BMO Capital raised its price target on Halliburton (NYSE: HAL) to $42 from $39, while maintaining a Market Perform rating, reflecting modestly improved earnings expectations. The firm said its updated forecasts resulted in minimal changes to first-quarter 2026 estimates despite ongoing geopolitical tensions in the Middle East related to the U.S.-Iran conflict. BMO noted that while uncertainty remains elevated, Halliburton’s business appears relatively insulated from the disruption so far. The firm also expe ...

Halliburton's $42 Price Target From BMO Signals More Runway After a Monster 2026 - 24/7 Wall St. S&P 5006,618.60 +0.13% Dow Jones46,547.80 +0.14% Nasdaq 10024,307.00 +0.29% Russell 20002,545.32 +0.32% FTSE 10010,116.80 +1.00% Nikkei 22554,008.00 +1.18% Stock Market Live March 25, 2026: S&P 500 (SPY) Roller Coaster Ride Continues Investing Halliburton's $42 Price Target From BMO Signals More Runway After a Monster 2026 By Joel SouthPublished Mar 25, 10:32AM EDT Quick Read Halliburton (HAL) generated $1.5B in ...

Quick Read Halliburton (HAL) generated $1.5B in Middle East Q4 revenue (up 3% sequentially) and $3.5B in international revenue (up 7% sequentially) with double-digit growth in Europe, Africa, and CIS, supported by multi-year contracts with Petrobras, ConocoPhillips, and Shell Nigeria; BMO raised its price target to $42 from $39, implying upside to the current $38.11. WTI stabilizing in the $60-$64 range positions Halliburton for a North America recovery while the company’s $100M quarterly restructuring ...

Halliburton (HAL) closed at $37.51 in the latest trading session, marking a +2.68% move from the prior day. The stock exceeded the S&P 500, which registered a gain of 1.15% for the day. Elsewhere, the Dow gained 1.38%, while the tech-heavy Nasdaq added 1.38%. The provider of drilling services to oil and gas operators's shares have seen an increase of 4.04% over the last month, not keeping up with the Oils-Energy sector's gain of 8.53% and outstripping the S&P 500's loss of 5.69%.Market participants will be ...

Core Viewpoint - Halliburton Company will host a conference call on April 21, 2026, to discuss its first quarter 2026 financial results, with a press release to be issued prior to the call [1][2]. Group 1: Financial Results and Conference Call - The conference call will begin at 8:00 a.m. CT (9:00 a.m. ET) [1]. - A recorded version of the conference call will be available for seven days after the live event [3]. - Investors can pre-register for the conference call to obtain dial-in information [3]. Group 2: Company Overview - Halliburton is a leading provider of products and services to the energy industry, founded in 1919 [4]. - The company focuses on creating innovative technologies and services to maximize customer value and promote a sustainable energy future [4]. Group 3: Dividend Announcement - Halliburton's board of directors declared a first quarter 2026 dividend of $0.17 per share, payable on March 25, 2026, to shareholders of record as of March 4, 2026 [7].

A report said the Trump administration is considering plans to occupy or blockade Iran's Kharg Island to pressure Iran to reopen ‌the Strait of ⁠Hormuz.Crude ⁠prices rose, reversing all the losses recorded since major European nations, Japan and the United States hinted at efforts to boost energy supply. Brent ​crude prices were last up 1.7% at over $110 a barrel.The CBOE volatility index, sometimes referred to as Wall Street's fear gauge, ​edged up 1.72 points to 25.78. Futures tracking the rate-sensitive ...

Baker Hughes (NASDAQ:BKR), Halliburton (NYSE:HAL), and Transocean (NYSE:RIG) are all trading 4% to 5% higher Tuesday as crude oil's continued strength lifts the entire oilfield services complex. ...

The business itself has been executing well. Baker Hughes reported Q4 revenue of $7.39 billion, up 14.9% year over year, with record full-year free cash flow of $2.73 billion. The Industrial and Energy Technology (IET) segment is the real story here; IET hit a record backlog of $32.4 billion at year-end, with full-year orders of $14.9 billion exceeding the high end of guidance. That backlog is essentially a revenue pipeline that insulates Baker Hughes from the cyclicality that has historically punished oilf ...

Core Insights - Fluidsdoc is a seasoned expert in the oil industry with 40 years of experience across six continents and over twenty countries, specializing in the upstream oil sector [1] Group 1: Investment Analysis - The Daily Drilling Report, led by Fluidsdoc, provides investment analysis for the oil and gas industry, featuring a model portfolio that encompasses all segments of upstream oilfield activity [1] - Weekly updates and investment ideas are offered for both U.S. and international energy companies, covering a range from shale to deepwater drillers [1] - The group employs technical analysis to identify potential catalysts in the market [1]

Summary of Conference Call Transcript Company and Industry Involved - **Company**: Baker Hughes, Schlumberger, Halliburton, and Jerry Holdings (杰瑞股份) - **Industry**: Power systems and data centers Key Points and Arguments Baker Hughes Overview - Baker Hughes has a backlog of $2.5 billion in orders, with approximately $1 billion related to data centers, corresponding to about 3GW of installed capacity [2][3] - The NovaLT series gas turbines account for 2GW of the data center orders, showcasing Baker Hughes' self-developed turbine technology [2][3] - The company aims to secure $3 billion in direct orders from 2025 to 2027 and has a broader target of over $40 billion in the entire lifecycle solutions market by 2026-2028 [3] Market Trends and Strategic Deployment - The global energy structure is expected to shift towards solar and natural gas, with coal usage declining and nuclear energy growing moderately [4] - Baker Hughes is focusing on power generation, grid stability, and energy management as part of its strategic goals [4] - The company has made acquisitions, such as Chart Industries and BRUSH Group, to enhance its geothermal and energy storage capabilities [4] Product and Technology Offerings - Baker Hughes provides a comprehensive range of solutions for power and data centers, including: 1. Gas turbines (industrial and heavy-duty) 2. Steam turbines for combined cycle power systems 3. Multi-fuel systems, particularly for hydrogen and ammonia blends 4. Geothermal energy solutions [5] Competitive Landscape - Halliburton is also entering the data center market but lacks in-house gas turbine manufacturing capabilities, relying on external suppliers like Caterpillar and GE [6][9] - Schlumberger has a current order backlog of $460 million in data centers, expected to reach $1 billion by 2026, indicating competitive positioning with Jerry Holdings [8] Domestic Competitiveness - Domestic companies like Jerry Holdings are leveraging rapid response, cost control, and flexible supply chains to compete globally [2][10] - The ability to utilize both domestic and international suppliers for gas turbines enhances their competitive edge [10] Future Growth and Valuation - Jerry Holdings' growth will depend on securing more orders in the overseas data center power systems market, with key indicators being the scale and timing of new orders [10] - If Jerry Holdings can grow its order backlog to $1 billion or $2.5 billion, it may shift its valuation logic from traditional oil and gas services to align with energy solution providers like Baker Hughes [10] Other Important Insights - The transition from traditional oil services to data center solutions emphasizes the importance of continuous power supply and energy efficiency [7][8] - The collaboration between Halliburton and Votagrid highlights a strategic partnership approach to expand market reach [9]