Borr Drilling stock gains after insider purchase and cautious valuation

Published on 09/19/2026 at 12:49 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Borr Drilling stock rose in pre-market trading on September 18, 2026 after director Tor Olav Troim’s associate bought 150,000 shares at around USD 4.38. The company is trading below intrinsic value estimates and recent analyst targets as of mid-September 2026.

BORR, BMG1466R1732, Illustration mit AI erstellt.

Borr Drilling Ltd stock (ISIN BMG1466R1732) attracted attention in mid-September 2026 after director Tor Olav Troim, via his close associate Drew Holdings Ltd, acquired 150,000 additional shares at around USD 4.38, a move that coincided with a pre-market price uptick and renewed debate over the offshore driller’s valuation as of September 18, 2026.

Insider buying supports Borr Drilling stock

According to StockTitan, Tor Olav Troim reported the purchase of 150,000 Borr Drilling common shares on September 17, 2026 at an average price of USD 4.3795 per share through Drew Holdings Ltd in an open-market transaction.

As The Globe and Mail reports on September 19, 2026, Drew Holdings Ltd, identified as a close associate of Troim, purchased the 150,000 shares at an average price of USD 4.3795, increasing the director’s indirect ownership and signaling confidence in the company’s equity.

The insider buying has occurred against a backdrop of active management share purchases, with Quiver Quantitative highlighting that Borr Drilling insiders have traded the stock 18 times over the past six months, including 12 purchase transactions and 6 sales, underlining a pattern of insider participation in the stock.

Valuation metrics and analyst view

On the valuation side, Borr Drilling stock is currently viewed as modestly undervalued relative to intrinsic value estimates. According to GuruFocus on September 18, 2026, the platform’s GF Value metric estimates an intrinsic value of USD 4.43 per Borr Drilling share, compared with a current share price of USD 4.36, implying about 1.6 percent upside to fair value.

The same GuruFocus analysis states that Borr Drilling’s Price-to-Sales ratio stands at 1.29, below its historical median of approximately 1.7 times, suggesting the market is pricing the company at a discount to its typical revenue multiple as of mid-September 2026.

On the forward-looking side, a narrative outlined by Yahoo Finance on September 18, 2026 describes projections that Borr Drilling could generate USD 1.4 billion in revenue and USD 223.6 million in earnings by 2029, with those forecasts feeding into an estimated fair value of USD 4.76 per share, about 9 percent above the company’s then-current price.

Analyst sentiment remains measured. As noted in the Globe and Mail piece referencing TipRanks data, the most recent analyst rating on Borr Drilling stock is Hold with a price target of USD 5.50, indicating potential upside of more than 25 percent from a price around USD 4.36 but without a strong conviction to recommend aggressive buying at current levels.

Market performance and investor takeaways

GuruFocus reports that the insider buying news on September 18, 2026 coincided with a 2.6 percent pre-market rise in Borr Drilling’s stock price, showing that the market reacted positively, at least in the short term, to Troim’s additional stake-building.

While precise same-day trading metrics such as the closing price, intraday high and low, 52-week range, market capitalization and volume on the primary exchange are not detailed in the available sources, the cited figures around USD 4.36 to USD 4.38 per share in mid-September 2026 suggest that Borr Drilling stock is trading modestly below both the USD 4.43 GF Value estimate from GuruFocus and the USD 4.76 fair value projection based on long-term forecasts described by Yahoo Finance.

For investors, the quantified comparisons are central: at a Price-to-Sales ratio of 1.29 versus a historical median of approximately 1.7 times, the market is applying roughly a 24 percent discount to Borr Drilling’s typical revenue multiple, while the GF Value and forward-value estimates respectively point to about 1.6 percent and 9 percent upside from the mid-September 2026 price region.

Stock perspective as of mid-September 2026

As of around September 18, 2026, Borr Drilling stock on its New York Stock Exchange listing in USD appears to be supported by insider buying and a valuation profile that sits below both historical revenue multiples and several fair value estimates, but tempered by a Hold consensus rating and a USD 5.50 analyst target that frames the upside as measured rather than aggressive.