Noble Corporation (NE) Stock Falls on Q4 2025 Earnings

Noble Corporation plc (NE) reported fourth-quarter 2025 results showing lower revenue and compressed margins.

Total revenue: $764.4 million (down 17.6% year over year)

Gross profit: $247.6 million (down 31.9% year over year)

Operating profit: $42.6 million (down 75.1% year over year)

Net income attributable to common shareholders: $86.6 million (down 10.4% year over year)

Diluted earnings per share: $0.54 (down 8.5% year over year)

Cash flow and balance sheet highlights:

Cash from operating activities: $277.1 million (up 103.5% year over year)

Purchases of property, plant and equipment: $137.7 million (down 2.1% year over year)

Cash and cash equivalents: $471.4 million (up 90.6% year over year)

Total liabilities: $2.98 billion (down 10.0% year over year)

Cost of sales: $516.8 million (down 8.3% year over year)

Market reaction and takeaway:

Shares were down 2.91% since market close.

Overall, the quarter shows marked margin pressure and a sharp drop in operating profit, while significantly stronger operating cash flow and a higher cash balance improved liquidity and reduced leverage.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Noble Corporation plc Insider Trading Activity

Noble Corporation plc insiders have traded $NE stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $NE stock by insiders over the last 6 months:

JOEY M KAWAJA (SVP, Operations) sold 35,000 shares for an estimated $1,001,700
BLAKE DENTON (SVP, Marketing & Contracts) sold 29,729 shares for an estimated $885,329

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Noble Corporation plc Hedge Fund Activity

We have seen 188 institutional investors add shares of Noble Corporation plc stock to their portfolio, and 155 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BLACKROCK, INC. added 4,270,171 shares (+38.9%) to their portfolio in Q3 2025, for an estimated $120,760,435
PACKER & CO LTD removed 3,948,602 shares (-92.4%) from their portfolio in Q4 2025, for an estimated $111,508,520
BNP PARIBAS FINANCIAL MARKETS removed 2,988,456 shares (-98.4%) from their portfolio in Q4 2025, for an estimated $84,393,997
STATE STREET CORP added 1,672,052 shares (+50.0%) to their portfolio in Q3 2025, for an estimated $47,285,630
DALAL STREET, LLC removed 1,489,744 shares (-86.2%) from their portfolio in Q3 2025, for an estimated $42,129,960
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,383,358 shares (+178.9%) to their portfolio in Q3 2025, for an estimated $39,121,364
DIMENSIONAL FUND ADVISORS LP added 1,142,733 shares (+28.6%) to their portfolio in Q3 2025, for an estimated $32,316,489

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Noble Corporation plc Price Targets

Multiple analysts have issued price targets for $NE recently. We have seen 4 analysts offer price targets for $NE in the last 6 months, with a median target of $34.5.

Here are some recent targets:

Gregory Lewis from BTIG set a target price of $42.0 on 02/02/2026
Eddie Kim from Barclays set a target price of $36.0 on 01/28/2026
Scott Gruber from Citigroup set a target price of $32.0 on 12/11/2025
Arun Jayaram from JP Morgan set a target price of $33.0 on 12/10/2025