NCSM NCS Multistage Holdings, Inc.

BULLISH Impact: 7/10 425
Horizon months Filed Jun 1, 2026 Processed 11d 12h ago SEC 0001193125-26-251591
Rule 425 M&A communications
Latest settled — T+1d ⚠ clustered
NCSM ▲ +0.22% at T+1d
LONG call ✓ call won +0.22% · α vs SPY +0.94% · entry $55.60 → $55.72
Next anchor: T+5d due 5d ago
Currently $54.33 · -2.28% from $55.60 entry
Entry anchored
Jun 1, 2026
via day open
T+1d
+0.22%
call +0.22% · α +0.94%
$55.72
settled 11d ago
T+5d
call — · α —
due 5d ago
T+20d
call — · α —
in 17d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

NCS Multistage CEO Ryan Hummer sent an internal email to employees confirming the definitive agreement for Weatherford International to acquire NCS in a cash-and-stock transaction. 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

The deal is on track with no disclosed changes or opposition. Monitor for regulatory filings (Form S-4, Schedule 14C) and any shareholder vote developments. The spread between NCSM's current price and the implied deal value should be watched for arbitrage opportunities.

Key Facts

  • NCS Multistage has entered into a definitive agreement to be acquired by Weatherford International in a transaction consisting of cash and stock.
  • Transaction expected to close in the second half of 2026, subject to regulatory clearances and customary closing conditions.
  • CEO Ryan Hummer communicated the deal to all employees via email on June 1, 2026.
  • The deal has been approved by both boards and the controlling stockholder owning >50% of NCSM shares (per cross-filing context).
  • At least $15M in annual cost synergies are expected (per cross-filing context).
  • NCS and Weatherford will operate as separate, independent companies until close; no operational integration will occur pre-close.
  • A pre-integration team has been established under Manoj Nimbalkar (per cross-filing context).

Financial Impact

Acquisition valued at 0.463 Weatherford shares per NCSM share with up to 19.99% cash election; at least $15M in annual cost synergies expected (per cross-filing context).

share priceenterprise valuesynergies

Risk Factors

  • Regulatory approvals may delay or prevent closing.
  • Integration risks post-close could affect synergy realization.
  • Market conditions or adverse legal proceedings could impact the transaction timeline.

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)0001193125-26-251591
Document: 0001193125-26-251591-index-headers.html0001193125-26-251591
Document: 0001193125-26-251591-index.html0001193125-26-251591
Document: 0001193125-26-251591.txt0001193125-26-251591
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
11d ago
425
BULLISH ★ 7/10
$55.60 $55.72▲ +0.22%▲ +0.94%$54.33 (−2.28%)
Jun 1, 2026
11d ago
425
BULLISH ★ 7/10
$55.60 $55.72▲ +0.22%▲ +0.94%$54.33 (−2.28%)
Jun 1, 2026
11d ago
425
BULLISH ★ 7/10
$55.60 $55.72▲ +0.22%▲ +0.94%$54.33 (−2.28%)
Jun 1, 2026
11d ago
425
BULLISH ★ 7/10
$46.51 $55.60▲ +19.54%▲ +19.40%$54.33 (+16.81%)
Jun 1, 2026
11d ago
425
BULLISH ★ 7/10
$46.51 $55.60▲ +19.54%▲ +19.40%$54.33 (+16.81%)
Jun 1, 2026
11d 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

US Market Status

Market Closed — Opens Mon (52h 15m)

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