Core Viewpoint - SLB N.V. has demonstrated strong financial performance and stock growth, significantly outperforming broader market indices, indicating a positive outlook for the company and potential investment opportunities. Group 1: Company Overview - SLB N.V., formerly Schlumberger Limited, is a leading global oil-field services company headquartered in Houston, Texas, with a market cap of $75.7 billion [1]. Group 2: Stock Performance - SLB's stock has surged 29.2% year-to-date and approximately 20% over the past 52 weeks, significantly outperforming the S&P 500 Index's 2.1% increase in 2026 and 15.2% gains over the past year [2]. - The stock has also outperformed the Energy Select Sector SPDR Fund's (XLE) 11.4% increase in 2026 and 11.3% gains over the past 52 weeks [3]. Group 3: Financial Performance - For Q4 2025, SLB reported revenue of $9.8 billion, reflecting a year-over-year increase of about 5%. The adjusted EPS was $0.78, a 15% decrease from Q4 2024 but above consensus estimates [4]. - Analysts project SLB to deliver an EPS of $2.94 for the full fiscal 2026, showing a marginal year-over-year increase [5]. Group 4: Analyst Ratings - The stock holds a consensus "Strong Buy" rating, with 18 "Strong Buys," four "Moderate Buys," two "Holds," and one "Strong Sell" rating among 25 analysts [6]. - There has been an increase in "Strong Buy" ratings compared to the previous month, with Stifel raising its price target on SLB to $56 from $52 after the company exceeded Q4 2025 earnings expectations [7]. Group 5: Price Targets - SLB's mean price target of $53.01 indicates a 4.6% premium to current price levels, while the highest target of $82 suggests a potential upside of 61.9% [8].

Group 1 - Halliburton Company (NYSE:HAL) is recognized for its potential in the oil and gas sector, particularly in the context of rebuilding efforts in regions like Iraq and Venezuela [1] - The stock has seen significant price increases, leading to concerns about overvaluation, as investors may face losses if they entered at high prices [1] - The timeframe for realizing profits from Halliburton's potential is expected to be long-term, spanning years rather than days [1] Group 2 - Halliburton provides essential equipment, technologies, and services for oil and gas exploration, drilling, completion, and production [2] - There is a belief that certain AI stocks may offer better investment opportunities with higher upside potential and lower downside risk compared to Halliburton [3]

Core Insights - SLB N.V. is a leading global oil-field services company with a market capitalization of $53.9 billion [1] Stock Performance - SLB stock has underperformed the broader market, declining 6% year-to-date and 10.2% over the past 52 weeks, while the S&P 500 Index increased by 6.3% in 2025 and 17.7% over the past year [2] - The stock has also lagged behind the Energy Select Sector SPDR Fund's 2.9% increase in 2025 and marginal gains over the past 52 weeks [3] Market Outlook - The company has indicated a downturn in upstream spending, particularly in North and Latin America, negatively impacting its outlook [4] - A soft commodity price environment, macroeconomic challenges, and weak exploration budgets have reduced demand for oil-field services, which is SLB's core business [4] Earnings Expectations - For fiscal 2025, analysts expect SLB to report an EPS of $2.89, reflecting a 15.3% year-over-year decline [5] - The company has a mixed earnings surprise history, missing bottom-line estimates once in the past four quarters but surpassing projections three times [5] Analyst Ratings - The stock holds a consensus "Strong Buy" rating, with 16 "Strong Buys," four "Moderate Buys," and three "Holds" among 23 analysts [5] - Rothschild Redburn recently initiated coverage on SLB with a "Buy" rating and a $48 price target, highlighting SLB's strategic shift towards less cyclical businesses [6] Price Targets - SLB's mean price target of $46.68 indicates a 29.5% premium to current price levels, while the highest target of $82 suggests a potential upside of 127.4% [7]

Core Insights - Schlumberger Limited (NYSE:SLB) is recognized as one of the 15 best natural gas and oil dividend stocks to buy currently [1] - The company completed the acquisition of ChampionX Corporation, which contributed $850 million in revenue and $190 million in adjusted EBITDA, with expected annual pre-tax synergies of $400 million within three years [2] - Schlumberger announced a quarterly cash dividend of $0.285 per share, with an annual dividend yield of 3.32%, and plans to distribute $4 billion through dividends and share repurchases this year [3] Financial Performance - The acquisition of ChampionX is anticipated to enhance revenue growth and cost savings, projecting second-half 2025 revenue between $18.2 billion and $18.8 billion [2] - The company aims to return over 50% of its free cash flow to shareholders [3] Market Position - Schlumberger is the world's largest oilfield service company, deriving approximately 80% of its revenue from international and offshore markets, which positions it favorably despite North American drilling activity declines [3] - The company provides technology for reservoir characterization, drilling, production, and processing to the global energy industry [3]