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SLSLB

Slb N.V.

Rising onWhy it's trendingMoving on elevated volumeStrong bullish X conversation
$SLB·$75B·Oil & Gas Equipment & Services·Energy
$60.10+4.8%YTD+32.3%1Y+67.4%
Mentions · last 7 days
2026-08-22: 7 posts2026-08-23: 6 posts940%
Price updated 5h ago·X counts updated 8d ago
SLSLB
$SLBSlb N.V.
$60.10+4.83%94 posts0%
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 numbersAcceleratingAI verdict · as of 2026-08-31

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

Schlumberger just got Venezuela oilfield-data access — Q2 EPS beat 7.6%, tape at 95% of the 52-week range, and unusual size hitting the Oct $57.5 call ask.

SLB (formerly Schlumberger) is the global oilfield services leader — reservoir characterization, drilling, production and digital-integration services across major producing regions. The equity is up 57% T12M and sits at 95% of its 52-week range as the international-services recovery combined with a specific Venezuela catalyst.

  • The operating story is solid: Q2 revenue grew 5% year-over-year to $8.97B, gross margins hold 16-18%, operating margins around 12-15%, and the last four EPS prints all beat consensus by 2-8% — the recovery cadence is stable if not spectacular, and Q2 EPS was skewed by a non-cash item.
  • The Venezuela catalyst is genuinely specific: SLB gained access to Venezuela's coveted oilfield data through a new contract (Reuters, Aug 25) — that's a real strategic win in a market where the world's largest oil reserves are opening up, and the '247wallst' framing questions whether Venezuela will pay but doesn't dismiss the strategic value.
  • The valuation is reasonable for the recovery: at 50x trailing earnings but roughly 23x FY26 EPS ($2.52 consensus) rising to 17x FY27 ($3.29), SLB trades as an oil-services recovery play — the FY28 estimate of $3.82 EPS implies durable operational leverage on international activity.
  • Insider tape is loud into strength: CEO Olivier Le Peuch sold $1.59M across two Aug tranches at $52.55-$55 (below the current $57 tape) — modest at a $75B market cap but a real signal that management sees fair value at current levels rather than a re-rating catalyst.

The path if the run continues is an Oct 16 Q3 print keeping the beat cadence plus specific Venezuela-contract revenue disclosure — the tape earns its next leg beyond $60 on the international-recovery-plus-Venezuela framing. What breaks the run is a Q3 with soft NAM (North America) or international rig-count weakness; that's when a stock at 95% of the 52-week range gives back to 200-day support 18% below spot.

Agrees with X sentimentThe bullish X take — repeat unusual size hitting the ask on the Oct 16 $57.5 calls, one caller reporting over 200% on those calls in two weeks, the daily setup described as an orderly bullish trend follow-up, one holder trimming into the rip and wishing for a pullback, and a Rick Rule past-picks recap flagging SLB up 24% as part of a 42% blended return — captures the accelerating setup exactly.

What to watch: The Oct 16 Q3 print — beat cadence continuing plus specific Venezuela-contract revenue disclosure extends the run beyond $60; soft NAM or international rig-count weakness is what gives back to 200-day support.

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 sentiment10 posts analyzed · as of 2026-08-30

The chatter on SLB is confidently bullish — traders repeatedly cite repeat unusual size hitting the ask on the Oct 16 $57.5 calls, one caller reports over 200% on those calls in two weeks, and the daily setup is described as an orderly bullish trend follow-up. One holder is trimming into the rip and wishing for a pullback. A Rick Rule past-picks recap flags SLB up 24% as part of a 42% blended return.

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.

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
+68.5%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.95%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.+15.3%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.+18.2%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
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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
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
8-KPress release / Reg FDMar 118-K — Item 7.01: Press release / Reg FD
+ 13 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 N.V. (SLB) M&A Call Transcriptseekingalpha.com·10h agoSLB's $3.4B Kelvion Deal Targets AI Data Center Cooling Boommarketbeat.com·14h agoSLB Acquires Kelvion to Enhance Data Center Solutions Amid Rising Oil Pricesgurufocus.com·14h agoSLB: A New Growth Chapter Is Just Getting Startedseekingalpha.com·17h agoSLB to Buy Data Center Cooling Firm Kelvion for $4.1 Billionwsj.com·18h ago

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