SLB and Nvidia have expanded the two companies' collaboration aiming to design and deploy AI infrastructure and models for the energy industry. ...

SLB N.V. (NYSE: SLB) stock, the artist formerly known as Schlumberger, soared on Monday after Citigroup recommended buying SLB "on weakness" this morning, as StreetInsider.com reports. SLB stock is up 6% as of 12:10 p.m. ET. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Image source: Getty Images. Big trouble for big oil We don't ha ...

Core Viewpoint - SLB N.V. is considered one of the most undervalued stocks to buy according to analysts, despite facing challenges in Q1 2026 outlook with expected additional costs impacting earnings and lower anticipated revenue [1][3]. Financial Outlook - SLB N.V. expects to incur additional costs that may impact earnings by approximately 6 to 9 cents per diluted share for Q1 2026 [1]. - The company has indicated that its revenue for the quarter will be lower than previously anticipated [1]. Business Resilience - Despite the challenges, SLB N.V. remains confident in the resilience of its global business, particularly in the Middle East, leveraging its significant experience to navigate these challenges [2]. Analyst Ratings - Bernstein analyst Guillaume Delaby has raised the price objective for SLB N.V.'s stock to $56.10 from $52.30 while maintaining an "Outperform" rating, adjusting the model in light of the company's lower revenue expectations [3]. Company Operations - SLB N.V. provides technology for the energy industry globally and operates through four divisions: Digital & Integration, Reservoir Performance, Well Construction, and Production Systems [3].

Core Viewpoint - SLB N.V. is recognized as the world's largest Oil & Gas Equipment and Services company, with recent stock rallies attributed to market excitement over new opportunities in Venezuela [1] Group 1 - The stock of SLB has experienced significant gains in recent weeks [1] - Market enthusiasm is primarily driven by potential developments in Venezuela [1]

Energy investors are on edge over the run-up in oil prices triggered by the U.S.-Israeli attack on Iran that began in late February. While in constant flux, oil prices have risen by about 50% since then, sending Brent crude to highs not seen since 2022. Energy experts say the oil market likely won’t fall back to pre-war prices until 2027.The Iran war and its oil price boost have largely supported energy stocks, with the benchmark S&P Global Oil Index up 8.7% in the last month and up 31% year-to-date, well a ...

Gold slides on bets for higher interest rates for longer amid raging Iran war Stocks end lower in choppy session after Netanyahu says Iran can't enrich uranium Ed Yardeni sees risk to his bullish gold target as prices lag expectations Oil reverses course, but Brent still hovering near highest level since July 2022 5 Stocks That Could Soar Amid Rising Geopolitical Tensions By Tafara Tsoka Stock Markets Published 03/20/2026, 03:11 AM 5 Stocks That Could Soar Amid Rising Geopolitical Tensions View all comments ...

Core Insights - The current market is undergoing a regime change, moving from a disinflationary environment to an inflationary one, which will impact asset prices and investment strategies [14][19][24] - Investors are advised to shift their focus from traditional equities, particularly the S&P 500, to commodities like gold and energy stocks, as bonds are seen as inadequate for inflation protection [24][25][89] Investment Strategies - The recommendation is to sell bonds and invest in gold and oil, as these assets are expected to perform better in the current inflationary environment [25][89] - The equal-weighted S&P (RSP) is suggested over the traditional S&P 500 to avoid the heavy tech exposure that has characterized recent market performance [24][89] Market Analysis - The market is experiencing significant dispersion and rotation, indicating that stock picking will be crucial for outperforming the market [22][26] - The tech sector, particularly the MAG-7 stocks, is viewed as overvalued and likely to face challenges due to changing business models and economic conditions [40][50][56] Commodities and Energy - Gold is highlighted as a hedge against poor central bank decisions and is expected to rise significantly, with projections suggesting it could reach $7,000 to $10,000 in the coming years [85][86] - Energy stocks are considered undervalued due to years of underinvestment, and the depletion of oil resources is expected to drive prices higher [86][88] Private Credit Concerns - Private credit is described as a potential source of risk in the market, with concerns about its lack of price discovery and the potential for significant losses as liquidity tightens [92][95][98] - The situation with private credit is compared to past financial crises, indicating that it could lead to broader market issues if not managed properly [95][98]

Core Insights - The price of Benchmark West Texas Intermediate crude oil increased significantly from $55.44 per barrel in mid-December 2025 to $94.65 as of March 9, indicating a strong upward trend in oil prices [1] Industry Summary - The oil services sector is experiencing growth in alignment with the rising crude oil prices, suggesting a positive correlation between oil price increases and the performance of oil service companies [1]

Company Performance - SLB's stock closed at $46.13, reflecting a +2.6% change from the previous day's closing price, outperforming the S&P 500 which gained 0.25% [1] - Prior to this trading session, SLB shares had decreased by 10.78%, underperforming the Business Services sector's loss of 1.02% and the S&P 500's loss of 1.88% [1] Upcoming Earnings - SLB is expected to report an EPS of $0.61, indicating a 15.28% decrease from the same quarter last year [2] - The consensus estimate for quarterly revenue is $8.85 billion, which represents a 4.21% increase from the previous year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are projected at $2.88 per share, reflecting a -1.71% change from the prior year, while revenue is estimated at $37.13 billion, indicating a +3.97% increase [3] Analyst Estimates - Recent changes in analyst estimates for SLB are crucial as they reflect short-term business trends, with upward revisions indicating positive sentiment towards the company's operations [4] - The Zacks Rank system, which incorporates these estimate changes, currently ranks SLB at 3 (Hold) [6] Valuation Metrics - SLB is trading with a Forward P/E ratio of 15.62, slightly above the industry average of 15.6 [7] - The company has a PEG ratio of 3.17, compared to the Technology Services industry's average PEG ratio of 1.34 [7] Industry Context - The Technology Services industry, part of the Business Services sector, holds a Zacks Industry Rank of 188, placing it in the bottom 24% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

SLB OneSubsea Awarded Integrated EPC Contract for Deepwater Development Mar 17, 2026 8:30 AM Eastern Daylight Time Under the contract, SLB OneSubsea will deliver standardized subsea production technology that includes dual electric submersible pump (ESP), gas lift and gas injection horizontal trees, manifolds, connectors, and control systems, along with installation and commissioning support. "This award highlights the continued adoption of our standardized subsea systems, and the efficiency gains they can ...