NOV: Strategic Hold Amid Transition Toward 2026 Cycle Convergence [Seeking Alpha]
NOV Inc. (NOV)
Last nov inc. earnings: 4/27 06:45 pm
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US:NYSE Investor Relations:
nov.com
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Source: Seeking Alpha
Record $4.56B backlog and strong FCF ($245M in Q3) provide valuation support, but operational friction and litigation risks cap near-term upside. Bearish catalysts include aftermarket revenue compression, royalty litigation losses, and rising tariff expenses that may offset cost savings. Technical analysis targets $19.15–$23.38 (43% upside), but a breach below $14.43 invalidates the bullish setup; monitoring aftermarket bookings and litigation outcomes is critical. Sharkyjones/iStock Editorial via Getty Images My ‘Hold' investment thesis for NOV Inc. ( NOV ) depends on a transition year in FY2025 that leads to a possible blending of offshore and international upcycles in FY2026. The logic for a Hold rating This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opin
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NOV
News
- NOV (NYSE:NOV) had its "hold (c)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- NOV (NYSE:NOV) had its "neutral" rating reaffirmed by analysts at Citigroup Inc..MarketBeat
- 3 Industrials Stocks with Open Questions [Yahoo! Finance]Yahoo! Finance
- Natura Resources Purchases Shepherd Power; Partners with NOV to Deploy Gigawatts of SMRs in early 2030s [Yahoo! Finance]Yahoo! Finance
- Natura Resources Purchases Shepherd Power; Partners with NOV to Deploy Gigawatts of SMRs in early 2030sPR Newswire
NOV
Earnings
- 10/27/25 - Miss
NOV
Sec Filings
- 11/24/25 - Form 4
- 11/24/25 - Form 4
- 11/24/25 - Form 4
- NOV's page on the SEC website