Noble (NE)

Bully 1 (Switzerland) GmbH • Bully 1 (US) Corporation • Bully 2 (Switzerland) GmbH • Frontier Driller Cayman, Ltd. • Frontier Driller Kft. • Frontier Driller, Inc. • Frontier Driller, Ltd. • Maurer Technology LLC • NDSI Holding Limited • NE do Brasil Participacoes E Investimentos Ltda. ...

IRS number

980619597

NE stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$40.00

Low target

$39.00

High target

$41.00

Latest filings (excl ownership)

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15-12G

Securities registration termination

11 Oct 22

EFFECT

Notice of effectiveness

5 Oct 22

POS AM

Prospectus update (post-effective amendment)

30 Sep 22

S-8 POS

Registration of securities for employees (post-effective amendment)

Completion of Acquisition or Disposition of Assets

30 Sep 22

425

Business combination disclosure

13 Sep 22

425

Business combination disclosure

9 Sep 22

425

Business combination disclosure

8 Sep 22

425

Business combination disclosure

7 Sep 22

Transcripts

Earnings call transcript

2022 Q2

9 Aug 22

Earnings call transcript

2021 Q4

17 Feb 22

Earnings call transcript

2020 Q3

5 Nov 20

Latest ownership filings

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Jennie Howard

4 Apr 23

SC 13G/A

CANYON CAPITAL ADVISORS LLC

14 Feb 23

SC 13G/A

KING STREET CAPITAL MANAGEMENT, L.P.

13 Feb 23

Change in insider ownership

30 Sep 22

Change in insider ownership

28 Sep 22

Change in insider ownership

26 Sep 22

Change in insider ownership

22 Sep 22

Change in insider ownership

20 Sep 22

Change in insider ownership

14 Sep 22

Change in insider ownership

13 Sep 22

Financial summary

Financial statements Chart NE financial data

Quarter (USD)	Jun 22	Mar 22	Dec 21	Sep 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 21	Dec 20	Dec 19	Dec 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	164.77 mm	164.77 mm	164.77 mm	164.77 mm	164.77 mm	164.77 mm
Cash burn (monthly)	(no burn)	317.67 k	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	n/a	10.19 mm	n/a	n/a	n/a	n/a
Cash remaining	n/a	154.57 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	n/a	486.6	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from Noble earnings reports.

Institutional ownership, Q4 2024

NE institutional ownership history Ownership history

91.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	292	301	-3.0%
Opened positions	53	79	-32.9%
Closed positions	62	49	+26.5%
Increased positions	115	132	-12.9%
Reduced positions	82	56	+46.4%

13F shares	Current	Prev Q	Change
Total value	3.32 tn	3.92 tn	-15.4%
Total shares	146.19 mm	149.88 mm	-2.5%
Total puts	1.18 mm	1.35 mm	-12.6%
Total calls	1.22 mm	1.46 mm	-16.8%
Total put/call ratio	1.0	0.9	+5.0%

Largest owners	Shares	Value	Change
Invest A/S APMH	30.35 mm	$7.59 mm	+4.6%
Vanguard	14.01 mm	$439.96 bn	-2.0%
First Eagle Investment Management	11.99 mm	$376.56 bn	+105.2%
BlackRock	10.39 mm	$326.09 bn	-10.6%
PFG Principal Financial	4.94 mm	$155.14 bn	-0.6%
Capital World Investors	4.60 mm	$144.59 bn	+0.5%
Clearbridge Advisors	3.95 mm	$124.05 bn	+9.9%
STT State Street	3.65 mm	$114.68 bn	+3.9%
Geode Capital Management	3.06 mm	$95.99 bn	-1.5%
Key	3.06 mm	$95.93 bn	0.0%

Largest transactions	Shares	Bought/sold	Change
Orbis Allan Gray	0.00	-6.96 mm	EXIT
First Eagle Investment Management	11.99 mm	+6.15 mm	+105.2%
Silverback Asset Management	0.00	-3.28 mm	EXIT
William Blair Investment Management	0.00	-1.81 mm	EXIT
Invest A/S APMH	30.35 mm	+1.33 mm	+4.6%
BlackRock	10.39 mm	-1.23 mm	-10.6%
Hosking Partners	989.53 k	+989.53 k	NEW
RJF Raymond James Financial	761.50 k	+761.50 k	NEW
Boston Partners	0.00	-692.51 k	EXIT
Millennium Management	954.94 k	+687.73 k	+257.4%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.