projects; artificial lift services; and surface and subsurface safety systems, high-pressure packer systems, flow controls, service tools, expandable liner technology, vacuum insulated tubing technology for steam applications, and engineering capabilities with manufacturing capacity and testing facilities, as well as sources and treats water for oil and gas, municipal, and industrial use. The Drilling and Evaluation Services segment offers drilling and workover rigs; rigs and integrated services; fishing and remediation solutions; directional and turbines drilling; drilling fluid systems and related technologies; wireline logging; slickline services, descaling, wax and sand cleanout, plug setting, gas lift valve changeout, fishing and other complex well applications; and well testing services to measure solids, gas, and oil and water produced from well, as well as drilling tools and machine shop services. This segment also provides oilfield solutions for thru-tubing intervention; tubular running services; and a range of wellhead products, flow control equipment, and frac equipment. National Energy Services Reunited Corp. was incorporated in 2017 and is headquartered in Houston, Texas.

Recent NESR News & Updates

Narrative Update Jul 03

NESR: Jafurah Momentum And Energy Security Will Define Balanced Risk Reward

The analyst price target for National Energy Services Reunited is updated from $21.42 to $30.00, reflecting Street analysts' recent upward revisions into the mid $30s based on expectations for stronger Jafurah related activity, Q2 revenue and EBITDA tracking above prior estimates, and support from the broader Energy Security theme highlighted after Q1 earnings. Analyst Commentary Recent research on National Energy Services Reunited highlights a mix of optimism around project activity and Q1 results, alongside selective caution where analysts see risks around execution, growth durability, and how much upside is already reflected in valuation.

Recent updates

No updates