Liberty Energy Inc. LBRT is set to report second-quarter 2026 earnings on July 22, after the closing bell. The Zacks Consensus Estimate for earnings is pegged at 7 cents per share, and the same for revenues is pinned at $1.09 billion.
The physical constraints of artificial intelligence (AI) are no longer bound by silicon or compute capacity. Today, the singular bottleneck choking global technology expansion is electricity.
Liberty Energy (LBRT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Liberty Energy is upgraded to BUY as it aggressively expands its power generation business, targeting 3 GW deployable capacity by 2029. LBRT's power division, supported by a strategic SLB partnership, is projected to deliver 20% CAGR and high-teen returns through long-term PPAs. The company's diversified earnings base—power plus recovering completions—supports a higher, sustainable 9x EV/EBITDA multiple and robust long-term growth.
Shares of Liberty Energy Inc. LBRT gained momentum over the last year, following a staggering rise of 96.3%. During the same time period, the company outperformed the sub-industry and the broader oil and energy sector's rally of 47.2% and 23.1%, respectively.
Liberty Energy (LBRT) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
LBRT delivers tech-driven, high-demand completions and natural gas innovations, yet cyclical markets, pricing pressure and capex needs may limit profits.
Liberty Energy (LBRT) reported earnings 30 days ago. What's next for the stock?
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