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SLSLB

Slb N.V.

$SLB·$78B·Oil & Gas Equipment & Services·Energy
$51.53-1.7%1Y+43.1%
Mentions · last 7 days
2026-07-20: 16 posts2026-07-21: 25 posts2026-07-22: 19 posts2026-07-23: 59 posts2026-07-24: 210 posts2026-07-25: 47 posts2026-07-26: 48 posts427+14%
Price updated 6h ago·X counts updated 1d ago
SLSLB
$SLBSlb N.V.
$51.53-1.70%427 posts+14%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SLB, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-07-26

Catching its breath after a run — could pick back up or fade from here.

SLB just printed a Q2 beat with Digital growth strong — sitting at 76% of 52-week range, cooling from a real run.

SLB (formerly Schlumberger) is the world's largest oilfield services company — the technical services provider global E&Ps rely on for drilling, completions, and increasingly digital-oilfield software. Coming off a Q2 print on 7/24 that beat on both revenue and EPS, this is a defensive-cyclical energy compounder at a good moment.

The setup is a mega-cap oilfield services name working:

  • Revenue growth is modest but consistent: Q2 revenue grew 5% YoY to $9.0B with a 12% operating margin — steady, not spectacular, but the last four EPS prints all beat by 2-8%, so the operational baseline is intact.
  • Digital is the meaningful upside vector: the Q2 call highlighted digital growth as the standout despite Middle East challenges — SLB Digital is the operating-margin engine going forward, and it's now large enough to move the whole segment mix.
  • The tape is elevated but confirming: 76% of the 52-week range, above both moving averages, and volume 1.9x average — that's the pattern of a mega-cap that's being accumulated ahead of continued positive prints, not one running away from fundamentals.

At 76% of the 52-week range and slightly above the 50-day, the tape is cooling from a good print. Q3 earnings on 10/16 is the next referee — continued digital-segment growth plus a Middle East normalization commentary keeps the trade going; a soft revenue guide or a completions-cycle rollover comment is what would finally cool the run.

What to watch: 10/16 Q3 earnings — continued digital-segment growth plus Middle East normalization commentary keeps the trade going; a soft revenue guide or completions-cycle rollover cools the run.

On the calendar: 2026-10-16 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment17 posts analyzed · as of 2026-07-27

SLB beat Q2 estimates with adjusted EPS of $0.55 versus $0.51 and revenue of $8.97B versus $8.69B, and the Data Center Solutions business is on track to exceed $1B ARR by year-end. Contributors highlight Middle East reconstruction, Venezuela agreements, and Nvidia modular data center partnerships. One post frames the beat as masking core Middle East contraction.

Read the AI verdict + X sentiment for $SLB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

SLB N.V. engages in the provision of technology for the energy industry worldwide. The company operates through four divisions: Digital & Integration, Reservoir Performance, Well Construction, and Production Systems. The company provides field development and hydrocarbon production, carbon management, and integration of adjacent energy systems; reservoir interpretation and data processing services for exploration data; and well construction and production improvement services and products. It also offers subsurface geology and fluids evaluation information; stimulation services to restore or enhance well productivity through hydraulic fracturing, matrix stimulation, and water treatment; and intervention services to oil and gas operators. In addition, the company offers mud logging, directional drilling, measurement-while-drilling, and logging-while-drilling services, as well as engineering support services; supplies drilling fluid systems; designs, manufactures, and markets roller cone and fixed cutter drill bits; bottom-hole-assembly and borehole enlargement technologies; well planning, well drilling, engineering, supervision, logistics, procurement, and contracting of third parties, as well as drilling rig management solutions; and drilling equipment and services, as well as land drilling rigs and related services. Further, it provides artificial lift; supplies packers, safety valves, sand control technology, and various intelligent systems; midstream production systems; valves, chokes, actuators, and surface trees; and OneSubsea, an integrated solutions, products, systems, and services, including wellheads, subsea trees, manifolds and flowline connectors, control systems, connectors, and services. SLB N.V. was formerly known as Schlumberger Limited and change its name to SLB N.V. in October 2025. The company was founded in 1926 and is based in Houston, Texas.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Equipment & Services sits in its cycle right now — and what that implies for $SLB.

Oil & Gas Equipment & Services · Energy

No material change from last week — Offshore deepwater rig day-rates are firming as Brent above $80 keeps operators committing to multi-year projects, reversing the 2020–22 under-investment cycle..

Top industry ETF

$OIHVanEck Oil Services ETF
+34.9%YTD
+50.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
49.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
16.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 24, 2026$0.55$0.51+7.6%
Q1 2026Apr 24, 2026$0.52$0.51+2.4%
Q4 2025Jan 23, 2026$0.78$0.74+5.1%
Q3 2025Oct 17, 2025$0.69$0.66+5.0%
Next earningsFri, Oct 16·consensus EPS $0.65

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$9.0B+5.0%15.5%11.9%$-0.50—
Q1 FY26$8.7B+2.7%15.3%11.8%$0.50$144.0M
Q4 FY25$9.7B+5.0%17.7%15.0%$0.55$2.5B
Q3 FY25$8.9B-2.5%17.5%14.7%$0.50$1.2B

Forward consensus

5-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$36.4B$36.0B – $37.0B$2.52$2.36 – $2.8119
FY27$39.3B$37.7B – $40.8B$3.29$3.06 – $3.4119
FY28$42.1B$42.1B – $42.2B$3.82$2.89 – $4.5914
FY29$43.0B$41.3B – $45.0B$4.12$3.90 – $4.369
FY30$44.0B$42.2B – $46.1B$4.25$4.03 – $4.5013

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.73%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+11.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.5B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 27Le Peuch OlivierCEO25.0K sh$1.4MSellMay 7De La Chevardiere PatrickDirector2.0K sh$109KSellMay 1Gassen Steve MatthewEVP, Geographies53.4K sh$3.0MSellApr 29Le Peuch OlivierCEO25.0K sh$1.4MSellMar 26De La Chevardiere PatrickDirector2.0K sh$104KSellMar 25De La Chevardiere PatrickDirector2.0K sh$104KSellMar 25Le Peuch OlivierCEO25.0K sh$1.3MSellFeb 25Le Peuch OlivierCEO25.0K sh$1.3M
+ 23 other (15 awards · 7 inkinds · 1 exempt) in window

See when $SLB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 248-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDJun 108-K — Item 7.01: Press release / Reg FD
S-3ASRAuto-shelf registrationJun 1S-3ASR
S-3ASRAuto-shelf registrationMay 29S-3ASR
S-3ASRAuto-shelf registrationApr 30S-3ASR
8-KPress release / Reg FDApr 248-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KShareholder voteApr 88-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMar 118-K — Item 7.01: Press release / Reg FD
+ 8 other (2 13Gs · 2 proxys · 1 SD · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SLB Analysts Increase Their Forecasts After Upbeat Q2 Resultsbenzinga.com·16h agoSLB Q2 Earnings Call Flags Recovery Path and Deepwater Upsidezacks.com·16h agoInvesting in SLB (SLB)? Don't Miss Assessing Its International Revenue Trendszacks.com·16h agoSLB: Delivers The Goods In Q2seekingalpha.com·19h agoSLB: A Stronger 2027 Is Not Fully Priced Inseekingalpha.com·1d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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