NE Noble Corporation plc Loading... : Bullish and Bearish Analyst Opinions
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14:01
Jun 20
Jun 20
Expert commodity producer basket for bull cycle
Commodity markets may be in an early bull cycle. Rather than trading commodities directly, owning a basket of leading commodity producer/marketing companies (Noble, Glencore, Vale, Rio Tinto, Alcoa) provides exposure to the cycle with dividend income and the expertise of professional commodity traders. He remains invested in this wedge of names.
MED
02:19
Jun 03
Jun 03
Author profiles NE with Q1 2026 EBITDA $277M, full-year guidance $940M–$1.02B, $7.2B–$7.5B backlog, forward P/E 16–17x, and 4.2% dividend yield; no explicit personal position stated.
MED
00:18
Jun 03
Jun 03
Named in thematic energy basket; profitable offshore driller with $7.5B backlog, 4% dividend yield, and $940M–$1.02B 2026 EBITDA guidance. No explicit ownership language.
MED
06:08
May 29
May 29
Author corrects a ticker symbol and notes similarity in Grok's list, treating the energy/power stock basket as a research watchlist rather than an active position.
LOW
06:05
May 29
May 29
Author asks for long-term energy stock picks and a short thesis but provides no personal position or forward call, only a list of names.
LOW
06:04
May 29
May 29
Author is bullish on energy/power stocks as a major future theme, citing these five tickers as personal long-term holds.
MED
14:00
May 21
May 21
Energy underowned, expect massive rally.
Energy is massively underowned at only 3% of the S&P 500, up 35% year-to-date, and will likely rip like gold and silver did last year as investors scramble to catch up. He owns a full spectrum from producers (Chevron, Exxon, Matador) to midstream/pipelines (Enterprise Products, Energy Transfer) to rigs (Transocean, Noble Drilling) and services (Schlumberger, National Energy Services Reunited). The thesis is supported by strong cash flows, dividends, and years of required maintenance work.
HIGH
21:51
Apr 29
Apr 29
Noble Corp (NE) is another major offshore driller with exposure to the same macroeconomic dislocation in the oil market. The widening gap between front-month and deferred crude implies sustained demand for deepwater drilling, supporting NE’s earnings growth. Long NE to capture the sector-wide re-rating as physical reality replaces hope of a quick diplomatic off-ramp. Overleverage in the sector if oil retreats; execution risk on new contracts.
HIGH
About NE Analyst Coverage
Buzzberg tracks NE (Noble Corporation plc) across 4 sources. 3 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (38%). 8 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Leslie Harris, __con_, Ted Oakley.