Schlumberger(SLB)
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SLB: Excessive Optimism Already Baked In Before Q4 Earnings
Seeking Alpha· 2026-01-16 15:46
SLB N.V. [formerly known as Schlumberger] ( SLB ) is the world's leading oilfield services company with a diversified portfolio of offerings. The business consists of four segments: Digital, Reservoir Performance, Well Construction, and Production Systems. WithI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both dome ...
美油企对重返委内瑞拉态度审慎
Zhong Guo Hua Gong Bao· 2026-01-16 02:44
中化新网讯 近日,尽管面临来自美国政府的明确施压,但美国主要石油公司纷纷表示,他们对重返委 内瑞拉仍持高度谨慎态度。安全风险、法律保障缺失以及投资风险,成为企业决策的首要顾虑。 尽管斯伦贝谢首席执行官奥利维尔·勒佩什表达了基于近一个世纪合作经验的积极意愿,称在条件具备 时可快速动员当地资源支持运营,但投资规模之巨仍是美油企的普遍担忧。分析师指出,重建委内瑞拉 破败的石油基础设施可能需要长达数年、数百亿美元的资金投入,而产能恢复却相对有限。 目前,雪佛龙是唯一依据美国特别许可证在委内瑞拉持续运营的大型美国油企。美国内政部长道格·伯 古姆在同期表态中明确,华盛顿不太可能提供财政补贴,投资资本必须来自能源公司自身及市场。 近期,美国总统特朗普在白宫与近20位石油企业高管会晤,敦促其承诺投资以帮助重振委内瑞拉的石油 产业。美国政府虽提出可能提供安全担保的设想,但企业高管普遍表示,仅有安全保障远不够,合同稳 定性与治理结构方面的可靠保证仍严重缺失。 埃克森美孚首席执行官达伦·伍兹明确表示,委内瑞拉目前处于"不可投资"状态。"必须建立持久的投资 保护机制。"伍兹强调。 ...
Top 2 Energy Stocks That Are Ticking Portfolio Bombs - SLB (NYSE:SLB), Sphere Entertainment (NYSE:SPHR)
Benzinga· 2026-01-15 12:45
As of Jan. 15, 2026, two stocks in the energy sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, according to Benzin ...
SLB (SLB) Increases Despite Market Slip: Here's What You Need to Know
ZACKS· 2026-01-14 00:01
Core Viewpoint - SLB's stock performance has outpaced major indices, and upcoming earnings are anticipated to show a decline in EPS but an increase in revenue [1][2]. Group 1: Stock Performance - SLB's stock increased by 1.66% to $45.90, outperforming the S&P 500, which fell by 0.19% [1]. - Over the last month, SLB shares have risen by 16.07%, while the Business Services sector experienced a loss of 0.17% [1]. Group 2: Earnings Estimates - SLB is expected to report earnings on January 23, 2026, with projected EPS of $0.74, a decrease of 19.57% from the same quarter last year [2]. - Revenue is estimated to be $9.54 billion, reflecting a 2.72% increase compared to the previous year [2]. Group 3: Full Year Projections - For the full year, earnings are projected at $2.89 per share, indicating a decline of 15.25%, while revenue is expected to remain flat at $35.78 billion [3]. Group 4: Analyst Estimates and Rankings - Recent adjustments to analyst estimates for SLB indicate near-term business trends, with positive revisions suggesting optimism about profitability [3][4]. - SLB currently holds a Zacks Rank of 3 (Hold), with a 1.4% rise in the Zacks Consensus EPS estimate over the past month [5]. Group 5: Valuation Metrics - SLB's Forward P/E ratio is 15.21, which is lower than the industry average of 16.89, indicating a valuation discount [6]. - The Technology Services industry, part of the Business Services sector, ranks 157 out of over 250 industries, placing it in the bottom 36% [6].
SLB Upgraded to Outperform, Price Target Raised to $54
Yahoo Finance· 2026-01-13 20:53
SLB N.V. (NYSE:SLB) is included among the 10 High Yield Crude Oil Stocks to Buy After Trump's Blitz in Venezuela. SLB Upgraded to Outperform, Price Target Raised to $54 SLB N.V. (NYSE:SLB) engages in the provision of technology for the energy industry worldwide. SLB N.V. (NYSE:SLB) received a lift on January 6 when Evercore ISI upgraded the stock from ‘In Line’ to ‘Outperform’, while also increasing its price target from $38 to $54. The upgrade comes as the analyst believes that SLB’s outlook is clearer ...
油气ETF(159697)收涨超1.1%,今日净申购1500万份
Sou Hu Cai Jing· 2026-01-13 08:03
Group 1: Industry Overview - According to Raytad Energy, global upstream exploration and development spending is expected to be around $600 billion in 2025, a decrease of 4% year-on-year, with deepwater investments projected to decline by 6% [1] - China's crude oil production has rebounded since 2019 due to a long-term strategy for increasing reserves and production, with a CAGR of 2.2% from 2019 to 2024, while natural gas production has a CAGR of 7.3% during the same period [1] - The "Big Three" oil companies in China have significantly increased capital expenditures from 2020 to 2023 and are expected to maintain high levels in 2024 and 2025, which will support upstream reserve growth and benefit their oil service subsidiaries [1] Group 2: Company Performance - In the first half of 2025, major oil service companies benefited from the ongoing domestic "increase reserves and production" initiative and the gradual release of overseas business performance, leading to improved operational quality despite falling oil prices [2] - CNOOC's oil service subsidiary reported a 23.3% year-on-year increase in net profit attributable to shareholders, while other companies like Haiyou Development and Haiyou Engineering saw net profit changes of +13.1% and -8.2% respectively, with the latter experiencing a 27% increase in gross profit [2] - The annualized ROE for CNOOC's oil service companies in the first half of 2025 showed resilience, with CNOOC at +1.5 percentage points compared to the full year of 2024, indicating a potential improvement in international competitiveness [2] Group 3: Market Performance - As of January 13, 2026, the National Petroleum and Natural Gas Index (399439) rose by 0.81%, with significant increases in stocks such as CNOOC's oil service (+6.03%) and China National Petroleum (+3.57%) [3] - The oil and gas ETF (159697) increased by 1.15%, reflecting a four-day consecutive rise, with the latest price reported at 1.23 yuan and a net subscription of 15 million units [3] - The top ten weighted stocks in the National Petroleum and Natural Gas Index account for 67.11% of the index, including major players like China National Petroleum, Sinopec, and CNOOC [3]
SLB, Delta Air Lines And More On CNBC's 'Final Trades' - SLB (NYSE:SLB)
Benzinga· 2026-01-12 13:02
On CNBC's “Halftime Report Final Trades,” Kevin Simpson, founder of Capital Wealth Planning, said SLB N.V. (NYSE:SLB) is best-in-class with strong international exposure and the technology edge that’s driving margins higher.Lending support to his choice, Susquehanna analyst Bascome Majors, on Jan. 7, maintained SLB with a positive rating. He also raised the price target from $42 to $52.Don't forget to check out our premarket coverage hereJim Lebenthal, partner at Cerity Partners, said Delta Air Lines, Inc. ...
原油,大涨!
中国基金报· 2026-01-09 00:09
Market Overview - The US stock market showed mixed results, with the Dow Jones Industrial Average rising by 270.03 points, or 0.55%, closing at 49,266.11 points. In contrast, the Nasdaq fell by 104.25 points, or 0.44%, ending at 23,480.02 points, while the S&P 500 index saw a slight increase of 0.53 points, or 0.01%, to close at 6,921.46 points [4][5]. Economic Outlook - Fitch Ratings has raised its GDP growth forecast for the US for 2025 and 2026, adjusting estimates due to delayed economic data from the government shutdown at the end of last year. The Federal Reserve is expected to lower the federal funds rate to 3.25% in the first half of 2026 [6]. - US Treasury Secretary Becerra indicated that most models suggest the Fed's interest rate range may fall between 2.5% and 3.25%, emphasizing that rates remain significantly above neutral levels [7]. Inflation and Employment - A monthly survey from the New York Federal Reserve revealed an increase in US inflation expectations for December, while consumer confidence in the job market has dropped to its lowest level in over 12.5 years [8]. Energy Sector - Oil prices increased, with WTI crude for February rising by 3.2% to settle at $57.76 per barrel, and Brent crude for March up by 3.4% to $61.99 per barrel. Energy stocks saw a broad increase, with ExxonMobil rising over 3%, Chevron up more than 2%, and ConocoPhillips increasing by over 5% [10][11]. Mining Industry - Glencore and Rio Tinto have resumed negotiations to potentially create the world's largest mining company, with a combined market value exceeding $260 billion. This merger is taking place against a backdrop of increasing competition for copper resources [14]. Technology Sector - The performance of major tech stocks was mixed, with the US Tech Giants Index declining by 0.27%. Notable movements included Amazon rising nearly 2% and Google increasing over 1%, while Apple fell by 0.5%, marking its seventh consecutive day of decline due to high interest rate expectations impacting growth stock valuations [16][18].
SLB: Venezuelan Oil Can Revitalize Oilfield Services Growth (Rating Upgrade)
Seeking Alpha· 2026-01-08 19:18
Core Insights - The oil sector is experiencing positive momentum due to efforts to redevelop Venezuela's energy infrastructure, leading to renewed interest in oilfield services companies and major oil firms [1] Group 1: Industry Developments - The redevelopment of Venezuela's energy infrastructure is a key driver for the current positive sentiment in the oil sector [1] - There is a growing interest from oilfield services companies and oil majors as a result of this momentum [1] Group 2: Analyst Background - The analysis is provided by a buy-side equity analyst with over a decade of experience in various sectors including oil and gas, oilfield services, and energy [1]
SLB Gains Following US Action in Venezuela
Yahoo Finance· 2026-01-08 05:12
The share price of SLB N.V. (NYSE:SLB) surged by 13.18% between December 30, 2025, and January 6, 2026, putting it among the Energy Stocks that Gained the Most This Week. SLB Gains Following US Action in Venezuela SLB N.V. (NYSE:SLB) provides technology for the energy industry worldwide. SLB N.V. (NYSE:SLB) garnered widespread investor attention after a US military strike captured Venezuelan President Nicolas Maduro, with President Trump declaring that the American oil companies would now enter the Sout ...