NCSM NCS Multistage Holdings, Inc.

BULLISH Impact: 7/10 425
Horizon months Filed Jun 1, 2026 Processed 9d 22h ago SEC 0001603923-26-000055
Rule 425 M&A communications
Latest settled — T+5d ⚠ clustered
NCSM ▲ +11.80% at T+5d
LONG call ✓ call won +11.80% · α vs SPY +14.55% · entry $46.51 → $52.00
Next anchor: T+20d in 15d
Last close $54.33 (close Jun 12) · +16.81% from $46.51 entry
Entry anchored
Jun 1, 05:39 AM ET
via Databento tick
T+1d
+19.54%
call +19.54% · α +19.40%
$55.60
settled 13d ago
T+5d
+11.80%
call +11.80% · α +14.55%
$52.00
settled 7d ago
T+20d
call — · α —
in 15d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Weatherford International plc filed a Rule 425 communication containing an internal employee email from CEO Girish Saligram, confirming the definitive agreement to acquire NCS Multistage Holdings. The filing reiterates the strategic rationale, expected H2 2026 close, and business-as-usual operations until then, with no changes to deal terms or disclosed opposition.

Actionable Insight

This filing is a routine deal-progress communication with no new material information. Monitor for regulatory filings (Form S-4, Schedule 14C) and any shareholder or regulatory opposition that could affect the H2 2026 close timeline.

Key Facts

  • Weatherford CEO Girish Saligram confirmed the definitive agreement to acquire NCS Multistage Holdings.
  • Transaction expected to close in H2 2026, subject to customary conditions including regulatory approvals.
  • No changes to deal terms, timeline, or disclosed opposition since the initial announcement.
  • Pre-integration team established under Manoj Nimbalkar; no operational integration until close.
  • Employees instructed to maintain pricing discipline and not engage customers on behalf of both companies until close.
  • At least $15M in annual cost synergies previously disclosed; no revised synergy estimate in this filing.

Financial Impact

Deal value previously disclosed as 0.463 Weatherford shares per NCSM share with up to 19.99% cash election; no updated financial figures in this filing.

revenuesynergiesdeal value

Risk Factors

  • Regulatory approval delays or conditions could push close beyond H2 2026.
  • Shareholder opposition or litigation could emerge before the vote.
  • Integration risks post-close could impair synergy realization.

Market Snapshot

Exchange
Nasdaq
Sector
Oil & Gas Field Services, NEC
Analyst Consensus
86% bullish (7 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
425 Filing (Primary)0001603923-26-000055
Document: 0001603923-26-000055-index-headers.html0001603923-26-000055
Document: 0001603923-26-000055-index.html0001603923-26-000055
Document: 0001603923-26-000055.txt0001603923-26-000055
11 reports for NCSM
Performance horizon
89% Hit rate 8 of 9 directional calls best @ T+5▲ +45.54%Mar 4, 2026
Filters
Rows
Reports for NCSM — sortable, filterable
Type Now
Jun 1, 2026
13d ago
425
BULLISH ★ 7/10
$55.60 $55.72▲ +0.22%▲ +0.94%$54.33 (−2.28%)
Jun 1, 2026
13d ago
425
BULLISH ★ 7/10
$55.60 $55.72▲ +0.22%▲ +0.94%$54.33 (−2.28%)
Jun 1, 2026
13d ago
425
BULLISH ★ 7/10
$55.60 $55.72▲ +0.22%▲ +0.94%$54.33 (−2.28%)
Jun 1, 2026
13d ago
425
BULLISH ★ 7/10
$46.51 $55.60▲ +19.54%▲ +19.40%$54.33 (+16.81%)
Jun 1, 2026
13d ago
425
BULLISH ★ 7/10
$46.51 $55.60▲ +19.54%▲ +19.40%$54.33 (+16.81%)
Jun 1, 2026
13d ago
425
BULLISH ★ 7/10
$46.51 $55.60▲ +19.54%▲ +19.40%$54.33 (+16.81%)
Apr 29, 2026
6w ago
8-K
BEARISH ★ 6/10
$54.67 $49.56▲ +9.35%▲ +9.57%$54.33 (+0.62%)
Apr 23, 2026
7w ago
Press Release
BULLISH ★ 8/10
$78.77 $78.24▼ −0.67%▼ −0.84%$54.33 (−31.03%)
Apr 2, 2026
10w ago
DEFA14A
NEUTRAL ★ 2/10
$60.65 $63.39▲ +4.52%▲ +4.04%$54.33 (−10.42%)
Mar 4, 2026
14w ago
8-K
BULLISH ★ 7/10
$44.44 $48.35▲ +8.80%▲ +10.11%$54.33 (+22.25%)
Showing 10 of 11

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