BORREnergy · Oil & Gas DrillingThe 7 Wall Street analysts covering Borr Drilling Ltd. hold a median 12-month price target of $5 — +12.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 9 of 100 as at 21 Sept 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Borr Drilling Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (66): The shares have been drifting up relative to others.
Growth (7): Sales and profits are flat, shrinking, or growing more slowly than they were.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on BORR, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +12.1% from it.
Of the 17 most recent actions, 3 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 25 Feb 2026 | Citigroup | Maintains | Neutral | $6.00 → $6.25 |
| 12 Feb 2026 | Citigroup | Maintains | Neutral | — |
| 12 Jan 2026 | Citigroup | Maintains | Neutral | — |
| 14 Nov 2025 | Citigroup | Maintains | Neutral | — |
| 12 Sept 2025 | Citigroup | Initiates | Neutral | — |
| 14 July 2025 | BTIG | Downgrade | Neutral | — |
| 13 Sept 2024 | Evercore ISI Group | Upgrade | Outperform | $9.00 |
| 23 Feb 2024 | Evercore ISI Group | Maintains | In-Line | — |
| 14 Feb 2023 | Evercore ISI Group | Maintains | In-Line | — |
| 6 Jan 2023 | BTIG | Upgrade | Buy | — |
| 2 June 2020 | Citigroup | Maintains | Neutral | $0.40 → $0.65 |
| 1 Apr 2020 | BTIG | Downgrade | Neutral | — |
| 23 Mar 2020 | Citigroup | Maintains | Neutral | $9.00 → $0.40 |
| 10 Dec 2019 | Goldman Sachs | Initiates | Buy | — |
| 6 Dec 2019 | HSBC | Downgrade | Hold | — |
| 23 Sept 2019 | Citigroup | Maintains | Neutral | $6.00 → $7.00 |
| 26 Aug 2019 | Citi | Initiates | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. BORR appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 22 Sept 2026, Borr Drilling Ltd. returned +47.2% against +17.2% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 27% of US stocks
Cheaper than 62% of US stocks
Cheaper than 57% of US stocks
Cheaper than 39% of US stocks
Higher than 14% of US stocks
Higher than 24% of US stocks
Higher than 92% of US stocks
Higher than 46% of US stocks
Higher than 14% of US stocks
Higher than 29% of US stocks
Higher than 70% of US stocks
Higher than 40% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Borr Drilling Ltd. has a market value of $1.4B and an enterprise value of $3.6B.
Revenue in the twelve months to 30 June 2026: $1.0B. The latest quarter shrank 13.2% year on year.
Net income over the same four quarters: −$243.6M, a −24.0% net margin.
Diluted earnings per share, trailing twelve months: $−0.78.
Free cash flow in the twelve months to 30 June 2026: −$144.0M.
Borr Drilling Ltd. spent $0.0 on share buybacks and $0.0 on dividends in the twelve months to 30 June 2026.
Trailing P/E: 28.5×; forward P/E: 55.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.80%, paying out 0% of earnings.
Borr Drilling Ltd. employs 2,030 people — $500K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Borr Drilling Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Borr Drilling's CEO purchased 45,500 shares at $4.40 per share for a total investment of roughly $200,000, a transaction equal to 5% of the equity holdings he held before the filing.
Why it matters — BORR watchers would note that an insider buying a significant number of shares can be seen as management confidence in the company's outlook.
Borr Drilling director Tor Olav Troim acquired approximately 150,000 shares at $4.38 per share, a total transaction value of $657,000. The purchase represents 0.49% of the insider's total equity stake held before the filing.
Why it matters — A Borr Drilling watcher would note this insider share purchase as a potential indicator of management confidence in the company.
Borr Drilling director Tor Olav Troim purchased approximately one million shares in the open market at $4.30 per share, a transaction valued at roughly $4.3 million. The shares represent about 3% of the insider's equity stake held before the filing.
Why it matters — An insider's open-market purchase could signal confidence in the company's prospects, which BORR shareholders may find noteworthy.
Borr Drilling Limited published a new investor presentation on its website in connection with Pareto Securities' 33rd Annual Energy Conference. The presentation was released by the Hamilton, Bermuda-based company on September 16, 2026.
Why it matters — A BORR watcher would care because the investor presentation may provide updated details on the company's operations and outlook presented at a major energy conference.
An investment analysis on Seeking Alpha maintains a Buy rating on Borr Drilling, citing the delayed but still-expected recovery in jackup rig demand. The article notes that the company's recent debt refinancing at improved terms provides ample runway, and that Borr is well-positioned as a premier operator of modern jackup rigs.
Why it matters — A BORR watcher would care because the analysis highlights the company's strengthened financial position and its potential to benefit from the anticipated upturn in jackup rig demand despite the delayed market recovery.
The 7 Wall Street analysts covering Borr Drilling Ltd. have a median 12-month price target of $5, with estimates ranging from $3.5 to $6. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering Borr Drilling Ltd., 4 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Borr Drilling Ltd. 9 out of 100 across roughly 4,600 US stocks as at 21 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 21 Sept 2026, Borr Drilling Ltd. ranks 9 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (66 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +12.1% from the last close, and Ticker Nerd's factor model ranks Borr Drilling Ltd. 9 out of 100 as at 21 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Borr Drilling Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for BORR are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $3.5 to $6 over the next 12 months.
Borr Drilling Ltd. returned +47.2% over the 12 months to 22 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Borr Drilling Limited is an offshore drilling contractor focused on shallow-water operations for the oil and gas industry. Borr Drilling Limited owns, contracts, and operates jack-up rigs, providing drilling and workover services together with related equipment and crews for exploration and production customers.
The most recent item we track (The Motley Fool, 22 Sept 2026): "Borr Drilling CEO Buys 45,500 Shares in $200,000 Stock Purchase. What Does Ths Tell Investors?". Borr Drilling's CEO purchased 45,500 shares at $4.40 per share for a total investment of roughly $200,000, a transaction equal to 5% of the equity holdings he held before the filing.
Borr Drilling Limited is an offshore drilling contractor focused on shallow-water operations for the oil and gas industry. Borr Drilling Limited owns, contracts, and operates jack-up rigs, providing drilling and workover services together with related equipment and crews for exploration and production customers. Its services are used by integrated oil companies, national oil companies, and independent producers across major energy regions including the Americas, Southeast Asia, West Africa, the Middle East, North Africa, and Europe. The company also offers integrated well services through its operating segments, supporting well execution and related field activities. Headquartered in Hamilton, Bermuda, Borr Drilling Limited serves as a specialized provider in the global contract drilling market, with a business model centered on mobile offshore rigs and dayrate-based offshore services.
CEO Mr. Patrick Arnold Henk Schorn · 2,030 employees · Bermuda · https://borrdrilling.com
