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加拿大皇家银行表示，NOV受益于海上和短周期活动的改善而具有上涨潜力，但仍存在更好的替代方案。

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-- 加拿大皇家银行资本市场（RBC Capital Markets）周二在一份报告中指出，NOV (NOV) 的股价可能受益于海上和短期周期活动的改善，但目前有更具吸引力的投资策略可以把握这些主题。 主要利好因素包括：下半年海上活动的改善将提振钻机售后市场收入；巴西柔性管道项目持续推进；以及中东钻井和完井活动的改善。报告还指出，NOV 的能源设备业务正在执行价值 44 亿美元的积压订单，从而提供短期财务稳定性。 该券商表示，NOV 约 15% 至 20% 的收入来自中东，因此容易受到伊朗战争的影响；同时，其产品业务也面临着运输成本上涨带来的通胀压力。 加拿大皇家银行将 2026 年美国陆上钻机数量的预期上调至 544 台，并表示将寻求扭矩最大的压裂钻机，以兼顾利用率和定价。该公司补充道，同样，中东局势的缓和可能更有利于服务型公司。 加拿大皇家银行(RBC)对NOV第一季度EBITDA的预期为2.07亿美元，低于华尔街预期的2.1亿美元，也低于NOV自身给出的2亿至2.25亿美元的指引。该券商表示，NOV的中长期前景与同业油田服务公司相比并无显著差异。 加拿大皇家银行将NOV的评级从“跑赢大盘”下调至“与大盘持平”，目标价为21美元。

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

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