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加拿大皇家銀行表示，NOV受益於海上和短週期活動的改善而具有上漲潛力，但仍有更好的替代方案。

-- 加拿大皇家銀行資本市場（RBC Capital Markets）週二在一份報告中指出，NOV (NOV) 的股價可能受益於海上和短期週期活動的改善，但目前有更具吸引力的投資策略可以掌握這些主題。 主要利多因素包括：下半年海上活動的改善將提振鑽機售後市場收入；巴西柔性管道項目持續推進；以及中東鑽井和完井活動的改善。報告還指出，NOV 的能源設備業務正在執行價值 44 億美元的積壓訂單，從而提供短期財務穩定性。 該券商表示，NOV 約 15% 至 20% 的收入來自中東，因此容易受到伊朗戰爭的影響；同時，其產品業務也面臨運輸成本上漲帶來的通膨壓力。 加拿大皇家銀行將 2026 年美國陸上鑽機數量的預期上調至 544 台，並表示將尋求扭力最大的壓裂鑽機，以兼顧利用率和定價。該公司補充道，同樣，中東局勢的緩和可能更有利於服務型公司。 加拿大皇家銀行(RBC)對NOV第一季EBITDA的預期為2.07億美元，低於華爾街預期的2.1億美元，也低於NOV本身給予的2億至2.25億美元的指引。該券商表示，NOV的中長期前景與同業油田服務公司相比並無顯著差異。 加拿大皇家銀行將NOV的評級從“跑贏大盤”下調至“與大盤持平”，目標價為21美元。

Price: $19.23, Change: $-0.40, Percent Change: -2.06%

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