Group 1 - Halliburton Company (NYSE:HAL) shares have increased by 28.8% over the past year and by 13% year-to-date [2] - Stifel raised Halliburton's share price target to $35 from $32 while maintaining a Buy rating, highlighting its leadership in establishing new wells for production [2] - Susquehanna also raised Halliburton's share price target to $36 from $29, indicating potential benefits from solid drilling activity in the US [2] Group 2 - Jim Cramer emphasized the value of Halliburton's infrastructure business, describing it as a "refiner's dream come true" [3] - While Halliburton shows investment potential, there is a belief that some AI stocks may offer higher returns with limited downside risk [3]

Key Takeaways EXE signs a multi-year deal with BKR to deploy Leucipa across wells in Marcellus, Utica, and Haynesville.BKR will deliver AI-powered Leucipa as a SaaS platform on AWS using real-time data and machine learning.BKR deployment targets higher production efficiency, reduced manual overheads, and smarter field decisions.Baker Hughes Company (BKR) , a leading energy equipment and service provider, has won a multi-year award from North America’s top natural gas producer, Expand Energy Corporation (EXE ...

Key Takeaways Liberty Energy posted Q4 EPS of 5 cents, beating estimates, down from the year-ago quarter's 10 cents.Liberty Energy's revenue was $1B, up 10% year over year, driven by activity levels that exceeded the industry.Liberty Energy signed power deals, scaled its power platform and approved a 9-cent per share dividend in Q4.Liberty Energy Inc. (LBRT) reported a fourth-quarter 2025 adjusted net profit of 5 cents per share, beating the Zacks Consensus Estimate of a loss of 16 cents by a considerable m ...

Core Viewpoint - NOV Inc. is expected to report a decline in both earnings and revenues for the fourth quarter of 2025, with earnings estimated at 25 cents per share and revenues at $2.17 billion, reflecting a year-over-year decrease of 39.02% and 5.89% respectively [1][8]. Group 1: Q3 Performance and Earnings History - In the last reported quarter, NOV missed earnings expectations with adjusted earnings per share of 11 cents, falling short of the consensus estimate of 24 cents, while revenues of $2.2 billion were up 1.9% from the consensus mark [2]. - The company has a mixed earnings surprise history, beating estimates three times in the last four quarters but missing once, with an average negative surprise of 16.09% [2]. Group 2: Factors Influencing Q4 Performance - NOV's revenue from the Energy Products and Services segment is projected to decline by 6.7% to $970 million, influenced by a seasonal slowdown in North American short-cycle oil activity and ongoing market challenges [4][5]. - The company anticipates a 5% to 7% year-over-year decline in consolidated revenues due to softening global drilling activity and tariffs impacting margins [4]. Group 3: Cost Management and Shareholder Returns - Despite short-term challenges, NOV aims to return 50% of excess free cash flow to shareholders in 2025, and a decrease in costs may support its bottom line [6]. - The company expects reductions in costs of goods sold, selling, general and administrative expenses, and depreciation and amortization, which could positively impact earnings [6][8]. Group 4: Earnings ESP and Zacks Rank - The Zacks Consensus Estimate for NOV's earnings has remained unchanged over the past 30 days, indicating no revisions, and the Earnings ESP stands at 0.00%, suggesting uncertainty in predicting an earnings beat [3][9]. - NOV currently holds a Zacks Rank of 3, indicating a hold position [9].

Core Insights - Core Laboratories Inc. (CLB) is expected to report fourth-quarter 2025 results on February 4, with a consensus estimate of earnings at 20 cents per share and revenues at $132 million [1][7]. Q3 Earnings Highlights - In the last reported quarter, CLB's adjusted earnings were 22 cents per share, exceeding the consensus estimate by 3 cents, while operating revenues reached $134.5 million, surpassing the estimate of $128 million due to increased demand for laboratory analytical and completion diagnostic services internationally [2]. Earnings Surprise History - CLB has missed the Zacks Consensus Estimate in two of the last four quarters and beat it in the other two, resulting in an average surprise of 2.58% [3]. - The consensus estimate for fourth-quarter 2025 earnings has remained unchanged over the past 30 days, indicating a year-over-year decline of 9.09%, while revenue estimates show a 2.35% increase compared to the previous year [3]. Factors Influencing Q4 Performance - CLB's revenue is anticipated to improve due to strong performance in both the Reservoir Description and Production Enhancement segments [4]. - However, rising costs are expected to impact the bottom line, with total operating expenses projected at $117.7 million, a 2.3% increase from the previous quarter, and costs of services and product sales expected to reach $108.4 million, up 2% from last quarter [5]. Earnings Prediction Model - The Zacks model does not predict an earnings beat for CLB this quarter, as the Earnings ESP is 0.00% and the company holds a Zacks Rank of 3 (Hold) [6][8].

Core Insights - Halliburton and A*STAR have launched the Next-Generation Energy Accelerators Joint Lab (NEX Lab) in Singapore to enhance the energy industry's future through innovative well-completion technologies [2][3] - The NEX Lab represents a S$35 million investment aimed at accelerating the transition from research to practical applications in energy technology [4][9] - The collaboration is expected to strengthen Singapore's position as a global leader in advanced manufacturing and energy technology [3][8] Investment and Innovation - The NEX Lab serves as a research, engineering, and testing center designed to streamline the development of cutting-edge solutions for the energy sector [4][5] - By integrating design, prototyping, and validation activities, the NEX Lab fosters multidisciplinary innovation to address current and future challenges in the energy industry [5][6] - The lab aims to deliver advanced solutions that meet the evolving needs of the energy sector, particularly in low-carbon applications [6][11] Workforce Development - The NEX Lab will act as a training ground for the next generation of engineering talent, fostering a culture of innovation and developing high-value technical roles [10][15] - The initiative aims to cultivate a skilled workforce capable of addressing complex challenges in the energy sector, ensuring local engineers and scientists are well-equipped for future demands [16][18] Sustainability and Supply Chain Resilience - The NEX Lab focuses on developing low-carbon energy technologies that reduce carbon emissions while maintaining operational efficiency [11][12] - It aims to strengthen local suppliers' capabilities, ensuring Singapore remains a key player in the global energy supply chain [13][14] - By qualifying local suppliers, the lab enhances the resilience of Singapore's energy infrastructure and creates new business opportunities [14][18]

Key Takeaways HAL says it can restart Venezuela operations within weeks if U.S. approval and payment safeguards are secured.Halliburton kept local equipment and facilities after pulling staff in 2020, enabling a rapid reactivation.Halliburton views Venezuela and wider Latin America as key to offsetting slowing U.S. shale demand.Halliburton Company (HAL) , one of the world's largest oilfield services companies, is poised to swiftly restart its operations in Venezuela, contingent upon receiving approval from ...

Core Insights - Halliburton Company (HAL) reported fourth-quarter 2025 adjusted net income per share of 69 cents, exceeding the Zacks Consensus Estimate of 54 cents, primarily due to successful cost reduction initiatives, although it slightly decreased from the year-ago adjusted profit of 70 cents due to softer activity in North America [1] Financial Performance - Revenues for Halliburton reached $5.7 billion, marking a 0.8% increase year over year and surpassing the Zacks Consensus Estimate by 4.7% [2] - North American revenues decreased by 0.3% year over year to $2.2 billion but exceeded projections by over $146 million, while international revenues rose by 1.5% to $3.5 billion, beating estimates by 3% [3] Segment Performance - The Completion and Production segment generated $570 million in operating income, down from $629 million the previous year, but exceeded estimates of $473.2 million due to a favorable activity mix [4] - The Drilling and Evaluation unit's profit fell to $367 million from $401 million year over year, attributed to lower fluid services in North America and reduced drilling services in the Middle East/Asia, yet it surpassed estimates of $359.9 million [5] Capital Expenditure and Cash Flow - Halliburton's fourth-quarter capital expenditure was $337 million, below the projected $390.4 million, with approximately $2.2 billion in cash/cash equivalents and $7.2 billion in long-term debt as of December 31, 2025, resulting in a debt-to-capitalization ratio of 40.5 [6] - The company executed $1 billion in share repurchases during 2025, returning 85% of free cash flow to shareholders, with a generated cash flow from operations of $1.2 billion in the fourth quarter, leading to a free cash flow of $875 million [6] Management Outlook - Halliburton anticipates continued strength in its international business, supported by a collaborative value proposition and proven technology, while maintaining its Maximize Value strategy in North America, expecting the region to respond first as macro fundamentals improve [7] Investment Position - Halliburton currently holds a Zacks Rank 2 (Buy), indicating a favorable investment outlook [8]

We recently published 11 Stocks on Jim Cramer’s Radar.  Halliburton Company (NYSE:HAL) is one of the stocks on Jim Cramer radar. Halliburton Company (NYSE:HAL) is an oil and gas production equipment and services provider. Like other oil stocks, its shares also saw considerable activity after the US operation in Venezuela. Halliburton Company (NYSE:HAL)’s stock is up by 8.6% so far in the year to mark a strong start. Yet, as it did with Chevron and Exxon, Freedom Capital also downgraded the stock following ...

Core Insights - Baker Hughes Company (BKR) has completed the divestiture of its Precision, Sensors and Instrumentation (PSI) unit to Crane Company (CR) for $1.15 billion in cash [1][5] - The divestment includes technology, tools, physical locations, and approximately 1,600 employees from the PSI unit [2][5] - This strategic move aligns with Baker Hughes' focus on asset management, operational efficiency, and disciplined investment [2][5] Financial Impact - The divestiture is expected to generate cash that can be reinvested into more profitable business areas, thereby strengthening Baker Hughes' balance sheet and increasing investor appeal [2] - The current business environment for Baker Hughes is influenced by crude oil prices, with West Texas Intermediate crude oil prices below $60 per barrel, impacting revenues from oil and gas exploration and production companies [3] Industry Context - Other players in the oil and gas equipment and service industry, such as Halliburton Company (HAL) and Cactus, Inc. (WHD), are similarly affected by crude price volatility [4] - Halliburton currently holds a Zacks Rank 3 (Hold), while Cactus has a Zacks Rank 1 (Strong Buy) [4]