NYSE:SLB

Schlumberger Ltd. (SLB)

46.49
+0.11 (0.24%)
as of Jun 30, 2026, 8:00:00 pm Market Open.
86 watching
0
Investor Insights
star iconJun 30, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Schlumberger Ltd. (SLB) is recognized for leveraging advanced technology to enhance oil and gas performance, with digital services contributing significantly to its business margins despite only accounting for 7% of revenue. The company's fundamentals are viewed positively, highlighted by a recurring revenue stream of $1 billion, suggesting robust financial health. Experts note a historical under-investment in oil, which could lead to strong long-term prospects for SLB as the energy sector regains attention. Recent performance has been impressive, particularly in January, although fluctuations in oil prices due to geopolitical factors create uncertainty. Overall, SLB is seen as well-positioned, especially with potential contracts emerging from Venezuela, despite challenges in reporting standout earnings in the short term due to lower oil prices.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
HAL, HAL
HOLD
Now is the time you want to be in the oil service sector (Jan until end of May). Backed off during the last couple of weeks. Another in the sector hit a new high today. Stick with it
TOP PICK
A leader in oil field services. The off shore, more complex and challenging environment favors the majors.
TOP PICK
Could come close to $100 a share. Very sophisticated down-hole tools. Ability to model reservoirs. Have software tools that are very high margin. Recently restructured N.A. business, which will start giving them good earnings momentum in the 4th quarter.
WATCH
Just had a bit of a breakout and has support at $75. Pretty clear sailing but there will be some resistance at $89. Would wait for about 10 days to see if there is any correction and to know where we are at.
TOP PICK
If you believe we are going into a commodity boom in the next year, you go into this one. Best technology and best mix of products.
BUY
Earnings are up but the stock keeps on falling. Getting tarred with the same brush as the Halliburtons of the world. There is a question in people's minds as to what is going to happen in the Gulf of Mexico and is the moratorium going to be extended. This is an opportunity.
DON'T BUY
Has side tracked the British Petroleum (BP-N) situation whereas their rivals Halliburton (HAL-N) and Transocean (RIG-N) are caught in the middle of everything. Trading at 20X earnings, which is too expensive for him in this environment.
STRONG BUY
All of these types of stocks have gotten trashed lately, particularly with the spill/leak in the Gulf. A global player that does very sophisticated things. There will be a positive snap back in all of these stocks.
DON'T BUY
You could use this as an opportunity to buy it, but if they do make a bid for Smith, it could be soft for a time.
BUY
His FMV calculation is well over $100. Technically it has just broken out and pulled back to a nice support level of around $60-$61 so it could go on. If the $60-$61 doesn't hold, Sell.
BUY
Global oilfield service company. Do very complicated downhole techniques, moving the drill bit in three dimensions and guiding it. Very attractive business.
BUY
Because this is a global name, you would be better served to be in it. The large majors spend money on specialized skills that they don't have.
TOP PICK
Oil is down because of a global recession and he doesn't think it's going to last. This one always performs well. As well he would buy an “out month” in the money Call, maybe 2011 and Sell on a ratio “out of the money” front month calls to bring in a little premium to help with the cost of the “out month” option.
COMMENT
One of the largest oil field service companies globally. Good at what they do. Went up mostly because of hedge funds and commodity prices may go sideways for quite a while. Would prefer in the mid-$20's.
TOP PICK
He likes oil and oil service at these prices. This one is a class act. When we start coming out of this market, (Asia will be first) demand for oil is going to fly and the US$ is going to get hurt. Use a longer-term option out to 2010/2011.
Showing 91 to 105 of 114 entries