Track market-moving stories before they get noisy

9.9.2026 17:18

Index Dow Jones -0,78 % na 52374,21 b. S&P 500 -0,56 % na 7630,36 b. Nasdaq Composite -0,78 % na 26216,41 b.

Ve středeční seanci americké indexy otevírají v červených úrovních, když hlavní příčinou poklesu je eskalující konflikt mezi USA a Iránem, včetně uzavřeného Hormůzského průlivu. K dalšímu bombardování ze strany Iránu došlo poté, co USA zaútočily a zničily pět íránských ropných tankerů, čímž zintenzivnily konflikt s Teheránem, který se táhne již šest měsíců. Vzhledem k tomu, že si obě strany vyměňují další útoky, naděje na brzké vyřešení bojů se vytratily. Během návštěvy Kolumbie americký ministr zahraničí Marco Rubio naznačil, že odvetné útoky pravděpodobně brzy neustanou, a varoval Írán, že „ztratí tankery“, když se pokusí „zasáhnout americké válečné lodě“. Investory  a celý svět tak nyní trápí nárůst cen ropy, který oživil obavy, že vyšší náklady na energie by mohly udržet inflaci na vysoké úrovni a přesvědčit centrální banky k zpřísnění politiky. Výnosy amerických státních dluhopisů se v této souvislosti zvýšily. Referenční výnos 10letých amerických státních dluhopisů se v úterý krátce dostal nad 4,8 %, což je blízko nejvyšší úrovně od listopadu 2023, což zvýšilo relativní atraktivitu dluhopisů a zvýšilo náklady na půjčky pro firmy a spotřebitele. Trhy a investoři se nyní  zaměřují na údaje o inflaci v USA, které mají být zveřejněny koncem tohoto týdne, přičemž se očekává, že index spotřebitelských cen v pátek poskytne nové vodítka o směru politiky Fedu. Podle názoru analytiků rostou sázky na zvýšení úrokových sazeb ze strany FEDu v příštím týdnu a to v souvislosti s obnovenými obavami z inflace. Podle CME FedWatch trhy odhadovaly pravděpodobnost nárůstu o čtvrtinu bazického bodu zhruba na 60 %, oproti zhruba 40 % před týdnem.

V centru dění je dnes ropa a proražení ceny Brentu nad 100 USD/barel je pro trhy významným psychologickým milníkem, ale větší obavou je, co to znamená pro inflaci. Dlouhodobý ropný šok by mohl udržet vysoký cenový tlak a zkomplikovat cestu centrálním bankám, které se již tak potýkají s obtížným politickým prostředím. Dnes byly také reportovány od EIA surové zásoby ropy ke dni 2.9., které klesly o 4,5 mil. barelů, když trh očekával menší pokles o 2,5 mil. barelů. Lehká ropa WTI v reakci na situaci roste o 3,1% a dostává se k úrovni 95,8 USD/barel. tato situace je příznivě nakloněna akciím v těžebním sektoru černého zlata a tak akcie těžaře APA ( APA ) dnes posilují o 1,9% a také akcie těžebního obra Exxon Mobil ( XOM ) se posunují výše na tržní ceně o cca 2%. V kladných úrovních se drží také akcie britské skupiny BP ( BP ), jež rostou o 1,6% a také akcie brazilského těžaře Petrobrasu ( PBR ) obchodují výš o cca 1,5%. a ještě lépe jsou na tom akcie Occidentalu Petroleum ( OXY ) se ziskem cca 2,5% a daří se také akciím Shellu ( SHEL ), které přidávají cca 1%. Za zmínku stojí také akcie amerického výrobce a dodavatele těžního zařízení Halliburtonu ( HAL ), které přidávají na tržní ceně více než 2% a také akcie francouzského konkurenta Schlumbergeru ( SLB ) přidávají na tržní ceně více než 3,5%.

Poměrně slušně dnes  za přispění geopolitického rizika a  oslabujícího dolaru profituje žlutý kov, který přidává cca 0,5% a dostává se k úrovni 4 460 USD/Troy. unci. Tato situace hraje do karet akciím v těžebním sektoru zlata a tak akcie největšího kanadského těžaře posilují na tržní ceně o cca 1,5% a také akcie jeho amerického konkurenta Newmontu ( NEM ) jsou na tom podobně se ziskem necelých 1,5%. Za pozornost stojí také akcie známého těžaře Eldorado Gold ( EGO ), které posilují na tržní ceně o cca 2,9%.

Z indexu S&P 500 zaznamenávají největší pokles akcie amerického řetězce obchodů se smíšeným zbožím Casey's General Stores který reportoval výsledky hospodaření za první kvartál fiskálního roku 2027, jeho porovnatelné tržby zaostaly za očekáváním. Akcie Casey's General Stores ( CASY ) se ocitají pod tlakem investorů a ztrácí -16%. 

Index S&P 500 -0,56 % na 7630,36 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Energie +0,8 % Zbytná spotřeba -1,6 % Finanční sektor -0,3 % Utility -1,2 % Zdravotní péče -0,3 % Průmysl -1,2 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Meta Platforms (META) +7,0 % Casey's General Stores (CASY) -16 % Datadog (DDOG) +5,4 % Vertiv Holdings (VRT) -6,9 % Marvell Technology (MRVL) +4,8 % Booking Holdings (BKNG) -4,8 % Lumentum Holdings (LITE) +3,5 % Tractor Supply (TSCO) -4,5 % F5 (FFIV) +3,3 % Kimberly-Clark Corp (KMB) -4,4 %
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SLB Today

$58.09 +0.94 (+1.65%)

As of 09/2/2026 03:59 PM Eastern

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$31.64▼

$60.462.03%

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SLB NYSE: SLB just made a clear bet that data centers, not oil wells, define its next decade. On Aug. 31, the company announced it has signed an agreement to acquire Kelvion, a century-old thermal-management specialist, for approximately $3.4 billion in cash and the assumption of approximately $0.7 billion of debt, bringing the total transaction value to approximately $4.1 billion.

Most coverage framed it as another modular infrastructure tuck-in to the company's existing oil services business. That undersells it.

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Paired with SLB's expanding NVIDIA NASDAQ: NVDA partnership and its rapidly scaling Data Center Solutions unit, the Kelvion deal signals SLB is building a genuine second growth engine. Management is targeting $4.5 billion to $5 billion in 2028 revenue for the combined Data Center Solutions business. The real question for investors: Is that engine big enough to change how the market values the company's stock?

SLB’s $4.1 Billion Kelvion Acquisition Adds Data Center GrowthKelvion isn't a startup chasing the AI boom. Founded more than 100 years ago, the company is expected to generate $2.3 billion to $2.4 billion in revenue in 2026 and $350 million to $400 million in adjusted EBITDA. Data centers are already its largest and fastest-growing segment, projected to contribute $1.2 billion to $1.3 billion of that revenue this year.

Kelvion booked $1.5 billion in orders in the first half of 2026 alone, up 43% year-over-year. This is a scaled, profitable business SLB is buying at a reasonable multiple.

SLB’s NVIDIA Partnership Strengthens Its Data Center StrategyThe strategic logic builds directly on work SLB was already doing. In March, SLB expanded its partnership with NVIDIA to become the modular design partner for NVIDIA's DSX AI factories, alongside a joint "AI Factory for Energy" initiative.

SLB's Data Center Solutions revenue has grown at a compound annual rate exceeding 90% since 2024, with more than 2 gigawatts of delivered capacity. Cooling was the missing piece. CEO Olivier Le Peuch said the deal "more than doubles" SLB's revenue opportunity per gigawatt delivered, turning modular construction into a fuller-service data-center platform rather than a single-discipline contractor.

Why SLB’s Kelvion Deal Can Be Accretive Despite Higher DebtSLB is financing the deal with existing cash and debt, not new shares, which matters for the accretion language in the press release. Because share count won't change, earnings per share (EPS) accretion depends only on whether Kelvion's earnings outpace the after-tax cost of the new debt.

At roughly 11 times 2026 EBITDA before synergies—an implied yield near 9%—Kelvion clears that bar comfortably against SLB's investment-grade borrowing costs, even before the $120 million in annual synergies management expects within three years. SLB says leverage stays within its 1.5x net debt-to-EBITDA target, preserving the balance sheet discipline it has emphasized to shareholders.

SLB Stock Faces a Perception Gap as Oilfield Earnings DeclineThis company's last four earnings reports reveal an earnings-per-share (EPS) story that provides important context for the Kelvion deal. SLB has beaten consensus EPS estimates in recent quarters, but adjusted EPS continues to decline year over year (YOY). It was down 26% in the second quarter of 2026 and 28% in the first quarter, as oilfield pricing softened and Middle East disruptions weighed on the Production Systems segment.

Full-year 2025 adjusted EPS fell approximately 24%. Headlines will continue to focus on the beats. The more relevant fact is that the company's legacy business is under real, sustained pressure. This raises the stakes on Kelvion rather than lowering them. A credible, scaling second growth engine matters more, not less, when the core business is shrinking.

Can SLB’s Data Center Business Become a Meaningful Growth Engine?Even at the high end of the $4.5 billion to $5 billion 2028 target, data centers would represent roughly 12% to 14% of SLB's current revenue base of approximately $36 billion. That's meaningful, but not yet transformative.

Kelvion alone won't re-rate SLB into a technology multiple. But layered onto sustained 90%-plus growth in Data Center Solutions, an active NVIDIA partnership, and now a profitable thermal-management platform, it's a credible enough trajectory that investors should start pricing SLB as two businesses rather than one — even if the second one is still the smaller of the pair.

SLB Stock Technical Analysis: Can $55 Hold as Support?The chart adds a technical layer to that argument. SLB shares spiked from the mid-$50s to a 52-week high over $60 immediately after the Kelvion announcement, then pulled back to close near $57.16. That's a classic sell-the-news retracement following an initial pop.

Even after that pullback, SLB trades comfortably above both its 50-day ($50.35) and 200-day ($48.84) simple moving averages, and both are trending higher, which is a constructive setup technically.

The prior range top near $55, tested repeatedly from March through June before a summer sell-off dragged shares to the mid-$40s, is now acting as support rather than resistance. As long as SLB holds that zone, the technical trend still favors buyers digesting the news rather than a market losing conviction in the deal.

SLB Stock Outlook: Kelvion Deal Could Reshape the Growth Story81st Percentile

Moderate Buy

5.6% Upside

Healthy

Strong

0.86 N/A

27.60%

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Kelvion won't turn SLB into a data-center pure play overnight.

Investors also must consider that a closing timeline stretching into the first half of 2027 leaves plenty of room for integration risk and regulatory review to intrude.

But the deal sharpens a thesis that's been building since the NVIDIA expansion. SLB is diversifying away from a legacy business that's still losing ground YOY and financing the move without diluting shareholders.

Since the announcement, the SLB analyst forecasts on MarketBeat show three analysts have reiterated a Buy or equivalent rating on SLB. The chart suggests the market is only just now starting to notice.

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In the latest close session, SLB (SLB - Free Report) was down 4.91% at $57.15. This move lagged the S&P 500's daily loss of 0.71%. Meanwhile, the Dow lost 0.79%, and the Nasdaq, a tech-heavy index, lost 1.03%.

Shares of the world's largest oilfield services company have appreciated by 21.88% over the course of the past month, outperforming the Business Services sector's gain of 1.36%, and the S&P 500's gain of 2.72%.

Market participants will be closely following the financial results of SLB in its upcoming release. The company's upcoming EPS is projected at $0.62, signifying a 10.14% drop compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $9.29 billion, indicating a 4.04% upward movement from the same quarter last year.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $2.5 per share and a revenue of $37.11 billion, representing changes of -14.68% and +3.93%, respectively, from the prior year.

Investors should also note any recent changes to analyst estimates for SLB. Such recent modifications usually signify the changing landscape of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.11% higher. As of now, SLB holds a Zacks Rank of #3 (Hold).

Digging into valuation, SLB currently has a Forward P/E ratio of 24.02. This valuation marks a premium compared to its industry average Forward P/E of 18.44.

One should further note that SLB currently holds a PEG ratio of 3.96. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. As the market closed yesterday, the Technology Services industry was having an average PEG ratio of 1.28.

The Technology Services industry is part of the Business Services sector. Currently, this industry holds a Zacks Industry Rank of 153, positioning it in the bottom 38% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.

Key Takeaways SLB agreed to buy Kelvion for $3.4B in cash, adding thermal management to its Data Center Solutions business.Kelvion is expected to generate $2.3-$2.4B in revenues by 2026, with data centers contributing $1.2-$1.3B.SLB targets $4.5-$5B in combined revenues and $700-$800M in adjusted EBITDA by 2028. SLB N.V. (SLB - Free Report) has signed an agreement to acquire Kelvion, a global provider of thermal management and heat-exchange technologies, to accelerate the expansion of its Data Center Solutions business.

The acquisition broadens SLB’s exposure to AI-driven infrastructure spending while adding technologies that complement its existing modular manufacturing, engineering, digital and system-integration capabilities.

Kelvion Adds Scale to SLB’s Data Center BusinessKelvion is expected to generate approximately $2.3-$2.4 billion in revenues and $350-$400 million in adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) in 2026. Data centers represent its largest and fastest-growing end market, with revenues projected at $1.2-$1.3 billion.

The acquisition broadens SLB’s addressable market, with management expecting its revenue opportunity per gigawatt of delivered data center capacity to more than double. Kelvion’s thermal management capabilities add a critical component to SLB’s existing data center infrastructure offering as facilities become increasingly energy-intensive.

How the Kelvion Deal Benefits SLBThe transaction strengthens SLB’s ability to provide more integrated data center infrastructure solutions by incorporating cooling and heat-transfer technologies directly into its modular offering.

This combination expands the company’s revenue opportunity, strengthens its position across the data center value chain and provides access to Kelvion’s established energy and industrial markets. Management expects cost efficiencies and incremental revenue opportunities to enhance transaction economics.

Data Center Growth Supports the Investment CaseSLB’s Data Center Solutions business is expanding rapidly, with revenues expected to register a compound annual growth rate exceeding 90% between 2024 and 2026. Cumulative delivered capacity is projected to surpass 2 gigawatts by year-end.

On a pro forma basis, SLB and Kelvion together are expected to generate more than $2 billion in data center revenues and approximately $300 million in adjusted EBITDA in 2026. SLB is targeting revenues in the range of $4.5-$5 billion and adjusted EBITDA to be between $700 million and $800 million for the combined business by 2028, highlighting the earnings potential of this strategic expansion.

Financial Benefits Support the Investment CaseSLB will acquire Kelvion for approximately $3.4 billion in cash and assume about $0.7 billion of debt. The transaction is valued at roughly 11 times estimated 2026 EBITDA before synergies and about 8.5 times EBITDA after expected synergies.

Management expects the acquisition to be accretive to earnings per share and free cash flow per share during the first 12 months after closing. SLB also targets approximately $120 million in annual EBITDA synergies within three years.

What Should SLB Investors Watch?The transaction is expected to close in the first half of 2027, subject to regulatory approvals and customary conditions. Execution of the targeted synergies and 2028 growth objectives will therefore be important.

Following completion, SLB expects net debt-to-EBITDA to remain within its through-cycle ceiling of 1.5 times. The company reaffirmed plans to return more than $4 billion to shareholders in 2026, preserving a balance between strategic investment and shareholder distributions.

SLB’s Zacks Rank & Key PicksSLB currently carries a Zacks Rank #3 (Hold).

While SLB is gaining direct exposure to the data center buildout through Kelvion, other energy equipment and service companies such as Drilling Tools International Corporation (DTI - Free Report) , RPC, Inc. (RES - Free Report) and Oceaneering International, Inc. (OII - Free Report) are positioned to benefit indirectly from the rising power requirements associated with expanding data center capacity. Higher electricity demand is likely to enhance investment in natural gas production and broader energy infrastructure, supporting activity across drilling, completion and offshore markets.

DTI currently sports a Zacks Rank #1 (Strong Buy), while RES and OII carry a Zacks Rank #2 (Buy), each. You can see the complete list of today’s Zacks Rank #1 stocks here.

Drilling Tools manufactures and rents downhole tools used in oil and natural gas wells, positioning it to participate if greater power requirements translate into additional natural gas drilling activity. Despite softer North American land activity and Middle East disruptions, DTI generated $4.1 million of adjusted free cash flow in the second quarter of 2026, up substantially both sequentially and year over year, while management noted improving activity trends in several markets.

RPC provides completion, production and maintenance services, including pressure pumping, downhole tools, wireline and cementing, giving it exposure to upstream activity that may expand as electricity demand increases the need for dependable energy supplies. RES’s second-quarter revenues increased 1% sequentially to $460.9 million, while adjusted EBITDA rose 23.3% to $66 million, supported by improved job mix and higher activity across several service lines.

Oceaneering International provides engineered services, products and robotic solutions to the offshore energy market. In the second quarter of 2026, revenues increased 10% to $768 million and adjusted EBITDA rose 11% to $115 million. OII’s Manufactured Products backlog stood at $445 million as of June 30, 2026, with additional orders expected during the second half.

The oil-services leader is buying data-center relevance at a full price--and promising much faster growth after closing. Summary

SLB climbed 3.6% as investors rewarded its cooling-infrastructure expansion.

SLB SLB, the global energy-technology heavyweight, surged approximately 3.4% to $59.30 Monday morning after making a $3.4 billion bet on the data-center cooling boom. Reuters reported that SLB will buy thermal-management specialist Kelvion for cash and assume roughly $700 million of debt.

SLB is paying up—and betting that synergies close the gap fast. The company's release values Kelvion at roughly 11 times estimated 2026 EBITDA before synergies and 8.5 times after them. Management expects $120 million in annual EBITDA benefits within three years, while forecasting an earnings and free-cash-flow-per-share boost during the first year after closing.

The growth target is enormous. SLB expects the combined data-center business to clear $2 billion in revenue and generate approximately $300 million in adjusted EBITDA during 2026. By 2028, management is aiming for midpoint revenue of $4.75 billion and EBITDA of $750 million, implying a 15.8% margin. But the stock already trades 30.07% above its $45.59 GF Value™, meaning investors are demanding speed, synergies and near-flawless execution.

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

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SLB N.V. (SLB) M&A Call August 31, 2026 10:00 AM EDT

Company Participants

James McDonald - Senior Vice President of Investor Relations & Industry Affairs
Olivier Le Peuch - CEO & Director
Stephane Biguet - Executive VP & CFO

Conference Call Participants

James West - Melius Research LLC
Scott Gruber - Citigroup Inc., Research Division
Alexa Bruno
Carlos Andres E. Escalante - Wolfe Research, LLC
Marc Bianchi - TD Cowen, Research Division
Saurabh Pant - BofA Securities, Research Division
John Anderson - Barclays Bank PLC, Research Division
Keith MacKey - RBC Capital Markets, Research Division

Presentation

Operator

Good morning. My name is Sarah, and I will be your conference operator today and would like to welcome everyone to the SLB Investor Call. [Operator Instructions] As a reminder, this call is being recorded. I will now turn the call over to James R. McDonald, Senior Vice President of Investor Relations and Industry Affairs. Please go ahead.

James McDonald
Senior Vice President of Investor Relations & Industry Affairs

Thank you, Sarah. Good morning, and welcome to our conference call following SLB's announced agreement to acquire Kelvion earlier today.

Joining us on the call are Olivier Le Peuch, Chief Executive Officer; and Stephane Biguet, Chief Financial Officer. Before we begin, I would like to remind all participants that some of the statements we will be making today are forward-looking. These matters involve risks and uncertainties that could cause our results to differ materially from those projected in these statements.

For more information, please refer to our latest 10-K filing and other SEC filings, which can be found on our website. With that, I will turn the call over to Olivier.

Olivier Le Peuch
CEO & Director

Thank you, James. Good morning, ladies and gentlemen. Thank you for joining us. Earlier today, SLB announced an agreement to acquire Kelvion, a global provider of thermal management and heat exchange

SLB SLB is experiencing an upward trend today, driven by increasing oil prices and the announcement of its acquisition of Kelvion, a global leader in thermal management and heat exchange technologies. The deal, valued at approximately $3.4 billion in cash and the assumption of around $0.7 billion in debt, aims to bolster SLB's Data Center Solutions business. This acquisition positions SLB as a more significant player in the data center infrastructure sector, aligning with its goal of becoming an industrial technology partner in the industry.

Strategic Rationale: As data centers evolve and require more energy, efficient cooling solutions become vital. The integration of Kelvion's thermal management capabilities will enhance SLB's existing modular infrastructure and engineering services, enabling more comprehensive cooling solutions and improved thermal efficiency across facilities. Financial Overview: Kelvion is projected to generate between $2.3 billion and $2.4 billion in revenue, alongside $350 million to $400 million in adjusted EBITDA by 2026. The data center sector is anticipated to be its largest and fastest-growing market, contributing approximately $1.2 billion in revenue. SLB expects the acquisition to positively impact EPS and free cash flow within the first year and yield around $120 million in annual EBITDA synergies within three years. Together, SLB and Kelvion aim for over $2 billion in data center revenue and about $300 million in adjusted EBITDA on a pro forma basis by 2026. Recent Developments: SLB's Data Center Solutions division is already gaining traction, with Q2 revenue climbing 33% sequentially and 80% year-over-year. The company has secured new hyperscaler clients and expanded its design, engineering, and system integration capabilities. SLB has delivered approximately 1.3 GW of equipment capacity across more than 20 data centers, with a backlog supporting an annualized revenue run rate exceeding $2 billion by the end of 2027. Data Center Opportunity: SLB leverages modular manufacturing, offsite construction, engineering, and digital technologies to provide comprehensive data center infrastructure solutions. The objective is to expand SLB's role throughout the data center value chain and increase project content. By 2028, SLB is targeting $4.5 billion to $5.0 billion in data center revenue and $700 million to $800 million in adjusted EBITDA. This strategic acquisition significantly enhances SLB's position in the rapidly growing data center market. With established capabilities in large-scale engineering, manufacturing, and logistics, SLB is poised to deliver faster and more efficient capacity for hyperscalers. The addition of Kelvion's thermal management expertise allows SLB to venture into adjacent markets like power and cooling, further integrating its data center infrastructure offerings. The deal is anticipated to close in the first half of 2027, with integration and margin execution being crucial focus areas as SLB aims to realize expected synergies and scale its Data Center Solutions business, which currently operates at a lower margin than the company's overall profile. This acquisition presents SLB with an opportunity to increase project content and diversify growth avenues beyond its traditional oilfield services.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.

The oil drilling and production company agreed to acquire thermal management company Kelvion for $4.1 billion in a bid to strengthen its growing data center business.

31.8.2026 16:00, NVDA, EIX, LLY, PCG, SLB, CVX, XOM

Index Dow Jones -0,61 % na 53232,61 b., S&P 500 -0,41 % na 7680,52 b., Nasdaq Composite -0,31 % na 26320,91 b.

Americké akcie zpočátku týdne oslabují kvůli další eskalaci napětí na Blízkém východě. Cena americké ropy překonala 85 USD za barel.

USA a Írán si poprvé přibližně po měsíci vyměnily údery. Naděje na brzké obnovení běžné dopravy přes Hormuzský průliv dále oslabila zpráva o zasažení tankeru minami. Dražší energie zvyšují inflační rizika a podle tržních sázek je nyní zářijové zvýšení sazeb Fedu pravděpodobnější než jejich ponechání beze změny. Rozhodující budou údaje z trhu práce a následná inflační data.

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Z růstu cen ropy těží akcie ropařů Chevron (+2,7 %) a Exxon Mobil (+2,4 %). Naopak PG&E (-19 %) a Edison International (-20 %) odepisují po návrhu kalifornské legislativy, která nepřenáší odpovědnost za škody způsobené požáry z veřejně obchodovaných utilit.

GameStop roste o 4,4 % díky předběžným tržbám nad odhady trhu. Eli Lilly (-1,6 %) koupí biotechnologickou společnost Merida Biosciences až za 2,88 mld. USD a SLB (+4,6 %) získá za 3,4 mld. USD výrobce technologií pro chlazení datových center Kelvion.

Index S&P 500 -0,41 % na 7680,52 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Energie +2,5 % Utility -1,6 % Informační technologie +0,1 % Komunikační služby -1,4 % Základní materiály -0,2 % Zdravotní péče -1,1 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Crowdstrike Holdings (CRWD) +5,2 % Edison International (EIX) -20 % SLB (SLB) +4,6 % PG&E Corp (PCG) -19 % CF Industries Holdings (CF) +4,6 % Take-Two Interactive Software (TTWO) -7,0 % Ulta Beauty (ULTA) +3,6 % Howmet Aerospace (HWM) -6,1 % LyondellBasell Industries (LYB) +3,6 % Aon (AON) -5,9 %
Zdroj: Bloomberg

Marek Krejčiřík
Fio banka, a.s.
Prohlášení

A contract that SLB (SLB.N) and Venezuela's state-run PDVSA signed last week has granted the ​U.S. oil services and technology company access to oilfield data from the country with the world's largest crude reserves, three sources close to ‌the negotiations said.

The deal will allow SLB to organize and upgrade PDVSA's vast but outdated databases following years of neglect and a recent cyberattack, according to the sources.

Venezuela has not published routine oil statistics in more than a decade and the latest annual bulletin released by the oil ministry was in 2015. Except for limited output data reported monthly to OPEC, the ​lack of information has become a major obstacle to promoting oilfields for investment and tracking core activities like output, refining and exports.

From reservoir ​characterization to real-time crude production, the contract between PDVSA and SLB will involve data management and provide essential services. The ⁠companies have not disclosed the reach of the contract, but the sources said SLB will be able to use new technology, including artificial intelligence, to expand, ​modernize and make Venezuela's oil data reliable again.

"The agreement's goal is to help PDVSA and the oil ministry to digitize and consolidate all data of the ​oil industry," one of the sources said, adding the contract also involves technology transfer and training. If a new entrant needs data about an oilfield it is interested in, it can be taken from a cloud, the person added.

Since being the target of a ransomware attack late last year that knocked down applications from email to a key contract administration software, ​PDVSA has been plagued by information chaos. The company's staff is communicating through rudimentary free-access services like Telegram, while facilities are operating independently of a centralized ​system, the sources said.

In recent months, PDVSA has managed to patch its main applications, but it needs to migrate systems — particularly its geological and production databases — to new providers and ‌implement modern ⁠tracking tools, they added.

"Functionality is in recovery phase, but lots of data were lost due to damages to the servers," one of the sources said. "Some data needs to be rebuilt from paper copies."

CONTRACT FOLLOWS YEARS OF DELAYED PAYMENTS
Many other details of the contract with SLB, including duration and payment mechanism, remain unknown.

Payments in kind, including with crude, were discussed with SLB as part of negotiations. Any money transfers are expected to be complicated, with the U.S. in control of ​all revenue from the country's oil ​exports, leaving Venezuela little room to ⁠negotiate.

Last week, Venezuela's oil ministry and the U.S. embassy in Caracas confirmed that an agreement with SLB had been signed with PDVSA to "modernize exploration and production."

SLB's head for Mexico, Central America and Venezuela, William Antonio, said last week at a ​conference in Houston the contract with PDVSA started immediately after it was signed. The companies have not provided additional ​details and did not ⁠immediately reply to requests for comment.

In 2019, Washington imposed harsh sanctions on Venezuela's energy sector. PDVSA defaulted on billions of dollars in already delayed payments to companies including oilfield service firms such as SLB.

Companies now willing to work with PDVSA are taking precautions to avoid new payment issues, many oil executives have said.

Another major obstacle for ⁠any service ​contract is a myriad of software and application patches PDVSA has installed as workarounds due to ​sanctions preventing U.S. technology providers from working with Venezuela's state companies.

Despite the challenges, SLB is set to give a first external look to PDVSA's main statistics, which Venezuela has guarded intensively in recent decades.

SLB just secured access to Venezuela's prized oilfield data and may reactivate up to 15 rigs in a country that previously defaulted on billions owed to the company itself. Whether 97 years of institutional memory justifies the collection risk is…

Venezuela sits on the world’s largest proven crude reserves, and SLB has reportedly secured access to the reservoir and production data PDVSA needs to revive them.

Schlumberger (NYSE:SLB | SLB Price Prediction) closed Wednesday at $53.60, up 41.18% year to date, on optimism about an international upcycle that extends well beyond Venezuela.

The story of Venezuela is also a payment story. Financial terms remain confidential, and PDVSA previously defaulted on billions of dollars owed to service companies, including SLB itself.

The narrower question is whether a 97-year presence in-country gives SLB institutional reasons to accept collection risk that a shareholder, seeing only a spreadsheet, would not.

Inside the PDVSA Data and Rig Agreement SLB’s own Q2 growth initiatives list a long-term framework agreement with PDVSA to support Venezuela oil and gas modernization. The company has published its own account of the deal.

According to Reuters reporting this week, the contract gives SLB access to reservoir and production data that years of neglect and a late-2025 ransomware attack had degraded.

Separately, Reuters reported that SLB has discussed reactivating up to 15 Venezuelan drilling rigs, with four potentially returning by year-end. That plan remains under discussion.

CEO Olivier Le Peuch told analysts that SLB has “been working already in-country for the last two years”, scaling its capabilities under Chevron’s OFAC license and preparing for a broader restart.

Why 97 Years in Country Reads Differently Than a Spreadsheet Le Peuch reminded analysts that at its peak, SLB had more than 3,000 people in Venezuela and generated visibly more than $1 billion there. Latin America produced $1.714 billion of Q2 revenue, up 15% year over year.

Institutional memory of that scale reasonably shapes how management reads the risk. SLB has walked in and out of Venezuelan cycles before, and it built the current position slowly.

The problem for shareholders is that management’s memory is not their memory. Payment mechanics remain confidential, with crude payments discussed, as the United States controls Venezuelan oil export revenue.

Le Peuch’s own hedge was direct. Growth depends on “the right condition”, reinvestment, and international operators holding their positions. None of that is a payment guarantee.

What This Is Actually Worth to Shareholders Net debt rose to $8.7 billion from $7.4 billion at year-end 2025, while Q2 free cash flow reached $716 million. Organic revenue still declined 5% excluding ChampionX.

SLB trades at a forward P/E of 21x against an analyst target of $61.93. Management still plans to return more than $4 billion to shareholders in 2026.

My position is that Venezuela is optionality layered atop the core thesis. Deepwater Brazil and Guyana, the Middle East recovery, and Data Center Solutions matter more to the 2027 story management is actually selling.

Shareholders should be comfortable only if they treat the PDVSA work as a call option with a real chance of expiring worthless. Underwriting SLB because Venezuela will pay is a mistake that the company’s own default history warns against.

Contact [email protected] for any questions or corrections.

31.8.2026 13:14, SLB

Americká společnost SLB (dříve Schlumberger), která poskytuje služby v oblasti ropného průmyslu, oznámila, že podepsala dohodu o akvizici německé firmy Kelvion, globálního dodavatele technologií tepelného managementu a výměny tepla. Kupní cena činí přibližně 3,4 mld. USD v hotovosti, k tomu SLB převezme dluh ve výši zhruba 0,7 mld. USD. Prodávajícími jsou fondy spravované Apollem jako většinovým vlastníkem a fondy poradensky spravované společností Triton, které drží menšinový podíl.

Kelvion má za rok 2026 očekávané tržby 2,3 až 2,4 mld. USD a očištěný zisk EBITDA 350 až 400 mil. USD, datová centra jsou jeho největší a nejrychleji rostoucí koncový trh s očekávanými tržbami 1,2 až 1,3 mld. USD.

SLB očekává, že akvizice bude v prvních 12 měsících po uzavření přispívat k růstu zisku na akcii i volného hotovostního toku na akcii. Transakce by měla být uzavřena v první polovině roku 2027, podmínkou jsou regulatorní schválení.

„AI pohání nejvýznamnější investiční cyklus do infrastruktury za našeho života," uvedl Olivier Le Peuch, generální ředitel SLB. „Tato transakce urychluje naši ambici stát se průmyslovým technologickým partnerem odvětví datových center a pomáhat zákazníkům zvládat rostoucí komplexitu infrastruktury potřebné ke škálování AI. Kelvion posouvá naši cestu k integrovanějším řešením infrastruktury datových center, rozšiřuje náš adresovatelný trh — více než zdvojnásobuje naši tržbovou příležitost na gigawatt dodané kapacity — a umožňuje nám škálovat jak naši nabídku, tak globální dosah tohoto byznysu."

Akcie SLB Akcie SLB (SLB) v předburzovní fázi obchodování roste o 1,99 % na 58,47 USD.

Zdroj: Bloomberg, Financial Times

Michal Bárta
Fio banka, a.s.
Prohlášení

SLB (SLB.N) on Monday said ​it will acquire cooling ‌equipment maker Kelvion from Apollo Global (APO.N) for $3.4 billion in ​cash, expanding its data ​center business as rapid AI ⁠adoption drives demand for ​power and cooling infrastructure.

The oilfield ​services company will also assume about $700 million of Kelvion's debt ​under the deal, which ​is expected to close in the ‌first ⁠half of 2027.

The acquisition of Kelvion, majority owned by Apollo-managed funds, is expected ​to strengthen ​SLB's ⁠data center solutions business with critical thermal ​management technologies.

SLB will ​also ⁠acquire funds advised by Triton, which hold a minority ⁠interest ​in the cooling ​equipment maker.

Advisors Capital Management LLC decreased its position in shares of SLB Limited (NYSE:SLB – Free Report) by 17.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 108,453 shares of the oil and gas company’s stock after selling 22,787 shares during the quarter. Advisors Capital Management LLC’s holdings in SLB were worth $5,042,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in SLB. Evergreen Advisors LLC bought a new stake in SLB in the 1st quarter worth about $26,000. MV Capital Management Inc. purchased a new stake in shares of SLB during the 4th quarter valued at about $28,000. Strategic Wealth Advisors LLC purchased a new stake in shares of SLB during the 4th quarter valued at about $30,000. Costello Asset Management INC grew its stake in shares of SLB by 93.3% in the first quarter. Costello Asset Management INC now owns 580 shares of the oil and gas company’s stock worth $30,000 after acquiring an additional 280 shares during the period. Finally, Lloyd Advisory Services LLC. purchased a new position in shares of SLB during the fourth quarter valued at approximately $31,000. Institutional investors own 81.99% of the company’s stock.

SLB Stock Up 0.3% NYSE SLB opened at $53.71 on Friday. SLB Limited has a 52 week low of $31.64 and a 52 week high of $58.82. The company has a quick ratio of 1.05, a current ratio of 1.44 and a debt-to-equity ratio of 0.41. The company has a market capitalization of $79.71 billion, a P/E ratio of 25.95, a price-to-earnings-growth ratio of 3.53 and a beta of 0.73. The stock’s 50-day moving average price is $49.34 and its 200-day moving average price is $51.22.

SLB (NYSE:SLB – Get Free Report) last announced its quarterly earnings data on Saturday, July 25th. The oil and gas company reported $0.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.51 by $0.04. The firm had revenue of $8.97 billion during the quarter, compared to analysts’ expectations of $8.67 billion. SLB had a net margin of 8.53% and a return on equity of 14.05%. During the same period in the prior year, the company posted $0.74 earnings per share. The company’s revenue for the quarter was up 5.0% compared to the same quarter last year. On average, equities research analysts predict that SLB Limited will post 2.5 earnings per share for the current year. SLB Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 2nd will be issued a $0.295 dividend. The ex-dividend date of this dividend is Wednesday, September 2nd. This represents a $1.18 dividend on an annualized basis and a yield of 2.2%. SLB’s payout ratio is currently 57.00%.

SLB News Roundup Here are the key news stories impacting SLB this week:

Positive Sentiment: Venezuela expansion could add meaningful work. SLB is preparing to restart as many as 15 oil rigs in Venezuela and is working with Formentera Partners to reactivate existing equipment or bring in additional rigs. Venezuela also signed agreements with SLB and other companies aimed at increasing oil production, potentially creating new drilling and well-services revenue. SLB Prepares to Restart 15 Oil Rigs in Venezuela SLB, Formentera working to activate drilling rigs in Venezuela Venezuela Signs Deals With SLB and Hunt Positive Sentiment: New offshore work in Brunei adds backlog visibility. Shell selected SLB for a production-restoration project offshore Brunei, providing another international contract and reinforcing demand for SLB’s technical services. Shell Taps SLB for Production Restarts offshore Brunei Positive Sentiment: Industry spending trends remain supportive. Commentary on rising upstream capital spending and SLB’s EnerCom presentation highlights the potential for increased customer activity, particularly in international and offshore markets. This supports the company’s longer-term revenue outlook. What Could Rising Upstream Spending Mean for SLB SLB Presents at the EnerCom Energy Investment Conference Neutral Sentiment: Risks temper the bullish impact. Venezuela projects may face sanctions, operational, payment and political risks, while higher long-term Treasury yields could pressure income-oriented stocks and raise financing costs across the energy sector. Dividend Stocks and Rising Treasury Yields Analyst Ratings Changes A number of research firms recently commented on SLB. Evercore reiterated an “outperform” rating and set a $66.00 price objective on shares of SLB in a research report on Monday, July 27th. BMO Capital Markets raised their target price on SLB from $59.00 to $63.00 and gave the stock an “outperform” rating in a research report on Monday, July 27th. JPMorgan Chase & Co. boosted their price target on SLB from $54.00 to $61.00 and gave the company an “overweight” rating in a research note on Monday, April 27th. Piper Sandler upped their price target on shares of SLB from $59.00 to $64.00 and gave the company an “overweight” rating in a research report on Monday, July 27th. Finally, Citigroup lowered their price objective on shares of SLB from $68.00 to $63.00 and set a “buy” rating on the stock in a research note on Wednesday, July 1st. Two research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, one has given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $61.35.

Get Our Latest Stock Report on SLB

SLB Profile (Free Report)

SLB (NYSE: SLB), historically known as Schlumberger, is a leading global provider of technology, integrated project management and information solutions for the energy industry. Founded by Conrad and Marcel Schlumberger in 1926, the company develops and supplies products and services used across the exploration, drilling, completion and production phases of oil and gas development. Its offerings are intended to help operators characterize reservoirs, drill and complete wells, optimize production and manage field operations throughout the asset lifecycle.

SLB’s product and service portfolio spans reservoir characterization and well testing, wireline and logging services, directional drilling and drilling tools, well construction and completion technologies, production systems, and subsea equipment.

Read More Five stocks we like better than SLB 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future Want to see what other hedge funds are holding SLB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for SLB Limited (NYSE:SLB – Free Report).

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Oil service provider SLB and private equity firm ‌Formentera Partners are working to either reactivate oil rigs in Venezuela or import additional rigs into the country in the coming months, executives from both firms said on Wednesday during a conference in Houston.

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6.8.2026 17:52

Index Dow Jones -0,57 % na 54037,12 b. S&P 500 -0,11 % na 7714,94 b. Nasdaq Composite +0,11 % na 26393,17 b.

Ve čtvrteční seanci se americké indexy pohybují smíšeně a to poté, co  si Wall Street v předchozí seanci po hvězdném začátku srpna trochu odpočinula. V ekonomickém kalendáři by měly být v pátek zveřejněny údaje o počtu pracovních míst v USA mimo zemědělství za červenec. Jejich údaj pravděpodobně ovlivní očekávání úrokových sazeb. Trh dnes také bude sledovat výsledky společností ConocoPhillips, Airbnb a Warner Bros. Discovery. Trhy také s napětím očekávají právy o možné dohodě o obnovení lodní dopravy přes Hormuzský průliv, zejména poté, co američtí představitelé začátkem tohoto týdne naznačili, že dohoda je na spadnutí. Americký prezident Donald Trump uvedl, že jednání s Íránem probíhají dobře, ale neuvedl žádné podrobnosti, když iránští představitelé ve středu naznačili, že dohoda s Ománem ohledně průlivu je blízko, a varovali USA před jakýmikoli novými útoky na jeho území. Írán objasnil, že je v kontaktu s mediátory v Ománu a že se Spojenými státy neúčastnil žádných přímých jednání. Teherán rovněž varoval, že dohoda s Ománem nezaručí bezpečnost v Hormuzském průlivu. Dnes byly také reportovány  v USA Nové žádosti o podporu v nezaměstnanosti k 1.srpnu na 199 000 při očekávání analytiků 205 000.

V centru zájmu investorů je především ropa a pode reportu od EIA  zásoby surové ropy k 31. červenci vzrostly o 2,479 mil. barelů, když trh čekal naopak pokles o 1,5 mil. barelů. Po předchozí korekci dnes WTI přidává cca 2,3% a dostává se k úrovni 76,9 USD/barel. Tato situace je dnes příznivě nakloněna akciím v těžebním sektoru černého zlata a tak akcie těžebního obra Exxon Mobil ( XOM ) posilují o necelých 1% a podobně akcie Baker Hughes ( BKR ) na tržní ceně přidávají cca 2,1%. S podobným nárůstem 1,1% se pohybují výše také akcie brazilského Petrobrasu ( PBR ) a také akcie konkurenta Marathonu Petroleum ( MPC ) se pohybují silnější o 0,5%. Solidně si vedou také akcie BP ( BP ), které se posunuly výš o 1,5%, ale nejlépe jsou na tom akcie Occidentalu Petroleum ( OXY ), které reportovaly slušné výsledky za 2Q. 2026 a na tržní ceně akcie rostou o necelých 5,2%. Zisk na akcii překonal průměrný odhad analytiků a společnost vykázala silný hotovostní tok díky výborným výsledkům segmentu midstream. Očištěný zisk na akcii dosáhl 2,40 USD, tedy výrazně nad odhady 1,87 USD a volný hotovostní tok z pokračujících činností před změnami pracovního kapitálu činil 3,0 mld. USD. Za zmínku stojí také akcie amerického výrobce a dodavatele těžní techniky Halliburtonu ( HAL ), kde akcie posilují o více než 2,4% a též akcie jeho francouzského konkurenta Schlumbergeru ( SLB ), které se posunují výš o 4,5%.

Své výsledky za 2Q. 2026 dnes zveřejnila společnost Duolingo ( DUOL ), když výnosy i zisk na akcii překonaly odhady analytiků a růst denně aktivních uživatelů zrychlil, investory ovšem zklamal opatrný výhled výnosů a objemu objednávek (bookings) na třetí kvartál.. Výnosy vzrostly meziročně o 18 % (o 17 % v konstantních měnách) na 298,5 mil. USD. Očekávaný zisk EBITDA se meziročně snížil o 2 % na 77,3 mil. USD. Trh projektoval 71,4 mil. USD. Očištěná marže EBITDA klesla o 5,3 p. b. na 25,9 %. Podle analytika Ronalda Josey ze Citi, který uvedl, že e výhled objednávek (bookings) pro 3Q byl slabší, než se očekávalo, protože Duolingo investuje do nových produktů a služeb v rámci svých hlavních jazykových kurzů, přidává větší hodnotu do bezplatné verze a rozvíjí nové služby. Bohužel investoři dost dají na výhled , který byl velmi konzervativní a opatrný. Akcie Duolingo ( DUAL ) se tak nachází pod tlakem investorů a dnes oslabují o -19,3%.

Své výsledky za 2Q. 2026 představila Letecká a obranná společnost Honeywell Aerospace ( HONA ), kde Tržby dosáhly 4,52 mld. USD, meziročně vzrostly o 5 % jak na vykázané, tak na organické bázi, a mírně zaostaly za odhadem analytiků (4,57 mld. USD). Čistý zisk klesl na 256 mil. USD z 852 mil. USD ve stejném období loňského roku. Společnost výrazně citelně  snížila celoroční výhled organického růstu tržeb i očištěného provozního zisku (EBIT), a to kvůli problémům v dodavatelském řetězci. Akcie . Honeywell Aerospace ( HONA ) dnes oslabují o silných -20%.

Index S&P 500 -0,11 % na 7714,94 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Energie +1,1 % Finanční sektor -0,7 % Informační technologie +0,3 % Komunikační služby -0,6 % Zbytná spotřeba 0 % Reality -0,5 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Albemarle Corp (ALB) +9,0 % Honeywell Aerospace (HONA) -20 % Motorola Solutions (MSI) +6,6 % AppLovin Corp (APP) -20 % Parker-Hannifin Corp (PH) +6,6 % Datadog (DDOG) -16 % Lumentum Holdings (LITE) +6,5 % Axon Enterprise (AXON) -9,2 % Fox Corp (FOXA) +5,7 % Western Digital Corp (WDC) -8,6 %
Luboš Bedrník
Fio banka, a.s.
Prohlášení

SLB (SLB - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Shares of this world's largest oilfield services company have returned +7.5% over the past month versus the Zacks S&P 500 composite's +1.9% change. The Zacks Technology Services industry, to which SLB belongs, has lost 4.4% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

SLB is expected to post earnings of $0.63 per share for the current quarter, representing a year-over-year change of -8.7%. Over the last 30 days, the Zacks Consensus Estimate has changed -10.7%.

The consensus earnings estimate of $2.49 for the current fiscal year indicates a year-over-year change of -15%. This estimate has changed -5% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $3.24 indicates a change of +30.2% from what SLB is expected to report a year ago. Over the past month, the estimate has changed -5%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #5 (Strong Sell) for SLB.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

In the case of SLB, the consensus sales estimate of $9.19 billion for the current quarter points to a year-over-year change of +2.9%. The $36.87 billion and $39.84 billion estimates for the current and next fiscal years indicate changes of +3.3% and +8.1%, respectively.

Last Reported Results and Surprise HistorySLB reported revenues of $8.97 billion in the last reported quarter, representing a year-over-year change of +5%. EPS of $0.55 for the same period compares with $0.74 a year ago.

Compared to the Zacks Consensus Estimate of $8.72 billion, the reported revenues represent a surprise of +2.95%. The EPS surprise was +7.84%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

SLB is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about SLB. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.

29.7.2026 17:34

Index Dow Jones -1,58 % na 51915,43 b. S&P 500 -0,81 % na 7368,92 b. Nasdaq Composite -1,06 % na 24613,29 b.

Ve středeční seanci americké indexy klesají, protože investoři se připravují na dvojitý katalyzátor v podobě důležitého rozhodnutí Federálního rezervního systému o změně politiky a čtvrtletních výsledků technologických titánů Microsoftu a Meta Platforms. Ke zhoršení globální nálady přispěl také výprodej asijských technologických akcií. Jihokorejský benchmark KOSPI klesl a polovodičový gigant SK Hynix se propadl o 20 % navzdory rekordním ziskům, jelikož nedosažení provozního zisku podtrhlo neúprosný postoj trhu k oceňování technologických akcií. Zklamání ze strany SK Hynix, hlavního dodavatele pamětí s vysokou šířkou pásma pro umělou inteligenci, vyslalo nové vlny úzkosti na obchodní stoly po celém světě. Investoři jsou stále skeptičtější k prudce rostoucím oceněním akcií poháněným umělou inteligencí, rostoucím kapitálovým výdajům firem a schopnosti sektoru s velkým náskokem překonat konsenzuální prognózy. K nervozitě trhu se přidává závěr Federálního výboru pro volný trh, který později odpoledne ukončil své dvoudenní zasedání o měnových politikách. Zatímco základní očekávání, že centrální banka ponechá úrokové sazby beze změny, obchodníci zvyšují sázky na potenciální zvýšení sazeb nebo výrazně jestřábí překvapení od předsedy Fedu Kevina Warshe. Dolar na páru s eurem  Dolar na páru s eurem zatím mírně roste o 0,05% tj. 1,1384 USD/EUR.  

V centru zájmu investorů je také ropa a podle dnešního reportu od EIA zásoby surové ropy klesly o 7,167 mil. barelů, když trh předpokládal naopak nárůst o 1 mil. barelů. Lehká ropa WTI přidává 6,4% a dostává se tak k úrovni 84,4 USD/barel. Zhoršující se geologický vývoj také držel investory v napětí poté, co společné útoky USA a Saúdské Arábie byly zaměřeny na skupiny podporované Íránem v Iráku a Teherán odpálil balistické rakety v regionálním vzdušném prostoru, což opět žene cenu černého zlata výš a znovu vyvolává obavy ze sekundárních inflačních šoků. Tato situace vyhovuje akciím v těžebním sektoru černého zlata a tak akcie těžebního amerického velikána Exxon Mobil ( XOM ) přidávají na tržní ceně cca 2,7% a také akcie konkurenta Marathonu Petroleum ( MPC ) jsou na tom podobně se ziskem 2,6% a hned v závěsu se pohybují akcie Baker Hughes ( BKR ), které si připisují  cca 2,2%. Velmi dobře si dnes vedou akcie britské skupiny BP ( BP ), jež na tržní ceně rostou o 3,6% a také akcie brazilského těžaře Petrobrasu ( PBR ) obchodují výš o cca 3%. Pozadu dnes nejsou také akcie APA ( APA ) se ziskem více než 2,5% a též akcie konkurenčního Occidentalu Petroleum ( OXY ), které se pohybují výše o 3,1%. Za zmínku stojí také akcie amerického výrobce a dodavatele těžní techniky Halliburtonu ( HAL ), kde akcie rostou o více než 1% a též akcie francouzského konkurenta Schlumbergeru ( SLB ) se posouvají výše o 1,5%.

Naopak se dnes nedaří akciím v těžebním sektoru žlutého kovu protože zlato ztrácí -0,7% a dostává se k úrovni 4 010 USD/Troy. unci a tak akcie největšího kanadského těžaře Barrick Mining ( B ) klesají o více než -2% a také akcie amerického konkurenta Newmontu ( NEM ) oslabují o více než -1,6% a též akcie známého těžaře Eldorado Gold ( EGO ) se posouvají níž o necelé -2%.

Své výsledky dnes představila VISA ( V ) provozovatel sítě elektronických plateb a také vydavatel platebních karet. Čisté výnosy ve 3Q meziročně vzrostly o 14 % na 11,63 mld. USD, po očištění o měnové vlivy o 13 %. Očištěný čistý zisk činil 6,30 mld. USD, což znamená meziroční růst o 8 % a překonání odhadu trhu ve výši 6,15 mld. USD. Za uplynulý kvartál společnost zpracovala 71,7 mld. transakcí, což představuje meziroční nárůst o 10 % a mírně nad konsensem trhu 71,17 mld. Analytici z Keefe Bruyette & Woods uvedli, že Visa vykázala solidní překonání odhadů na úrovni zisku na akcii a mírně zvýšila celoroční výhled výnosů, ačkoli výhled zisku na akcii ponechala beze změny kvůli nepříznivým měnovým vlivům a mírně vyšším provozním nákladům. U růstu objemů v USA i u přeshraničních objemů je patrné určité zmírnění červencových trendů v rámci kvartálu, což může působit mírně tlumivě, jelikož očekávání byla před výsledky vysoká. Akcie VISA ( V )  dnes rostou o cca 0,5%

Za pozornost stojí akcie Garminu ( GRMN ) a to poté, co co tento výrobce zařízení s GPS zvýšil svůj celoroční výhled pro forma zisku na akcii, čímž překonal průměrný odhad analytiků. Ten nyní očekává ve výši 10,00 USD, zatímco dříve projektoval 9,35 USD a trh odhadoval 9,62 USD. Akcie Garmin ( GRMN ) tak v reakci na výsledky rostou o necelých 17%.

Index S&P 500 -0,81 % na 7368,92 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Energie +2,5 % Průmysl -2,6 % Nezbytná spotřeba +0,4 % Základní materiály -1,8 % Zdravotní péče +0,2 % Informační technologie -1,3 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Garmin (GRMN) +17 % Lennox International (LII) -20 % GE HealthCare Technologies (GEHC) +11 % Vertiv Holdings (VRT) -14 % Cognizant Technology Solutions Corp (CTSH) +10 % Masco Corp (MAS) -11 % Amphenol Corp (APH) +6,7 % Flex (FLEX) -8,1 % Accenture (ACN) +6,0 % Bunge Global SA (BG) -7,8 %
Luboš Bedrník
Fio banka, a.s.
Prohlášení

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?

Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about SLB (SLB - Free Report) .

SLB currently has an average brokerage recommendation (ABR) of 1.41, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 28 brokerage firms. An ABR of 1.41 approximates between Strong Buy and Buy.

Of the 28 recommendations that derive the current ABR, 21 are Strong Buy and four are Buy. Strong Buy and Buy respectively account for 75% and 14.3% of all recommendations.

Brokerage Recommendation Trends for SLB

Check price target & stock forecast for SLB here>>>

While the ABR calls for buying SLB, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential.

Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.

In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.

With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.

Zacks Rank Should Not Be Confused With ABRIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.

Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.

In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.

Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.

Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.

Is SLB a Good Investment?In terms of earnings estimate revisions for SLB, the Zacks Consensus Estimate for the current year has declined 5% over the past month to $2.49.

Analysts' growing pessimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates lower, could be a legitimate reason for the stock to plunge in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #5 (Strong Sell) for SLB. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Therefore, it could be wise to take the Buy-equivalent ABR for SLB with a grain of salt.

Did you analyze how SLB (SLB - Free Report) fared in its international operations for the quarter ending June 2026? Given the widespread global presence of this world's largest oilfield services company, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.

In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth path. Investors now place great importance on grasping the extent of a company's dependence on international markets, as it sheds light on the firm's earnings stability, its skill in leveraging various economic cycles and its broad growth potential.

Participation in global economies acts as a defense against economic difficulties at home and a pathway to more rapidly developing economies. However, it also comes with the complexities of dealing with fluctuating currencies, geopolitical risks and different market dynamics.

While delving into SLB's performance for the past quarter, we observed some fascinating trends in the revenue from its foreign segments that are commonly modeled and observed by analysts on Wall Street.

For the quarter, the company's total revenue amounted to $8.97 billion, experiencing an increase of 5% year over year. Next, we'll explore the breakdown of SLB's international revenue to understand the importance of its overseas business operations.

Trends in SLB's Revenue from International MarketsOf the total revenue, $2.57 billion came from Middle East & Asia during the last fiscal quarter, accounting for 28.7%. This represented a surprise of +6.11% as analysts had expected the region to contribute $2.42 billion to the total revenue. In comparison, the region contributed $2.69 billion, or 30.8%, and $2.99 billion, or 34.9%, to total revenue in the previous and year-ago quarters, respectively.

Eliminations & other generated $57 million in revenues for the company in the last quarter, constituting 0.6% of the total. This represented a surprise of -20.47% compared to the $71.67 million projected by Wall Street analysts. Comparatively, in the previous quarter, Eliminations & other accounted for $83 million (1%), and in the year-ago quarter, it contributed $44 million (0.5%) to the total revenue.

During the quarter, Latin America contributed $1.71 billion in revenue, making up 19.1% of the total revenue. When compared to the consensus estimate of $1.65 billion, this meant a surprise of +3.83%. Looking back, Latin America contributed $1.53 billion, or 17.5%, in the previous quarter, and $1.49 billion, or 17.5%, in the same quarter of the previous year.

Europe & Africa accounted for 26.6% of the company's total revenue during the quarter, translating to $2.39 billion. Revenues from this region represented a surprise of -2.11%, with Wall Street analysts collectively expecting $2.44 billion. When compared to the preceding quarter and the same quarter in the previous year, Europe & Africa contributed $2.26 billion (25.9%) and $2.37 billion (27.7%) to the total revenue, respectively.

International Market Revenue ProjectionsWall Street analysts expect SLB to report $9.12 billion in total revenue for the current fiscal quarter, indicating an increase of 2.1% from the year-ago quarter. Middle East & Asia, Eliminations & other, Latin America and Europe & Africa are expected to contribute 28.5% (translating to $2.6 billion), 0.8% ($74.08 million), 18.3% ($1.67 billion), and 27.4% ($2.5 billion) to the total revenue, respectively.

For the full year, the company is projected to achieve a total revenue of $36.49 billion, which signifies a rise of 2.2% from the last year. The share of this revenue from various regions is expected to be: Middle East & Asia at 29.8% ($10.88 billion), Eliminations & other at 0.9% ($312.89 million), Latin America at 18.3% ($6.67 billion), and Europe & Africa at 26.9% ($9.82 billion).

Concluding RemarksRelying on global markets for revenues presents both prospects and challenges for SLB. Therefore, scrutinizing its international revenue trends is key to effectively forecasting the company's future outlook.

In a world where international interdependencies and geopolitical conflicts are ever-increasing, Wall Street analysts closely monitor these trends for companies having international presence to adjust their earnings forecasts. Of course, there are several other factors, including a company's standing within its home borders, that influence analysts' earnings forecasts.

At Zacks, a company's changing earnings outlook is given considerable attention due to its proven, strong influence on a stock's price performance in the near term. The connection here is straightforward and positive: when earnings estimates are revised upward, the stock price generally follows suit, increasing as well.

With an impressive externally audited track record, our proprietary stock rating tool - the Zacks Rank - harnesses the power of earnings estimate revisions and serves as an effective indicator of a stock's near-term price performance.

SLB, bearing a Zacks Rank #4 (Sell), is expected to underperform the broader market's movements in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

A Look at SLB's Recent Stock Price PerformanceThe stock has witnessed an increase of 11.5% over the past month versus the Zacks S&P 500 composite's an increase of 0.8%. In the same interval, the Zacks Business Services sector, to which SLB belongs, has registered an increase of 3.1%. Over the past three months, the company's shares saw a decrease of 7.9%, while the S&P 500 increased by 3.8%. In comparison, the sector experienced an increase of 2.3% during this timeframe.

SLB NV (NYSE:SLB) on Friday reported second-quarter adjusted earnings and revenue above analyst expectations.

Adjusted EPS of 55 cents topped the 51-cent estimate, while revenue rose 5% to $8.972 billion, beating $8.672 billion.

SLB expects third-quarter revenue to increase 3% to 4% sequentially, with adjusted EBITDA margin expanding about 75 basis points.

A renewed Middle East escalation could reduce third-quarter revenue by roughly $150 million and adjusted EBITDA by $75 million, primarily affecting Well Construction and Reservoir Performance.

For the fourth quarter, SLB expects revenue above $10 billion and adjusted EBITDA margin near 24%, assuming continued Middle East recovery.

SLB shares slipped 0.1% to trade at $52.36 on Monday.

These analysts made changes to their price targets on SLB following earnings announcement.

Considering buying SLB stock? Here’s what analysts think:

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HomeStock IdeasLong IdeasEnergy Analysis

SummarySLB is rated Buy, with a base case of ~30% upside plus a 2.25% dividend, grounded in normalized multiples on 2027 earnings.Q2 results were mixed year-on-year but sequentially strong, with revenue up 3%, adjusted EBITDA up 7%, and margin expansion, despite Middle East headwinds.Guidance for Q4 is robust: revenue above $10 billion, 24% adjusted EBITDA margin, and a Middle East recovery to $2.1–$2.2 billion in revenue.Shares jumped 11%, but the recovery is not fully priced in. halbergman/iStock via Getty Images

Investment Thesis SLB N.V. (SLB) closed Friday at $52.42, up 11% on the day, and I know that writing something bullish right after an 11% move is not a great look. But what moved the stock was not really

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Posted by Defense World Staff on Jul 26th, 2026

SLB Limited (NYSE:SLB – Get Free Report)’s stock price gapped up before the market opened on Friday following a better than expected earnings announcement. The stock had previously closed at $47.22, but opened at $50.07. SLB shares last traded at $51.4390, with a volume of 5,213,298 shares trading hands.

The oil and gas company reported $0.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.51 by $0.04. SLB had a net margin of 9.26% and a return on equity of 15.54%. The company had revenue of $8.97 billion for the quarter, compared to the consensus estimate of $8.67 billion. During the same period in the prior year, the company posted $0.74 EPS. The company’s revenue was up 5.0% compared to the same quarter last year.

SLB Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 2nd will be issued a $0.295 dividend. This represents a $1.18 annualized dividend and a yield of 2.3%. The ex-dividend date is Wednesday, September 2nd. SLB’s dividend payout ratio is currently 51.53%.

Key Stories Impacting SLB Here are the key news stories impacting SLB this week:

Positive Sentiment: SLB reported Q2 adjusted EPS of $0.55, ahead of estimates of $0.51, on revenue of $8.97 billion versus expectations of $8.67 billion. SLB (NYSE:SLB) Beats Expectations in Strong Q2 CY2026 Positive Sentiment: Management pointed to higher offshore activity and growth in Digital and Production Systems, which helped drive the quarter and support the outlook. SLB Posts Higher Revenue on Increased Offshore Activity, Data-Center Demand Positive Sentiment: SLB’s expanding data-center power and infrastructure push is being viewed as an additional growth vector, adding to investor optimism. What SLB (SLB)’s AI Data Center Power Push and Baleine Win Means For Shareholders Neutral Sentiment: Revenue still declined year over year, so the quarter was solid but not a return to broad-based growth. Top US oilfield services firm SLB beats quarterly profit estimates Neutral Sentiment: Middle East disruptions remain a headwind, but resilient demand in other regions is currently outweighing that pressure. SLB Stock Rises on Earnings Beat as Strong Activity Offsets Middle East Disruption Wall Street Analyst Weigh In A number of research firms have commented on SLB. UBS Group lowered their target price on shares of SLB from $69.00 to $66.00 and set a “buy” rating for the company in a report on Wednesday, July 1st. Citigroup cut their price target on SLB from $68.00 to $63.00 and set a “buy” rating on the stock in a research note on Wednesday, July 1st. Raymond James Financial reduced their price target on SLB from $62.00 to $61.00 and set an “outperform” rating on the stock in a research report on Friday, July 10th. JPMorgan Chase & Co. lifted their price objective on SLB from $54.00 to $61.00 and gave the stock an “overweight” rating in a research note on Monday, April 27th. Finally, Susquehanna dropped their price objective on SLB from $65.00 to $55.00 and set a “positive” rating for the company in a report on Wednesday, July 8th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, SLB presently has an average rating of “Moderate Buy” and an average target price of $60.30.

Check Out Our Latest Report on SLB

Insider Buying and Selling In other SLB news, EVP Steve Matthew Gassen sold 53,379 shares of SLB stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $56.18, for a total value of $2,998,832.22. Following the transaction, the executive vice president owned 47,421 shares of the company’s stock, valued at approximately $2,664,111.78. The trade was a 52.96% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director La Chevardiere Patrick De sold 2,000 shares of the company’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $54.33, for a total transaction of $108,660.00. Following the completion of the transaction, the director owned 16,953 shares of the company’s stock, valued at $921,056.49. This trade represents a 10.55% decrease in their position. The SEC filing for this sale provides additional information. 0.16% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On SLB Institutional investors have recently added to or reduced their stakes in the stock. Abel Hall LLC raised its stake in shares of SLB by 2.7% in the 1st quarter. Abel Hall LLC now owns 7,535 shares of the oil and gas company’s stock valued at $387,000 after purchasing an additional 198 shares during the period. Private Wealth Asset Management LLC boosted its position in shares of SLB by 4.1% during the fourth quarter. Private Wealth Asset Management LLC now owns 5,041 shares of the oil and gas company’s stock worth $193,000 after buying an additional 200 shares during the period. Capital Advisors Ltd. LLC boosted its position in shares of SLB by 9.3% during the first quarter. Capital Advisors Ltd. LLC now owns 2,503 shares of the oil and gas company’s stock worth $129,000 after buying an additional 214 shares during the period. Ballentine Partners LLC grew its holdings in shares of SLB by 2.2% during the fourth quarter. Ballentine Partners LLC now owns 10,288 shares of the oil and gas company’s stock worth $395,000 after buying an additional 218 shares in the last quarter. Finally, Davis Capital Management grew its holdings in shares of SLB by 1.0% during the first quarter. Davis Capital Management now owns 21,968 shares of the oil and gas company’s stock worth $1,129,000 after buying an additional 220 shares in the last quarter. 81.99% of the stock is owned by institutional investors.

SLB Stock Performance The stock has a 50-day moving average of $51.16 and a 200-day moving average of $50.55. The firm has a market cap of $78.39 billion, a price-to-earnings ratio of 25.33, a price-to-earnings-growth ratio of 2.12 and a beta of 0.72. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.98 and a current ratio of 1.34.

SLB Company Profile (Get Free Report)

SLB (NYSE: SLB), historically known as Schlumberger, is a leading global provider of technology, integrated project management and information solutions for the energy industry. Founded by Conrad and Marcel Schlumberger in 1926, the company develops and supplies products and services used across the exploration, drilling, completion and production phases of oil and gas development. Its offerings are intended to help operators characterize reservoirs, drill and complete wells, optimize production and manage field operations throughout the asset lifecycle.

SLB’s product and service portfolio spans reservoir characterization and well testing, wireline and logging services, directional drilling and drilling tools, well construction and completion technologies, production systems, and subsea equipment.

Further Reading Five stocks we like better than SLB Telecom Earnings Reveal a Sector That Finally Looks Healthier Defense Earnings Show Readiness Now and Modernization Ahead Why Palantir Investors Aren’t Panicking While the Rest of AI Sells Off MarketBeat Week in Review – 07/20- 07/24 Receive News & Ratings for SLB Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for SLB and related companies with MarketBeat.com's FREE daily email newsletter.

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Revenue: $9 billion, increased 3% sequentially.Earnings Per Share (EPS): $0.55, excluding charges and credits.Adjusted EBITDA Margin: Increased 83 basis points