Capital One Securities Adjusts SLB Price Target to $65 From $55, Maintains Overweight Rating
Capital One Securities has increased its price target for SLB to $65, up from the previous $55. The firm has decided to maintain its Overweight rating on the stock. This adjustment reflects Capital One Securities' continued positive outlook for SLB.
Today's Bullish Patterns & Technical Sentiment | Published on 05/22: OKE, SLB, JBHT and More
This article identifies bullish patterns and technical sentiment for several stocks, including OKE, SLB, and JBHT, as of May 22nd. It provides a daily technical analysis, highlighting potential upward trends and positive market indicators for these companies.
Borr Drilling’s First Quarter Profit Takes Hit as Odin Rig Start-Up Lags
Borr Drilling reported a wider net loss of $29 million for Q1 2026, primarily due to delays in the Odin jack-up rig's contract start-up and contract transitions. Despite the financial hit, the company is expanding its fleet through acquisitions and has secured significant new contract commitments, increasing its full-year 2026 contract coverage to 71%. Borr Drilling anticipates improved activity and dayrates in 2027 and 2028, driven by current market dynamics and a focus on energy security.
How Investors Are Reacting To NESR’s Record Quarter, First Capital Return Plan And Insider Share Sales
National Energy Services Reunited Corp. (NESR) recently reported a record first quarter for 2026, with significant increases in sales and net income, and announced its first capital return program including a quarterly dividend and share repurchase authorization. This strong financial performance and shareholder-friendly initiative come alongside disclosed insider share sales, creating conflicting signals for investors. The article highlights that despite these developments, the core investment drivers for NESR remain its performance in MENA oilfield activities and project execution, with regional geopolitical risks being the main concern.
BP Enters 3 New Indonesian Blocks
BP has signed three new production sharing contracts (PSCs) in Indonesia, including the Bintuni and Drawa exploration blocks near its Tangguh LNG project, which it anticipates will offer potential for fast-tracked development. The third PSC is the Barong block, offshore East Java, in partnership with INPEX. Separately, BP recently acquired a 40 percent stake in the North Ustyurt PSC in Uzbekistan, marking its first project in the country, as it aims to grow its upstream production to 2.3-2.5 million barrels of oil equivalent a day by 2030.
Borr Drilling’s CEO: Middle East conflict brings uncertainty but empowers long-term rig outlook
Borr Drilling's CEO, Bruno Morand, reported strong operational performance in Q1 2026 with high technical and economic utilization, despite revenue and EBITDA decreases linked to an $8.4 million credit loss provision and delayed contract start-up for the Odin rig. The company secured 13 new jack-up rig deals, expanding its backlog, and made strategic acquisitions and a $300 million convertible note offering to strengthen its financial structure. Morand believes that while the Middle East conflict introduces near-term uncertainty, it ultimately bolsters the long-term outlook for the offshore drilling sector by driving higher oil prices and a renewed focus on energy security.
Avoiding Lag: Real-Time Signals in (SLB) Movement
This article provides a real-time analysis of Schlumberger N.v. (NYSE: SLB) stock movement, highlighting a strong sentiment that could lead to a long-term positive bias despite mid-term neutrality. It outlines three AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal strength, support, and resistance levels for near-term, mid-term, and long-term horizons.
Indonesia, Malaysia have approved asset transfers to new Eni-Petronas JV, Petronas exec says
Indonesia and Malaysia have approved the transfer of oil and gas block ownership to SEARAH, a new joint venture between Italy's Eni and Malaysia's Petronas. This JV will manage 19 assets across both countries, aiming for an initial production of over 300,000 boepd, with plans to expand to over 500,000 boepd. The new company is expected to become operational around July 1.
Rathbones Group PLC Trims Holdings in SLB Limited $SLB
Rathbones Group PLC significantly reduced its stake in SLB Limited by 60.5% in the fourth quarter, selling over 1 million shares, though other institutional investors like Vanguard Group Inc. and State Street Corp increased their holdings. SLB reported solid financial results with EPS exceeding expectations, despite revenue slightly missing estimates, and maintains a "Moderate Buy" analyst consensus with a target price of $59.74 and a consistent quarterly dividend. Insider selling by SLB executives also occurred recently, with both an EVP and a Director selling shares.
Is SLB's Recent Q1 Performance a Warning Sign or a Temporary Blip
SLB's Q1 2026 earnings beat EPS estimates but missed revenue expectations due to significant Middle East disruptions, causing a 7% organic revenue decline. Despite these geopolitical challenges and anticipated pricing pressures, the company's stock has surged, reflecting investor confidence in its strategic pivot towards digital solutions, international offshore markets, and new energy initiatives for long-term growth. Wall Street analysts maintain a "Moderate Buy" consensus with an average price target offering a modest upside, supported by strong projected EPS growth.
Thru-tubing screens restore value in a sand-challenged ultradeepwater well
In an ultradeepwater well in the Gulf of America, excessive sand production forced a nearly four-year shutdown, leading to significant deferred production. SLB implemented a remedial completion using RemedySlot™ erosion-resistant thru-tubing sand screens, deployed via coiled tubing. This intervention successfully restored production and reestablished sand control, protecting vital subsea infrastructure and recovering asset value without requiring a full recompletion.
Oil & Gas Following the AI Capex Boom as Crude Hovers at $100
Oil and gas companies are significantly increasing capital expenditure after a decade of restraint, mirroring the AI-driven capex boom in the tech sector, especially as crude prices near $100. This spending shift, prompted by geopolitical events and supply scarcity, is particularly benefiting oil services and drilling companies like Valaris, ProFrac Holding Corp., and Helix Energy Solutions Group, which are seeing strong momentum and positive earnings revisions. While the thesis relies on sustained crude prices, the capacity bottlenecks and long-cycle investments suggest durability for these service providers despite historical sector volatility.
Thru-tubing screens restore value in a sand-challenged ultradeepwater well
A sand-challenged ultradeepwater well in the Gulf of America, shut in for nearly four years due to excessive sand production and erosion risks to subsea boosting systems, had its production restored using SLB's RemedySlot erosion-resistant thru-tubing sand screens. The remedial completion was deployed via coiled tubing, reestablishing sand control and protecting subsea assets. This solution recovered asset value and sustained production without a full recompletion, demonstrating a cost-efficient method for deepwater challenges.
Tredje AP fonden Takes $4.16 Million Position in Halliburton Company $HAL
Tredje AP fonden has initiated a new stake in Halliburton Company (NYSE:HAL) worth approximately $4.16 million, purchasing 147,058 shares in the fourth quarter. Institutional interest in Halliburton remains high, with many firms significantly increasing their stakes, bringing total institutional ownership to 85.23%. Wall Street analysts generally maintain a "Moderate Buy" rating for HAL, with an average price target of $42.45.
Rothschild & Co Redburn Adjusts SLB Price Target to $66 From $59, Maintains Buy Rating
Rothschild & Co Redburn has increased its price target for SLB to $66 from $59, while reiterating a Buy rating on the stock. This adjustment suggests a positive outlook for the company's future performance.
Do Analyst Upgrades Outweigh SLB’s Margin Pressures in Reshaping Its Investment Story (SLB)?
SLB recently reported stronger-than-expected Q1 results, leading to analyst upgrades, but simultaneously, concerns about low gross margins persist compared to its peers. The company's investment narrative is thus shaped by these contrasting factors, with forecasts projecting significant revenue and earnings growth by 2029, albeit with some analysts holding more cautious views. Investors are urged to consider both the positive sentiment and the ongoing margin pressures when evaluating SLB's future performance.
North Dakota State Investment Board Purchases Shares of 51,444 SLB Limited $SLB
The North Dakota State Investment Board acquired a new stake of 51,444 shares in SLB Limited, valued at approximately $1.97 million, during the fourth quarter. SLB reported mixed quarterly results, beating EPS estimates by a penny with $0.52 but missing slightly on revenue with $8.72 billion, though revenue still grew 2.7% year-over-year. The company also declared a quarterly dividend of $0.295 per share, yielding 2.1% annually, and maintains an average analyst rating of "Moderate Buy" with a consensus price target of $59.74.
Halliburton Introduces Advanced Solution for Complex Reservoirs
Halliburton has launched its new Xaminer® Deep Testing logging service, an advanced solution designed for early-stage evaluation of complex reservoirs. This service offers deep-reading producibility insights, early boundary identification, and multizone testing capabilities to help operators make data-driven decisions and maximize asset value. Developed in collaboration with operators, it integrates with Halliburton’s digital reservoir evaluation workflows.
Gabelli Funds LLC Trims Holdings in SLB Limited $SLB
Gabelli Funds LLC reduced its stake in SLB Limited by 10.7% in the fourth quarter, selling 90,000 shares and retaining 749,723 shares valued at approximately $28.8 million. Despite this trimming, Wall Street analysts generally hold a "Moderate Buy" rating for SLB, with a consensus price target of $59.74. The company recently reported quarterly EPS of $0.52, slightly exceeding estimates, and declared a quarterly dividend of $0.295 per share.
AlphaCore Capital LLC Invests $820,000 in SLB Limited $SLB
AlphaCore Capital LLC has initiated a new position in SLB Limited, purchasing 21,232 shares valued at approximately $820,000. This comes as institutional investors, including Vanguard and State Street, have increased their stakes in the oil and gas company, which recently reported strong quarterly earnings and announced a new dividend. Analysts currently rate SLB as a "Moderate Buy" with an average target price of $59.74.
SLB shares rise as crude prices spike, lifting oilfield-services names
SLB (SLB) stock rose 3.8% today, attributed to a surge in crude oil prices driven by heightened supply-risk concerns, which generally boosts the oilfield-services sector. The company's recent announcements, including a new contract for its OneSubsea joint venture and the acquisition of S&P Global Energy's upstream software portfolio, may also be contributing to investor interest. Insider trading over the last six months shows significant sales by executives, while institutional investors have both added and decreased their positions.
Slb NV stock hits 52-week high at $57.21 By Investing.com
SLB NV's stock reached a new 52-week high of $57.21, reflecting a nearly 60% total return over the last year and a 45% gain year-to-date. This milestone highlights strong investor confidence and the company's consistent dividend payments for 56 consecutive years. Several analysts, including BMO Capital, TD Cowen, Argus, Bernstein, and Stifel, have recently raised their price targets for SLB following its better-than-expected first-quarter results and positive outlook.
Slb NV stock hits 52-week high at $57.21
SLB NV stock has hit a new 52-week high of $57.21, reflecting a nearly 60% total return over the past year and a 45% gain year-to-date. This milestone follows recent analyst upgrades from BMO Capital, TD Cowen, Argus, Bernstein, and Stifel, all of whom raised price targets citing strong first-quarter results, resilient business performance, and positive market momentum despite some short-term headwinds. The company has also maintained dividend payments for 56 consecutive years, demonstrating consistent financial health.
DNB Asset Management AS Sells 718,641 Shares of SLB Limited $SLB
DNB Asset Management AS significantly reduced its stake in SLB Limited by selling 718,641 shares, decreasing its holdings by 69.6% to 313,472 shares valued at $12.0 million. This comes as SLB reported stronger-than-expected quarterly earnings of $0.52 EPS and $8.72 billion in revenue, along with declaring a quarterly dividend of $0.295 per share. Analysts currently rate SLB as a Moderate Buy with an average price target of $59.74, despite recent insider share sales.
Is It Too Late To Consider Schlumberger (SLB) After Its 60% One Year Rally?
Schlumberger (SLB) has seen a significant 60% rally over the past year, leading to questions about its current valuation. A Discounted Cash Flow (DCF) analysis suggests SLB is undervalued by 34.9% at its current share price of US$55.38, while its P/E ratio also indicates it is undervalued compared to a tailored benchmark. The article provides both bullish and bearish narratives for SLB, offering different valuation perspectives for investors to consider.
Mammoth Energy Services stock (US89904V1017): legal overhang and energy services mix in focus
Mammoth Energy Services (TUSK) is navigating ongoing legal challenges related to its Puerto Rico power restoration work and a volatile market for oilfield and infrastructure services. The company's diversified portfolio includes pressure pumping, sand and logistics, and utility services, aiming to balance cyclical demand. Investors should consider the stock's sensitivity to commodity prices, infrastructure spending, and the resolution of its legal disputes.
Soltis Investment Advisors LLC Acquires 190,737 Shares of SLB Limited $SLB
Soltis Investment Advisors LLC significantly increased its stake in SLB Limited, adding 190,737 shares to reach a total of 200,497 shares valued at $7.7 million. This move comes as SLB shares trade near their 52-week high, supported by solid financial performance including a quarterly EPS beat and a declared dividend. The company maintains a "Moderate Buy" consensus rating from analysts with an average target price of $59.74, despite recent insider share sales.
Leuthold Group LLC Takes $5.06 Million Position in SLB Limited $SLB
Leuthold Group LLC has acquired a new stake in SLB Limited, purchasing 131,906 shares valued at approximately $5.06 million during the fourth quarter. Other major institutional investors like Vanguard Group Inc. and State Street Corp also increased their holdings in SLB. Analysts generally maintain a "Moderate Buy" rating for SLB, with an average price target of $59.74, following the company's recent earnings report which slightly exceeded estimates.
SLB Stock Analysis: 53.6% Rally Pushes Shares to $55.78, Valuation Sparks Caution - News and Statistics
SLB's stock has rallied 53.6% in the past six months to $55.78, but StockStory advises caution due to the company's "bottom-tier" average gross margin of 21.5% over the last five years. The firm believes SLB's current valuation of 19.8 times forward price-to-earnings does not present a significant investment opportunity, despite the recent price increase. StockStory suggests that better investment alternatives exist, implicitly indicating other companies.
Assessing ArcelorMittal (ENXTAM:MT) Valuation After Strong Recent Shareholder Returns
ArcelorMittal (ENXTAM:MT) has shown strong share price performance over the past year, with a 92.26% shareholder return, despite a recent 5.02% decline. The stock is currently trading at €52.24, which is considered undervalued with a fair value of €55.03 based on analysis focusing on cash flow resilience, decarbonization projects, and regional expansion. Investors are encouraged to review both opportunities and risks, including the impact of heavy green capital expenditure and potential steel overcapacity.
SLB Limited Trade Ideas — LS:853390
This page from TradingView provides various trade ideas and technical analyses for SLB Limited (LS:853390) by different contributors. The analyses include bearish divergences, potential support levels, bullish flags, and long-term triangle breakouts, with price targets ranging from $88.85 to $100. Traders share diverse perspectives on SLB's future price movements, from short-term corrections to significant upside potential.
Qsemble Capital Management LP Raises Stock Holdings in SLB Limited $SLB
Qsemble Capital Management LP increased its stake in SLB Limited by 45% in the fourth quarter, purchasing an additional 63,255 shares to bring its total holdings to 203,950 shares valued at approximately $7.83 million. Despite recent insider selling by executives, institutional investors maintain an 81.99% ownership in the company. SLB reported better-than-expected quarterly earnings and has received a "Moderate Buy" consensus rating from analysts, with several firms raising their price targets.
Will Revenue Growth and Margin Squeeze Change RPC's (RES) Profitability Narrative?
RPC, Inc. reported a significant increase in sales but a sharp decline in net income for the quarter ended March 31, 2026, raising concerns about its margin profile. Despite management's cautious tone on pricing recovery, the company plans to increase capital expenditure, suggesting a long-term investment strategy that could strain profitability if pricing pressure persists. The current investment narrative for RPC hinges on its ability to convert specialized services into higher-quality earnings amidst competitive pressures in the shale market.
Dana Investment Advisors Inc. Trims Stock Holdings in SLB Limited $SLB
Dana Investment Advisors Inc. reduced its stake in SLB Limited by 3.9% in the fourth quarter, selling 23,343 shares to hold 574,577 shares valued at $22.1 million. Despite this, SLB reported better-than-expected earnings of $0.52 per share and a 2.7% increase in revenue year-over-year. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $59.74, and the company also declared a quarterly dividend of $0.295 per share.
Commerzbank Aktiengesellschaft FI Grows Position in SLB Limited $SLB
Commerzbank Aktiengesellschaft FI increased its stake in SLB Limited by 19.2% in the fourth quarter, holding 180,047 shares valued at $6.91 million. SLB reported strong quarterly earnings of $0.52 per share and revenue of $8.72 billion, a 2.7% year-over-year increase. The company also declared a quarterly dividend of $0.295 per share, yielding approximately 2.1% annually.
697,752 Shares in SLB Limited $SLB Bought by ANTIPODES PARTNERS Ltd
ANTIPODES PARTNERS Ltd initiated a new position in SLB Limited, purchasing 697,752 shares valued at approximately $26.8 million during the fourth quarter. Institutional investors and hedge funds now own 81.99% of SLB, with several firms increasing their stakes, though some insiders also sold shares. SLB reported strong Q1 earnings, beating estimates, and announced a quarterly dividend.
Halliburton stock (US4062161017): Earnings beat keeps Halliburton in focus
Halliburton's first-quarter 2026 earnings showed an adjusted EPS of $0.55, surpassing the $0.50 estimate and drawing investor attention. The company is a crucial indicator of oilfield service demand, particularly within the North American energy sector, and its business model is highly sensitive to capital spending trends in upstream oil and gas. Despite the positive results, Halliburton remains exposed to inherent energy-cycle risks, including fluctuating customer budgets and commodity prices.
Halliburton (NYSE:HAL) Given New $49.00 Price Target at Rothschild & Co Redburn
Rothschild & Co Redburn has increased its price target for Halliburton (NYSE:HAL) to $49.00 from $40.00, maintaining a "buy" rating and suggesting an 18.45% upside. This comes as Halliburton shares are trading near their 52-week high, supported by a "Moderate Buy" consensus from analysts. Despite recent insider selling, the company beat quarterly earnings expectations with $0.55 EPS and $5.40 billion in revenue.
Tejara Capital Ltd Purchases 34,700 Shares of SLB Limited $SLB
Tejara Capital Ltd increased its stake in SLB Limited by 25% in the fourth quarter, purchasing an additional 34,700 shares to bring its total holdings to 173,459 shares valued at $6.66 million. Analysts have largely turned bullish on SLB, with several firms raising price targets and the stock holding a "Moderate Buy" rating. The company reported strong quarterly earnings and announced a $0.295 per share dividend, while insider activity showed some sales by directors and executives.
SLB stock wavers after earnings. How the Iran war disrupted its recovery.
The article discusses how SLB's stock performance is wavering following its recent earnings report. It highlights the impact of the Iran war as a disrupting factor on the company's recovery efforts. The content delves into the financial implications and market reactions related to these events.
Leeward Investments LLC MA Buys 38,526 Shares of SLB Limited $SLB
Leeward Investments LLC MA increased its stake in SLB Limited by 13.7% in the fourth quarter, acquiring an additional 38,526 shares to bring its total holdings to 319,229 shares valued at approximately $12.25 million. Despite insider selling by an EVP and a Director, SLB reported strong quarterly earnings, beating analyst expectations with $0.52 EPS and $8.72 billion in revenue. Analysts currently rate SLB as a "Moderate Buy" with a consensus price target of $59.74, and the company also declared a quarterly dividend of $0.295 per share.
Madison Asset Management LLC Purchases Shares of 34,649 SLB Limited $SLB
Madison Asset Management LLC has acquired 34,649 shares of SLB Limited, valued at approximately $1.33 million, representing a new stake in the company. Other institutional investors have also increased their holdings, with institutions now owning 81.99% of SLB's stock. The oil and gas company reported strong quarterly earnings, beating estimates, and analysts have a "Moderate Buy" consensus rating with an average price target of $59.74.
Fulcrum Asset Management LLP Lowers Stock Position in SLB Limited $SLB
Fulcrum Asset Management LLP significantly reduced its stake in SLB Limited by 56.7% in the fourth quarter, selling over 100,000 shares. Despite this, several other institutional investors increased their holdings, and analysts maintain a "Moderate Buy" rating with an average target price of $59.74 for SLB. The company reported mixed quarterly results and declared a quarterly dividend of $0.295 per share.
Will Citi’s Coverage and New Guidance Recast Innovex International’s (INVX) Cyclicality and Risk Profile?
Innovex International (INVX) reported a first-quarter net loss and issued cautious second-quarter guidance, yet Citi's new coverage highlights the company's lower cyclicality, strong free cash flow, and the impact of the DIS acquisition. This analysis explores how Citi's positive outlook might reframe Innovex's investment narrative, emphasizing its transition to a more balanced oilfield services platform despite short-term financial wobbles and geopolitical risks. The article also touches on the company's stock performance and varying fair value estimates from the investment community.
Core Laboratories Inc. Common Stock (NY: CLB)
This article provides an overview of recent news and financial updates related to Core Laboratories Inc. (NYSE: CLB). It includes various news headlines, earnings reports, analyst insights, and stock performance updates for the company, spanning from late 2025 to May 2026. The content highlights the impact of geopolitical events and operational challenges on Core Laboratories' stock and earnings.
Halliburton stock (US4062161017): Q1 2026 EPS beat fuels momentum
Halliburton (HAL) reported Q1 2026 EPS of $0.55, exceeding analyst estimates of $0.50 for the third consecutive quarter. The stock rose 1.89% to $41.02, supported by increasing oil prices due to geopolitical tensions. The company's core business model focuses on providing oil and gas services globally, with key revenue drivers in completion, production, and drilling segments.
Barclays Lifts PT on Innovex International (INVX), Cites Best Sector Setup in 20 Years
Barclays has increased its price target for Innovex International (INVX) to $26 from $24, maintaining an Equal Weight rating. The firm cited that the energy services sector is experiencing its best setup in 20 years due to potential structurally higher oil prices and accelerating upstream spending, leading to an upgraded industry view to Positive. Innovex International provides solutions for the oil and gas industry, and Barclays believes the sector is poised for outperformance.
Assessing SLB (NYSE:SLB) Valuation After Recent Share Price Momentum
SLB (NYSE:SLB) has seen strong recent share price performance, with its stock up 7% in the past month and 9% in the last three months, reaching US$55.38. Simply Wall St's analysis suggests SLB is undervalued, with an intrinsic value estimate about 35% higher than its current share price, putting its fair value at $60.33. This valuation is supported by persistent industry demand for digital transformation and double-digit growth in SLB's digital business, despite potential risks like weaker upstream spending and integration challenges with ChampionX.
SLB OneSubsea acquires Envirex’s subsea business
SLB OneSubsea, a joint venture of SLB, Aker Solutions, and Subsea7, has acquired Envirex Group AS's subsea business. This acquisition strengthens SLB OneSubsea's portfolio, particularly in wireless and umbilical-free underwater technologies, aiming to simplify offshore operations and reduce costs. The integration will enhance their global delivery capabilities and position them better for advanced subsea solutions in deepwater oil and gas projects.
Subsea Tech Expansion Might Change The Case For Investing In SLB (SLB)
SLB's OneSubsea joint venture has acquired Envirex Group AS's subsea business, expanding its technology portfolio with umbilical-less and wireless systems. This move strengthens SLB's subsea offerings and its role in offshore energy projects, modestly reinforcing the near-term catalyst from deepwater project awards. While the acquisition supports SLB's funding flexibility and long-cycle projects, investors should consider the continuous risk of operator spending cuts and political complexities.
