NCSM NCS Multistage Holdings, Inc.

BULLISH Impact: 7/10 425
Horizon months Filed Jun 1, 2026 Processed 7d 21h ago SEC 0001603923-26-000054
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 17d
Currently $54.33 · +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 11d ago
T+5d
+11.80%
call +11.80% · α +14.55%
$52.00
settled 5d ago
T+20d
call — · α —
in 17d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Weatherford International plc filed a press release announcing a definitive agreement to acquire NCS Multistage Holdings, Inc. in a stock-and-cash transaction valued at 0.463 Weatherford shares per NCSM share, with up to 19.99% payable in cash. The deal has been approved by both boards and the controlling stockholder owning >50% of NCSM shares, with expected close in H2 2026 and at least $15M in annual cost synergies.

Actionable Insight

The acquisition is on track with no changes to terms or disclosed opposition. Monitor for regulatory approvals and the filing of the S-4 registration statement. The controlling stockholder's support (>50% ownership) significantly reduces closing risk.

Key Facts

  • Weatherford to acquire NCS Multistage in a stock-and-cash transaction valued at 0.463 Weatherford shares per NCSM share
  • Up to 19.99% of total equity consideration payable in cash
  • Annual cost synergies expected to be at least $15 million, realized within 18 months of closing
  • Deal expected to be immediately accretive to adjusted Free Cash Flow per share
  • Transaction approved by both boards and controlling stockholder owning >50% of NCSM shares
  • Expected close in second half of 2026, subject to regulatory approvals and customary conditions
  • NCS Multistage stockholders can elect either 0.554 Weatherford shares or a combination of 0.239 shares plus cash equivalent to 0.137 shares

Financial Impact

At least $15 million in annual cost synergies; deal value not explicitly stated in filing

free cash flow per sharecost synergies

Risk Factors

  • Regulatory approvals may delay or prevent closing
  • Integration risks could limit synergy realization
  • Stock consideration exposes NCSM shareholders to WFRD price volatility until close

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)0001603923-26-000054
Document: 0001603923-26-000054-index-headers.html0001603923-26-000054
Document: 0001603923-26-000054-index.html0001603923-26-000054
Document: 0001603923-26-000054.txt0001603923-26-000054
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 14m)

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