SLB N.V. (SLB), formerly known as Schlumberger Limited, is a leading global oil-field services company that provides technology, drilling, evaluation, well-construction and production systems to upstream oil and gas companies worldwide. The firm is headquartered in Houston, Texas. SLB’s market cap stands at $75.7 billion. The stock has significantly outperformed the broader market over the past year. SLB has already surged 29.2% on a year-to-date (YTD) basis and around 20% over the past 52 weeks, outpaci ...

UBS initiated coverage on National Energy Services Reunited (NASDAQ:NESR) with a "Buy" rating, indicating a positive outlook for the stock.NESR's stock price has shown stable performance, currently standing at $18.35, which aligns with UBS's bullish view.The company's market capitalization is approximately $1.85 billion, highlighting its significant presence in the Oils-Energy sector.National Energy Services Reunited (NASDAQ:NESR) is a prominent player in the Oils-Energy sector, providing integrated energy ...

Core Viewpoint - Weatherford International plc (NASDAQ:WFRD) is experiencing positive momentum in its stock price and analyst ratings, indicating a potential recovery in the oil and gas equipment and services sector. Group 1: Stock Performance - The share price of Weatherford International surged by 5.12% between December 5 and December 12, 2025, making it one of the top-performing energy stocks for that week [1] - The stock has increased by more than 105% since reaching a multi-year low in April [4] Group 2: Analyst Ratings and Price Targets - Citi raised its price target on Weatherford International from $77 to $93, maintaining a 'Buy' rating, which suggests an upside potential of over 15% [3] - UBS analyst Josh Silverstein initiated coverage with a Neutral rating and a price target of $82, noting improvements in revenue from Mexico [4]

Core Insights - Innodata Inc. (INOD) is enhancing its position in the AI ecosystem, aligning with industry demand for high-quality data and integrated AI lifecycle support as major technology companies increase engagement [1] Financial Performance - In Q3 2025, Innodata reported record revenues of $62.6 million, marking a 20% year-over-year growth driven by rising enterprise activity and demand from Big Tech [2][9] - The Zacks Consensus Estimate for Innodata's 2025 earnings has increased to $0.89 from $0.78 in the past 30 days [13] Growth Initiatives - The company has secured $68 million in new pre-training data contracts, including $42 million in signed contracts and an additional $26 million expected soon, which are anticipated to significantly contribute in 2026 [3][9] - Innodata has also obtained a $25 million project with a new strategic federal customer, viewed as the first of several, along with verbal confirmation of a sizable expansion with its largest customer [3] Market Position and Competitors - Innodata operates in a rapidly scaling AI services market, where strong data engineering and model training support are critical [5] - Competitors include TaskUs, which provides outsourced digital operations and data annotation, and EPAM Systems, which leverages its software development and cloud expertise for AI applications [5][6] Stock Performance and Valuation - Innodata's shares have gained 31% in the past six months, outperforming the industry's growth of 4.7% [7] - The company trades at a forward price-to-earnings ratio of 48.82, significantly higher than the industry average of 17.13 [11]

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]