NPK International

NPKI · NYSE

$10.91−$0.04 (−0.37%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $10.95

NPKI analyst rating

BuyConsensus of 1 analyst over the last 12 months. 100% rate it a buy.

Strong buy0
Buy1
Hold0
Underperform0
Sell0

12-month price target · 6 analysts

Average $20.40 (+87.0% upside)

Low: $18.18
Now: $10.91
High: $23.10

Upgrades and downgrades

The latest rating actions, newest first

NPKI analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
HC Wainwright & Co.	Nov 3, 2025	Maintains	Buy	$12.00 → $18.00	34%

The case for and against

Updated Feb 2, 2026

Bull case

NPK International's management has revised its revenue guidance upward, now anticipating $250-$260 million, which represents a 17% year-over-year increase at the midpoint, along with adjusted EBITDA projected at $68-$74 million, reflecting a 29% year-over-year growth. The company's rental revenues reached a record $31.7 million, demonstrating a significant 33.7% increase compared to the previous year, indicating strong demand in the rental sector. Additionally, NPK International is focusing on higher-margin product and rental markets, evidenced by a 27.2% year-over-year increase in specialty rental and related service revenue, reaching $46.3 million.

Bear case

NPK International's financial outlook is negatively impacted by a decline in gross margins, which decreased sequentially to approximately 32% from 37% in the previous quarter, indicating potential challenges in maintaining profitability. Additionally, the presence of contracts that allow customers to reduce services without penalty poses a risk of decreased revenues and overall profitability. The labor-intensive nature of the company's operations further exacerbates this risk, as underutilization of the workforce due to contract delays or reduced service levels could lead to significant costs and diminished profitability.

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