Liberty Energy Inc.
JPMorgan released its October stock picks, adding American Express (AXP), Thermo Fisher Scientific (TMO), and Liberty Energy (LBRT) to its 'overweight' list. AXP is seen as a value play despite a 18% YTD decline, while TMO and LBRT are growth picks due to strong sector trends. The bank advises diversification across sectors for Q4.
Bank of America Securities reaffirmed a Buy rating on Liberty Energy (LBRT) with a $28.00 price target. Citi also gave a Buy rating, while Scotiabank initiated coverage with a Hold. LBRT reported Q2 revenue of $1.19B and net profit of $43.12M, down from last year's $1.04B and $71.02M. Insider sentiment is positive, with recent purchases by directors.
UBS reduced its price target for Liberty Energy (NYSE:LBRT) to $31 from $35, citing lower Q3 2026 EBITDA estimates of $143M vs. consensus $156M. The stock is down 35.5% over six months. UBS maintains a Buy rating, forecasting $640M EBITDA in 2027. Liberty Energy's Q2 2026 earnings beat estimates, but capital spending and power business challenges raised concerns.
Over the past 7 days, AlphAI's AI scored 4 news stories mentioning LBRT (Liberty Energy Inc.). Coverage has skewed bullish: 4 bullish, 0 neutral, and 0 bearish.
Recent LBRT coverage spans financial news, corporate actions and market movers.
In the last 30 days, LBRT insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($127K). The most active reporter was Stock Michael, Chief Financial Officer, with 2 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Positive outlook based on expected long‑term demand for distributed generation.
Analyst reaffirmation and insider buying suggest positive sentiment.
Analyst downgrade may trigger sell pressure.
Overweight rating may boost the stock.
Target price may attract buyers.
AlphAI scores every news story that mentions LBRT with an AI model for sentiment and relevance, and aggregates insider trades from Liberty Energy Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
JPMorgan released its October stock picks, adding American Express (AXP), Thermo Fisher Scientific (TMO), and Liberty Energy (LBRT) to its 'overweight' list. AXP is seen as a value play despite a 18% YTD decline, while TMO and LBRT are growth picks due to strong sector trends. The bank advises diversification across sectors for Q4.
2 min readBank of America Securities reaffirmed a Buy rating on Liberty Energy (LBRT) with a $28.00 price target. Citi also gave a Buy rating, while Scotiabank initiated coverage with a Hold. LBRT reported Q2 revenue of $1.19B and net profit of $43.12M, down from last year's $1.04B and $71.02M. Insider sentiment is positive, with recent purchases by directors.
2 min readUBS reduced its price target for Liberty Energy (NYSE:LBRT) to $31 from $35, citing lower Q3 2026 EBITDA estimates of $143M vs. consensus $156M. The stock is down 35.5% over six months. UBS maintains a Buy rating, forecasting $640M EBITDA in 2027. Liberty Energy's Q2 2026 earnings beat estimates, but capital spending and power business challenges raised concerns.
2 min readJPMorgan reiterates Apple as overweight, citing healthy iPhone lead times. KeyBanc upgrades First Solar to sector weight. Raymond James upgrades Park Hotels to strong buy. JPMorgan lowers Tesla's price target to $415. Jones Trading initiates CoreWeave as buy. Jefferies downgrades Roblox to underperform. Deutsche Bank upgrades Royal Caribbean to buy. Wells Fargo upgrades Sweetgreen to overweight. Baird raises Micron's price target to $1,520. Bank of America initiates IonQ as buy.
3 min readWall Street analysts issued updates on several companies. First Solar (FSLR) was upgraded to Sector Weight at KeyBanc. Liberty Energy (LBRT) was upgraded to Overweight with a $27 target at Barclays. PepsiCo (PEP) was downgraded to Hold with a $138 target at Deutsche Bank. Roblox (RBLX) was downgraded to Underperform with a $38 target at Jefferies.
2 min readLiberty Energy Inc. (LBRT) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01 Entry into a Material Definitive Agreement. Supply Contract for Power Generation Equipment On February 13, 2026, the Purchaser and NES-WES entered into the NES-WES Contract for the purchase of power generation equipment, including engines and certain balance of plant eq
2 min readShares of Liberty Energy, Green Plains, Murphy Oil, Patterson-UTI, and Texas Pacific Land rose after crude oil prices climbed due to strikes on Saudi energy facilities. Brent crude futures rose $1.00 to over $98.00 a barrel, and WTI crude futures increased over $2.00 to $93.65 a barrel, according to Reuters. Higher oil prices benefit oil and gas producers by expanding profit margins and boosting cash flow.
2 min readTamboran Resources (NYSE: TBN) began gas commissioning at its Shenandoah South development, targeting first sales to the Northern Territory Government. The Sturt Plateau Compression Facility, a joint venture, is on schedule and within budget. Tamboran also plans to extend its partnership with Liberty Energy (NYSE: LBRT) for up to five years for hydraulic fracture stimulation services.
2 min readLiberty Energy Inc. (LBRT) reported that its CFO, Michael Stock, sold 6,666 shares of Class A Common Stock on 2026-09-01 at a weighted average price of $19.84 per share, totaling $132K. The sale was part of a Rule 10b5-1 trading plan adopted in February 2026. Stock now holds 760,379 shares directly.
1 min readLiberty Energy (LBRT) reported that officer Michael Stock filed a notice to sell 6,666 shares of common stock under Rule 144. The shares are tied to equity compensation awards granted in 2020, 2021, and 2024. The company has 163,191,416 common shares outstanding.
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