Valaris (NYSE:VAL) 주식

Valaris

Valaris Ltd is an offshore contract drilling company. The company provides offshore contract drilling services to the international oil and gas industry with operations in almost every offshore market across six continents. Its business consists of four operating segments: Floaters, which includes drillships and semisubmersible rigs; Jackups; ARO; and Other, which consists of management services on rigs owned by third parties. It generates the majority of its revenue from the Floaters segment.

Valaris Ltd

Validity

VALE S.A. American Depositary Shares Each Representing one common share

Vale SA

VALIANT HOLDING BERN by Valiant Holding Bern

Valiant Holding AG

Valneva SE

Valor Token

American Century U.S. Quality Value ETF

Value Line Inc

SHENGKAI INNOVATIONS INC by Shengkai Innovations, Inc.

Shengkai Innovations Inc

5 analysts have shared their evaluations of Valaris (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VAL#NYSE">VAL</a>) during the recent three months, expressing a mix of bullish and bearish perspectives.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Valaris, revealing an average target of $40.6, a high estimate of $50.00, and a low estimate of $34.00. This current average represents a 10.57% decrease from the previous average price target of $45.40. 
<img src="https://www.benzinga.com/files/images/story/2025/1750273290_0.png" alt="price target chart" />
<h2>Understanding Analyst Ratings: A Comprehensive Breakdown</h2>
The analysis of recent analyst actions sheds light on the perception of Valaris by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Scott Gruber</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Neutral</td>
<td>$47.00</td>
<td>$44.00</td>
</tr>
<tr>
<td>Eddie Kim</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$37.00</td>
<td>$35.00</td>
</tr>
<tr>
<td>James West</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>In-Line</td>
<td>$50.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>Charles Minervino</td>
<td>Susquehanna</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$34.00</td>
<td>$47.00</td>
</tr>
<tr>
<td>Eddie Kim</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$35.00</td>
<td>$46.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Valaris. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Valaris compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Valaris's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Valaris's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/VAL/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Valaris analyst ratings.</a>
<h2>About Valaris</h2>
Valaris Ltd is an offshore contract drilling company. The company provides offshore contract drilling services to the international oil and gas industry with operations in almost every offshore market across six continents. Its business consists of four operating segments: Floaters, which includes drillships and semisubmersible rigs; Jackups; ARO; and Other, which consists of management services on rigs owned by third parties. It generates the majority of its revenue from the Floaters segment.
<h3>Understanding the Numbers: Valaris's Finances</h3>
Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.
Positive Revenue Trend: Examining Valaris's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 18.23% as of 31 March, 2025, showcasing a substantial increase in top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Energy sector.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of -6.11%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): Valaris's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of -1.71%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of -0.86%, the company may need to address challenges in generating satisfactory returns from its assets.
Debt Management: Valaris's debt-to-equity ratio is below the industry average. With a ratio of 0.53, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>The Significance of Analyst Ratings Explained</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Expert Outlook: Valaris Through The Eyes Of 5 Analysts

Citigroup analyst Scott Gruber maintains Valaris (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VAL#NYSE">VAL</a>) with a Neutral and raises the price target from $44 to $47.

News

Price Target

Citigroup Maintains Neutral on Valaris, Raises Price Target to $47

U.S. stocks were mixed, with the Dow Jones index falling around 150 points on Monday.
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The media giant announced on Monday that it will divide into two entities: one focused on streaming and studios—housing its film assets and HBO Max—and another dedicated to global networks, including CNN, TNT Sports, and Discovery, among other brands.
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Shares of energy related stocks are trading higher after President Trump said the U.S won't agree to any uranium enrichment by Iran. Additionally, the commodity could be seeing continued strength after OPEC+ decision to keep output levels unchanged.

Valaris shares are trading higher after the company announced it secured a $135 million contract for its drillship VALARIS DS-15 and agreed to sell the jackup VALARIS 247 to BW Energy for $108 million. Barclays raised its price target on the stock from $35 to $37.

Valaris Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VAL#NYSE">VAL</a>) ("Valaris" or the "Company") announced today that it has agreed to sell jackup VALARIS 247 to BW Energy ("BWE") for cash proceeds of approximately $108 million. This sale is expected to close in the second half of 2025, subject to customary closing conditions. As part of the sales agreement, BWE will be restricted from using the rig outside of BWE-owned or affiliated properties for the rig's expected remaining useful life.

Valaris Agrees To Sell Jackup VALARIS 247 To BW Energy For Cash Proceeds Of About $108M

Barclays analyst Eddie Kim maintains Valaris (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VAL#NYSE">VAL</a>) with a Equal-Weight and raises the price target from $35 to $37.

Barclays Maintains Equal-Weight on Valaris, Raises Price Target to $37

Valaris Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VAL#NYSE">VAL</a>) ("Valaris" or the "Company") announced today that it has been awarded a five-well contract offshore West Africa for drillship VALARIS DS-15. The contract is expected to commence in the third quarter 2026. The total contract value, based on an estimated duration of 250 days, is approximately $135 million, including upfront payments for rig upgrades and mobilization. The total contract value does not include the provision of additional services. The contract includes priced options for up to five wells with an estimated total duration of 80 to 100 days.

Valaris Secures $135M, Five-Well Offshore West Africa Contract For Drillship VALARIS DS-15

Throughout the last three months, 6 analysts have evaluated Valaris (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VAL#NYSE">VAL</a>), offering a diverse set of opinions from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">6</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $42.67, a high estimate of $50.00, and a low estimate of $34.00. A decline of 13.22% from the prior average price target is evident in the current average. 
<img src="https://www.benzinga.com/files/images/story/2025/1746208857_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
The analysis of recent analyst actions sheds light on the perception of Valaris by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>James West</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>In-Line</td>
<td>$50.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>Charles Minervino</td>
<td>Susquehanna</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$34.00</td>
<td>$47.00</td>
</tr>
<tr>
<td>Eddie Kim</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$35.00</td>
<td>$46.00</td>
</tr>
<tr>
<td>Scott Gruber</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$44.00</td>
<td>$48.00</td>
</tr>
<tr>
<td>Eddie Kim</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$46.00</td>
<td>$49.00</td>
</tr>
<tr>
<td>Charles Minervino</td>
<td>Susquehanna</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$47.00</td>
<td>$50.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Valaris. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Valaris compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Valaris's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
To gain a panoramic view of Valaris's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/VAL/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Valaris analyst ratings.</a>
<h2>Delving into Valaris's Background</h2>
Valaris Ltd is an offshore contract drilling company. The company provides offshore contract drilling services to the international oil and gas industry with operations in almost every offshore market across six continents. Its business consists of four operating segments: Floaters, which includes drillships and semisubmersible rigs; Jackups; ARO; and Other, which consists of management services on rigs owned by third parties. It generates the majority of its revenue from the Floaters segment.
<h3>Financial Milestones: Valaris's Journey</h3>
Market Capitalization Analysis: With an elevated market capitalization, the company stands out above industry averages, showcasing substantial size and market acknowledgment.
Revenue Growth: Valaris's revenue growth over a period of 3M has been noteworthy. As of 31 March, 2025, the company achieved a revenue growth rate of approximately 6.21%. This indicates a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Energy sector.
Net Margin: Valaris's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of -6.11%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Valaris's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of -1.7%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): Valaris's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of -0.86%, the company may encounter challenges in delivering satisfactory returns from its assets.
Debt Management: Valaris's debt-to-equity ratio is below the industry average at 0.49, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>What Are Analyst Ratings?</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
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Analyst Expectations For Valaris's Future

Evercore ISI Group analyst James West maintains Valaris (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VAL#NYSE">VAL</a>) with a In-Line and lowers the price target from $55 to $50.

Evercore ISI Group Maintains In-Line on Valaris, Lowers Price Target to $50

Valaris shares are trading higher after the company reported a year-over-year increase in Q1 sales results.

Valaris (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VAL#NYSE">VAL</a>) reported quarterly losses of $(0.53) per share. This is a 251.43 percent decrease over earnings of $0.35 per share from the same period last year. The company reported $620.700 million in sales this quarter. This is a 18.23 percent increase over sales of $525.000 million the same period last year.

Earnings

Valaris Q1 2025 GAAP EPS $(0.53) Down From $0.35 YoY, Sales $620.700M Up From $525.000M YoY

AEIS

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ATNI

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Earnings Scheduled For April 30, 2025

Susquehanna analyst Charles Minervino maintains Valaris (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VAL#NYSE">VAL</a>) with a Neutral and lowers the price target from $47 to $34.

Susquehanna Maintains Neutral on Valaris, Lowers Price Target to $34

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Barclays analyst Eddie Kim maintains Valaris (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VAL#NYSE">VAL</a>) with a Equal-Weight and lowers the price target from $46 to $35.

Barclays Maintains Equal-Weight on Valaris, Lowers Price Target to $35

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J.P. Morgan analyst Arun Jayaram reiterated the Underweight rating on Valaris Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VAL#NYSE">VAL</a>) on Monday, <a target="_blank" href="https://www.benzinga.com/quote/VAL/analyst-ratings" rel="noreferrer noopener">lowering the price forecast from $40 to $38.</a>
The analyst suggests that while the company has made significant <a href="https://www.benzinga.com//node/43799799">fleet rationalization efforts</a>, it may still need to implement further cost-cutting measures to meet the mid-point of its 2025 EBITDA guidance of $530 million.
According to Jayaram, despite an incident causing two weeks of downtime on the DS-17 drillship in the first quarter of 2025, reduced downtime could lead to a slight EBITDA beat compared to the forecasted midpoint.
Meanwhile, the analyst acknowledges challenges such as a potential slowdown in demand in the ultra-deepwater market, utilization gaps from expiring contracts, and a reduction in opportunities for certain rigs.
Also Read: <a target="_blank" href="https://www.benzinga.com/trading-ideas/technicals/25/04/44586927/tesla-stock-is-stuck-in-reverse-can-model-y-refresh-shift-gears" rel="noreferrer noopener">Tesla Stock Is Stuck In Reverse &#8211; Can Model Y Refresh Shift Gears?</a>
There&#8217;s also a potential for more rig suspensions in Saudi Arabia, though some rigs leased to ARO continue to operate under short-term extensions while longer-term lease agreements are negotiated.
Jayaram projects 1Q25 EBITDA to be slightly above initial estimates due to reduced downtime.
The analyst has lowered their 2025 and 2026 EBITDA estimates to $522 million and $656 million, respectively, from previous projections of $539 million and $698 million.
Jayaram writes that these updated figures are 0.8% and 2.8% below Wall Street&#8217;s expectations.
The analyst now forecasts free cash flow of $28 million in 2025 and $132 million in 2026, assuming capital expenditures of $369 million (net of $75 million in reimbursements) for 2025 and $277 million for 2026.
The analyst notes that, due to the potential for ongoing white space challenges through 2025, investors may focus more on companies with a higher concentration of committed floater backlog.
Price Action: VAL stock is up 4.08% at $40.86 at last check Tuesday.
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Valaris Needs More Cost-Cutting To Hit 2025 EBITDA Target: Analyst

Valaris Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VAL#NYSE">VAL</a>) ("Valaris" or the "Company") announced today that it has been awarded a two-year contract offshore West Africa for drillship VALARIS DS-10 that is expected to commence late in the second quarter or in the third quarter 2026. The total contract value for the firm term is $352 million. The total contract value does not include the provision of additional services. The contract includes two unpriced options, each with a duration of one year.
President and Chief Executive Officer Anton Dibowitz said, "This contract award is a testament to the safety and operational performance of VALARIS DS-10 and its crews, which have an excellent track record of successfully executing clients' well programs offshore West Africa. This contract increases our backlog by approximately $350 million and supports our future earnings and cash flow, and we remain focused on securing additional attractive long-term contracts for our high-specification assets."

Contracts

Valaris Awarded Two-Year Contract Award For Drillship VALARIS DS-10

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Valaris Announces Two-Year Contract Award for Drillship VALARIS DS-10

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