Energy Equipment and Services

Transocean

Transocean and Equinor Sign Drilling Platform Contract Extension Adding Seven New Wells

FactSet analysts 上调 Transocean Limited 2026 年 EPS 预估

Transocean released FY2026 Q1 earnings on May 4 After-Market EST, actual revenue USD 1.081 B (forecast USD 1.033 B), actual EPS USD 0.06 (forecast USD 0.0862)

Transocean Secures $158 Million New Contract and $425 Million Renewal with Petrobras

Transocean Announces Q1 2026 Earnings Report

Transocean Receives 1,095-Day Contract in Norway, Adding $1.6 Billion to Backlog

FactSet raises Transocean Limited's 2026 EPS forecast

Transocean Ltd to Release Q1'26 Earnings Report on May 4

Transocean Secures Multi-Year Contract and Repays Debt Ahead of Schedule

Transocean Options Market Trading Active

Transocean to Release FY2026 Q1 Earnings on May 4 After-Market EST, Forecast Revenue USD 1.032 B, EPS USD 0.0835

Valaris Releases Annual Report Announcing Merger with Transocean

Transocean Secures Deepwater Drilling Contract in Eastern Mediterranean

Valaris to release Q1 2026 earnings report and cease earnings conference calls

Transocean Releases 2025 Annual Report and Anticipates Valaris Acquisition

Transocean Secures New Contracts and Extensions, Boosts Order Backlog

Transocean released FY2025 annual earnings on February 20 After-Market EST, actual revenue USD 3.965 B (forecast USD 3.956 B), actual EPS USD -3.04 (forecast USD -2.9455)

Transocean released FY2025 Q4 earnings on February 20 After-Market EST, actual revenue USD 1.043 B (forecast USD 1.036 B), actual EPS USD 0.0217 (forecast USD 0.0743)

Transocean Reports $6.1 Billion in Backlog

Transocean to Release Q4 Earnings Report

Amesite

InMed Pharmaceuticals

Meiwu Tech

Co-Diagnostics

Phoenix Asia

Rubico

Generation Income Properties

MetaVia

Virax Biolabs

Agilysys

FCEL

Transocean Ltd. (RIG) shares rose 7% to $7.54, reaching a two-year high after Elliott Management disclosed a new position. FuelCell Energy Inc. (FCEL) fell 19.2% to $17.24, likely reacting to NextEra Energy's acquisition move. Zscaler Inc. (ZS) increased 7.7% to $173.58, despite price-target cuts from analysts. Overall, broader indexes are facing challenges due to semiconductor weakness.

Schaeffers

FuelCell Energy

Zscaler

Barclays

Nextera Energy

Dominion Energy

Mizuho Financial

Mizuho Financial Group, Inc.

NEXTERA ENERGY CAPITAL HLDGS INC 5.65%JNR SUBORD DEB 01/03/2079 SER N

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 15/04/86 USD1000

Nextera Energy Partners LP

NEXTERA ENERGY INC 6.926% CORPORATE UNITS 01/09/2025

NEXTERA ENERGY INC CORP UNIT 01/11/2029

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 01/06/85 USD25

NEXTERA ENERGY INC CORP UNIT 01/06/2027

NEXTERA ENERGY INC CORP UNIT

B Riley Financial Pref Share RILYL 7.375 Perp 09/04/25 B

B Riley Financial Pref Share RILYG 7.25 12/21/27

B Riley Financial Pref Share RILYN 6.5 09/30/2026

B Riley Financial Pref Share RILYK 5.5 03/31/26

B Riley Financial Pref Share RILYP 6.875 Perp 10/07/24

B Riley Financial Pref Share RILYZ 5.25 08/31/28

B Riley Financial Pref Share RILYT 6.0 01/31/28

RIG, FCEL, and ZS: 3 Stocks Making Outsized Moves Today

Transocean secured a contract extension with Equinor for the Transocean Encourage rig on the Norwegian Continental Shelf, covering seven additional wells. This extension enhances Transocean's backlog visibility and operational stability, with a current backlog of approximately US$7.1 billion and average dayrates above US$450,000. The extension supports revenue guidance of US$3.8 billion to US$3.95 billion for 2026, while also highlighting risks related to debt and customer concentration. Investors should monitor how effectively Transocean converts backlog into cash and updates on revenue guidance.

Simplywall

VanEck Oil Services ETF

iShares US Oil & Gas Expl & Prod

Equinor Asa

Valaris

Noble

Seadrill

Equinor ASA

VALARIS LTD C/W 29/04/28(VALARIS A)USD131.88

NOBLE CORPORATION PLC C/WTS 04/02/2028 (TO PUR COM) 1

NOBLE CORPORATION PLC C/WTS 04/02/2028 ( TO PUR ORD) 2

NOBLE CORPORATION PLC

Transocean Equinor Extension Supports Backlog Visibility And Earnings Narrative

NVDA

The Investment Committee reveals their top stock picks to watch. Don’t miss these names.

NVIDIA

Vertiv

CVS Health

YieldMax NVDA Option Income Strategy ETF

Direxion Semicon Bull 3X

VanEck Semiconductor ETF

T-Rex 2X Long NVIDIA Daily Target ETF

iShares Semiconductor ETF

Direxion Daily NVDA Bull 2X Shares

GraniteShares 2x Long NVDA Daily ETF

NVIDIA Corporation

Final trades: Nvidia, CVS Health, Transocean and Vertiv Holdings

TD Cowen analyst Marc Bianchi has maintained a Hold rating on Transocean (RIG) with a price target of $6.00. The analyst consensus for Transocean is also a Hold, with an average price target of $6.68. Bianchi specializes in the Energy sector and has an average return of 7.5% with a 49.27% success rate on his stock recommendations.

Tip Ranks

iShares US Oil Equip & Svcs

SPDR O&G Equip

SPDR O&G Ex & Prd

TENARIS SA

Tenaris S.A.

Oceaneering

TechnipFMC

Transocean (RIG) Receives a Hold from TD Cowen

Transocean shares are trading lower after the company reported worse-than-expected Q1 adjusted EPS results and narrowed its FY2026 sales guidance below estimates.

benzinga_article

Transocean (NYSE:RIG) reported strong Q1 2026 results with 98% uptime and an adjusted EBITDA of $440 million, reflecting a margin over 40%. The backlog increased by $1.6 billion to over $7 billion, driven by contracts in Norway, Brazil, and the Eastern Mediterranean. The company aims for $250 million in cost savings by 2026 and anticipates deepwater utilization nearing 100% by 2027. Transocean is pursuing the acquisition of Valeris, expecting over $200 million in cost synergies. Full-year guidance was slightly updated, with revenue projections adjusted and a $20 million increase in capital expenditures.

Full Transcript: Transocean Q1 2026 Earnings Call

Transocean LTD (NYSE: RIG) shares fell 3.47% to $6.64 following a mixed Q1 earnings report, which included a bottom-line miss with an adjusted loss of 3 cents per share, compared to analyst expectations of a profit. Although contract drilling revenues of $1.081 billion exceeded estimates, the company narrowed its full-year 2026 sales guidance to $3.8-$3.9 billion. CEO Keelan Adamson remains optimistic about a multi-year industry upcycle, despite the stock's decline.

Microsoft

Why Transocean Stock Is Under Pressure Following Q1 Earnings Report

Transocean Ltd. (RIG) reported a profit in Q1, driven by increased contract drilling revenues and lower expenses. Operating income rose to $287 million from $64 million year-over-year, with net income at $71 million, reversing a $79 million loss. Earnings per share were $0.06, compared to a loss of $0.11 last year. Contract drilling revenues increased to $1.081 billion from $906 million. For Q2, revenues are expected between $930 million and $970 million, with full-year projections of $3.8 billion to $3.9 billion.

rttnews

Transocean Swings To Profit In Q1

More on Transocean Transocean: No Longer Distressed, No Longer Cheap Transocean: Rising Day Rates And Cash Flows Mean I'm Getting On Board Transocean: A Long-Term Structural Play On Deepsea Drilling Revival Transocean awarded five-well drillship deal worth $158M Transocean secures $425M Petrobras drillship extension

ISHRS S&P Glb Engy

SPDR Energy Select

Petroleo Brasileiro SA

Petroleo Brasileiro

Earnings snapshot: Transocean beat Q1 revenue estimates; 40%+ margin but weak outlook

Earnings Watch

Transocean | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 1.081 B

Transocean(RIG.US)