• @45.67 -0.6%

Trading Room ?

  • codespeed initiates with a BUY @57.92. Energy's decline not rational http://bit.ly/11Wunbj

    • Posted 1 year ago
    • |
    • reply

Star Analysts ?

Research Room

There are currently no reports for this stock. See Research

Street Views ?


    Scott Gruber(+2.8%) downgrades to NEUTRAL. ​"We believe the Offshore Drilling industry is at the beginning of the end of this cycle. Supply growth now appears set to outpace demand growth which at first will drive utilization and rates lower for legacy rigs"Posted 09/13/13

  • BARC

    James West(-5.2%) downgrades to NEUTRAL. "ESV continues to undergo high levels of unplanned downtime and we are becoming incrementally concerned with the company's operational execution"Posted 09/03/13

  • JPM

    J David Anderson(-4.7%) has a BUY. Posted 01/02/13

  • CITI

    Robin Shoemaker(+9.3%) has a BUY. Posted 01/02/13

  • BoAML

    Douglas Becker(+20.6%) has a BUY. Posted 01/02/13

  • MS

    Ole Slorer(+6.3%) has a HOLD. Posted 01/02/13


    Michael Urban(+18.0%) has a HOLD. Posted 01/02/13

  • GS

    Waqar Syed(+9.8%) has a HOLD. Posted 01/02/13

  • RBC

    Justin Sander(-17.4%) has a HOLD. Posted 01/02/13


    Brad Handler(+2.5%) has a BUY. Posted 01/02/13

Investor Views?

Wilbur Ross (Invesco Private Capital) maintains holding at 0.6% in 3Q13

David Tepper (Appoloosa Management) sells entire position of 0.3% in 1Q13

David Einhorn (Greenlight) sells entire position of 1.6% in 1Q13

News Room

  • BARR

    Barrons  Offshore Drillers Sinking…Again

    After sinking yesterday, offshore drilling stocks are sliding once again after fleet-status reports from Diamond Offshore (DO) and Ensco (ESV) confirmed that the rig market is still a mess. Associated Press Shares of Diamond Offshore have dropped [...]

    Posted 2 hours ago

  • BARR

    Barrons  Profiting From the Flaws in Investors' Thinking

    Joe Huber, Huber Capital's boss, tries to avoid the big mistake that many investors make. Why he likes Hewlett-Packard, Ensco and Cameco.

    Posted 11 days ago

  • BARR

    Barrons  Offshore Drillers Bounce as Ensco Updates Fleet Status

    Ensco (ESV) released its fleet update yesterday, and it appears to be good enough to help other drillers, including Noble (NE), Rowan (RDC), Seadrill (SDRL) and Atwood Oceanics (ATW) gain today. Associated Press Johnson Rice analyst Georg Venturatos [...]

    Posted 29 days ago

  • BARR

    Barrons  Cost-Saving Initiative, Normalizing Operations Will Life U.S. Steel: Deutsche

    It’s not all doom and gloom at Deutsche Bank. While the firm downgraded Ensco International (ESV), Transocean (RIG), and Diamond Offshore (DO) this morning it also upgraded U.S. Steel (X). Analyst Jorge Beristain upped his rating from Hold to [...]

    Posted 1 month ago

  • BARR

    Barrons  Offshore Drillers: On Your Marks, Get Set, Earnings

    Diamond Offshore (DO) is scheduled to report its earnings following the close today, followed by Noble (NE) and Ensco (ESV) at the end of the July, and Transocean (RIG) and Rowan (RDC) in August. Associated Press RBC Capital Markets’ Robert [...]

    Posted 2 months ago

  • BARR

    Barrons  Offshore Drillers: ‘When Haters Have Nothing Left to Hate’

    Offshore drillers like Transocean (RIG), Seadrill (SDRL) and Noble (NE) have gotten pounded this year. Is it time to buy? Well, if not that, at least its time to become less bearish, say the folks at BMO Capital Markets, who upgraded the shares of [...]

    Posted 2 months ago

  • BARR

    Barrons  Playing Good Rig, Bad Rig with Offshore Drillers

    Yesterday, offshore drillers got a boost from fleet updates provided by Ensco (ESV) and Diamond Offshore Drilling (DO). Today, its Atwood Oceanic’s (ATW) turn, but drillers aren’t getting the same push despite a decent report. Reuters [...]

    Posted 3 months ago

  • BARR

    Barrons  Never Mind Ensco’s New Contract, Offshore Drillers Still Set to Struggle

    Higher oil prices have helped offshore drillers like Ensco (ESV), Noble (NE), Diamond Offshore Drilling (DO) and Seadrill (SDRL) rally and now they’re getting another boost today after fleet updates from Diamond Offshore and Ensco. Reuters Diamond [...]

    Posted 3 months ago

  • BARR

    Barrons  Offshore Drillers Have Stopped Sinking But…

    …they won’t be floating higher anytime soon either, argue FBR’s Thomas Curran and Juan Avendano. They explain why offshore drillers like Diamond Offshore (DO), Ensco (ESV), Seadrill (SDRL) and Rowan (RDC) might be stuck in place for a while: [...]

    Posted 3 months ago

  • BARR

    Barrons  Offshore Drillers: Diamond Offshore Gains on Upgrade; Ensco Slips on Cut

    Trying to figure out what’s happening in the offshore drillers? Well good luck. It’s clear that after the sector’s big drop this year, the market is still trying to figure whether the stocks are heading higher or lower. Reuters Consider the [...]

    Posted 4 months ago

  • BARR

    Barrons  Transocean Stays Afloat as Offshore Drillers Sink

    Offshore drillers like Ensco (ESV), Seadrill (SDRL) and Rowan (RDC) are sinking today, but shares of Transocean (RIG) have managed to stay afloat. AFP Transocean has gained 0.9% to $41.85 at 1:22 p.m. today, even as Ensco has fallen 1.3% to $50.89, [...]

    Posted 4 months ago

  • BARR

    Barrons  Offshore Drillers: There Will Be Blood

    “There will be blood,” one analyst noted this morning about Hornbeck Offshore Services (HOS) –but his observation could apply to just about the entire offshore-services sector, as Atwood Oceanics (ATW), Diamond Offshore (DO) and Ensco (ESV) [...]

    Posted 5 months ago

  • BARR

    Barrons  Seadrill Gets an Upgrade, Still Disliked

    Shares of Seadrill (SDRL) have dropped despite the Europe-listed shares getting an upgrade at Société Générale today, as the investment bank still sees better opportunities in Noble (NE), Ensco (ESV) and Rowan (RDC). Bloomberg Société [...]

    Posted 5 months ago

  • BARR

    Barrons  As Offshore Drillers Rise, Barclays Cuts Targets

    Offshore drillers Atwood Oceanics (ATW), Diamond Offshore Drilling (DO), Rowan (RDC), Ensco (ESV) and Transocean (RIG) are gaining today despite the fact that Barclays cut their price targets on the group today. Bloomberg Barclays James West [...]

    Posted 5 months ago

  • BARR

    Barrons  It Gets Worse Before It Gets Better for Atwood Oceanics, Transocean

    Offshore drillers like Atwood Oceanics (ATW), Transocean (RIG), Diamond Offshore (DO) and Ensco (ESV) have been hammered this year. But is all the bad news priced in? REUTERS Maybe not. Exhibit 1: Goldman Sachs’ Waqar Syed and team removed Atwood [...]

    Posted 6 months ago

  • BARR

    Barrons  Seadrill: What Dividend Danger?

    Seadrill (SDRL) with a lower dividend would be akin to watching the Door’s play without Jim Morrison. Sure, you might pay something for the experience, but how much really? Associated Press In fact, uncertainty regarding Seadrill’s dividend is [...]

    Posted 7 months ago

  • BARR

    Barrons  Four Drilling Picks for 2014

    Raymond James cites Ocean Rig, Pacific Drilling, Atwood and Ensco.

    Posted 9 months ago

  • FORB

    Forbes Drilling For Dividends Offshore With Ensco

    Shares of Ensco are historically cheap at 8.5 times expected 2013 EPS of $6.47, up 18% from 2012.

    Posted 1 year ago

  • BARR

    Barrons  UBS Sees Short-Term Rig Bubble, Downgrades Noble, Transocean

    The last three months have been difficult ones for offshore drilling stocks. And their performance could get even worse, says UBS. Associated Press Diamond Offshore (DO) has fallen 10% during the past three months,   Ensco (ESV) has dropped 13%, [...]

    Posted 1 year ago

  • BARR

    Barrons  Drilling Deep for Value

    Ensco, the world's second-largest offshore driller, is profiting from a major bet on deepwater drilling. The shares could rally further as earnings climb.

    Posted 2 years ago