Company Performance - Schlumberger's stock closed at $33.34, reflecting a +0.88% change from the previous trading day's close, outperforming the S&P 500's gain of 0.41% [1] - Over the past month, Schlumberger's shares have depreciated by 4.84%, underperforming the Oils-Energy sector's gain of 4.15% and the S&P 500's gain of 6.13% [2] Upcoming Earnings - The upcoming earnings release is anticipated, with an expected EPS of $0.77, indicating a 9.41% decline compared to the same quarter last year [3] - Revenue is projected to be $8.49 billion, showing a 7.08% drop compared to the year-ago quarter [3] - Full-year estimates predict earnings of $3.18 per share and revenue of $35.98 billion, representing year-over-year changes of -6.74% and -0.84%, respectively [4] Analyst Estimates and Rankings - Recent changes in analyst estimates for Schlumberger reflect short-term business trends, with positive revisions indicating analyst optimism [4] - The Zacks Rank for Schlumberger is currently 4 (Sell), with the Zacks Consensus EPS estimate moving 2.27% lower in the past month [6] Valuation Metrics - Schlumberger has a Forward P/E ratio of 10.4, compared to the industry average of 14.53, suggesting it is trading at a discount [7] - The company has a PEG ratio of 8.32, significantly higher than the industry average PEG ratio of 2.39 [8] - The Oil and Gas - Field Services industry, which includes Schlumberger, holds a Zacks Industry Rank of 189, placing it in the bottom 24% of all industries [8]

Core Viewpoint - Pembina Pipeline Corporation (PBA) is a significant player in North America's energy infrastructure, managing extensive pipeline systems and gas processing facilities, which are crucial for hydrocarbon logistics across the continent [1][2]. Financial Performance - Pembina reported a strong first-quarter 2025 with adjusted EBITDA of C$1.2 billion, a 12% increase year over year, and earnings of C$502 million, up 15% [4][10]. - The company raised its quarterly dividend by 3% to C$0.71 per share, indicating confidence in cash flow stability [4][10]. - Pembina is trending toward the midpoint of its 2025 EBITDA guidance range of C$4.2 billion to C$4.5 billion, showcasing resilience amid macroeconomic volatility [4]. Strategic Positioning - Pembina secured long-term, take-or-pay agreements with a leading Montney producer, enhancing utilization across its pipeline systems and providing revenue visibility [5]. - The company is advancing a C$4+ billion portfolio of growth projects, including the Taylor-to-Gordondale expansion and Cedar LNG, aimed at capitalizing on rising volumes in the Western Canadian Sedimentary Basin (WCSB) [6]. - Pembina is diversifying its NGL marketing beyond U.S. markets, leveraging West Coast export capacity to access premium global markets, which enhances long-term resilience [7]. Financial Health - Pembina's debt-to-EBITDA ratio was 3.4x, below its target range, supporting a BBB credit rating [8]. - The company generated meaningful free cash flow in the first quarter, which was allocated to debt reduction and shareholder returns, positioning it for potential acquisitions or share buybacks [8]. Risks and Challenges - Pembina's marketing segment is exposed to commodity price volatility, with management cautioning that lower prices could offset gains later in 2025 [11]. - Regulatory uncertainty regarding Alliance Pipeline tolls could pressure EBITDA, with ongoing reviews adding to the uncertainty [12]. - Delays in partner projects, such as Dow's ethylene cracker, introduce execution risk that could affect cash flows and long-term demand for ethane infrastructure [13]. - The capital-intensive nature of Pembina's growth projects could strain free cash flow if execution challenges arise [15]. - Recent stock performance has shown a decline of 7%, contrasting with a 36.3% gain in its sub-industry, which may reflect investor concerns [16].

A few months ago, I sold SLB ( SLB ) (formerly known as Schlumberger) stock after the oil price decline, subsequent notices of drilling cutbacks, tariff effect uncertainty, and when a fellow Seeking Alpha member mentioned, in response to myLaura Starks is the founder and CEO of Starks Energy Economics, LLC (since 2007). She has a degree in chemical engineering and an MBA with a concentration in finance which she has used for many years to invest personally and to share her ideas about energy companies. Her ...

A month has gone by since the last earnings report for ProPetro Holding (PUMP) . Shares have added about 9.4% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is ProPetro due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns o ...

Company Performance - Halliburton's stock closed at $19.97, reflecting a +0.3% change from the previous day, but lagged behind the S&P 500's daily gain of 2.05% [1] - The stock has decreased by 3.58% over the past month, underperforming the Oils-Energy sector's gain of 1.87% and the S&P 500's gain of 5.21% [1] Upcoming Earnings - Halliburton is expected to report an EPS of $0.57, which is a decline of 28.75% from the same quarter last year, with projected revenue of $5.46 billion, down 6.42% year-over-year [2] - For the full year, earnings are projected at $2.40 per share and revenue at $21.87 billion, indicating decreases of -19.73% and -4.67% respectively from the previous year [3] Analyst Estimates and Rankings - Recent consensus EPS projections have decreased by 3.4% in the last 30 days, and Halliburton currently holds a Zacks Rank of 4 (Sell) [5] - The Zacks Rank system has shown that 1 ranked stocks have yielded an average annual return of +25% since 1988, indicating the importance of analyst estimate revisions [5] Valuation Metrics - Halliburton has a Forward P/E ratio of 8.29, which is significantly lower than the industry average of 14.47, suggesting it is trading at a discount [6] - The company has a PEG ratio of 3.07, compared to the industry average of 2.4, indicating a higher expected earnings growth rate relative to its peers [7] Industry Context - The Oil and Gas - Field Services industry, part of the Oils-Energy sector, ranks 172 in the Zacks Industry Rank, placing it in the bottom 31% of all industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1, highlighting the competitive landscape [8]

Company Performance - Schlumberger's stock closed at $33.93, with a slight increase of +0.8% from the previous trading session, underperforming the S&P 500 which gained 2.05% [1] - Over the past month, Schlumberger's shares have decreased by 1.29%, while the Oils-Energy sector and the S&P 500 have increased by 1.87% and 5.21% respectively [1] Earnings Forecast - The upcoming earnings report is expected to show an EPS of $0.77, reflecting a decline of 9.41% compared to the same quarter last year [2] - Revenue is projected at $8.49 billion, indicating a decrease of 7.08% from the equivalent quarter last year [2] - For the entire fiscal year, earnings are estimated at $3.18 per share and revenue at $35.98 billion, representing declines of 6.74% and 0.84% respectively from the previous year [3] Analyst Estimates and Valuation - Recent adjustments to analyst estimates for Schlumberger are being monitored, as positive revisions may indicate an optimistic business outlook [4] - The Zacks Rank system currently rates Schlumberger as 4 (Sell), with the consensus EPS estimate having decreased by 5.5% in the past month [6] - Schlumberger's Forward P/E ratio is 10.59, which is lower than the industry average of 14.47 [7] - The company has a PEG ratio of 8.47, significantly higher than the industry average PEG ratio of 2.4 [8] Industry Context - The Oil and Gas - Field Services industry, which includes Schlumberger, has a Zacks Industry Rank of 172, placing it in the bottom 31% of over 250 industries [9]

Group 1 - The articles express personal opinions and do not constitute investment recommendations [2][3] - The authors have disclosed beneficial long positions in specific stocks, indicating potential bias [1] - There is an emphasis on the importance of performing due diligence before making investment decisions [2][3] Group 2 - Past performance is highlighted as not being a guarantee of future results, which is a common disclaimer in investment analysis [3] - The platform does not act as a licensed securities dealer or investment adviser, indicating that the information provided is for informational purposes only [3]

Core Laboratories Overview - Core Laboratories shares have decreased by approximately 5.9% over the past month, underperforming the S&P 500 [1] - The most recent earnings report is essential for understanding the key drivers affecting the stock [1] Earnings Estimates - Estimates for Core Laboratories have remained flat over the past month [2] VGM Scores - Core Laboratories has an average Growth Score of C, a Momentum Score of D, and a Value Score of C, placing it in the middle 20% for the value investment strategy [3] Outlook - Core Laboratories holds a Zacks Rank of 4 (Sell), indicating expectations for below-average returns in the upcoming months [4] Industry Comparison - Core Laboratories is part of the Zacks Oil and Gas - Field Services industry, where competitor Baker Hughes has seen a slight gain of 0.6% over the past month [5] - Baker Hughes reported revenues of $6.43 billion for the last quarter, reflecting a year-over-year increase of 0.1%, with EPS rising from $0.43 to $0.51 [5] - For the current quarter, Baker Hughes is projected to report earnings of $0.55 per share, a decrease of 3.5% from the previous year, with a Zacks Consensus Estimate revision of -7% over the last 30 days [6]

NCS Multistage (NCSM) Conference May 21, 2025 02:55 PM ET Speaker0 Holdings Inc. Trades on the NASDAQ under the symbol NCSM. Happy to welcome back CEO and director Ryan Hummer. Ryan, thank you for joining us. We won't see you, but we can hear you. The floor is yours. Speaker1 Alright. Thank you, Anna. And, yeah, hope everyone's having a great day. I wanna thank Emerging Growth Conference for inviting us and wanna thank everyone that's taking the time to watch. So we move on to to slide three. We gave a full ...

ProPetro Holding Corp’s (PUMP) power solutions division, PROPWR, has taken a major step forward with signing its first-ever contract, committing to deliver 80 megawatts (MW) of power capacity over a 10-year period. This milestone represents the launch of a new era in distributed power for the oilfield services sector and aligns with PROPWR’s mission to “Rethink The Grid.”Partnering with a leading Permian-focused exploration and production operator, PROPWR will begin deploying assets in the third quarter of ...