202610월
SLB Oct 2026 · Hold
We maintain a Hold rating on Schlumberger Limited (SLB) with a composite fair value of $47.18 against the market price of $48.74 as of October 2, 2026, representing an implied return of -3.2% and a price premium of 3.3%,. Secular deepwater commitments and hyperscaler data center infrastructure provide multi-year support, but near-term rig mobilization delays in the Middle East and competitive tendering price pressure balance risk-reward.Latest published research · analyzed 2026-10-03 · current · sources aging