Shifts in the Narrative Surrounding Liberty Energy Following Recent Analyst and Market Insights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 21 2025
0mins
Source: Yahoo Finance
Analyst Price Target Update: Liberty Energy's consensus analyst price target has decreased from $14.61 to $14.15 per share, reflecting a cautious outlook due to softer conditions in the completions market despite the company's operational resilience.
Bullish and Bearish Perspectives: While some analysts remain optimistic about Liberty's operational strengths, others have downgraded their ratings and price targets, citing a declining completions market and limited upside potential under current conditions.
Financial Developments: Liberty Energy declared a dividend of $0.09 per share and completed a significant share repurchase of over 29.7 million shares, indicating a commitment to returning value to shareholders.
Strategic Initiatives: The company has launched a strategic alliance with Oklo Inc. to provide integrated power solutions, aiming to support a transition to zero-carbon baseload power, while also facing challenges related to energy transition risks and pricing headwinds.
Discover Tomorrow's Bullish Stocks Today
Receive free daily stock recommendations and professional analysis to optimize your portfolio's potential.
Sign up now to unlock expert insights and stay one step ahead of the market trends.
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.
Continue Reading
Oil & Gas Equipment Shares Surge on Thursday
- Market Performance: The oil and gas equipment and services sector rose approximately 1.4% overall, indicating relative strength and reflecting market optimism regarding energy demand.
- Liberty Energy Surge: Liberty Energy's stock increased by about 19.7%, leading the sector and suggesting heightened investor confidence in its future performance, which may attract more capital inflows.
- ProPetro Holding Rise: ProPetro Holding's shares climbed approximately 9.5%, indicating a positive market outlook on its business prospects, potentially allowing the company to capture a larger market share in a competitive landscape.
- Industry Trends: The robust performance of the oil and gas equipment and services sector may signal signs of overall economic recovery, prompting investors to monitor future market dynamics for potential investment opportunities.
Continue Reading