TickerTalks
Browse all tickers →
TickerTalks›$SLB
SLSLB

Slb N.V.

Rising onWhy it's trendingStrong bullish X conversationBacked by solid revenue growth
$SLB·$75B·Oil & Gas Equipment & Services·Energy
$58.13+1.7%YTD+32.3%1Y+59.2%
Mentions · last 7 days
2026-08-26: 4 posts2026-08-27: 31 posts2026-08-28: 35 posts2026-08-29: 14 posts2026-08-30: 17 posts2026-08-31: 200 posts2026-09-01: 79 posts415
Price updated 4m ago·X counts updated 2h ago
SLSLB
$SLBSlb N.V.
$58.13+1.71%415 posts
AI analysisFundamentalsVoices on X
Loading…

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.

Comeback attemptAcceleratingAI verdict · as of 2026-09-02

The move is getting stronger, with heavier trading behind it.

The $4.1B Kelvion deal turned SLB into a data-center cooling story — stock ran 15% in four days.

SLB (formerly Schlumberger) is the world's largest oilfield services company — increasingly diversifying beyond upstream oil into data-center infrastructure. The $4.1B Kelvion acquisition just landed on 9/1 as a decisive push into data-center cooling, and the stock ran roughly 15% in four days from $52 to $60 as the market rerated the story.

  • The Kelvion acquisition transforms the growth thesis: $4.1B ($3.4B cash + $700M assumed debt) for a decisive push into data-center cooling — bulls model combined data-center revenue reaching more than $2B in 2026 and $4.5-5B by 2028, with an $800M EBITDA target from data-center segment alone.
  • The oil-services base is stable and adding: Q2 revenue of $8.97B grew 5% year-over-year and EPS beats have been running 5-8% for four straight quarters — this is a durable oilfield-services business getting a growth-story overlay from data-center infrastructure.
  • The insider signal is a modest cluster: CEO Olivier Le Peuch sold ~$1.6M across 8/26-8/27 at $52-$55 (below the current $57.15 print) — small dollars in absolute terms but pointed timing during the recent rally.

The accelerating tape at 89% of the 52-week range stays intact into the 10/16 Q3 print — Kelvion deal timing detail plus continued oilfield-services beats extends the run. A specific integration setback or an oil-services capex slowdown breaks the setup back toward the 200-day roughly 17% below, but the $4B shareholder-return commitment provides a real floor.

Agrees with X sentimentThe X bull case — $4.1B Kelvion acquisition (~$3.4B cash + $700M assumed debt), combined data-center revenue $2B+ in 2026 and $4.5-5B by 2028, $800M EBITDA target, $4B shareholder-return commitment, 15% four-day rally from $52 to $60 — matches the mechanical setup exactly. Agreement is on the setup with the Le Peuch $1.6M sale as the honest counter-signal.

What to watch: 10/16 Q3 earnings — Kelvion deal timing detail plus continued oilfield-services beats. A hot print extends the run; a specific integration setback or oil-services capex slowdown breaks the setup back to the 200-day.

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

X sentiment

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

Bullish sentiment23 posts analyzed · as of 2026-09-01

Sentiment is strongly bullish after SLB announced the $4.1B Kelvion acquisition (about $3.4B cash plus $700M assumed debt), a decisive push into data-center cooling. Bulls model combined data-center revenue reaching more than $2B in 2026 and $4.5-5B by 2028, with an $800M EBITDA target, alongside a $4B shareholder-return commitment. The stock ran roughly 15% in four days ($52 to $60), and posters frame oil services as an early-innings sector re-rate.

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
Free, forever. No credit card.

What it does

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

World's largest oilfield services company offering reservoir characterization, drilling, completion, and digital technology globally.

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

Offshore rig demand and international E&P spending underpin services pricing; deepwater day rates are the leading indicator of cycle durability. North American land activity is softer, so international mix matters for top-line growth.

What this means for $SLB

Partial — upstream oil & gas exposure ties to commodity price cycle; SLB N.

Top industry ETF

$OIHVanEck Oil Services ETF
+37.1%YTD
+67.6%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 $0.62

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.1.5×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.89%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.+13.9%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.+17.3%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 today1.2% 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.β0.755-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

SellAug 27Le Peuch OlivierCEO5.0K sh$275KSellAug 26Le Peuch OlivierCEO25.0K sh$1.3MSellMay 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$1.3M
+ 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 FDAug 318-K — Item 7.01: Press release / Reg FD
AI summary

SLB (Schlumberger N.V.) filed an 8-K on September 1, 2026 to furnish investor presentation materials under Reg FD for delivery at an investor or industry conference. All presentation content is in the attached exhibit; no financial results or transactions are disclosed in the 8-K body. SLB is the world's largest oilfield services company; conference presentations often include management commentary on capital allocation, technology strategy, and macro oil-and-gas market outlook that investors monitor for signals on industry capex trends.

8-KPress release / Reg FDJul 248-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

SLB N.V. (SLB Limited; Curaçao), the global oilfield services leader, filed an 8-K on July 24, 2026 reporting Q2 financial results (Item 2.02) alongside a Reg FD investor presentation (Item 7.01). The body excerpt contains only the standard cover page. This is a routine quarterly earnings release; actual results including revenue, margins, and segment performance are in the attached exhibits.

8-KPress release / Reg FDJun 108-K — Item 7.01: Press release / Reg FD
AI summary

SLB N.V. filed an 8-K under Item 7.01 (Reg FD disclosure) on June 10, 2026, furnishing investor presentation materials — likely from a capital markets day or industry conference. The body excerpt contains only the standard cover page. This is routine investor communication from the global oilfield services leader; the presentation content is in the attached exhibit.

S-3ASRAuto-shelf registrationJun 1S-3ASR
AI summary

SLB N.V. (SLB Limited; Curaçao) and co-registrant Schlumberger Finance B.V. (The Netherlands) filed an automatic shelf registration (S-3ASR) on May 29, 2026, enabling future debt or equity securities offerings on a delayed or continuous basis by both the parent and its finance subsidiary. This dual-registrant structure is standard for investment-grade companies that issue guaranteed notes through a finance vehicle. No specific dollar amount is stated; the shelf is effective immediately and enables opportunistic capital markets access.

S-3ASRAuto-shelf registrationMay 29S-3ASR
AI summary

SLB N.V. (SLB Limited only, without a co-registrant finance subsidiary) filed a separate automatic shelf registration (S-3ASR) on May 29, 2026, enabling the company itself to issue securities on a delayed or continuous basis. Filed the same day as a dual-registrant shelf with Schlumberger Finance B.V. (Job 67), this second shelf likely covers a different securities type (e.g., equity vs. guaranteed notes). No specific dollar amount is stated; the registration became effective immediately upon filing.

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
+ 14 other (3 13Gs · 2 SDs · 2 IRANNOTICEs · 2 10-Qs) in window

Recent news

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

SLB (SLB) Declines More Than Market: Some Information for Investorszacks.com·1d agoEnergy ETFs to Watch as US-Venezuela Sign Historic Oil Dealzacks.com·1d agoSLB's Kelvion Deal Expands Its Data Center Growth Platformzacks.com·1d agoSLB: Downgrading To A Hold After A 60% Rallyseekingalpha.com·2d agoWhy ExxonMobil, Chevron, SLB, and Other Energy Stocks Climbed Todayfool.com·2d ago

More in Oil & Gas Equipment & Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$PUMP$FET$SEI$HAL$BKR$FTI$NESR$STAK
Voices on X · top 15 · last 7 days

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.

PrivacyTermsSupport