NESR

National Energy Services Reunited Corp.

Nasdaq· Oil & Gas Field Services, NEC· Inc. D8· CIK 0001698514 Traditional Energy

$20.28 −0.18 (−0.88%)

Oct 26 4:00 PM ET · prev $20.46

Market cap

$2.0B

Small cap

Consensus

Buy

93% Buy or better · 14 analysts

Median target

$41.00

+102% · range $35.00–46.00

Next earnings

Nov 4

in 9 days

1 year

+61.5%

from $12.56 · Oct 27

30 days

−32.0%

from $29.81

52-week range

$12.31–36.31

−44% from high · low Nov 4

Avg volume 20D

3.70M

shares / day

Short interest

5.40M

≈5.3% of shares · +24.2%

Days to cover

2.3

at average volume

Insider net

−$142.0M

0 buyers · 4 sellers · 12 mo

New fund stakes

Q2 2026 13F · 1 exit

SecBot read BULLISH 3 reports · 90 days

Balance 0 bearish · 2 bullish · 1 neutral oldest → newest, height = score

Avg score

·High conf. 3/3 ·Next Earnings date, Nov 4, 2026

Strongest BULLISH NESR reported a massive Q2 2026 beat, with revenue of $520.8M (+59% YoY) and adjusted EPS of $0.44 (+169%…

All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

S May 13 to May 26 7 days of insider sells: $47.3M by 1 insider, avg $26.22
S Jun 8 to Jun 13 4 days of insider sells: $37.0M by 1 insider, avg $26.31
S Jun 25 1 insider sell $51.4M at $26.80
R Aug 10 NESR reported a massive Q2 2026 beat, with revenue of $520.8M (+59%…
S Aug 18 1 insider sell $476.6K at $35.12
S Aug 31 1 insider sell $3.5M at $35.00
S Sep 9 1 insider sell $2.2M at $35.45
A Oct 1 BMO Capital initiates

Signal stack

Where each data set points today.

InsidersBEARISH

4 insiders sold $142.0M.
InstitutionsBULLISH

Q2 2026: 39 added (2 new), 19 trimmed or exited. Largest new: Norges Bank $20.9M, Vanguard Capital Management $20.4M.
AnalystsBULLISH

13 of 14 rate it Buy or better. Every target is above the price.
Short sellersBUILDING

Short interest +24.2% to 5.40M shares. 2.3 days to cover, ≈5.3% of shares.
TrendDOWNTREND

30% below its 50-day average.

Who's buying

13F· Q2 2026

new positions

exit

$41.3M

in new stakes

Fund	Move	Shares	Value
BlackRock, Inc.	ADD	4,847,106	$145.1M
DIMENSIONAL FUND ADVISORS LP	ADD	2,976,034	$89.1M
Alyeska Investment Group, L.P.	DOUBLED	1,912,961	$57.3M
Holocene Advisors, LP	ADD	1,844,619	$55.2M
GEODE CAPITAL MANAGEMENT, LLC	ADD	1,807,629	$54.1M
AMERIPRISE FINANCIAL INC	ADD	1,724,379	$51.6M
GOLDMAN SACHS GROUP INC	ADD	1,694,314	$50.7M
CITADEL ADVISORS LLC	ADD	1,540,888	$46.1M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

14 analysts

Buy 93% rate it Buy or better

Strong Buy4Buy9Hold1Sell0Strong Sell0

12-month targets · 9 analysts

$20.28 $35.00 $41.00 $46.00

Price is below the lowest target. Median implies +102%.Targets as of Oct 26, 2026.

Recent actions

Date	Firm	Action	Rating
Oct 15, 2026	Barclays MAINTAIN	MAINTAIN	Overweight
Oct 2, 2026	Piper Sandler MAINTAIN	MAINTAIN	Overweight
Oct 1, 2026	BMO Capital INITIATE	INITIATE	Outperform
Sep 29, 2026	UBS MAINTAIN	MAINTAIN	Buy
Aug 11, 2026	UBS MAINTAIN	MAINTAIN	Buy
Aug 11, 2026	Barclays MAINTAIN	MAINTAIN	Overweight

Insider ledger

Form 4

bought · 0 insiders

$142.0M

sold · 4 insiders

Date	Insider	Type	Value
Sep 9, 2026	Campo Mejia Antonio J Director	SELL	$2.2M
Sep 2, 2026	Foda Sherif Chief Executive Officer	GIFT	675,000 sh
Aug 31, 2026	Foda Sherif Chief Executive Officer	SELL	$3.5M
Aug 18, 2026	Angeli Stefan Chief Financial Officer	SELL	$476.6K
Aug 14, 2026	Razouqi Maen Director	AWARD	2,800 sh
Aug 14, 2026	CHASE ANTHONY R Director	AWARD	15,000 sh
Aug 14, 2026	CHASE ANTHONY R Director	AWARD	2,800 sh
Aug 14, 2026	CHASE ANTHONY R Director	EXERCISE	15,000 sh

Earnings setup

Estimates

Nov 4

reports in 9 days

Revision history: 🔒 Fresh data, subscribers only

Period	EPS est.	Range	30D rev.	Revenue
Current Q	🔒 Fresh data, subscribers only
Next Q	$0.59	$0.39–$0.67	-10.7%	$568.3M
Current FY	🔒 Fresh data, subscribers only
Next FY	🔒 Fresh data, subscribers only