SLB Partners with Shell to Drive Digital Transformation with AI Solutions
Written by Emily J. Thompson, Senior Investment Analyst
Source: Businesswire
Updated: 1 day ago0mins
- Strategic Collaboration Agreement: SLB has signed a strategic collaboration agreement with Shell aimed at developing digital and AI solutions to enhance measurable performance and efficiency in upstream operations, which is expected to significantly improve overall industry operational efficiency.
- AI Solutions Development: The collaboration aims to create agentic AI-powered solutions that unify data and workflows across subsurface, well construction, and production using SLB’s Lumi™ data and AI platform, thereby enhancing decision-making efficiency and the capabilities of technical experts.
- Long-standing Partnership: This collaboration continues the long-standing relationship between SLB and Shell, as earlier this year SLB announced the deployment of its Petrel™ software across Shell’s global assets to standardize infrastructure and workflows, further accelerating the scalability of digital solutions.
- Support for Digital Transformation: The partnership will inform Shell’s digital strategy and technology roadmap, promote mutual learning to support Shell’s broader digital transformation, and ensure that the developed digital solutions are commercially viable and broadly applicable across the industry.
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Analyst Views on SLB
Wall Street analysts forecast SLB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SLB is 45.76 USD with a low forecast of 38.00 USD and a high forecast of 56.00 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.
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 40.340
Low
38.00
Averages
45.76
High
56.00
Current: 40.340
Low
38.00
Averages
45.76
High
56.00
Citi
Buy
upgrade
$47 -> $53
2025-12-11
New
Reason
Citi
Price Target
$47 -> $53
2025-12-11
New
upgrade
Buy
Reason
Citi raised the firm's price target on SLB to $53 from $47 and keeps a Buy rating on the shares. The firm adjusted price targets as part of its 2026 outlook for the oil and gas equipment and services group. Citi believes the industry is in the bottom of a two-year downcycle. The lack of negative estimate revisions could drive better share performances in 2026, the analyst tells investors in a research note. Citi elevated SLB to its top large-cap pick, followed by Baker Hughes and Halliburton.
TD Cowen
Buy
maintain
$56 -> $57
2025-12-11
New
Reason
TD Cowen
Price Target
$56 -> $57
2025-12-11
New
maintain
Buy
Reason
TD Cowen raised the firm's price target on SLB to $57 from $56 and keeps a Buy rating on the shares. The firm said shorter cycle OFS stocks have significantly underperformed over the past few years as global oilfield activity has slowed. Cowen sees activity stabilizing and potentially moving higher during 2026, which should translate to a more favorable revision.
Bernstein
Guillaume Delaby
Outperform
maintain
2025-12-11
New
Reason
Bernstein
Guillaume Delaby
Price Target
2025-12-11
New
maintain
Outperform
Reason
Bernstein analyst Guillaume Delaby raised the firm's price target on SLB to $52.30 from $47.60 and keeps an Outperform rating on the shares. The firm views the separation of the digital segment positively. While some investors may be starting to value this Digital segment separately, Bernstein essentially sees this move as a first step towards a larger, medium-term reshuffling of the company.
Rothschild & Co Redburn
initiated
$48
2025-11-03
Reason
Rothschild & Co Redburn
Price Target
$48
2025-11-03
initiated
Reason
Rothschild & Co Redburn initiated coverage of SLB with a Buy rating and $48 price target. The shares have "derated materially," but the company has reshaped its business in recent years, disposing of "capital-intensive" assets and adding exposure to less cyclical areas through the acquisition of ChampionX, the analyst tells investors in a research note. The firm sees several catalysts that will drive a re-rating of the shares, including a return to earnings upgrades and rising free cash flow and distributions.
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About SLB
SLB N.V. is a global technology company. The Company’s segments include Digital, Reservoir Performance, Well Construction, Production Systems, and All Other. Digital segment includes products, services, and solutions that span the energy value chain from subsurface characterization through field development and hydrocarbon production to carbon management and the integration of adjacent energy systems. Reservoir Performance segment consists of reservoir-centric technologies and services that are critical to optimizing reservoir productivity and performance. Well Construction segment provides operators and drilling rig manufacturers with services and products related to the design and construction of a well. Production Systems segment develops technologies and provides expertise that enhances production and recovery from subsurface reservoirs to the surface, into pipelines, and to refineries. All Other segment includes asset performance solutions, data center solutions and SLB Capturi.
About the author
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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.
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