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NESR

NESR

Watchlist

National Energy Services Reunited Corp.

Energy · NASDAQ

$3.0B mkt cap

Brief updated Jul 1, 2026

National Energy Services Reunited Corp. (NESR), established in 2017 with its headquarters in Houston, Texas, offers an extensive range of oilfield services to energy companies operating across the Middle East, North Africa, and Asia Pacific regions. The company's operations are divided into two main

Decifer Research·Data summary

NESR is a watchlist-conviction name in Energy

NESR sits at the intersection of key themes currently active in the market. The scoring engine rates it watchlist based on how well the active market forces line up with its business, plus available fundamental data. Financial metrics and analyst consensus provide additional context.

Why now

The market forces active right now are aligned with the company's core business exposure. The timing reflects the intersection of theme strength and available catalyst data.

Key risks

Data availability limits full scoring across all dimensions. Market forces can reverse rapidly; theme exposure does not guarantee the price follows. Fundamental valuation data may not reflect the most recent quarterly results.

What to watch

Monitor conviction score changes, especially the macro and analyst dimensions. Earnings guidance updates and analyst consensus shifts are the primary near-term catalysts.

43Watchlist Conviction
macro
0/25
analyst
15/38
momentum
20/20
forward catalyst
0/15
valuation
8/23
highs
3/12
news catalyst
0/12
options flow
0/12
peer network
0/8
counter thesis
0/3
Key financials
Revenue growth (YoY)159.0%
Gross margin1125.0%
Operating margin796.0%
Net margin453.0%
P/E ratio46.7x
Return on equity670.0%
FCF yield415.0%
Debt / equity0.3x
EV / sales2.3x
Valuation
Analyst consensusBUY
DCF fair value$114
Next EPS estimate$1.22
Macro context

'Third Iran-Linked Crude Carrier Crosses US Blockade Toward Asia' - Bloomberg

A third Iran-linked crude carrier has crossed the US blockade toward Asia, potentially signaling a breach in US sanctions and impacting global oil supply dynamics. This development could have significant implications for the global energy market and geopolitical tensions.

Jun 17, 2026

President Trump Says Reports Of A $300B Fund As Part Of An Iran Deal Is False; U.S. Is Not Investing In That; Iran MoU Isn't Final, If I Don't Like It, We Will Go Back To Dropping Bombs

President Trump denies reports of a $300B fund as part of an Iran deal, stating the US is not investing in it, and threatens to resume military action if the deal is not to his liking, escalating tensions with Iran.

Jun 17, 2026

'Third Iran-Linked Crude Carrier Crosses US Blockade Toward Asia' - Bloomberg

A third Iran-linked crude carrier has crossed the US blockade toward Asia, potentially signaling an escalation of the cat-and-mouse game between Iran and the US over oil exports, which could impact global oil supplies and prices.

Jun 17, 2026

GM, Lockheed in talks to collaborate as US scales weapons stockpile

The US is scaling up its weapons stockpile, with GM and Lockheed in talks to collaborate, indicating a potential increase in defense spending and geopolitical tensions. This move could have implications for the global military balance and trade relationships.

Jun 17, 2026

Analyst intelligence
5 Buy1 Hold0 Sell
Earnings intelligence

Earnings surprises

+23.8%

2026-05

+23.1%

2026-02

+6.7%

2025-11

+10.5%

2025-08

-30.0%

2025-06

Generated Wed, 01 Jul 2026 05:03:34 GMT by Decifer intelligence engine. For informational purposes only — not investment advice. Decifer Intelligence Hub.