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    Helmerich & Payne (HP) Could Be 14% Undervalued After ExxonMobil FlexRobotics Expansion

    Simply Wall St·10/15/2026 03:32:37
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    Helmerich & Payne (HP) drew fresh attention after announcing an expanded rollout of its FlexRobotics technology with ExxonMobil. The move scales drilling automation across more rigs and deepens an existing collaboration.

    Recent trading tells a mixed story for Helmerich & Payne. The share price is down 9.48% over the past month but still up 15.47% over 90 days and 28.89% year to date. The 1 year total shareholder return of 71.55% and 5 year total shareholder return of 34.48% point to stronger rewards once dividends are included.

    Position your Helmerich & Payne thesis alongside other drillers and energy contractors by scanning our hand picked 32 high quality undervalued stocks with similar value focused profiles.

    For Helmerich & Payne, a pullback after a strong run and the ExxonMobil FlexRobotics expansion creates a clear fork in the road. Is it worth stepping in now or waiting for a cleaner entry on weakness?

    Most Popular Narrative: 14% Undervalued

    Against a last close of $38.59, the most followed Helmerich & Payne narrative anchors fair value at $44.75, which frames today’s pullback as a discount that only really makes sense if the cash flow story disappoints.

    The main thing that has to go right is that Helmerich & Payne continues to convert its technology and global rig deployments, including in Vaca Muerta, the Middle East and offshore, into consistent direct margins and free cash flow while managing cost and conflict risks.

    See why 21 investors see Helmerich & Payne as 14% undervalued.

    Result: Fair Value of $44.75 (UNDERVALUED)

    Still, the Helmerich & Payne story can break if rig overcapacity pushes dayrates lower, or if Middle East disruptions keep chipping away at international margins.

    Find out about the key risks to this Helmerich & Payne narrative.

    Next Steps

    With investor attention split between risk and reward, it helps to move quickly, review the underlying numbers, and decide where you land on 3 key rewards and 3 important warning signs.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.