斯伦贝谢获政策利好与阿曼合同，股价创阶段新高

Group 1 - The U.S. Treasury Department has announced that American companies are now allowed to provide oil production equipment and technology to Venezuela, benefiting Schlumberger directly from this policy relaxation [1] - On the same day, Schlumberger secured two five-year contracts with Oman Oil Development Company to provide wellhead equipment and artificial lift technology for Block 6 in Oman, aimed at enhancing recovery rates and local manufacturing capacity [1] - Schlumberger's stock price experienced a fluctuation of 7.86% over the past seven trading days, with a cumulative increase of 2.45%, closing at $52.30 on February 12, marking a new high for the period [1] Group 2 - Market sentiment remains cautious regarding Schlumberger's earnings outlook, with 82% of 33 covering institutions maintaining a "buy or hold" rating, and a target average price of $54.71, indicating limited upside from the current stock price [2] - Expectations for Q1 2026 show a projected year-over-year decline of 17.85% in earnings per share and an 11.35% drop in net profit, reflecting industry cost pressures and demand uncertainties [2] - Evercore ISI upgraded Schlumberger's rating from "in line with the market" to "outperform" on January 7, with a target price of $54, citing positive prospects for international oilfield spending growth [2]