BORR Borr Drilling Limited

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how oilfield services stocks fared in Q2, starting with Borr Drilling (NYSE:BORR).

The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher volatility and risk, as their smaller size makes them more vulnerable to economic downturns.

Bruno Morand De Oliveira's purchase brings his direct holdings to over 1 million shares, following a 44% one-year gain for the offshore drilling contractor.

Troim purchased shares indirectly through Drew Trust at $4.38 each, signaling confidence in the offshore drilling company following a strong 43% one-year return.

Borr Drilling recently reported that its Odin rig has begun earning dayrate revenues offshore Texas, secured a new Idun contract in Vietnam, and saw ENI extend the Bestla contract in Europe, while also publishing a fresh investor presentation for Pareto Securities’ 33rd Annual Energy Conference. Alongside these contract wins, Borr Drilling agreed to sell its 51% stake in Mexican joint venture Perfomex while retaining ownership of the underlying rigs through bareboat charters, and Director...

Troim's purchase boosts his beneficial ownership to 30.5 million shares, representing a 10% stake in the offshore drilling contractor.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.4%, and the actively tra

The company’s local partner will take full ownership of the Perfomex JV and operational control of three jack-up rigs.

Valaris (VAL) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Energy stocks were higher late Tuesday afternoon, with the NYSE Energy Sector Index and the State St

Energy stocks were higher Tuesday afternoon, with the NYSE Energy Sector Index and the State Street

Energy stocks were advancing pre-bell Tuesday, with the State Street Energy Select Sector SPDR ETF (

Rapid spending isn’t always a sign of progress. Some cash-burning businesses fail to convert investments into meaningful competitive advantages, leaving them vulnerable.

Over the last six months, Borr Drilling’s shares have sunk to $4.58, producing a disappointing 17.8% loss - a stark contrast to the S&P 500’s 14% gain. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.

Borr Drilling’s updated fair value estimate has shifted from NOK45.16 to NOK48.24, bringing it in line with the refreshed average price target on the stock. That move reflects a split analyst backdrop, where more optimistic research points to a US$6 target, while cautious views lean closer to US$3.55 and question contract visibility. As you read on, you will see how these changing targets and views shape the evolving narrative around Borr Drilling and what to watch next. Stay updated as the...

Why Borr Drilling Stock Is Back Under Pressure Borr Drilling (BORR) is drawing renewed attention after its share price fell 23.7% over the past six months, following softer quarterly results that have prompted fresh questions from investors. The company operates a relatively small revenue base for its industry and has limited diversification across drilling projects. This can magnify the impact of weaker periods on sentiment. At the same time, a negative free cash flow margin points to...

Borr Drilling has secured a contract with PetroVietnam Drilling and Well Service and PetroVietnam Exploration to lease the IDUN jackup rig for a roughly 134-day, three-well offshore Vietnam campaign scheduled to begin in mid-October 2026. This agreement extends Borr Drilling’s presence in Southeast Asia and adds future jackup utilization in Vietnam, reinforcing its role in shallow-water exploration programs. We’ll now examine how this new Vietnam jackup contract, and the added IDUN rig...

What a brutal six months it’s been for Borr Drilling. The stock has dropped 23.7% and now trades at $3.99, rattling many shareholders. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.

Insider purchased shares at $4.37 each, bringing total beneficial ownership to ~29.5 million shares amid company's $240.6 million trailing net loss.

Troim's open-market purchase boosts his beneficial ownership to 10%, with total equity now valued at $130 million after the stock surged 82% over the past year.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

A number of stocks jumped in the morning session after the price of crude oil climbed due to escalating geopolitical tensions in the Middle East and persistent supply concerns. West Texas Intermediate (WTI) crude, the U.S. benchmark, rose to over $81 per barrel, while Brent crude, the international standard, neared $90. The gains follow reports of stalled ceasefire talks and a U.S. threat to maintain an indefinite naval blockade on Iran. These developments heighten fears of a wider conflict that

Whether you see them or not, energy businesses play a crucial part in our daily activities, from powering our homes and businesses to powering our transportation and industries.But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates and commodity prices), and the industry has underperformed the market over the past six months as its 11% return lagged the S&P 500 by 2.1 percentage points.

Borr Drilling Ltd (BORR) reports 98.4% technical utilization and secures 2,100 days of new work, while navigating Middle East conflict headwinds and completing a major debt refinancing.

Its second-quarter net loss deepened considerably.

Energy stocks edged higher Wednesday with the NYSE Energy Sector Index little changed, erasing earli

Energy stocks were mixed Wednesday afternoon, with the NYSE Energy Sector Index 0.1% higher and the

Borr Drilling (NYSE:BORR) reported lower second-quarter adjusted EBITDA and a wider net loss as rig transitions, startup costs for the Odin rig, higher fuel and insurance expenses, and a credit-loss provision weighed on results. Management said it expects a significant sequential improvement in the

A number of stocks jumped in the morning session after Brent crude failed to break below $80 and rebounded to the mid-$80s, as traders kept a geopolitical risk premium priced into oil despite ongoing Strait of Hormuz negotiations. Over the previous 24 hours, the UAE-vessel incident reversed the earlier price drop that had assumed a path to de-escalation. At the same time, Kpler data from the previous two days showed shipping traffic through the Strait of Hormuz plummeted about 33%, with only a h