SLB Schlumberger Limited Loading... : Bullish and Bearish Analyst Opinions
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19:13
Sep 01
Sep 01
Oilfield services more investable in Venezuela
Venezuela's oil sector is making progress since early-year interventions, but the more investable exposure is oilfield services: service companies can deploy, generate returns and recoup investment in 3-4 years, unlike majors and integrated projects that face much longer timelines and payback periods.
HIGH
16:11
Sep 01
Sep 01
The author provides a macro market analysis highlighting inflation-driven Fed tightening.
The author provides a macro market analysis highlighting inflation-driven Fed tightening, momentum-chasing in tech, credit deterioration, and energy divergence, but makes no explicit personal position or forward call on any ticker.
22:46
Aug 31
Aug 31
SLB acquires Kelvion for data center cooling
SLB's $4.1 billion acquisition of Kelvion diversifies into data center cooling, a strategic pivot beyond oilfield services; the neutral stance reflects no directional lean from the news wire itself.
MED
22:02
Aug 31
Aug 31
SLB acquires Kelvion for $3.4B
Reports SLB acquiring data-center cooling specialist Kelvion for $3.4B; M&A event, no directional view stated.
MED
13:50
Aug 31
Aug 31
SLB agrees to acquire Kelvion, a data center cooling solutions provider.
SLB agrees to acquire Kelvion, a data center cooling solutions provider, from investors including Apollo Funds for 3.4 billion dollars in cash.
12:47
Aug 31
Aug 31
SLB Kelvion acquisition targets data center cooling
Reports SLB acquiring Kelvion for ~$4.1B including debt and expecting >$2B data center revenue in 2026, targeting $4.5–5.0B by 2028; no directional view on SLB.
MED
11:56
Aug 31
Aug 31
Premarket movers show Mag 7 mixed with NVDA up, BioMarin rising on patent settlement.
Premarket movers show Mag 7 mixed with NVDA up, BioMarin rising on patent settlement, energy stocks higher on Middle East tensions, Kaiser upgraded to buy, PG&E and Edison falling on wildfire bill, Pinterest down on CFO departure, SAIC up on guidance, and SLB acquiring Kelvion.
10:53
Aug 31
Aug 31
Apollo funds agree to sell Kelvion to SLB for 3.4 billion dollars in cash according.
Apollo funds agree to sell Kelvion to SLB for 3.4 billion dollars in cash according to the reported deal announcement.
01:46
Aug 31
Aug 31
SLB direct lithium extraction potential 10-20 bagger
Schlumberger has commercialized direct lithium extraction, producing a refined lithium product at the wellhead without sending it to China, using 95% less water and 10% of the land area of conventional hard rock mining; he calls it a potential 10 or 20 bagger and a new hinge of history.
HIGH
19:01
Aug 25
Aug 25
SLB secures access to Venezuela's oilfield data through a contract according to sources.
SLB secures access to Venezuela's oilfield data through a contract according to sources, a development reported by the news wire.
14:00
Aug 25
Aug 25
Own high-yield cheap energy producers/services.
Several energy names are still cheap on cash flow and pay high dividends. Northern Oil and Gas yields about 7.5%, Kimbell Royalty yields about 11%, and service companies such as Schlumberger, Transocean, and Nova Drilling should benefit from $70-$80 oil and would benefit even more if oil spikes.
MED
00:40
Aug 19
Aug 19
Venezuela signs an oil production-sharing contract with Hunt Oil and partners with SLB.
Venezuela signs an oil production-sharing contract with Hunt Oil and partners with SLB on reservoir studies, according to the oil minister.
21:44
Aug 11
Aug 11
Energy stocks are cheap and underowned.
Oil and gas companies across the value chain are cheap on a relative basis (7–8x earnings), with solid dividends and strong numbers. Fossil fuel avoidance by many investors is creating a valuation anomaly. The entire energy sector (producers, midstream, service companies, drillers) benefits from looming supply tightness.
HIGH
17:00
Aug 06
Aug 06
Oxy plans to drop three Permian rigs in Q4 but still expects 15 more wells online, illustrating a structural improvement in capital efficiency that could pressure service costs. — Every well drilled with fewer rigs is a negative leading indicator for onshore drilling and frack service demand, potentially capping price increases for service providers.
MED
16:00
Aug 06
Aug 06
Willow project's capital expenditure has peaked, and company expects overall capex to decline from here on. — A decline in COP's capex will reduce spending in Alaska, potentially impacting oilfield service companies operating in that region, though the company still maintains significant investment in Lower 48.
MED
15:00
Aug 06
Aug 06
Suriname's Gran Morgue FID is on track for mid-2028, with Total taking lead; APA benefits from a large carry, preserving its balance sheet capacity. — Confirms deepwater project momentum and potential for additional exploration success in Block 58, underpinning long-term FPSO and subsea equipment demand for service providers.
MED
20:26
Aug 04
Aug 04
"Aramco capex keeps oilfield services on watch"
Watch oilfield services and Saudi drillers as Aramco's maintained $50-55B capex supports Middle East service intensity and gas expansion despite output curtailment; research read-through, not an author position.
MED
23:45
Jul 24
Jul 24
Schlumberger reported higher revenue driven by increased offshore activity and rising demand.
Schlumberger reported higher revenue driven by increased offshore activity and rising demand from data centers, reflecting a factual update on company performance.
LOW
16:50
Jul 24
Jul 24
SLB stated that restoring full production capacity in the Middle East will take time.
SLB stated that restoring full production capacity in the Middle East will take time and requires a durable resolution to the US-Iran conflict.
13:59
Jul 24
Jul 24
Schlumberger forecasts third quarter global revenue growth of three to four percent.
Schlumberger forecasts third quarter global revenue growth of three to four percent sequentially with adjusted EBITDA margin expansion of about 75 basis points.
12:47
Jul 24
Jul 24
US pre-market movers show Intel up on strong earnings and guidance.
US pre-market movers show Intel up on strong earnings and guidance, American Express down on revenue and profit guidance miss, Oracle up on a Navy contract, and Charter Communications down on broadband subscriber losses.
12:47
Jul 24
Jul 24
US pre-market movers show Intel up on strong earnings and guidance.
US pre-market movers show Intel up on strong earnings and guidance, American Express down on revenue and profit miss, Oracle up on Navy contract, and Charter down on broadband subscriber decline.
10:54
Jul 24
Jul 24
SLB reported Q2 2026 adjusted EPS of 55 cents beating estimates of 51 cents and revenue of 8.97.
SLB reported Q2 2026 adjusted EPS of 55 cents beating estimates of 51 cents and revenue of 8.97 billion dollars above the 8.69 billion consensus.
10:54
Jul 24
Jul 24
SLB reported Q2 2026 adjusted EPS of 55 cents beating estimates of 51 cents and revenue of 8.97.
SLB reported Q2 2026 adjusted EPS of 55 cents beating estimates of 51 cents and revenue of 8.97 billion dollars topping expectations.
09:30
Jul 24
Jul 24
Management's tone is optimistic, citing macro tailwinds from energy security and supply-chain reshuffling, with strong sequential guidance and a Q4 revenue target above $10 billion.
HIGH
14:00
Jul 21
Jul 21
Energy stocks VAL, CRGY, SLB surge.
Energy sector profits and free cash flow are surging, with energy representing 3.5% of the S&P but 13% of free cash flow, heading to 20%. Specific oil service and E&P names are cheap: Valaris (VAL) was written up as an oil service play, CRGY (Crescent Energy) recently written up, and Schlumberger (SLB) will do well. They stand to benefit from the reflation trade and capex boom.
HIGH
09:00
Jul 21
Jul 21
Very little capacity at all in the market on gas substitution, zero at all on electric for North America frac fleets, giving pricing power to operators of electric spreads like Halliburton's Zeus. — Tight supply of electric frac equipment supports pricing and utilization for Halliburton and may pressure competitors lacking such technology.
MED
14:00
Jul 14
Jul 14
Energy stocks are screaming buys here.
Energy stocks are screaming buys relative to the S&P 500, with extremely attractive free cash flow yields and heavy stock buybacks. Names mentioned: Occidental Petroleum (below Buffett's buy price), Chevron, Schlumberger (new AI play for the ocean floor), and the XLE ETF.
HIGH
11:14
Jul 14
Jul 14
SLB has agreed to partner with Liberty Energy to provide modular parts and power for data.
SLB has agreed to partner with Liberty Energy to provide modular parts and power for data centers.
08:39
Jul 08
Jul 08
U.S. energy stocks rise in pre-market trading as oil prices surge following Trump's.
U.S. energy stocks rise in pre-market trading as oil prices surge following Trump's announcement that the Iran deal is ended.
About SLB Analyst Coverage
Buzzberg tracks SLB (Schlumberger Limited) across 24 sources. 18 bullish vs 0 bearish calls from 39 analysts. Sentiment: predominantly bullish (29%). 63 total trade ideas tracked. Past 7 days: 2 bullish, 7 watch. Latest voices: Clayton Siegel, ces921, BarbarianCap.