Schlumberger (SLB)

• Market cap: $46.1B
• 1 day: 1.88%
• 5 days: 6.39%
• 1 month: 0.53%
• 3 months: -9.09%
• 6 months: -9.75%
• Year to date: -5.47%
• 1 year: -17.14%
• 5 years: 87.89%
• 10 years: -59.41%
• Sector: Energy
• Industry: Oil & Gas Equipment & Services

About: SLB is the world's premier oilfield-services company as measured by market share. While the industry is mostly fragmented, SLB holds the first or second competitive position in many of the differentiated oligopolies it operates in. Also known as Schlumberger, the company was founded in 1926 by two brothers bearing the same last name. Today it's most known as a global industry leader in innovation, while it focuses its strategy on its three growth engines: its core, digital, and new energy businesses. Over three fourths of its revenue base is tied to international markets, while the company boasts roughly $3 billion in digital-related revenue.

Employees: 110,000

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

37% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 131

23% more repeat investments, than reductions

Existing positions increased: 644 | Existing positions reduced: 524

7% more capital invested

Capital invested by funds: $45.3B [Q4 2024] → $48.6B (+$3.33B) [Q1 2025]

5% more funds holding in top 10

Funds holding in top 10: 21 [Q4 2024] → 22 (+1) [Q1 2025]

1.95% more ownership

Funds ownership: 83.61% [Q4 2024] → 85.57% (+1.95%) [Q1 2025]

1% more funds holding

Funds holding: 1,499 [Q4 2024] → 1,519 (+20) [Q1 2025]

18% less call options, than puts

Call options by funds: $1.22B | Put options by funds: $1.49B

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $43 18% upside
• Avg. target: $48 33% upside
• High target: $59 63% upside

7 analyst ratings

• positive: 6 86%
• neutral: 1 14%
• negative: 0 0%

Wells Fargo Roger Read	18% upside $43	Overweight Maintained	5 Jun 2025
Morgan Stanley Connor Lynagh	24% upside $45	Overweight Maintained	16 May 2025
Piper Sandler Derek Podhaizer	21% upside $44	Neutral Maintained	29 Apr 2025
Stifel Stephen Gengaro	49% upside $54	Buy Maintained	28 Apr 2025
Susquehanna Charles Minervino	27% upside $46	Positive Maintained	28 Apr 2025