An Oil Firm Transitioned to Electric, and Its Stock Reached an All-Time High.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 14h ago
0mins
Source: Barron's
- Oil Services Companies' Shift: Last year, some oil services companies indicated a potential shift towards becoming data center operators.
- Implementation of Plans: This year, a few of these companies are taking concrete steps to enter the data center market.
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Analyst Views on LBRT
Wall Street analysts forecast LBRT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for LBRT is 18.91 USD with a low forecast of 13.00 USD and a high forecast of 24.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
5 Buy
6 Hold
0 Sell
Moderate Buy
Current: 21.800
Low
13.00
Averages
18.91
High
24.00
Current: 21.800
Low
13.00
Averages
18.91
High
24.00
About LBRT
Liberty Energy Inc. is an energy services company. The Company is a provider of completion services and technologies to onshore oil, natural gas, and enhanced geothermal energy producers in North America. It also owns and operates Liberty Power Innovations LLC, providing advanced distributed power and energy storage solutions for the commercial and industrial, data center, energy, and mining industries. It provides hydraulic fracturing services and related technologies to onshore oil and natural gas exploration and production (E&P) companies. It offers customers hydraulic fracturing services, together with complementary services including wireline services, proppant delivery solutions, field gas processing and treating, compressed natural gas (CNG) delivery, data analytics, related goods (including its sand mine operations), and technologies to facilitate lower emission completions. The Company’s areas of operations are in all the active shale basins in North America.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Liberty Energy Reports FY 2025 Earnings Exceeding Expectations
- Earnings Beat: Liberty Energy's FY 2025 non-GAAP EPS of $0.15 exceeded expectations by $0.22, indicating strong profitability amidst challenging market conditions.
- Revenue Performance: The company reported FY 2025 revenue of $4 billion, a 7.2% year-over-year decline, yet it surpassed market expectations by $150 million, demonstrating resilience in revenue generation.
- Q4 Results: In the fourth quarter of 2025, Liberty Energy achieved $1.0 billion in revenue and a net income of $14 million, translating to a fully diluted EPS of $0.08, reflecting solid quarterly performance.
- Dividend Increase: The company raised its quarterly cash dividend by 13% to $0.09 per share starting in Q4 2025, underscoring its commitment to shareholder returns.
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Liberty Energy Stock Hits All-Time High Amid Optimistic Outlook
- Stock Performance: Liberty Energy Inc. (NYSE:LBRT) soared to an all-time high of $27.21 on Thursday, closing up 16.24% at $25.34, reflecting strong investor confidence despite disappointing past earnings.
- Industry Outlook: CEO Ron Gusek highlighted expectations for power demand to triple over the next four years, with plans to deploy 3 gigawatts of power by 2029, positioning the company to capitalize on this growth.
- Financial Performance: Liberty Energy reported a 53% decline in net income for 2025, down to $147.87 million, with revenues also dropping 7.2% to $4 billion, indicating challenges in the current market environment.
- Quarterly Data: In the fourth quarter, net income fell 74% to $13.69 million, although revenues surpassed $1 billion at $1.04 billion, a 10% increase from the previous year, demonstrating the company's resilience amid adversity.
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