Valaris Ltd Stock News

Valaris faces a dual-scenario future driven by the revaluation of its fleet leasing contracts and their impact on medium-term results. I constructed two DCF models—conservative and optimistic—using shared assumptions for tax rate (40%), perpetual growth (2%), and WACC (11%). Key variables between scenarios are initial EBIT and five-year growth, reflecting uncertainty in revenue generation and m...

Massive undervaluation: Trades at a 66–75% discount to $15–19B fleet replacement value. Rising cash flows: Tight offshore drilling supply and surging day rates could drive up to $2.1B in annual FCF - trading at ~2x EV/FCF. Strong assets: One of the youngest, most advanced fleets (13, 7th-gen drillships) with high demand.

Valaris Limited (NYSE:VAL ) Q2 2025 Earnings Conference Call July 31, 2025 10:00 AM ET Company Participants Nick Georgas - IR Anton Dibowitz - President, CEO & Director Matthew Lyne - Senior VP & Chief Commercial Officer Christopher T. Weber - Senior VP & CFO Conference Call Participants Fredrik Stene - Clarksons Platou Securities AS, Research Division Gregory Robert Lewis - BTIG, LLC, Research...

HAMILTON, Bermuda--(BUSINESS WIRE)--Valaris Limited (NYSE: VAL) ("Valaris" or the "Company") today reported second quarter 2025 results. President and Chief Executive Officer Anton Dibowitz said, “I am very proud of the entire Valaris team for delivering another quarter of strong operational and financial performance, with revenue efficiency of 96% contributing to meaningful EBITDA and free cas...

HAMILTON, Bermuda--(BUSINESS WIRE)--Valaris Issues Fleet Status Report.

HAMILTON, Bermuda--(BUSINESS WIRE)--Valaris Schedules Second Quarter 2025 Earnings Release and Conference Call.

HAMILTON, Bermuda--(BUSINESS WIRE)--Valaris Announces Multi-Year Contract Awards for Drillships VALARIS DS-16 and DS-18.

VAL is well-positioned to capitalize on the multi-year upcycle due to its fleet size and portfolio approach to contracting. The company's strong balance sheet and undervalued stock price drive my bullish outlook despite recent sector weakness. Valaris's ARO joint venture with Saudi Aramco provides a foothold in one of the most active and stable regions.