Here's Why Noble's CEO Says Higher Oil Prices Haven't Sparked More Drilling

Oil prices have surged more than 85% this year, yet Noble's CEO says offshore drilling demand has barely budged. His explanation reveals a surprising disconnect between commodity prices and the decisions of the world's biggest energy producers.

24/7 Wall Street • 13 hours ago

Noble Q3 Earnings Call Highlights

Noble NYSE: NE reported third-quarter 2026 adjusted EBITDA of $201 million on revenue of $684 million, as several rigs transitioned between contracts during the period. The offshore driller generated cash flow from operations of $144 million, spent $192 million on capital expenditures and recorded negative free cash flow of $48 million.

MarketBeat • Oct 27, 2026

Noble Corporation plc (NE) Q3 2026 Earnings Call Transcript

Noble Corporation plc ( NE ) Q3 2026 Earnings Call October 27, 2026 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 Fredrik Stene - Clarksons Platou Securities AS, Research Division Scott Gruber - Citigroup Inc., Research Division Keith Beckmann - Pickering Energy Partners LP Edward Kim - Barclays Bank PLC, Research Division Jeffrey LeBlanc - TPH Research Noel Parks - Tuohy Brothers Investment Research, Inc. Gregory Lewis - BTIG, LLC, Research Division Presentation Operator Hello, and thank you for standing by. My name is Lacy, and I will be your conference operator today.

Seeking Alpha • Oct 27, 2026

NOBLE CORPORATION PLC ANNOUNCES THIRD QUARTER 2026 RESULTS

Approximately $560 million in new contract value awarded since the July fleet status report; backlog stands at $6.7 billion. $0.50 per share cash dividend declared for Q4, maintaining consistent return of capital program.

PRNewsWire • Oct 26, 2026

Noble Corporation PLC (NE) Reports Q3 Loss, Tops Revenue Estimates

Noble Corporation PLC (NE) came out with a quarterly loss of $0.57 per share versus the Zacks Consensus Estimate of $0.2. This compares to earnings of $0.19 per share a year ago.

Zacks Investment Research • Oct 26, 2026

Noble Corporation PLC (NE) Earnings Expected to Grow: Should You Buy?

Noble Corporation PLC (NE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Oct 19, 2026

Noble Corporation plc to announce third quarter 2026 results

HOUSTON, Oct. 12, 2026 /PRNewswire/ -- Noble Corporation plc ("Noble" or the "Company") (NYSE: NE) today announces plans to report financial results for the third quarter on Monday, October 26, 2026. The Company's earnings press release and accompanying earnings presentation will be available on Noble's website at www.noblecorp.com.

PRNewsWire • Oct 12, 2026

Noble: Higher Dayrates Are Not Enough To Restore Earnings

Noble is rated Hold with a fair value target of $42, reflecting limited near-term upside after a 45% stock rally. NE's Q2 results showed revenue and EBITDA declines, but a robust contract backlog supports gradual margin and FCF recovery by 2027. Valuation across DCF and multiples signals NE is fairly valued, with baseline downside of 1–4% and symmetrical risk to both upside and downside scenarios.

Seeking Alpha • Oct 9, 2026

Desiree Ritter, MHA, BSN, RN, NE-BC, Named Chief Nursing Officer at Children's Hospital Los Angeles

LOS ANGELES--(BUSINESS WIRE)--Children's Hospital Los Angeles (CHLA) has appointed Desiree Ritter, MHA, BSN, RN, NE-BC, as Senior Vice President of Patient Care Services and Chief Nursing Officer (CNO) after a comprehensive national search. She has been serving in an interim CNO role since July 2026. Ritter will help develop initiatives to enhance and optimize patient care and nursing services; address the developing needs of the community; recruit, retain, and optimize CHLA's world-class nursi.

Business Wire • Oct 6, 2026

Noble Corporation Secures Long-Term Ghana Drilling Contract

NE secures a long-term Tullow contract for up to 10 Ghana wells, extending the Noble Faye Kozack's utilization into 2027.

Zacks Investment Research • Sep 29, 2026