Dec 15, 2025 • Insider Monkey
BULLISH
SLB Signs Strategic Collaboration Agreement with Shell
SLB N.V. (NYSE:SLB) has signed a strategic collaboration agreement with Shell plc (NYSE:SHEL) to develop AI-driven digital solutions aimed at boosting performance and upstream efficiency, leveraging SLB’s Lumi data and AI platform. This news comes as analysts raised price targets for SLB, citing a positive outlook for the energy sector. However, the article suggests that some AI stocks offer potentially higher returns and limited downside risk.
Dec 15, 2025 • Egypt Oil & Gas
BULLISH
SLB, Shell Sign AI Collaboration Agreement to Develop Upstream Digital Solutions
SLB and Shell have signed a strategic collaboration agreement to develop digital and artificial intelligence (AI) solutions for upstream operations. This partnership will focus on agentic AI-powered solutions to enhance technical experts' capabilities in subsurface operations, well construction, and production, using SLB’s Lumi data and AI platform. The collaboration aims to unify data and workflows, inform Shell’s digital strategy, and develop commercially viable digital solutions for the industry.
Dec 15, 2025 • MarketBeat
NEUTRAL
Hudson Bay Capital Management LP Buys 180,038 Shares of SLB Limited $SLB
Hudson Bay Capital Management LP significantly increased its stake in SLB Limited, purchasing an additional 180,038 shares to bring its total holdings to 346,555 shares worth $11.7 million. Other institutional investors like Vanguard, Franklin Resources, and Norges Bank also boosted their positions, with institutional ownership now at 81.99%. Despite this, company insiders have been net sellers in the past 90 days, offloading 103,947 shares.
Dec 15, 2025 • Indian Chemical News
BULLISH
SLB and Shell join forces to supercharge AI in upstream energy operations
SLB and Shell have announced a strategic collaboration to develop advanced digital and AI solutions for upstream energy operations. This partnership will leverage SLB’s Lumi data and AI platform to create agentic AI-powered tools, enhancing the capabilities of technical experts and decision-makers across subsurface, well construction, and production workflows. The initiative aims to boost performance, efficiency, and accelerate digital transformation for both companies and the broader industry.
Dec 14, 2025 • MarketBeat
BULLISH
Lazard Asset Management LLC Buys 3,031,906 Shares of SLB Limited $SLB
Lazard Asset Management LLC significantly increased its stake in SLB Limited, purchasing over 3 million additional shares to bring its total holding to 6.78 million shares, valued at $229.47 million. This substantial investment follows SLB's recent earnings report, where the company beat EPS estimates but saw a slight revenue decline, and amidst declarations of a quarterly dividend. The article also highlights other institutional investor activity, insider trades, and various analyst ratings which currently average a "Moderate Buy" for SLB.
Dec 14, 2025 • MarketBeat
SOMEWHAT-BULLISH
Impala Asset Management LLC Raises Stock Position in SLB Limited $SLB
Impala Asset Management LLC significantly increased its stake in SLB Limited by 260.2% in Q2, now owning 90,042 shares valued at approximately $3.04 million. Institutional investors collectively hold 81.99% of SLB, while analysts have an average "Moderate Buy" rating with a target price of $52.32, despite recent net selling by company insiders. The company also announced a quarterly dividend of $0.285 per share, payable on January 8th, with an annualized yield of 2.9%.