Street Calls of the Week
Investing.com - Stifel has reiterated its Buy rating on Liberty Energy Inc (NYSE:LBRT), according to a research note released Monday. The company, currently valued at $1.7 billion, appears undervalued according to InvestingPro analysis, with shares trading at an attractive P/E ratio of 8.3x.
The firm’s analysis highlighted Liberty Energy’s consistent high-performance ratings from customers, particularly in response time, equipment quality, and consistency of field crews. The company has maintained leadership in these categories since 2018.
Stifel noted that these strengths have contributed to Liberty Energy’s "relative solid financial performance in recent quarters despite lackluster U.S. activity." The company maintains a balanced approach between pricing and efficiency performance.
The research note mentioned that Liberty Energy’s brand image primarily stems from its leadership in response times, equipment quality, and strong field personnel, which are identified as key metrics valued by customers. Kimberlite indicated that Liberty’s positioning in digital capabilities is expected to increase and could further enhance its brand image in the next one to two years.
Stifel believes Liberty Energy "remains the best positioned due to its wide range of service offerings" and is positioned alongside Halliburton as a leader, specifically in digital and technological capabilities.
In other recent news, Liberty Energy reported its second-quarter 2025 financial results, which revealed that the company missed analyst expectations. The earnings per share (EPS) came in at $0.12, falling short of the forecasted $0.14, a miss of 14.29%. Additionally, the company’s revenue was reported at $1 billion, slightly under the expected $1.01 billion. In another development, Audrey Robertson, a director at Liberty Energy, resigned from the board to join the U.S. Department of Energy. Robertson’s resignation was initially conditional upon her nomination as Assistant Secretary of Energy for Energy Efficiency and Renewable Energy. Her decision to resign was finalized while her Senate confirmation process is still pending. These developments highlight key changes within Liberty Energy’s financial performance and leadership.
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