Liberty Energy

LBRT

Market cap $4.77B

Liberty Energy (LBRT) reported earnings 30 days ago. What's next for the stock?

Liberty Energy is rated Buy, with a $42-$44/share target and a recommended accumulation range of $30-$35. LBRT's DigiFleet and DigiPrime platforms provide a technological moat, driving efficiency and lower emissions in frac operations. The Liberty Power Innovations (LPI) segment targets data-center power infrastructure, offering higher multiples and long-term revenue visibility.

SEI's Q1 profit jumped 120%, and revenues rose 55% as Power Solutions scaled, aided by behind-the-meter data center power demand.

Liberty Energy's Q1 report arrived with some significant wins for shareholders.

LBRT expects second-quarter revenues to increase by high single digits sequentially, driven by improved utilization, with normal incremental EBITDA margins.

Liberty Energy Inc. (LBRT) Q1 2026 Earnings Call Transcript

Liberty Oilfield Services (LBRT) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of a loss of $0.13 per share. This compares to earnings of $0.04 per share a year ago.

DENVER--(BUSINESS WIRE)--Liberty Energy Inc. (NYSE: LBRT; “Liberty” or the “Company”) today reported first quarter 2026 financial and operational results. Summary Results and Highlights Revenue of $1.0 billion, a 4% year-over-year increase Net income of $23 million, or $0.14 fully diluted earnings per share (“EPS”) Adjusted EBITDA1 of $126 million Distributed $15 million to shareholders through cash dividends Completed two convertible senior notes offerings totaling approximately $1.3 billion f.

During the first quarter, the Harbor Active Small Cap ETF (“ETF”) returned -4.52% (NAV), significantly underperforming the Russell 2000® Index, which returned 0.89%. Shares are bought and sold at market price not net asset value (NAV). A fund's NAV is the sum of all its assets less any liabilities, divided by the number of shares outstanding. Market price returns are based upon the closing composite market price and do not represent the returns you would receive if you traded shares at other times.

LBRT expects lower revenues due to a weak global macroeconomic environment, but an improved bottom line due to cost reductions in the first quarter of 2026.