$SLB (Slb N.V.) — investor discussion on X

Five-factor rating: Sell (sector percentile 8.2%)

Graded daily on value C-, growth D, profitability D-, momentum C+, revisions B-. Sector-relative, identical for every user.

Most active credible voices on $SLB

@schaeffers (Schaeffer's Investment Research) — 9 mentions · 14.7K followers
@ewhispers (Earnings Whispers) — 8 mentions · 572.9K followers
@allday_stocks (alldaystocks) — 7 mentions · 6.0K followers

Recent headlines featuring $SLB

2026-10-23: SLB Q3 revenue tops estimates at $9.45B as Middle East business recovers
2026-08-31: SLB agrees to buy Kelvion for $3.4 billion as data-center push deepens
2026-08-26: SLB wins access to PDVSA oilfield data in Aug. 25 contract

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$SLBSlb N.V. · Oil & Gas Equipment & Services · $75.0B

$50.82

+1.8%

Event thread

Key events, in time order

22 items

2026-11-05CompanyBull
SLB OneSubsea Wins Lyra Field Subsea Systems Contract from Aker BP
OneSubsea JV to deliver subsea production systems and umbilicals for Lyra field, boosting Norway footprint
D1 -3.7% · since +0.5%
2026-10-23 → 10-28EarningsBull
SLB Q3 Beats, Analysts See Inventory Rebuild Upside
Q3 EPS and revenue beat; analyst cites energy security, deepwater growth for multi-year upcycle
D1 +7.1% · +5d +1.3%
3 waves of this story
- 2026-10-23 Adj EPS $0.64 beats but down 7% YoY; data center business surges 76% YoY
- 2026-10-24 Q3 double beat with all four divisions expanding margins sequentially; data center line up 76% and Kelvion acquisition pushes into cooling
- 2026-10-28 Q3 EPS and revenue beat; analyst cites energy security, deepwater growth for multi-year upcycle

20 earlier events

2026-10-26Analyst
Freedom Broker upgrades to Hold
D1 +0.0% · +5d -1.5%
2026-10-238-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 +7.1% · +5d +1.3%
2026-10-23Earnings
Earnings report
Third quarter revenue was $9.45 billion, up 5% sequentially, with EPS of $0.64 excluding charges and credits.
D1 +7.1% · +5d +1.3%
2026-10-17EarningsBear
SLB Q3 Earnings Due Next Week, Expected to Decline
Multiple sources confirm SLB reports next week; Zacks expects earnings decline
D1 -0.8% · +5d +8.1%
2026-10-08CompanyBull
SLB Signs 15-Year Digital Drilling Contract with TotalEnergies
Long-term deal boosts SLB's digital drilling business and expands subsurface collaboration with Chevron
D1 +2.1% · +5d -1.2%
2026-10-078-K filing
8-K: Item 5.02
D1 -4.1% · +5d +1.1%
2026-09-25CompanyBull
SLB Secures Aramco Contracts for 450+ Wells, Expands Saudi Footprint
Contracts cover 450+ wells, strengthening multi-year revenue visibility
D1 +0.2% · +5d -5.4%
2026-09-23CompanyBull
SLB wins major Bisat-B facility expansion contract from OQEP in Oman
Major EPC award expands SLB's Middle East footprint
D1 -0.5% · +5d -6.1%
2026-09-15CompanyBear
Middle East Pipeline Closure Pressures SLB
Saudi shut East-West line, status unchanged, impacting regional oil & gas activity
D1 +1.7% · +5d -3.8%
2026-09-02CompanyBull
SLB Benefits from US-Venezuela Oil Deal, Unusual Options Activity
Historic US-Venezuela deal boosts sector outlook, SLB options volume surges
D1 +1.7% · +5d -3.6%
2026-09-01CapitalBull
SLB's $3.4B Kelvion Acquisition Expands Data Center Cooling
Multiple sources confirm deal details, analyst coverage highlights AI data center growth
D1 -4.9% · +5d -0.2%
2 waves of this story
- 2026-09-01 Deal includes ~$700M debt, expected to close in H1 2027, boosting data center solutions
- 2026-09-01 Multiple sources confirm deal details, analyst coverage highlights AI data center growth
2026-08-26Company
SLB Gains Access to Venezuela's Oilfield Data via PDVSA Contract
Reuters and multiple sources confirm SLB-PDVSA contract to help rebuild and digitize reservoir and production databases, including data lost in a cyberattack
D1 +0.6% · +5d +8.5%
2026-08-25Company
SLB Selected as Strategic Reservoir Partner for Norway's Havstjerne Carbon Storage Project
Company announcement confirms contract for technology and engineering services in Norwegian North Sea CCS project, expanding carbon capture and storage footprint
D1 -1.3% · +5d +7.2%
2026-07-27 → 07-28Company
SLB Sees Growth Opportunities from Middle East Recovery and Deepwater, but Risks Remain
Zacks reports SLB's offshore, digital, and production gains support 2027 growth, but Middle East risks and net debt cloud near term
D1 -1.7% · +5d -4.3%
2 waves of this story
- 2026-07-27 Conference call highlights gradual Middle East recovery, deepwater upside, and digital demand supporting growth.
- 2026-07-28 Zacks reports SLB's offshore, digital, and production gains support 2027 growth, but Middle East risks and net debt cloud near term
2026-07-24 → 07-27EarningsBull
SLB Q2 Earnings Beat, Analysts Raise Forecasts
Multiple sources confirm Q2 beat and forecast hikes, boosting market confidence.
D1 +11.0% · +5d -5.4%
6 waves of this story
- 2026-07-24 Multiple sources report higher revenue on offshore activity and data-center demand, offsetting Middle East disruptions
- 2026-07-24 Revenue $9B up 3% QoQ, EPS $0.55 beat; data center solutions on track to exceed $1B ARR by year-end
- 2026-07-26 Stock gaps up after earnings, indicating positive market reaction
- 2026-07-27 Analysts raise forecasts on international revenue, Middle East recovery, deepwater upside
- 2026-07-27 Targets $10B Q4 2026 revenue exit rate; 2.25% dividend yield
- 2026-07-27 Multiple sources confirm Q2 beat and forecast hikes, boosting market confidence.
2026-07-14 → 07-27CompanyBull
SLB Q2 Earnings Beat, Stock Gaps Up
Stock gapped from $47.22 to $50.07 after earnings beat, confirmed by multiple sources
D1 +0.4% · +5d -2.0%
7 waves of this story
- 2026-07-14 Oilfield services firms pivot to AI-driven data center power demand
- 2026-07-14 Oilfield service firms partner to tap AI-driven data center demand with power and modular parts
- 2026-07-21 Earnings schedule confirmed; market watches partnership progress and results
- 2026-07-21 Earnings imminent; oil prices support but estimates weigh
- 2026-07-24 Q2 results show revenue growth and profit beat, with Middle East disruption offset by demand elsewhere, transitioning from expectation to outcome.
- 2026-07-24 Q2 revenue $9B, EPS $0.55 beat, data center momentum accelerates, Middle East disruptions offset
- 2026-07-27 Stock gapped from $47.22 to $50.07 after earnings beat, confirmed by multiple sources
2026-07-248-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 +11.0% · +5d -5.4%
2026-07-24Earnings
Earnings report
D1 +11.0% · +5d -5.4%
2026-07-22CapitalBull
Assetmark Increases SLB Holdings by 21.6%
Institutional Q1 boost signals capital allocation move
D1 +2.3% · +5d +2.7%
2026-07-20CapitalBull
SLB Acquires Sulzer's VIEC Technology to Boost Mature Field Production
Acquisition expands production optimization portfolio for enhanced hydrocarbon recovery in mature fields
D1 -1.3% · +5d +11.1%

①

Bull vs bear

by direction · sourced

Bull signals0

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

22 items

2026-11-05CompanyBull
SLB OneSubsea Wins Lyra Field Subsea Systems Contract from Aker BP
OneSubsea JV to deliver subsea production systems and umbilicals for Lyra field, boosting Norway footprint
D1 -3.7% · since +0.5%
2026-10-23 → 10-28EarningsBull
SLB Q3 Beats, Analysts See Inventory Rebuild Upside
Q3 EPS and revenue beat; analyst cites energy security, deepwater growth for multi-year upcycle
D1 +7.1% · +5d +1.3%
3 waves of this story
- 2026-10-23 Adj EPS $0.64 beats but down 7% YoY; data center business surges 76% YoY
- 2026-10-24 Q3 double beat with all four divisions expanding margins sequentially; data center line up 76% and Kelvion acquisition pushes into cooling
- 2026-10-28 Q3 EPS and revenue beat; analyst cites energy security, deepwater growth for multi-year upcycle
2026-10-26Analyst
Freedom Broker upgrades to Hold
D1 +0.0% · +5d -1.5%
2026-10-238-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 +7.1% · +5d +1.3%
2026-10-23Earnings
Earnings report
Third quarter revenue was $9.45 billion, up 5% sequentially, with EPS of $0.64 excluding charges and credits.
D1 +7.1% · +5d +1.3%

17 earlier events

2026-10-17EarningsBear
SLB Q3 Earnings Due Next Week, Expected to Decline
Multiple sources confirm SLB reports next week; Zacks expects earnings decline
D1 -0.8% · +5d +8.1%
2026-10-08CompanyBull
SLB Signs 15-Year Digital Drilling Contract with TotalEnergies
Long-term deal boosts SLB's digital drilling business and expands subsurface collaboration with Chevron
D1 +2.1% · +5d -1.2%
2026-10-078-K filing
8-K: Item 5.02
D1 -4.1% · +5d +1.1%
2026-09-25CompanyBull
SLB Secures Aramco Contracts for 450+ Wells, Expands Saudi Footprint
Contracts cover 450+ wells, strengthening multi-year revenue visibility
D1 +0.2% · +5d -5.4%
2026-09-23CompanyBull
SLB wins major Bisat-B facility expansion contract from OQEP in Oman
Major EPC award expands SLB's Middle East footprint
D1 -0.5% · +5d -6.1%
2026-09-15CompanyBear
Middle East Pipeline Closure Pressures SLB
Saudi shut East-West line, status unchanged, impacting regional oil & gas activity
D1 +1.7% · +5d -3.8%
2026-09-02CompanyBull
SLB Benefits from US-Venezuela Oil Deal, Unusual Options Activity
Historic US-Venezuela deal boosts sector outlook, SLB options volume surges
D1 +1.7% · +5d -3.6%
2026-09-01CapitalBull
SLB's $3.4B Kelvion Acquisition Expands Data Center Cooling
Multiple sources confirm deal details, analyst coverage highlights AI data center growth
D1 -4.9% · +5d -0.2%
2 waves of this story
- 2026-09-01 Deal includes ~$700M debt, expected to close in H1 2027, boosting data center solutions
- 2026-09-01 Multiple sources confirm deal details, analyst coverage highlights AI data center growth
2026-08-26Company
SLB Gains Access to Venezuela's Oilfield Data via PDVSA Contract
Reuters and multiple sources confirm SLB-PDVSA contract to help rebuild and digitize reservoir and production databases, including data lost in a cyberattack
D1 +0.6% · +5d +8.5%
2026-08-25Company
SLB Selected as Strategic Reservoir Partner for Norway's Havstjerne Carbon Storage Project
Company announcement confirms contract for technology and engineering services in Norwegian North Sea CCS project, expanding carbon capture and storage footprint
D1 -1.3% · +5d +7.2%
2026-07-27 → 07-28Company
SLB Sees Growth Opportunities from Middle East Recovery and Deepwater, but Risks Remain
Zacks reports SLB's offshore, digital, and production gains support 2027 growth, but Middle East risks and net debt cloud near term
D1 -1.7% · +5d -4.3%
2 waves of this story
- 2026-07-27 Conference call highlights gradual Middle East recovery, deepwater upside, and digital demand supporting growth.
- 2026-07-28 Zacks reports SLB's offshore, digital, and production gains support 2027 growth, but Middle East risks and net debt cloud near term
2026-07-24 → 07-27EarningsBull
SLB Q2 Earnings Beat, Analysts Raise Forecasts
Multiple sources confirm Q2 beat and forecast hikes, boosting market confidence.
D1 +11.0% · +5d -5.4%
6 waves of this story
- 2026-07-24 Multiple sources report higher revenue on offshore activity and data-center demand, offsetting Middle East disruptions
- 2026-07-24 Revenue $9B up 3% QoQ, EPS $0.55 beat; data center solutions on track to exceed $1B ARR by year-end
- 2026-07-26 Stock gaps up after earnings, indicating positive market reaction
- 2026-07-27 Analysts raise forecasts on international revenue, Middle East recovery, deepwater upside
- 2026-07-27 Targets $10B Q4 2026 revenue exit rate; 2.25% dividend yield
- 2026-07-27 Multiple sources confirm Q2 beat and forecast hikes, boosting market confidence.
2026-07-14 → 07-27CompanyBull
SLB Q2 Earnings Beat, Stock Gaps Up
Stock gapped from $47.22 to $50.07 after earnings beat, confirmed by multiple sources
D1 +0.4% · +5d -2.0%
7 waves of this story
- 2026-07-14 Oilfield services firms pivot to AI-driven data center power demand
- 2026-07-14 Oilfield service firms partner to tap AI-driven data center demand with power and modular parts
- 2026-07-21 Earnings schedule confirmed; market watches partnership progress and results
- 2026-07-21 Earnings imminent; oil prices support but estimates weigh
- 2026-07-24 Q2 results show revenue growth and profit beat, with Middle East disruption offset by demand elsewhere, transitioning from expectation to outcome.
- 2026-07-24 Q2 revenue $9B, EPS $0.55 beat, data center momentum accelerates, Middle East disruptions offset
- 2026-07-27 Stock gapped from $47.22 to $50.07 after earnings beat, confirmed by multiple sources
2026-07-248-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 +11.0% · +5d -5.4%
2026-07-24Earnings
Earnings report
D1 +11.0% · +5d -5.4%
2026-07-22CapitalBull
Assetmark Increases SLB Holdings by 21.6%
Institutional Q1 boost signals capital allocation move
D1 +2.3% · +5d +2.7%
2026-07-20CapitalBull
SLB Acquires Sulzer's VIEC Technology to Boost Mature Field Production
Acquisition expands production optimization portfolio for enhanced hydrocarbon recovery in mature fields
D1 -1.3% · +5d +11.1%

$SLB — what investors on X are saying · SpikePanel

$SLB (Slb N.V.) — investor discussion on X

Five-factor rating: Sell (sector percentile 8.2%)

Most active credible voices on $SLB

Recent headlines featuring $SLB

$SLB (Slb N.V.) — investor discussion on X

Five-factor rating: Sell (sector percentile 8.2%)

Most active credible voices on $SLB

Recent headlines featuring $SLB

SLB OneSubsea Wins Lyra Field Subsea Systems Contract from Aker BP

SLB Q3 Beats, Analysts See Inventory Rebuild Upside

Freedom Broker upgrades to Hold

8-K: Item 2.02, Item 7.01, Item 9.01

Earnings report

SLB Q3 Earnings Due Next Week, Expected to Decline

SLB Signs 15-Year Digital Drilling Contract with TotalEnergies

8-K: Item 5.02

SLB Secures Aramco Contracts for 450+ Wells, Expands Saudi Footprint

SLB wins major Bisat-B facility expansion contract from OQEP in Oman

Middle East Pipeline Closure Pressures SLB

SLB Benefits from US-Venezuela Oil Deal, Unusual Options Activity

SLB's $3.4B Kelvion Acquisition Expands Data Center Cooling

SLB Gains Access to Venezuela's Oilfield Data via PDVSA Contract

SLB Selected as Strategic Reservoir Partner for Norway's Havstjerne Carbon Storage Project

SLB Sees Growth Opportunities from Middle East Recovery and Deepwater, but Risks Remain

SLB Q2 Earnings Beat, Analysts Raise Forecasts

SLB Q2 Earnings Beat, Stock Gaps Up

8-K: Item 2.02, Item 7.01, Item 9.01

Earnings report

Assetmark Increases SLB Holdings by 21.6%

SLB Acquires Sulzer's VIEC Technology to Boost Mature Field Production

Bull vs bear

Discussion

SLB OneSubsea Wins Lyra Field Subsea Systems Contract from Aker BP

SLB Q3 Beats, Analysts See Inventory Rebuild Upside

Freedom Broker upgrades to Hold

8-K: Item 2.02, Item 7.01, Item 9.01

Earnings report

SLB Q3 Earnings Due Next Week, Expected to Decline

SLB Signs 15-Year Digital Drilling Contract with TotalEnergies

8-K: Item 5.02

SLB Secures Aramco Contracts for 450+ Wells, Expands Saudi Footprint

SLB wins major Bisat-B facility expansion contract from OQEP in Oman

Middle East Pipeline Closure Pressures SLB

SLB Benefits from US-Venezuela Oil Deal, Unusual Options Activity

SLB's $3.4B Kelvion Acquisition Expands Data Center Cooling

SLB Gains Access to Venezuela's Oilfield Data via PDVSA Contract

SLB Selected as Strategic Reservoir Partner for Norway's Havstjerne Carbon Storage Project

SLB Sees Growth Opportunities from Middle East Recovery and Deepwater, but Risks Remain

SLB Q2 Earnings Beat, Analysts Raise Forecasts

SLB Q2 Earnings Beat, Stock Gaps Up

8-K: Item 2.02, Item 7.01, Item 9.01

Earnings report

Assetmark Increases SLB Holdings by 21.6%

SLB Acquires Sulzer's VIEC Technology to Boost Mature Field Production