Oil States International (NYSE:OIS) Shares Up 13% on Earnings Beat

Oil States International, Inc. (NYSE:OIS) shares rose 13% during trading on Friday after the company announced better than expected quarterly earnings. The stock traded as high as $11.29 and last traded at $11.30. Approximately 276,581 shares were traded during trading, a decline of 69% from the average daily volume of 892,352 shares. The stock had previously closed at $10.00.

The oil and gas company reported $0.13 EPS for the quarter, topping the consensus estimate of $0.11 by $0.02. The firm had revenue of $178.46 million for the quarter, compared to the consensus estimate of $178.92 million. Oil States International had a net margin of 3.52% and a return on equity of 2.85%. The business’s revenue was up 8.4% compared to the same quarter last year. During the same period last year, the firm posted $0.09 earnings per share.

Key Headlines Impacting Oil States International

Here are the key news stories impacting Oil States International this week:

• Positive Sentiment: Q4 EPS beat consensus — OIS reported $0.13 EPS vs. a $0.11 consensus and improved YoY EPS, helping fuel investor optimism. OIS Q4 Earnings Beat Estimates
• Positive Sentiment: 2026 guidance / mix shift — Management set a 2026 revenue target of $680M–$700M and said offshore & international mix will rise to ~77%, signaling stronger exposure to higher‑growth markets. Oil States outlines $680M–$700M 2026 revenue target
• Positive Sentiment: Adjusted operating income and cash flow resilience — Excluding special charges, adjusted operating income was positive and management highlighted strong cash flow generation, which supports the outlook and reduces downside risk. Oil States Q4 2025 Earnings Call Summary
• Neutral Sentiment: Revenue roughly in line — Q4 revenue of $178.46M was essentially in line with estimates and up ~8% YoY, providing steady top‑line growth but not a major beat. Company press release
• Neutral Sentiment: Earnings-call transparency — Full earnings call transcripts and highlights are available for investors digging into segment trends and management commentary. Earnings call transcript
• Negative Sentiment: Large GAAP operating charge — The company recorded a substantial operating loss on a GAAP basis (driven by ~$113.6M of charges), which clouds headline profitability and could weigh on some value investors. Detailed results showing GAAP charges
• Negative Sentiment: Margins and returns remain modest — Reported net margin and return-on‑equity are low, underscoring operating leverage risks if activity or pricing softens. Market performance & metrics

Analysts Set New Price Targets

Several research firms recently issued reports on OIS. Susquehanna raised their price target on Oil States International from $6.50 to $8.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 7th. Weiss Ratings reissued a “hold (c)” rating on shares of Oil States International in a research note on Thursday, January 22nd. Finally, Wall Street Zen cut shares of Oil States International from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. Two equities research analysts have rated the stock with a Hold rating, According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $8.00.

Insider Transactions at Oil States International

In other Oil States International news, CEO Cindy B. Taylor sold 14,760 shares of the company’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $6.75, for a total value of $99,630.00. Following the completion of the transaction, the chief executive officer directly owned 2,109,724 shares in the company, valued at approximately $14,240,637. This represents a 0.69% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 5.40% of the company’s stock.

Hedge Funds Weigh In On Oil States International

Hedge funds and other institutional investors have recently modified their holdings of the stock. Hillsdale Investment Management Inc. lifted its holdings in Oil States International by 46.6% in the second quarter. Hillsdale Investment Management Inc. now owns 1,174,300 shares of the oil and gas company’s stock worth $6,294,000 after buying an additional 373,500 shares during the period. Ameriprise Financial Inc. raised its position in shares of Oil States International by 157.0% in the 2nd quarter. Ameriprise Financial Inc. now owns 547,191 shares of the oil and gas company’s stock worth $2,933,000 after acquiring an additional 334,279 shares in the last quarter. Campbell & CO Investment Adviser LLC raised its position in shares of Oil States International by 454.3% in the 2nd quarter. Campbell & CO Investment Adviser LLC now owns 252,171 shares of the oil and gas company’s stock worth $1,352,000 after acquiring an additional 206,678 shares in the last quarter. LSV Asset Management bought a new position in shares of Oil States International in the 3rd quarter worth approximately $1,094,000. Finally, Russell Investments Group Ltd. lifted its stake in shares of Oil States International by 121.3% in the 3rd quarter. Russell Investments Group Ltd. now owns 287,663 shares of the oil and gas company’s stock valued at $1,743,000 after purchasing an additional 157,688 shares during the period. Hedge funds and other institutional investors own 97.44% of the company’s stock.

Oil States International Stock Up 25.2%

The company has a market capitalization of $747.83 million, a P/E ratio of 33.83 and a beta of 1.30. The company has a 50-day moving average of $8.13 and a two-hundred day moving average of $6.72.

Oil States International Company Profile

Oil States International, Inc is a Houston-based provider of products and services to the global oil and gas industry. Through its well site solutions and flat steel solutions segments, the company supplies critical equipment and consumables used in drilling, completion and production operations. Its well site offerings include a broad range of rental products—such as coiled tubing, frac iron, pressure control equipment and downhole tool rentals—designed to support drilling rigs and well completion crews.

In addition to rental and service offerings, Oil States International’s flat steel solutions business manufactures and distributes steel pipeline and flowback products.