National Energy Services Reunited Corp. (NESR) has signed a $200 million contract with Saudi Aramco for a lithium demonstration project targeting 2,000 tons per annum of battery-grade lithium carbonate production by late 2027. The project leverages NESR's LiThara platform, which integrates brine treatment, direct lithium extraction, and carbonation technologies, marking the company's expansion into energy transition services beyond traditional oilfield services.

National Energy Services Reunited (NESR), a major oilfield services provider in the Middle East and North Africa, is highlighted as a value stock worth watching. The company holds a Zacks Rank #3 (Hold) with a VGM Score of A and Value Style Score of B, supported by an attractive forward P/E ratio of 14.04. Two analysts revised earnings estimates upward in the last 60 days, with the consensus estimate at $1.76 per share and an average earnings surprise of +19.8%.

National Energy Services Reunited Corp. (NESR) achieved record Q2 2026 revenues of $520.8 million (+59.1% YoY) driven by Jafurah project ramp-up, with adjusted EBITDA reaching $106.2 million. The company now targets $2 billion in 2026 revenues and is diversifying growth through new awards in Kuwait, UAE, and North Africa. However, expansion requires $210-215 million in capex and faces challenges from working capital timing and regional logistics costs.

Zacks highlights three stocks with Rank #1 (Strong Buy) ratings and strong growth prospects as of September 30th: Valero Energy (VLO), a petroleum and petrochemical manufacturer with 25.5% earnings estimate increase; National Energy Services Reunited (NESR), an oilfield services provider with 6.8% earnings growth; and Motorsport Games (MSGM), a racing game developer with 30.4% earnings estimate increase.

As bond yields rise and the Fed signals potential further rate hikes, a value-focused investment approach is recommended. Five stocks with earnings yields above 10%, buy ratings, and positive EPS growth projections are highlighted: Honda Motor, National Energy Services Reunited, Ternium S.A., Avnet Inc., and Star Bulk Carriers.

A comparison of two oil and gas equipment stocks, National Energy Services Reunited (NESR) and Forum Energy Technologies (FET), both holding Zacks Rank #1 ratings. NESR is identified as the superior value opportunity based on lower valuation metrics, including a forward P/E of 17.61 versus FET's 20.43, and a PEG ratio of 0.30 compared to FET's 2.55. NESR received a Value grade of B while FET received a D.

Venture Global signed a new 20-year Sales and Purchase Agreement with China Gas to supply 0.5 MTPA of U.S. LNG beginning in 2030, bringing total contracted volume with China Gas to 2.5 MTPA. The deal enhances Venture Global's long-term revenue visibility and positions the company to benefit from the global shift toward cleaner energy transition fuels.

National Energy Services Reunited Corp. (NESR) has unveiled its 3B3 corporate strategy targeting a $3 billion revenue run rate within three years through three pillars: expanding its contract funnel, growing geographical footprint in MENA, and leveraging NEDA and ROYA technologies. The company is positioned to benefit from Jafurah operations ramp-up in Saudi Arabia and new contracts in Kuwait, UAE, and North Africa, though geopolitical risks remain a concern.

Zacks.com highlights four stocks with increasing cash flows as attractive investment opportunities: Tutor Perini Corp., National Energy Services Reunited Corp., Huron Consulting Group Inc., and RCM Technologies Inc. The article emphasizes that positive and rising cash flows are more indicative of true financial health than profit alone, as they demonstrate management efficiency and reduce dependency on external financing.

An analysis identifies four stocks with rising cash flows and strong financial metrics: Tutor Perini (TPC) with 14% revenue growth forecast, National Energy Services (NESR) with 4.6% earnings estimate increase, Huron Consulting (HURN) with 2% earnings growth, and RCM Technologies (RCMT) with 13.3% earnings estimate increase. All four stocks meet screening criteria including Zacks Rank #1, positive cash flow trends, and strong VGM scores.

Zacks highlights three stocks with Rank #1 (Strong Buy) ratings and strong growth potential: Schneider National (SNDR), a logistics provider with 15.6% earnings estimate increase; National Energy Services Reunited (NESR), an oilfield services company with 8.3% earnings growth; and Oscar Health (OSCR), a healthcare technology company with a notable 227.7% earnings estimate increase over the last 60 days.

Director Yousif Mohammed Ali Nasser Al-Nowais sold 1,919,594 shares (89.33% of his holdings) of National Energy Services Reunited Corp. (NESR) for $51.5 million on June 25, 2026, following a 363.6% year-over-year stock surge. While insider selling after significant gains can raise questions, the article cautions against over-interpreting such moves, especially when conducted through holding companies. NESR faces a headwind as it was removed from Russell indexes on June 27, which could trigger mechanical selling from passive funds, though this was due to index reconstruction rather than company-specific issues.