http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2025, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 30 Jun 2025 06:48:23 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Intl+Ratings/Kepler+Cheuvreux+Reiterates+Buy+Rating+on+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29/24994109.html <p>Kepler Cheuvreux reiterated a Buy rating and NOK290.00 price target on Subsea 7 SA (SUBC:NO) (OTC: SUBCY).</p> http://www.streetinsider.com/Intl+Ratings/Kepler+Cheuvreux+Reiterates+Buy+Rating+on+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29/24994109.html Mon, 30 Jun 2025 06:48:23 -0400 SUBCY http://www.streetinsider.com/Intl+Ratings/Kepler+Cheuvreux+Reiterates+Buy+Rating+on+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29/24994109.html <p>Kepler Cheuvreux reiterated a Buy rating and NOK290.00 price target on Subsea 7 SA (SUBC:NO) (OTC: SUBCY).</p> http://www.streetinsider.com/Intl+Ratings/Kepler+Cheuvreux+Reiterates+Buy+Rating+on+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29/24994109.html Mon, 30 Jun 2025 06:48:23 -0400 SUBCY http://www.streetinsider.com/Hot+List/Morgan+Stanley+sees+opportunities+to+%27pick+and+choose%27+in+Europe%27s+Energy+Services+space/24937456.html <p>In a note on the European Energy Services sector, Morgan Stanley discussed the near-term soft oil price outlook, unlocking value in Energy Services, and favoured off-shore leveraged names.</p><p>The Energy Services sector, encompassing all companies providing services to the energy industry, is fragmented into various micro-markets driven by global energy demand. But they can all have different fundamentals.</p><p>Whereas previously the firm’s coverage concentrated on Engineering & Construction companies, now it has added to its coverage FPSO producers, OCTG market players, and membrane technology licensors working in LNG transportation and storage.</p><p>The macro backdrop of the Energy Services space is defined by three http://www.streetinsider.com/Hot+List/Morgan+Stanley+sees+opportunities+to+%27pick+and+choose%27+in+Europe%27s+Energy+Services+space/24937456.html Sat, 14 Jun 2025 04:00:00 -0400 IXC SUBCY http://www.streetinsider.com/Hot+List/Morgan+Stanley+sees+opportunities+to+%27pick+and+choose%27+in+Europe%27s+Energy+Services+space/24937456.html <p>In a note on the European Energy Services sector, Morgan Stanley discussed the near-term soft oil price outlook, unlocking value in Energy Services, and favoured off-shore leveraged names.</p><p>The Energy Services sector, encompassing all companies providing services to the energy industry, is fragmented into various micro-markets driven by global energy demand. But they can all have different fundamentals.</p><p>Whereas previously the firm’s coverage concentrated on Engineering & Construction companies, now it has added to its coverage FPSO producers, OCTG market players, and membrane technology licensors working in LNG transportation and storage.</p><p>The macro backdrop of the Energy Services space is defined by three http://www.streetinsider.com/Hot+List/Morgan+Stanley+sees+opportunities+to+%27pick+and+choose%27+in+Europe%27s+Energy+Services+space/24937456.html Sat, 14 Jun 2025 04:00:00 -0400 IXC SUBCY http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+sees+opportunities+to+%27pick+and+choose%27+in+Europe%27s+Energy+Services+space/24937456.html <p>In a note on the European Energy Services sector, Morgan Stanley discussed the near-term soft oil price outlook, unlocking value in Energy Services, and favoured off-shore leveraged names.</p><p>The Energy Services sector, encompassing all companies providing services to the energy industry, is fragmented into various micro-markets driven by global energy demand. But they can all have different fundamentals.</p><p>Whereas previously the firm’s coverage concentrated on Engineering & Construction companies, now it has added to its coverage FPSO producers, OCTG market players, and membrane technology licensors working in LNG transportation and storage.</p><p>The macro backdrop of the Energy Services space is defined by three http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+sees+opportunities+to+%27pick+and+choose%27+in+Europe%27s+Energy+Services+space/24937456.html Sat, 14 Jun 2025 04:00:00 -0400 IXC SUBCY http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+sees+opportunities+to+%27pick+and+choose%27+in+Europe%27s+Energy+Services+space/24937456.html <p>In a note on the European Energy Services sector, Morgan Stanley discussed the near-term soft oil price outlook, unlocking value in Energy Services, and favoured off-shore leveraged names.</p><p>The Energy Services sector, encompassing all companies providing services to the energy industry, is fragmented into various micro-markets driven by global energy demand. But they can all have different fundamentals.</p><p>Whereas previously the firm’s coverage concentrated on Engineering & Construction companies, now it has added to its coverage FPSO producers, OCTG market players, and membrane technology licensors working in LNG transportation and storage.</p><p>The macro backdrop of the Energy Services space is defined by three http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+sees+opportunities+to+%27pick+and+choose%27+in+Europe%27s+Energy+Services+space/24937456.html Sat, 14 Jun 2025 04:00:00 -0400 IXC SUBCY http://www.streetinsider.com/Intl+Ratings/CFRA+Downgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Sell/24912250.html <p>CFRA analyst Alex Goh downgraded Subsea 7 SA (SUBC:NO) (OTC: SUBCY) from Hold to Sell with a price target of NOK149.00.</p><p>The analyst comments "We maintain our 12-month target price at NOK149, based on 2025 EV/EBITDA of 3.6x for the combined entity arising from the merger proposal with Subsea 7. Our valuation is based on 1 SD below Saipem’s two-year EV/EBITDA average 0f 4.5x before the merger announcement. Our 2025-2026 EPS forecasts are unchanged as we estimate that SUBC will need to secure additional new contracts of up to USD0.8 billion per quarter to meet current consensus estimates as the current http://www.streetinsider.com/Intl+Ratings/CFRA+Downgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Sell/24912250.html Mon, 09 Jun 2025 08:02:53 -0400 SUBCY http://www.streetinsider.com/Intl+Ratings/CFRA+Downgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Sell/24912250.html <p>CFRA analyst Alex Goh downgraded Subsea 7 SA (SUBC:NO) (OTC: SUBCY) from Hold to Sell with a price target of NOK149.00.</p><p>The analyst comments "We maintain our 12-month target price at NOK149, based on 2025 EV/EBITDA of 3.6x for the combined entity arising from the merger proposal with Subsea 7. Our valuation is based on 1 SD below Saipem’s two-year EV/EBITDA average 0f 4.5x before the merger announcement. Our 2025-2026 EPS forecasts are unchanged as we estimate that SUBC will need to secure additional new contracts of up to USD0.8 billion per quarter to meet current consensus estimates as the current http://www.streetinsider.com/Intl+Ratings/CFRA+Downgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Sell/24912250.html Mon, 09 Jun 2025 08:02:53 -0400 SUBCY http://www.streetinsider.com/Downgrades/CFRA+Downgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Sell/24912250.html <p>CFRA analyst Alex Goh downgraded Subsea 7 SA (SUBC:NO) (OTC: SUBCY) from Hold to Sell with a price target of NOK149.00.</p><p>The analyst comments "We maintain our 12-month target price at NOK149, based on 2025 EV/EBITDA of 3.6x for the combined entity arising from the merger proposal with Subsea 7. Our valuation is based on 1 SD below Saipem’s two-year EV/EBITDA average 0f 4.5x before the merger announcement. Our 2025-2026 EPS forecasts are unchanged as we estimate that SUBC will need to secure additional new contracts of up to USD0.8 billion per quarter to meet current consensus estimates as the current http://www.streetinsider.com/Downgrades/CFRA+Downgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Sell/24912250.html Mon, 09 Jun 2025 08:02:53 -0400 SUBCY http://www.streetinsider.com/Downgrades/CFRA+Downgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Sell/24912250.html <p>CFRA analyst Alex Goh downgraded Subsea 7 SA (SUBC:NO) (OTC: SUBCY) from Hold to Sell with a price target of NOK149.00.</p><p>The analyst comments "We maintain our 12-month target price at NOK149, based on 2025 EV/EBITDA of 3.6x for the combined entity arising from the merger proposal with Subsea 7. Our valuation is based on 1 SD below Saipem’s two-year EV/EBITDA average 0f 4.5x before the merger announcement. Our 2025-2026 EPS forecasts are unchanged as we estimate that SUBC will need to secure additional new contracts of up to USD0.8 billion per quarter to meet current consensus estimates as the current http://www.streetinsider.com/Downgrades/CFRA+Downgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Sell/24912250.html Mon, 09 Jun 2025 08:02:53 -0400 SUBCY http://www.streetinsider.com/Analyst+Comments/CFRA+Downgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Sell/24912250.html <p>CFRA analyst Alex Goh downgraded Subsea 7 SA (SUBC:NO) (OTC: SUBCY) from Hold to Sell with a price target of NOK149.00.</p><p>The analyst comments "We maintain our 12-month target price at NOK149, based on 2025 EV/EBITDA of 3.6x for the combined entity arising from the merger proposal with Subsea 7. Our valuation is based on 1 SD below Saipem’s two-year EV/EBITDA average 0f 4.5x before the merger announcement. Our 2025-2026 EPS forecasts are unchanged as we estimate that SUBC will need to secure additional new contracts of up to USD0.8 billion per quarter to meet current consensus estimates as the current http://www.streetinsider.com/Analyst+Comments/CFRA+Downgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Sell/24912250.html Mon, 09 Jun 2025 08:02:53 -0400 SUBCY http://www.streetinsider.com/Analyst+Comments/CFRA+Downgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Sell/24912250.html <p>CFRA analyst Alex Goh downgraded Subsea 7 SA (SUBC:NO) (OTC: SUBCY) from Hold to Sell with a price target of NOK149.00.</p><p>The analyst comments "We maintain our 12-month target price at NOK149, based on 2025 EV/EBITDA of 3.6x for the combined entity arising from the merger proposal with Subsea 7. Our valuation is based on 1 SD below Saipem’s two-year EV/EBITDA average 0f 4.5x before the merger announcement. Our 2025-2026 EPS forecasts are unchanged as we estimate that SUBC will need to secure additional new contracts of up to USD0.8 billion per quarter to meet current consensus estimates as the current http://www.streetinsider.com/Analyst+Comments/CFRA+Downgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Sell/24912250.html Mon, 09 Jun 2025 08:02:53 -0400 SUBCY http://www.streetinsider.com/Intl+Ratings/Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+PT+Lowered+to+NOK235+at+Berenberg/24760326.html Berenberg analyst Richard Dawson lowered the price target on Subsea 7 SA (SUBC:NO) (OTC: SUBCY) to NOK235.00 (from NOK240.00) while maintaining a Buy rating. http://www.streetinsider.com/Intl+Ratings/Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+PT+Lowered+to+NOK235+at+Berenberg/24760326.html Thu, 08 May 2025 02:12:12 -0400 SUBCY http://www.streetinsider.com/Intl+Ratings/Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+PT+Lowered+to+NOK235+at+Berenberg/24760326.html Berenberg analyst Richard Dawson lowered the price target on Subsea 7 SA (SUBC:NO) (OTC: SUBCY) to NOK235.00 (from NOK240.00) while maintaining a Buy rating. http://www.streetinsider.com/Intl+Ratings/Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+PT+Lowered+to+NOK235+at+Berenberg/24760326.html Thu, 08 May 2025 02:12:12 -0400 SUBCY http://www.streetinsider.com/Analyst+PT+Change/Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+PT+Lowered+to+NOK235+at+Berenberg/24760326.html Berenberg analyst Richard Dawson lowered the price target on Subsea 7 SA (SUBC:NO) (OTC: SUBCY) to NOK235.00 (from NOK240.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+PT+Lowered+to+NOK235+at+Berenberg/24760326.html Thu, 08 May 2025 02:12:12 -0400 SUBCY http://www.streetinsider.com/Analyst+PT+Change/Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+PT+Lowered+to+NOK235+at+Berenberg/24760326.html Berenberg analyst Richard Dawson lowered the price target on Subsea 7 SA (SUBC:NO) (OTC: SUBCY) to NOK235.00 (from NOK240.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+PT+Lowered+to+NOK235+at+Berenberg/24760326.html Thu, 08 May 2025 02:12:12 -0400 SUBCY http://www.streetinsider.com/Intl+Ratings/Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+PT+Lowered+to+NOK225+at+RBC+Capital/24720977.html RBC Capital analyst Victoria McCulloch lowered the price target on Subsea 7 SA (SUBC:NO) (OTC: SUBCY) to NOK225.00 (from NOK255.00) while maintaining a Outperform rating. http://www.streetinsider.com/Intl+Ratings/Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+PT+Lowered+to+NOK225+at+RBC+Capital/24720977.html Thu, 01 May 2025 02:07:34 -0400 SUBCY http://www.streetinsider.com/Intl+Ratings/Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+PT+Lowered+to+NOK225+at+RBC+Capital/24720977.html RBC Capital analyst Victoria McCulloch lowered the price target on Subsea 7 SA (SUBC:NO) (OTC: SUBCY) to NOK225.00 (from NOK255.00) while maintaining a Outperform rating. http://www.streetinsider.com/Intl+Ratings/Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+PT+Lowered+to+NOK225+at+RBC+Capital/24720977.html Thu, 01 May 2025 02:07:34 -0400 SUBCY http://www.streetinsider.com/Analyst+PT+Change/Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+PT+Lowered+to+NOK225+at+RBC+Capital/24720977.html RBC Capital analyst Victoria McCulloch lowered the price target on Subsea 7 SA (SUBC:NO) (OTC: SUBCY) to NOK225.00 (from NOK255.00) while maintaining a Outperform rating. http://www.streetinsider.com/Analyst+PT+Change/Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+PT+Lowered+to+NOK225+at+RBC+Capital/24720977.html Thu, 01 May 2025 02:07:34 -0400 SUBCY http://www.streetinsider.com/Analyst+PT+Change/Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+PT+Lowered+to+NOK225+at+RBC+Capital/24720977.html RBC Capital analyst Victoria McCulloch lowered the price target on Subsea 7 SA (SUBC:NO) (OTC: SUBCY) to NOK225.00 (from NOK255.00) while maintaining a Outperform rating. http://www.streetinsider.com/Analyst+PT+Change/Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+PT+Lowered+to+NOK225+at+RBC+Capital/24720977.html Thu, 01 May 2025 02:07:34 -0400 SUBCY http://www.streetinsider.com/Intl+Ratings/Berenberg+Reiterates+Buy+Rating+on+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29/24530948.html <p>Berenberg analyst Richard Dawson reiterated a Buy rating and NOK240.00 price target on Subsea 7 SA (SUBC:NO) (OTC: SUBCY).</p> http://www.streetinsider.com/Intl+Ratings/Berenberg+Reiterates+Buy+Rating+on+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29/24530948.html Fri, 21 Mar 2025 04:24:30 -0400 SUBCY http://www.streetinsider.com/Intl+Ratings/Berenberg+Reiterates+Buy+Rating+on+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29/24530948.html <p>Berenberg analyst Richard Dawson reiterated a Buy rating and NOK240.00 price target on Subsea 7 SA (SUBC:NO) (OTC: SUBCY).</p> http://www.streetinsider.com/Intl+Ratings/Berenberg+Reiterates+Buy+Rating+on+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29/24530948.html Fri, 21 Mar 2025 04:24:30 -0400 SUBCY http://www.streetinsider.com/Intl+Ratings/Barclays+Upgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Overweight/24442943.html <p>Barclays analyst Mick Pickup upgraded Subsea 7 SA (SUBC:NO) (OTC: SUBCY) from Equalweight to Overweight with a price target of NOK270.00.</p><p>The analyst comments: "Subsea 7 produced a strong quarter, beating company derived consensus EBITDA by 10%. Guidance for 2025 was also in line with previous indications, seeing EBITDA margins expand from 15.9% to the 18-20% range. However, as with Saipem the day before, depreciation is also on the rise as new chartered capacity is included as leases. This takes away a bit from the growth story, which we see as attractive due to tight capacity and the crystallising of the http://www.streetinsider.com/Intl+Ratings/Barclays+Upgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Overweight/24442943.html Tue, 04 Mar 2025 01:42:16 -0400 SUBCY http://www.streetinsider.com/Intl+Ratings/Barclays+Upgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Overweight/24442943.html <p>Barclays analyst Mick Pickup upgraded Subsea 7 SA (SUBC:NO) (OTC: SUBCY) from Equalweight to Overweight with a price target of NOK270.00.</p><p>The analyst comments: "Subsea 7 produced a strong quarter, beating company derived consensus EBITDA by 10%. Guidance for 2025 was also in line with previous indications, seeing EBITDA margins expand from 15.9% to the 18-20% range. However, as with Saipem the day before, depreciation is also on the rise as new chartered capacity is included as leases. This takes away a bit from the growth story, which we see as attractive due to tight capacity and the crystallising of the http://www.streetinsider.com/Intl+Ratings/Barclays+Upgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Overweight/24442943.html Tue, 04 Mar 2025 01:42:16 -0400 SUBCY http://www.streetinsider.com/Upgrades/Barclays+Upgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Overweight/24442943.html <p>Barclays analyst Mick Pickup upgraded Subsea 7 SA (SUBC:NO) (OTC: SUBCY) from Equalweight to Overweight with a price target of NOK270.00.</p><p>The analyst comments: "Subsea 7 produced a strong quarter, beating company derived consensus EBITDA by 10%. Guidance for 2025 was also in line with previous indications, seeing EBITDA margins expand from 15.9% to the 18-20% range. However, as with Saipem the day before, depreciation is also on the rise as new chartered capacity is included as leases. This takes away a bit from the growth story, which we see as attractive due to tight capacity and the crystallising of the http://www.streetinsider.com/Upgrades/Barclays+Upgrades+Subsea+7+SA+%28SUBC%3ANO%29+%28SUBCY%29+to+Overweight/24442943.html Tue, 04 Mar 2025 01:42:16 -0400 SUBCY