SLB

Houston, Texas-based SLB N.V. (SLB) provides technology for the energy industry worldwide. Valued at a market cap of $67.4 billion, the company operates through four divisions: Digital & Integration, Reservoir Performance, Well Construction, and Production Systems, and provides field development and hydrocarbon production, carbon management, and integration of adjacent energy systems, among other services. SLB is expected to release its Q2 2026 earnings on Friday, July 24, before the market opens. Ahead of the event, analysts expect the company’s EPS to be $0.52 on a diluted basis, down 29.7% from $0.74 in the year-ago quarter. The company has exceeded Wall Street’s EPS estimates in each of its last four quarters. CEO Phong Le Bought 11,000 Shares of MicroStrategy Preferred Stock as STRC Hit All-Time Lows S&P Futures Slip With Focus on U.S. ADP Jobs Report and Warsh’s Remarks Analysts at UBS Say Advanced Micro Devices Stock Could Rally to $670 Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! For fiscal 2026, analysts project the company’s EPS to be $2.60, down 11.3% from $2.93 in fiscal 2025. However, its EPS is expected to rise by roughly 30.8% year over year (YoY) to $3.40 in fiscal 2027. SLB stock has surged 28.1% over the past 52 weeks, rallying the S&P 500 Index’s ($SPX) 20.7% rise and the State Street Energy Select Sector SPDR ETF’s (XLE) 23.6% rise during the same time frame. On Apr. 24, SLB stock rose 2.6% following the release of its Q1 2026 earnings. The company’s revenue for the quarter declined 6.3% from the prior year’s quarter to $8.7 billion, but came in above Wall Street’s estimates. Moreover, its adjusted EPS amounted to $0.52, in line with the Street’s forecasts. Analysts are highly bullish on SLB, with the stock currently rated “Strong Buy” overall. Among the 25 analysts covering the stock, 18 are recommending a “Strong Buy,” four suggest a “Moderate Buy,” two recommend a “Hold,” and one suggests a “Strong Sell.” SLB’s average analyst price target is $63.52, indicating an upside of 40.9% from the current levels. On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on B...

A month has gone by since the last earnings report for Symbotic Inc. (SYM). Shares have lost about 16% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is SYMBOTIC INC due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Symbotic Inc. before we dive into how investors and analysts have reacted as of late. Symbotic’s second-quarter fiscal 2026 earnings per share (excluding 43 cents from non-recurring items) of 44 cents easily outpaced the Zacks Consensus Estimate of 11 cents. In the year-ago quarter, the technology services company posted a loss of 4 cents per share. Total revenues of $676.5 million beat the consensus mark by 2.4% and increased 23.1% year over year. System revenues, accounting for 93.8% of the total revenues, increased 23.6% year over year to $634.5 million, driven by the company’s proactive initiatives. It started 14 new system deployments in the second quarter of fiscal 2026, bringing the total number of systems in deployment to 70 at the end of the quarter.Software maintenance and support revenues increased 93.3% year over year to $12.9 million. Operations services revenues totaled $29 million, down 1.8% year over year due to a tough comparable in training revenues.Adjusted EBITDA came in at $78 million, increased more than 100% on a year-over-year basis. The adjusted EBITDA margin improved 521 basis points year over year to 11.5%.The adjusted gross profit came in at $165.8 million in the March-end quarter of fiscal 2026 and increased 36.1% year over year. The adjusted gross profit margin improved 230 basis points year over year to 24.5%. SYM reported a backlog of $22.7 million, which improved by 1.8% year over year.The company exited the quarter with a cash and cash equivalent of $2 billion compared with $1.25 billion at the end of fiscal 2025. SYM generated $261.3 million of cash from operating activities in the quarter and free cash flow of $217.9 million. For the third quarter of fiscal 2026, the company expects revenue to be in the range of $700-$720 million. Adjusted EBITDA is expected to be between $80 million and $85 million. The company expects capital expenditures to be in the range of $20-$25 million per quarter. In the past month, investors have wit...

It has been about a month since the last earnings report for Duolingo, Inc. (DUOL). Shares have added about 5.7% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Duolingo due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Duolingo, Inc. before we dive into how investors and analysts have reacted as of late. Duolingo, Inc. delivered first-quarter 2026 earnings of 89 cents per share, beating the Zacks Consensus Estimate of 79 cents by 12.7%. Revenues rose 27.0% year over year to $292.0 million and topped the consensus call of $288.5 million by 1.2%. The quarter showed continued engagement strength, with daily active users increasing 21% year over year to 56.5 million, as management leaned further into product improvements designed to deepen learning outcomes. A growing paid base remained an important support for results. Paid subscribers reached 12.5 million at period end, up 21% from the year-ago quarter, pointing to steady conversion alongside a larger active community. Monthly active users also increased to 137.8 million, reinforcing the scale of the platform. Management reiterated that it is still early in its 2026 strategic shift, but the company continues to prioritize teaching better while growing its audience. The medium-term goal remains reaching 100 million daily active users in 2028, with product quality positioned as a key lever for retention and word-of-mouth expansion. Duolingo put particular emphasis on making speaking a more central part of the learning experience. The company introduced “spoken tokens,” enabling learners to speak answers instead of tapping words, and launched flashcards that push faster recall by having users say words and phrases aloud. The company also began rolling out “Speaking Adventures,” built around real-world tasks that require learners to speak with Duolingo characters. For paid users, Video Call continued to improve, and management said the feature has helped more than double the average number of words spoken per user over the past year. Content scaling was another highlight of the quarter. DUOL said it published 20,500 course units in the first quarter alone, reflecting the impact of AI tools that are speeding production and enabling broad...

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how oilfield services stocks fared in Q1, starting with SLB (NYSE:SLB). Oilfield services companies provide equipment, technology, and services enabling exploration and production activities, including drilling, completion, well intervention, and reservoir evaluation. Their fortunes closely track upstream capital spending cycles. Tailwinds include increased drilling activity during favorable commodity environments, demand for efficiency-enhancing technologies, and growing offshore and unconventional resource development. Headwinds include significant revenue volatility tied to oil and gas price swings and producer spending discipline. Intense competition pressures pricing and margins, while the energy transition may structurally reduce long-term demand. Workforce availability and technological disruption require continuous adaptation. The 26 oilfield services stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 3.8%. In light of this news, share prices of the companies have held steady as they are up 2.2% on average since the latest earnings results. What began in 1926 with two brothers logging the first electrical measurements in a well, SLB (NYSE:SLB) provides technology and services to help oil and gas companies locate reservoirs, drill wells, and produce hydrocarbons. SLB reported revenues of $8.72 billion, down 6.3% year on year. This print exceeded analysts’ expectations by 1%. Despite the top-line beat, it was still a slower quarter for the company with a miss of analysts’ EBITDA estimates. “It was a challenging start to the year as widespread disruptions in the Middle East impacted our business,” said SLB Chief Executive Officer Olivier Le Peuch. Interestingly, the stock is up 6.4% since reporting and currently trades at $58.25. Read our full report on SLB here, it’s free. Managing over 24 billion barrels of produced water annually across major U.S. shale plays, Select Water Solutions (NYSE:WTTR) provides water sourcing, recycling, disposal, and treatment services for oil and gas producers. Select Water Solutions reported revenues of $366 million, down 2.3% year on year, outperforming analysts’ expectations by 6.8%. The business had an incredible quarter with a beat of anal...

HOUSTON, May 26, 2026--(BUSINESS WIRE)--SLB (NYSE: SLB) will hold a conference call on July 24, 2026, to discuss the results for the second quarter ending June 30, 2026. The conference call is scheduled to begin at 9:30 a.m. U.S. Eastern time and a press release regarding the results will be issued at 7:00 a.m. U.S. Eastern time. To access the conference call, listeners should contact the Conference Call Operator at +1 (800) 715-9871 within North America or +1 (646) 307-1963 outside of North America approximately 10 minutes prior to the start of the call and the access code is 3440360. A webcast of the conference call will be broadcast simultaneously at https://events.q4inc.com/attendee/157027565 on a listen-only basis. Listeners should log in 15 minutes prior to the start of the call to test their browsers and register for the webcast. Following the end of the conference call, a replay will be available at www.slb.com/irwebcast until July 31, 2026, and can be accessed by dialing +1 (800) 770-2030 within North America or +1 (609) 800-9909 outside of North America and giving the access code 3440360. About SLB SLB (NYSE: SLB) is a global technology company that has driven energy innovation for 100 years. With a global footprint in more than 100 countries and employees representing almost twice as many nationalities, we work each day on innovating oil and gas, delivering digital at scale, decarbonizing industries, and developing and scaling new energy systems that accelerate the energy transition. Find out more at slb.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260526437194/en/ Contacts InvestorsJames R. McDonald – SVP of Investor Relations & Industry AffairsJoy V. Domingo – Director of Investor RelationsSLBTel: +1 (713) [email protected] MediaJosh Byerly – SVP of CommunicationsMoira Duff – Director of External CommunicationsSLBTel: +1 (713) [email protected]

What a time it’s been for SLB. In the past six months alone, the company’s stock price has increased by a massive 53.6%, reaching $55.78 per share. This performance may have investors wondering how to approach the situation. Is now the time to buy SLB, or should you be careful about including it in your portfolio? Get the full stock story straight from our expert analysts, it’s free. We’re happy investors have made money, but we're swiping left on SLB for now. Here is one reason why SLB doesn't excite us and a stock we'd rather own. While energy gross margins can be distorted by commodity prices, hedging, and short-term cost swings, sustained margins across a full cycle reflect a producer’s underlying asset quality, infrastructure position, and cost structure. SLB, which averaged 21.5% gross margin over the last five years, exhibiting bottom-tier unit economics in the sector. It means the company will struggle at higher commodity prices than peers with better gross margins. SLB isn’t a terrible business, but it doesn’t pass our bar. Following the recent rally, the stock trades at 19.8× forward P/E (or $55.78 per share). Beauty is in the eye of the beholder, but we don’t really see a big opportunity at the moment. We're fairly confident there are better investments elsewhere. We’d recommend looking at the Amazon and PayPal of Latin America. WHILE YOU’RE HERE: Top 9 Market-Beating Stocks. The best stocks don't just beat the market once. They do it again. And again. Robust revenue growth, rising free cash flow, returns on capital that leave their competition in the dust. The market has already rewarded these businesses. But our AI platform says the party isn't over. Find out which 9 stocks made the cut this week - FREE. Get Our Top 9 Market-Beating Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.

Oilfield services and equipment stocks delivered strong Q1 results, mainly driven by stable North Am

AerCap Holdings N.V. (NYSE:AER) is one of the 10 Best European Stocks That Beat Earnings Estimates to Buy. On April 30, 2026, TD Cowen analyst Moshe Orenbuch raised the price target on AerCap Holdings N.V. (NYSE:AER) to $175 from $170 and maintained a Buy rating, citing a broad-based Q1 beat driven by higher gains on sale. The firm also noted that 2026 EPS guidance was raised to $14.50. Susquehanna analyst Christopher Stathoulopoulos lifted the price target to $170 from $165 with a Positive rating, saying a higher-for-longer fuel environment could pressure airline margins but pointing to AerCap’s portfolio management, aircraft supply constraints, and SLB opportunities as supportive of future lease revenue, with secondary market volatility continuing to support gains on sale. Truist also raised its price target to $161 from $159 and kept a Buy rating following the earnings beat, noting strong sales gains reflect supply-demand imbalance and highlight the resilience of aircraft leasing despite pressures such as higher oil prices. Pixabay/Public Domain AerCap Holdings N.V. (NYSE:AER) reported Q1 adjusted EPS of $5.39 versus $3.71 consensus and book value per share of $116.67 as of March 31, up about 20% year over year. CEO Aengus Kelly said the company delivered a “record quarter,” with strong demand for aviation assets, 286 transactions completed, and an 87% lease extension rate, while raising 2026 adjusted EPS guidance to $14.50 and announcing a $1.0B share repurchase program. AerCap Holdings N.V. (NYSE:AER) leases, finances, and manages commercial aircraft globally. While we acknowledge the potential of AER as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Disclosure: None. Follow Insider Monkey on Google News.

Rockwell Automation clears Q2 estimates, hikes outlook as demand for warehouses, semiconductors, data centers improves.

Core Laboratories Inc. CLB reported first-quarter 2026 adjusted earnings of 6 cents per share, which were in line with the Zacks Consensus Estimate. However, the bottom line decreased from the year-ago quarter’s reported figure of 8 cents due to the underperformance of both Reservoir Description and Production Enhancement segments. This oilfield service provider reported first-quarter operating revenues of $121.8 million, missing the Zacks Consensus Estimate of $123 million and decreasing from the earlier-year quarter’s reported figure of $124 million. This can be attributed to the closure of many client offices in the Middle East that resulted in project delays and the suspension of hydrocarbon production. Core Laboratories Inc. price-consensus-eps-surprise-chart | Core Laboratories Inc. Quote During the first quarter, the company repurchased 51,781shares of common stock for a total of $0.9 million. CLB’s debt leverage ratio was at 1.20 and net debt increased by $3.9 million. Reservoir Description: Revenues in this segment increased 1.3% from the year-ago quarter to $81.9 million. Moreover, the top line beat our estimation of $81 million. Operating income decreased from $2.3 million in the year-ago period to $1.1 million and missed our estimate of $14.5 million, caused by two primary factors: the conflict in the Middle East and severe weather events across North America and the Mediterranean region, which also disrupted client operations and the demand for laboratory services in the quarter. Production Enhancement: This segment’s revenues decreased 6.6% to $39.9 million from $42.7 million in the prior-year quarter. Moreover, the top line missed our estimate of $42.05 million. Operating income decreased from $1.5 million in the year-ago period to $0.8 million. Moreover, the operating income from this segment missed our estimate of $3.7 million. The underperformance in the Production Enhancement segment can be attributed to low U.S. land drilling and completion activity and the Middle East conflict that disrupted and delayed product shipments into the region. CLB reported total costs and expenses of $119.9 million in the first quarter, increasing by 0.6% from the year-ago quarter’s level of $119.2 million. Our estimation for the metric was $115.9 million. As of March 31, 2026, the company had cash and cash equivalents of $22.8 million and long-term debt of $1...

This article first appeared on GuruFocus. Revenue: $8.7 billion, increased 3% year on year. Earnings Per Share (EPS): $0.52, excluding charges and credits, decreased by $0.20 compared to the first quarter of last year. Adjusted EBITDA Margin: 20.3%, down 346 basis points year on year. Digital Revenue: $640 million, increased 9% year on year. Production Systems Revenue: $3.5 billion, increased 23% year on year. Net Debt: Increased by $797 million to $8.2 billion. Cash Flow from Operations: $487 million. Free Cash Flow: Slightly negative at $23 million. Capital Investments: $510 million in the first quarter. Stock Repurchase: $451 million during the quarter. Warning! GuruFocus has detected 7 Warning Sign with UVE. Is SLB fairly valued? Test your thesis with our free DCF calculator. Release Date: April 24, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. SLB Ltd (NYSE:SLB) reported a 23% year-on-year revenue increase in Production Systems, driven by the acquisition of ChampionX, which continues to deliver accretive growth. Digital revenue increased by 9% year on year, with a notable 145% increase in automated footage drilled, reflecting strong adoption of digital and AI-powered solutions. Data Center solutions experienced a 45% growth year on year, with SLB Ltd (NYSE:SLB) serving as the modular design partner for NVIDIA DSX AI factories. SLB Ltd (NYSE:SLB) anticipates a constructive macro environment for upstream investment, driven by efforts to restore production capacity and diversify supply. The company is well-positioned to benefit from increased investment in production and recovery technologies, digital solutions, and data centers, aligning with long-term industry trends. First-quarter revenue and earnings were negatively impacted by severe disruptions in the Middle East, particularly in Qatar and Iraq, due to operational shutdowns and security conditions. Unfavorable activity mix and higher costs, especially in OneSubsea, further weighed on the quarter's performance. Reservoir Performance and Well Construction divisions saw declines due to the impact of the Middle East conflict. Company-wide adjusted EBITDA margin for the first quarter was down 346 basis points year on year, affected by high decrementals on Middle East revenue impact. SLB Ltd (NYSE:SLB) faced increased logistics and materials costs...

SLB SLB reported first-quarter 2026 earnings of 52 cents per share (excluding charges and credits), which beat the Zacks Consensus Estimate of 51 cents by 1.96%. The bottom line declined 28% from 72 cents in the year-ago quarter. The oilfield services giant recorded total quarterly revenues of $8.72 billion, which topped the Zacks Consensus Estimate of $8.63 billion. The top line increased from the year-ago quarter’s figure of $8.49 billion. The better-than-expected quarterly results were primarily driven by revenue increases in the Digital segment and contributions from the ChampionX acquisition. However, operational disruptions due to the Middle East conflict affected the Reservoir Performance and the Well Construction segments. SLB Limited price-consensus-eps-surprise-chart | SLB Limited Quote Revenues in the Digital unit totaled $640 million, up 9% from the year-ago quarter’s level of $587 million. Pre-tax operating income of $134 million increased from $125 million a year ago. The unit's revenues increased year over year, primarily driven by an 87% rise in Digital Operations and 2% growth in Platforms & Applications. Growth was partially offset by decreases in the Digital Exploration and Professional Services segment. Revenues in the Reservoir Performance unit decreased 6% year over year to $1.59 billion. Pre-tax operating income totaled $257 million, which declined 9% year over year. The figure beat the Zacks Consensus Estimate of $218 million. The decline can be primarily attributed to reduced stimulation and interventional activity due to the Middle East conflict. The Well Construction segment’s revenues fell 6% from the year-earlier quarter’s level to $2.8 billion. Pre-tax operating income declined 28% to $424 million, while the Zacks Consensus Estimate was pegged at $366 million. The segment was primarily affected by the disruptions associated with the Middle East conflict, partially mitigated by increased offshore drilling in Europe & Africa, North America and Latin America. Revenues in the Production Systems segment amounted to $3.51 billion, up from $2.84 billion a year ago. Pre-tax operating income improved 6% year over year to $497 million but missed the Zacks Consensus Estimate of $563 million. The segment benefited from the acquired ChampionX production chemicals and artificial lift businesses. SLB reported a negative free cash flow of $23 m...