Halliburton Company

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bullish +65

What Halliburton (HAL) Said on Its Q3 Earnings Call - TradingView

Earnings report Financial outlook New AI features AI-generated analysis

Halliburton (HAL) reported third-quarter 2026 revenue of $5.7 billion and adjusted operating income of $731 million, resulting in an adjusted operating margin of 12.8% and adjusted net income of $0.60 per diluted share. CEO Jeff Miller noted that revenue exceeded expectations as the company took...

Bullish Signals

  • Q3 2026 revenue hit $5.7B with 12.8% adjusted operating margin.
  • Repurchased $250M stock, signaling financial confidence.
  • International revenue grew 9% YoY to $3.5B.
  • Drilling division margin improved by 150 basis points.
  • Projects 2027 margin expansion of ~200 basis points.

Bearish Signals

  • North America revenue declined 9% to $2.2B due to slower frac recovery.
  • Crew repositioning for better pricing caused unexpected downtime in North America.
  • Repositioning crews weighed on regional performance and the Completion division.
2
Bullish +65

Halliburton Q2 2026 Earnings Call Transcript

AI-generated analysis

Halliburton (NYSE: HAL) reported second-quarter 2026 revenue of $5.7 billion, representing a 6% increase compared to the prior quarter and a 6% year-over-year rise. The company achieved an adjusted operating margin of 12%, generating $824 million in cash flow from operations and $668 million in...

Bullish Signals

  • Q2 revenue hit $5.7B with 6% sequential growth.
  • Adjusted operating margin expanded to 12%.
  • International revenue grew 6% YoY to $3.4B.
  • Generated $824M operating cash flow and $668M free cash flow.
  • Repurchased $200M of common stock.
  • North America rig adds exceed 30-plus rigs.
  • Q3 margin guidance anticipates 125-175 bps improvement in Completion & Production.

Bearish Signals

  • Q3 guidance anticipates 2% decline in Completion & Production.
  • Drilling & Evaluation revenue expected to drop 3-5%.
  • Chemical business sale reduced North America top-line revenue.
  • Gulf of Mexico delays impacted Q2 and near-term results.
3
Bullish +75

BEL, HAL, BDL, PTC Industries, Midhani, Astra Microwave: Share price targets for defence stocks

AI-generated analysis

ICICI Securities has maintained a structurally positive stance on the Indian defence sector, identifying air-defence and navy segments as key performers driven by supportive government policies. The brokerage highlights the Ministry of Defence's Rs 3 lakh crore capital outlay target by 2029, which implies sustained...

Bullish Signals

  • ICICI Securities maintains a 'Buy' rating on HAL.
  • Defence capex target of Rs 3 lakh crore by 2029 ensures growth.
  • HAL secured cumulative orders worth Rs 2,100 crore.
  • P-75I Stealth Submarine programme received Ministry of Finance approval.
  • Order momentum expected to accelerate in FY27/28.
4
Bullish +75

Are Wall Street Analysts Bullish on Halliburton Stock?

Analyst upgrade Earnings report AI-generated analysis

Halliburton Company (HAL), a Houston-based global oilfield services provider, recently reported better-than-expected third-quarter earnings for 2026. The company's revenue increased by 1.8% year-over-year to reach $5.7 billion, surpassing Wall Street estimates. Additionally, its adjusted earnings per share hit $0.60, exceeding consensus expectations as well. Following...

Bullish Signals

  • Shares up 16.5% vs S&P 500's 9.8% over past year.
5
Bullish +75

Halliburton (HAL) Soars Following Q3 Report

Analyst upgrade Company update Earnings report AI-generated analysis

Halliburton Company (NYSE: HAL) shares surged approximately 19.22% between October 17 and October 24, 2025, following the release of better-than-expected Q3 2025 results on October 21. The company topped analyst estimates for both earnings per share and revenue, marking a significant positive performance in the...

Bullish Signals

  • Shares surged 19.22% after Q3 earnings beat estimates.
  • Cost-cutting measures will generate $400M in annual savings.
  • Analysts upgraded to 'Outperform' and 'Buy' following results.
  • Data center collaboration with VoltaGrid secures new growth.
6
Bullish +65

HAL & BEL Expected to Drive Defence Stock Growth in Q2 FY27

Defense contract AI-generated analysis

Hindustan Aeronautics Ltd (HAL) is projected to lead the Indian defence sector with a 22% year-on-year revenue surge in Q2 FY27, driven by key deliveries of LCA FOC Mk1 fighter jets, HTT trainer aircraft, and Dhruv NG helicopters. While this substantial top-line growth is anticipated,...

Bullish Signals

  • Revenue surged 22% YoY in Q2 FY27 driven by key aircraft deliveries.

Bearish Signals

  • Manufacturing revenue mix may compress Q2 FY27 gross/EBITDA margins.
  • Tejas Mk1A deliveries hinge on resolving lingering engine supply constraints.
7
Bullish +65

Halliburton stock gains on solid Q2 2026 results and strong share performance

AI-generated analysis

Halliburton reported solid Q2 2026 financial results, with revenue rising approximately 4 percent to $5.7 billion compared to the prior year. Operating income increased to $778 million, reflecting improved margins and cost discipline, while net income attributable to the company reached $534 million. This represents...

Bullish Signals

  • Halliburton Q2 2026 revenue grew approximately 4 percent to $5.7 billion, highlighting sustained demand for its oilfield services and technology portfolio.
  • Operating income increased to $778 million in the quarter, demonstrating improved profit margins and successful cost management strategies.
  • Net income attributable to the company rose by roughly 13.1 percent year over year to reach $534 million, with earnings per share increasing by $0.09.
  • Strong cash generation of $1.10 billion in operating cash flow for the first half of 2026 funded growth projects and returned capital to shareholders.
  • The stock has gained over 30 percent year to date as of September 4, 2026, significantly outperforming the S&P 500 index which rose only 12.75 percent.
  • Halliburton delivered a revenue beat in a recent quarter with $5.71 billion versus consensus estimates of $5.50 billion, exceeding expectations by 3.7 percent.
8
Bullish +55

Halliburton (HAL) Stock After 72% Annual Gain And Recent Pullback - simplywall.st

AI-generated analysis

Halliburton (HAL) stock has surged 71.9% over the past year, though it recently pulled back 15.6% in the last month. The article analyzes the company's valuation using multiple methodologies, concluding that HAL appears materially undervalued based on current market prices compared to intrinsic value estimates....

Bullish Signals

  • Generated 71.9% annual return.
  • Intrinsic value of $64.98 vs $34.67 price.
  • P/E ratio of 18.81x below industry average.
  • Free Cash Flow expected to reach $2.76 billion by 2030.
  • Maintains excellent balance sheet.
9
Bullish +75

HAL Target Price Raised By Nirmal Bang After Q4 Results β€” Check Potential Upside, Key Triggers

AI-generated analysis

Nirmal Bang has raised its target price for Hindustan Aeronautics Ltd (HAL) by 13% to Rs 5,432 from Rs 4,800 following the company's Q4 FY26 results, maintaining a Buy rating. The brokerage cites strong order visibility, an improving execution outlook, and HAL's growing strategic importance...

Bullish Signals

  • Nirmal Bang maintains Buy on HAL, raising target to Rs 5,432.
  • Brokerage projects 18% revenue CAGR and 19% Ebitda growth through FY28E.
  • HAL Q4 revenue beat estimates by 4.4% at Rs 13,940 crore.
  • Adjusted PAT grew 5.5% YoY to Rs 4,200 crore, beating estimates.
  • ToT with GE reduces external dependence and supports faster execution.
  • Rolls-Royce collaboration strengthens India's indigenous aero-engine manufacturing ecosystem.

Bearish Signals

  • EBITDA margins contracted 237 bps YoY to 36.3% due to higher raw material costs.
  • Stock trades at 26.1x forward P/E, above 5-year average of 20x.
10
Bullish +55

Halliburton vs. Schlumberger: Which is the Better Energy Services Stock?

Analyst upgrade AI-generated analysis

Halliburton Company (NYSE: HAL) and Schlumberger Limited (NYSE: SLB) are the two largest public energy services companies, both positioned to benefit from the US onshore oil and gas boom driven by hydraulic fracturing technology. While both have dividend yields between 1% and 1.5%, Halliburton trades...

Bullish Signals

  • Revenue grew 24% in H1 2012, outpacing competitors.

Bearish Signals

  • Rising costs caused flat Q2 2012 earnings despite revenue growth.
  • Operating margins are shrinking, leading to lower earnings multiples.
11
Bullish +65

Halliburton stock gains as Barclays reiterates buy rating and USD 53 target

AI-generated analysis

Barclays has reiterated a buy rating on Halliburton stock with a price target of USD 53 per share, signaling approximately USD 16.20 upside potential from the recent closing price of USD 36.80. The bank's analyst David Anderson maintains that the current consolidation phase offers an...

Bullish Signals

  • Barclays reiterated buy rating with USD 53 price target.
  • Double-digit revenue growth driven by robust drilling activity.
  • Management expects continued operating income and cash flow growth.
  • Stock rose over 2% as crude prices climbed.

Bearish Signals

  • Higher crude prices raise inflation fears and valuation risks.
  • High oil costs increase financing condition risks for energy firms.
12
Bullish +55

Fifth Third Bancorp Acquires 148,132 Shares of Halliburton Company $HAL

AI-generated analysis

Fifth Third Bancorp significantly increased its stake in Halliburton (NYSE:HAL) by 289% in the first quarter, adding 148,132 shares valued at $7.77 million to reach a total holding of 199,391 shares. Other major institutional investors also adjusted their positions, with Northwestern Mutual Wealth Management Co....

Bullish Signals

  • Northwestern Mutual added 29.77M shares worth $841 million.
  • Capital Research owns 110.22M shares valued at $3.11 billion.
  • Halliburton EPS of $0.55 beat estimates by $0.05.
  • Revenue of $5.40 billion exceeded analyst estimates.
  • Net margin of 6.95% and ROE of 19.04%.
  • Institutional investors own 85.23% of the company.

Bearish Signals

  • Revenue down 0.3% year-over-year.
  • Insiders sold $10.55 million shares.
  • Zephirin Group issued sell rating.
  • Wolfe Research gave peer perform rating.
13
Bullish +65

Eventide Asset Management LLC Invests $1.86 Million in Halliburton Company $HAL - MarketBeat

AI-generated analysis

Eventide Asset Management LLC established a new position in Halliburton (NYSE: HAL) during the fourth quarter, purchasing 65,344 shares valued at approximately $1.86 million. This move aligns with broader institutional accumulation, as hedge funds and other major investors collectively hold about 85.23% of the company's...

Bullish Signals

  • Eventide Asset Management invested $1.86 million in Halliburton.
  • Capital Research Global Investors increased stakes by over 20%.
  • Citigroup raised price target to $52 and TD Cowen to $48.
  • Q1 earnings beat with $0.55 EPS vs $0.50 consensus.
  • Healthy balance sheet: current ratio 2.08, debt-to-equity 0.65.

Bearish Signals

  • Insiders sold 391,932 shares worth $15.99M in 90 days.
  • Q1 revenue dropped 0.3% year over year.
14
Bullish +65

Halliburton (HAL) Stock After 74.7% One Year Surge Is There Still Value? - simplywall.st

AI-generated analysis

Halliburton (HAL) stock has surged 74.7% over the past year, trading around $39.60 with a recent weekly gain of 1.1% but a monthly decline of 5.2%. The article analyzes whether this significant price appreciation leaves value on the table or if the opportunity is already...

Bullish Signals

  • Free cash flow expected to reach $2.76 billion by 2030.
  • P/E ratio of 21.48x is lower than industry average of 28.24x.
  • Fair value of $43.68 per share indicates a 9.3% discount.
  • Technology adoption supports margin expansion and recurring revenue growth.
  • Excellent balance sheet ensures financial stability for future operations.

Bearish Signals

  • Fair value $28.17 implies ~40.6% overvaluation under risks.
  • Potential annual revenue decline of 0.34% due to decarbonization.
  • Regulation risks could weigh on long-run project pipelines.
  • Competition and pricing pressure cause earnings volatility.
15
Bullish +60

Halliburton and SLB Are 2 Energy Stocks Riding the Oilfield Recovery. 1 ...

AI-generated analysis

Halliburton (HAL) is benefiting from the post-disruption oilfield recovery, with its stock climbing 13% year-to-date as operations restart globally. The company operates two main segments: Completion and Production, which saw revenue rise 6% sequentially to $3.2 billion in Q2, and Drilling and Evaluation, where revenue...

Bullish Signals

  • Stock climbed 13% YTD as oilfield recovery gains momentum.
  • Q2 revenue reached $5.7B, up 6% sequentially.
  • Drilling revenue rose 5% to $2.5B in Q2.
  • Added 30 rigs to U.S. land market.
  • Secured major Saudi Aramco contract for 285 wells.

Bearish Signals

  • Operating income for drilling dropped 4% to $338M.
  • Seven of 25 analyst ratings are Hold.
16
Slightly Bearish -20

Halliburton (HAL) Q3 Earnings Preview: What You Should Know Beyond the Headline Estimates

Earnings report AI-generated analysis

Wall Street analysts forecast Halliburton (HAL) to report Q3 earnings of $0.58 per share, matching the year-ago quarter, with revenues estimated at $5.59 billion, a slight 0.1% decline from the prior period. Consensus EPS estimates have been revised downward by 0.6% over the past month,...

Bullish Signals

  • Drilling/Evaluation revenue forecast to grow 1.5% YoY to $2.41B.
  • Completion/Production income expected to increase slightly to $515.78M.
  • Latin America revenue projected to expand 6.8% YoY to $1.06B.
  • Europe/Africa/CIS revenue anticipated to rise 11.6% YoY to $924.18M.

Bearish Signals

  • Total revenue estimated to decline 0.1% vs prior quarter.
17
Bullish +65

Is Halliburton (HAL) Undervalued On BP Brazil Contract And Crude Supply Risks? - simplywall.st

AI-generated analysis

Halliburton (HAL) has gained investor attention following the announcement of a new integrated services contract with BP in Brazil, alongside ongoing discussions regarding Venezuelan crude arrangements. The stock recently rallied, posting a 27.13% year-to-date return and a 77.82% one-year total shareholder return, driven by tightening...

Bullish Signals

  • Halliburton recently secured a new integrated services contract with BP in Brazil, signaling strong international demand for its capabilities.
  • The company is successfully diversifying its revenue base by growing faster in emerging regions like Latin America, Africa, and the Middle East.
  • Investors are reacting positively to tightening global crude supply risks, driving a 27.13% year-to-date share price return.
  • Analyst fair value estimates of $43.20 suggest the current stock price offers an undervaluation opportunity relative to fundamentals.

Bearish Signals

  • Accelerating global decarbonization efforts present a risk that could negatively impact long-term oil demand and company activity.
  • Rising cost inflation across the oilfield services sector threatens to pressure Halliburton's pricing power and profit margins.
18
Somewhat Bullish +45

Halliburton (NYSE:HAL) Stock Rating Lowered by Wall Street Zen

AI-generated analysis

Halliburton (NYSE:HAL) received a rating downgrade from 'buy' to 'hold' by Wall Street Zen, though other analysts maintain bullish or neutral stances with target prices ranging from $31.00 to $50.00. The consensus rating remains 'Moderate Buy' with an average price target of $43.14 based on...

Bullish Signals

  • EPS of $0.55 beat consensus estimate of $0.54.
  • Revenue grew 3.7% YoY to reach $5.71 billion.
  • Institutional investors increased stakes in the fourth quarter.
  • Rothschild & Co raised target price to $49.00.
  • Capital One upgraded target price to $50.00.

Bearish Signals

  • Wall Street Zen downgraded stock from buy to hold.
  • Insiders sold over $9 million in shares.
19
Somewhat Bullish +45

Candriam S.C.A. Has $2.66 Million Stock Position in Halliburton Company ...

AI-generated analysis

Candriam S.C.A. significantly increased its position in Halliburton Company (NYSE:HAL) by 752.8% in the first quarter, purchasing an additional 60,185 shares to hold a total of 68,180 shares valued at approximately $2.66 million. Several other institutional investors also modified their stakes, with Nvest Wealth Strategies,...

Bullish Signals

  • Candriam S.C.A. increased stake by 752.8% in Q1.
  • Halliburton beat EPS estimates with $0.55 vs $0.50.
  • Revenue exceeded forecasts at $5.40 billion vs $5.37B.
  • Net margin of 6.95% and ROE of 19.04% reported.
  • Multiple institutional investors initiated new positions in stock.

Bearish Signals

  • Insiders sold 258,255 shares worth $10.55 million.
  • CFO Eric Carre reduced stake by 14.30%.
  • VP Timothy Mckeon decreased holdings by 10.60%.
  • Quarterly revenue declined slightly by 0.3%.
20
Somewhat Bullish +45

Halliburton (HAL) Stock Could Be 20.5% Undervalued After The Iran Oil Price Shock - simplywall.st

AI-generated analysis

Halliburton (HAL) shares recently declined approximately 15.19% over the last 30 days following an interim agreement between the U.S. and Iran that waived sanctions on Tehran's oil exports and reopened the Strait of Hormuz. This geopolitical development caused a sharp drop in oil prices, leading...

Bullish Signals

  • Shares trade at a calculated intrinsic discount of 20.5%.
  • Global energy demand growth supports long-term revenue tailwinds.
  • Strong momentum with a 1-year total shareholder return of 73.26%.
  • Analysts project steady top-line expansion and rising margins.

Bearish Signals

  • Oil price drop due to Iran agreement headlines.
  • Stock fell 15.19% in last 30 days.
  • Tighter decarbonization rules may reduce future demand.