斯伦贝谢获政策与合同双重利好，机构对其盈利前景保持审慎

Core Viewpoint - Schlumberger (SLB.N) is poised to benefit from recent policy changes allowing U.S. companies to provide oil production equipment and technology to Venezuela, as well as securing two five-year contracts with Oman Oil Development Company to enhance recovery rates and local manufacturing capacity [1] Group 1: Recent Developments - On February 11, 2026, the U.S. Treasury announced a policy shift that directly benefits Schlumberger by allowing the provision of oil production equipment and technology to Venezuela [1] - On the same day, Schlumberger secured two five-year contracts with Oman Oil Development Company for the provision of wellhead equipment and artificial lift technology [1] Group 2: Stock Performance - Over the past seven trading days (February 8 to 13, 2026), Schlumberger's stock exhibited volatility, with a closing price of $51.56 on the ex-dividend date (February 11) and a subsequent decline to $50.39 by February 13, reflecting a daily drop of 0.49% [2] - The stock experienced a trading range of 5.75%, indicating active market response to the positive policy and contract news, despite a slight increase of 0.24% in the oil and gas equipment and services sector [2] Group 3: Institutional Perspectives - A cautious outlook on Schlumberger's earnings is maintained by institutions, with 82% of 33 covering firms rating the stock as "buy" or "hold," and a target price of $54.71, indicating limited upside from the current stock price [3] - Market expectations for Q1 2026 indicate a year-over-year decline in earnings per share by 17.85% and a net profit decrease of 11.35%, reflecting industry cost pressures and demand uncertainties [3] - Investment bank Evercore ISI upgraded its rating from "market perform" to "outperform" on January 7, 2026, with a target price of $54, citing positive prospects for international oilfield spending growth [3]