Recent Earnings Impact: National Oilwell Varco (NOV) has sparked some discussion on X following its latest earnings reports and market updates. Users are focusing on the company’s role in upstream oil and gas, with some expressing optimism about potential growth due to underinvestment in the sector. The chatter highlights NOV’s importance in providing equipment and technology amidst declining production curves.
Market Sentiment Shifts: Conversations on X also touch on broader industry challenges, with a few users debating NOV’s ability to capitalize on shale opportunities. There’s a mix of cautious hope and concern over whether the company can navigate global energy demands. The tone suggests a wait-and-see approach among observers.
Note: This discussion summary was generated from an AI condensation of post data.
National Oilwell Varco Insider Trading Activity
National Oilwell Varco insiders have traded $NOV stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $NOV stock by insiders over the last 6 months:
- CHRISTIAN S KENDALL has made 2 purchases buying 70,000 shares for an estimated $1,012,200 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
National Oilwell Varco Congressional Stock Trading
Members of Congress have traded $NOV stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $NOV stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/24 and 1 sale worth up to $15,000 on 07/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
National Oilwell Varco Hedge Fund Activity
We have seen 220 institutional investors add shares of National Oilwell Varco stock to their portfolio, and 260 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- OLDFIELD PARTNERS LLP added 4,768,371 shares (+inf%) to their portfolio in Q3 2025, for an estimated $63,180,915
- AMERICAN CENTURY COMPANIES INC added 2,304,975 shares (+43.6%) to their portfolio in Q3 2025, for an estimated $30,540,918
- ROYAL BANK OF CANADA added 1,589,902 shares (+170.1%) to their portfolio in Q3 2025, for an estimated $21,066,201
- ALYESKA INVESTMENT GROUP, L.P. removed 1,308,452 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $16,264,058
- POLARIS CAPITAL MANAGEMENT, LLC removed 1,303,660 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $17,273,495
- LOOMIS SAYLES & CO L P removed 1,257,933 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $15,636,107
- BLACKROCK, INC. removed 1,110,867 shares (-2.8%) from their portfolio in Q3 2025, for an estimated $14,718,987
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
National Oilwell Varco Analyst Ratings
Wall Street analysts have issued reports on $NOV in the last several months. We have seen 3 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 10/30/2025
- Stifel issued a "Buy" rating on 10/29/2025
- RBC Capital issued a "Outperform" rating on 10/29/2025
- Susquehanna issued a "Positive" rating on 07/30/2025
- Wells Fargo issued a "Underweight" rating on 06/05/2025
To track analyst ratings and price targets for National Oilwell Varco, check out Quiver Quantitative's $NOV forecast page.
National Oilwell Varco Price Targets
Multiple analysts have issued price targets for $NOV recently. We have seen 10 analysts offer price targets for $NOV in the last 6 months, with a median target of $14.5.
Here are some recent targets:
- Scott Gruber from Citigroup set a target price of $16.0 on 11/12/2025
- David Anderson from Barclays set a target price of $13.0 on 11/11/2025
- Neil Mehta from Goldman Sachs set a target price of $14.0 on 11/05/2025
- Stephen Gengaro from Stifel set a target price of $19.0 on 10/29/2025
- Keith Mackey from RBC Capital set a target price of $19.0 on 10/29/2025
- Luke Lemoine from Piper Sandler set a target price of $14.0 on 08/14/2025
- Arun Jayaram from JP Morgan set a target price of $15.0 on 07/30/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
