SLB N.V. (SLB) Faced Headwinds from a Challenging Macro-Economic Environment

3 days ago 2

Soumya Eswaran

Thu, November 13, 2025 astatine 6:24 AM CST 3 min read

Ariel Investments, an concern absorption company, released its “Ariel Focus Fund” third-quarter capitalist letter. A transcript of the missive tin beryllium downloaded here. US equities accrued importantly successful the 3rd quarter, driven by the Federal Reserve’s archetypal complaint cut, beardown firm net growth, and broadening marketplace participation. In this environment, the money accrued by 20.76%, outperforming the 5.33% summation for the Russell 1000 Value Index and the 8.12% instrumentality for the S&P 500 Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Ariel Focus Fund highlighted stocks specified arsenic SLB N.V. (NYSE:SLB). Headquartered successful Houston, Texas, SLB N.V. (NYSE:SLB) is simply a starring supplier of exertion solutions for the vigor industry. The one-month instrumentality of SLB N.V. (NYSE:SLB) was 9.57%, and its shares mislaid 16.99% of their worth implicit the past 52 weeks. On November 12, 2025, SLB N.V. (NYSE:SLB) banal closed astatine $36.07 per share, with a marketplace capitalization of $53.886 billion.

Ariel Focus Fund stated the pursuing regarding SLB N.V. (NYSE:SLB) successful its 3rd 4th 2025 capitalist letter:

"Lastly, SLB N.V. (NYSE:SLB) traded little during the quarter, pressured by a challenging macroeconomic environment. OPEC+ proviso increases and heightened geopolitical uncertainty weighed connected lipid prices, dampening upstream concern activity. Revenue softness and borderline unit successful the Reservoir Performance and Well Construction segments impacted results, contempt coagulated contributions from Digital and Production Systems services. Looking ahead, we spot medium-term tailwinds arsenic nationalist lipid companies accelerate concern successful long-cycle projects to offset expected accumulation declines. With unmatched scale, wide method capabilities, and beardown vulnerability to resilient planetary markets, we judge SLB remains the best-positioned oilfield services supplier to conscionable rising planetary vigor demand."

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SLB N.V. (NYSE:SLB) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 63 hedge money portfolios held SLB N.V. (NYSE:SLB) astatine the extremity of the 2nd quarter, compared to 68 successful the erstwhile quarter. While we admit the imaginable of SLB N.V. (NYSE:SLB) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.