智通财经网·2026-01-07 07:01Group 1: Schlumberger (SLB) - Evercore ISI upgraded Schlumberger's rating from "Market Perform" to "Outperform" and raised the target price from $38 to $54 [1] - The outlook for Schlumberger is clearer than it has been in over two years, with strategic focus shifting to wellhead and production areas, reducing overall risk [1] - Evercore expects international oilfield spending, particularly in the Middle East, to surpass North America by 2026, benefiting Schlumberger's business structure due to its strong position in key international markets [1] - Earnings per share (EPS) forecasts for Schlumberger were raised for 2026 and 2027 from $2.97 and $3.30 to $3.00 and $3.40, respectively [1] Group 2: Halliburton (HAL) - Evercore downgraded Halliburton's rating from "Outperform" to "Market Perform" and raised the target price from $28 to $35 [2] - Halliburton's exposure to North America remains a key constraint on its development, with approximately 40% of its revenue coming from the North American market [2] - Evercore holds a pessimistic view on North American oil and gas spending in 2026, anticipating a slowdown in market activity due to industry consolidation and peak land production rates [2] - Despite ongoing efforts in equipment optimization and cost control, Halliburton's domestic fracturing services business is expected to continue exerting pressure on the company [2]