StreetInsider.com News Articles

BMO Capital Cuts SLB (SLB) Estimates as US/Iran War Negatively Impacts 1Q

Thu, 12 Mar 2026 09:08:02 -0400

BMO Capital analyst Phillip Jungwirth reiterated an Outperform rating and $55.00 price target on SLB (NYSE: SLB).

The analyst commented: "Lowering Estimates Post 8-K as US/Iran War Negatively Impacts 1Q; We're revising estimates following SLB’s 8-K, which disclosed $0.06–0.09 1Q26 EPS impact from Middle East disruptions due to the US/Iran war. We're lowering 1Q EPS by 12.6%, and assume a spillover to 2Q, in which we reduced EPS by 19.3%. We assume Middle East activity returns to previously expected run-rates by 2H26, but weaker 1H reduces full-year EPS by 7.2% (2027 unchanged). Other regions could be a positive offset from higher

SLB (SLB) PT Raised to $56.10 at Bernstein; 'All eyes on Friday's US rig count'

Thu, 12 Mar 2026 08:18:20 -0400

Bernstein SocGen Group analyst Guillaume Delaby raised the price target on SLB (NYSE: SLB) to $56.10 (from $52.30) while maintaining an Outperform rating.

The analyst commented: "All eyes on Friday's US rig count; We adjust our model following SLB’s announcement that “1Q26 revenue will be lower that expected” (a potential 6-9c hit on 1Q26 EPS). This may correspond to a 1Q26 revenue/ EBITDA/EPS of $8.7bn/$1.871bn/$0.53 on our estimates. Somewhat counter-intuitively, we take advantage of this note to increase our PT to $56.1 (vs $52.3) as we roll over our DCF in order to reflect a still very supportive environment for oil

SLB (SLB) PT Raised to $56.10 at Bernstein; 'All eyes on Friday's US rig count'

Thu, 12 Mar 2026 08:18:20 -0400

Bernstein SocGen Group analyst Guillaume Delaby raised the price target on SLB (NYSE: SLB) to $56.10 (from $52.30) while maintaining an Outperform rating.

Form 8-K SLB LIMITED/NV For: Mar 11

Wed, 11 Mar 2026 08:13:00 -0400

si-local-file:///var/storage/secattach/20260311/26142998.html

Form 8-K SLB LIMITED/NV For: Mar 11

Wed, 11 Mar 2026 08:13:00 -0400

si-local-file:///var/storage/secattach/20260311/26142998.html

SLB cuts first quarter outlook due to Middle East operations disruption

Wed, 11 Mar 2026 08:03:39 -0400

SLB (NYSE: SLB) announced it expects lower first quarter revenue and additional costs due to operational disruptions in the Middle East, impacting earnings by approximately 6-9 cents per diluted share.

The oilfield services company has suspended travel to and through the Middle East region and begun demobilizing operations in several countries following customer actions to protect personnel and facilities. SLB activated local and regional crisis response teams that meet daily to monitor the situation.

The company stated these measures will continue until the regional environment stabilizes. SLB is coordinating with local authorities and customers to assess conditions and plans a phased resumption

SLB cuts first quarter outlook due to Middle East operations disruption

Wed, 11 Mar 2026 08:03:39 -0400

The company stated these measures will continue until the regional environment stabilizes. SLB is coordinating with local authorities and customers to assess conditions and plans a phased resumption

SLB Provides Update on Middle East Operations and First Quarter Outlook

Wed, 11 Mar 2026 08:00:00 -0400

HOUSTON--(BUSINESS WIRE)-- SLB (NYSE: SLB) continues to closely monitor the unfolding situation in the Middle East and adapt its operations.

The safety and security of SLB’s employees is the highest priority, and the company has activated local and regional crisis response teams that are meeting daily. Travel to and transit through the region have been suspended, and the company has begun to demobilize operations in a few countries in response to customer actions to safeguard personnel and facilities. These measures will continue as long as necessary until the environment in the region has stabilized. SLB is working closely

SLB Provides Update on Middle East Operations and First Quarter Outlook

Wed, 11 Mar 2026 08:00:00 -0400

HOUSTON--(BUSINESS WIRE)-- SLB (NYSE: SLB) continues to closely monitor the unfolding situation in the Middle East and adapt its operations.

SLB Provides Update on Middle East Operations and First Quarter Outlook

Wed, 11 Mar 2026 08:00:00 -0400

HOUSTON--(BUSINESS WIRE)-- SLB (NYSE: SLB) continues to closely monitor the unfolding situation in the Middle East and adapt its operations.

SLB Provides Update on Middle East Operations and First Quarter Outlook

Wed, 11 Mar 2026 08:00:00 -0400

HOUSTON--(BUSINESS WIRE)-- SLB (NYSE: SLB) continues to closely monitor the unfolding situation in the Middle East and adapt its operations.

SLB (SLB) call put ratio 1.5 calls to 1 put into WTI crude oil up 10%

Fri, 06 Mar 2026 11:10:33 -0400

SLB (NYSE: SLB) 30-day option implied volatility is at 41; compared to its 52-week range of 28 to 65. Call put ratio 1.5 calls to 1 put into WTI crude oil up 10%.

SLB (SLB) call put ratio 5.3 calls to 1 put into WTI crude oil up 4%

Fri, 06 Mar 2026 05:06:08 -0400

SLB (NYSE: SLB) 30-day option implied volatility is at 41; compared to its 52-week range of 28 to 65. Call put ratio 5.3 calls to 1 put into WTI crude oil up 4%.

SLB (SLB) spreader of 9998 contracts of May 50 and 55 calls as WTI crude up 5.4%

Thu, 05 Mar 2026 10:46:05 -0400

SLB (NYSE: SLB) 30-day option implied volatility is at 40; compared to its 52-week range of 28 to 65 with a focus on a spreader of 9998 contracts of May 50 and 55 calls as WTI crude up 5.4%.

SLB (SLB) PT Raised to $60 at Goldman Sachs

Wed, 04 Mar 2026 07:06:58 -0400

Goldman Sachs analyst Ati Modak raised the price target on SLB (NYSE: SLB) to $60.00 (from $53.00) while maintaining a Buy rating.

SLB (SLB) call put ratio 9.1 calls to 1 put into WTI crude oil up 5.4%

Tue, 03 Mar 2026 04:56:42 -0400

SLB (NYSE: SLB) 30-day option implied volatility is at 41; compared to its 52-week range of 28 to 65. Call put ratio 9.1 calls to 1 put into WTI crude oil up 5.4%.

TD Cowen's 'Early Implications for Commodities and Global Energy Equities' Amid the Iran War