Schlumberger (SLB)
NYSEEnergyOil & Gas Equipment & ServicesSnapshot 2026-07-08
$46.42+1.53%
Close 2026-07-07 · 1-day change
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Track SLB free→Intact: The reason to own it still holds.
Schlumberger beats earnings estimates with 3-5% revenue growth. It announced a $4 billion buyback and maintains solid free cash flow yield near 7%. The stock trades at a low PE of 17 versus peers at 33. Analysts expect 6% revenue growth next year.
The recent 20% selloff signals market doubts on growth durability. EPS guidance for 2026 Q1 is weak at $0.07 versus $0.52 reported. Oilfield services face sector headwinds and volatile demand. Revenue growth could fall below 3%.
The price is about 25% below our fair value near $62, reflecting justified caution. The market expects about 6% revenue growth, close to consensus. Our fair value aligns with the Street median near $64.
Breaks if: Buyback is canceled or materially reduced
Breaks if: EPS falls below $2.0 in FY26
Breaks if: YoY revenue growth falls below 3% next year
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: PE rises above 25 without earnings growth