斯伦贝谢2026年展望：营收预期369-377亿美元，投行上调评级

Financial Performance - The company expects revenue to be between $36.9 billion and $37.7 billion for 2026, with adjusted EBITDA projected to be between $8.6 billion and $9.1 billion [2] - The company plans to return over $4 billion to shareholders and aims to achieve $1 billion in data center solutions revenue by the end of the year [2] Institutional Views - Investment bank Evercore ISI upgraded the rating of the company from "in line with the market" to "outperform" on January 7, 2026, raising the target price from $38 to $54 [3] - The report indicates that international oilfield spending is expected to surpass North America, which is favorable for the company's business structure [3] Industry Policy and Environment - A report from February 2026 suggests that the U.S. is considering actions such as seizing Iranian oil tankers, which could drive up oil prices and indirectly affect the oil service industry [4] - As a company primarily focused on international business, the company needs to monitor related risks [4]