Dec 13, 2025 • FOX 2
BULLISH
NOBLE CORPORATION PLC ANNOUNCES PLANNED DIVESTMENT OF SIX JACKUPS
Noble Corporation plc announced plans to divest six jackup rigs. This includes selling five rigs to Borr Drilling Limited for $360 million and one rig to Ocean Oilfield Drilling for $64 million. These transactions will allow Noble to focus on its deepwater and ultra-harsh environment jackup operations.
Dec 12, 2025 • Insider Monkey
NEUTRAL
JPMorgan Downgrades Noble Corporation (NE) as Part of 2026 Outlook
JPMorgan downgraded Noble Corporation (NE) from 'Overweight' to 'Neutral' as part of its 2026 outlook, citing caution in the oilfield services sector due to reduced upstream spending and Noble's consistent underperformance in earnings estimates. Despite the downgrade, JPMorgan increased NE's price target from $31 to $33. Noble Corporation also announced the sale of six jackup rigs for $424 million, aligning with its strategic shift towards being a pure-play deepwater and ultra-harsh environment jackup operator.
Dec 11, 2025 • Yahoo Finance
BULLISH
NOBLE CORPORATION PLC ANNOUNCES PLANNED DIVESTMENT OF SIX JACKUPS
Noble Corporation plc announced plans to divest six jackup rigs. Five rigs will be sold to Borr Drilling Limited for $360 million, involving a mix of cash and seller notes, with an expected closing in early 2026. A separate transaction involves selling one rig to Ocean Oilfield Drilling for $64 million, anticipated to close in Q2 2026, positioning Noble as a pure-play deepwater and ultra-harsh environment operator.
Dec 09, 2025 • euro-petrole.com
BULLISH
Noble Corporation PLC announces planned divestment of six jackups
Noble Corporation PLC is divesting six jackup rigs for a total of $424 million, selling five to Borr Drilling Limited and one to Ocean Oilfield Drilling. These transactions will allow Noble to focus exclusively on deepwater and ultra-harsh environment jackup operations, and are expected to be immediately accretive to shareholders. The deal with Borr involves cash and seller notes, with Noble also operating two rigs under a bareboat charter for one year.
Dec 09, 2025 • Fox 59
SOMEWHAT-BULLISH
NOBLE CORPORATION PLC ANNOUNCES PLANNED DIVESTMENT OF SIX JACKUPS
Noble Corporation plc announced the planned divestment of six jackups through two separate transactions. The company will sell five rigs to Borr Drilling Limited for $360 million and one rig to Ocean Oilfield Drilling for $64 million, with completion expected in early to mid-2026. These divestments will allow Noble to become a pureplay deepwater and ultra-harsh environment jackup operator, enhancing its balance sheet and focusing its market positions.
Dec 08, 2025 • Yahoo Finance
SOMEWHAT-BEARISH
Night Watch Investment Management’s Strategic Decision to Exit Noble Corporation plc (NE)
Night Watch Investment Management has decided to exit its energy positions, including Noble Corporation plc (NE), due to an unexpected pause in offshore spending. The firm initially invested in offshore energy infrastructure with a view that the cycle had bottomed in 2021, but now expects no resumption of spending until 2027 at the earliest. Despite a modest 2.67% loss on these energy holdings since inception, the fund LP appreciated by 4.28% net of fees in Q3 2025 and 25.88% YTD.