What podcasters are saying about SLB

Summary

In the past 30 days, 5 speakers on 4 finance podcasts discussed SLB in 5 views. Going by each speaker's latest call, 5 are bullish. Chorus has followed SLB since October 23, 2026.

Who talks about it most

• Larry McDonald · 1
• Bonawyn Eisen · 1
• Tim Seymour · 1
• George Noble · 1
• Stephanie Link · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Larry McDonald · The Bear Traps ReportBullish

  Schlumberger owns valuable operating data, so the data moat could let its stock double or triple over five to ten years.

  He says the winners from AI are companies that own proprietary data, which becomes the moat once commodity AI tools are free. Schlumberger has that data in oilfield operations. On that basis he says the stock could potentially double or triple over the next five to ten years. He frames it as a company that can capture AI value that the big platforms cannot.

  “Schlumberger, I think the stock could potentially double, triple the next five, ten years.”at 16:06

  Wealthion: Larry McDonald: S&P 500 Could Crash 30% Over the Next Year · October 27, 2026

• Tim Seymour · Seymour Asset ManagementBullish

  SLB has strong earnings power and is a buy despite weak stock reaction to its results.

  Seymour says he is long SLB. Its EPS and adjusted EPS came in around $2 billion, above most of the Street's expectations, even though the stock reaction was poor. SLB has begun signalling that its Middle East operations are improving. The stock is up 40% this year despite the underperformance. He also likes its technology business and says the company positions itself as a data center play, so he sees earnings power and agrees with Worth's call.

  “I do like the services. I'm long I'm long. They just had some numbers... was better than most of the street had expected. I think the stock reaction is, you know, is not great.”at 36:45

  CNBC Fast Money: Parts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26 · October 23, 2026

• Bonawyn Eisen · CNBCBullish

  SLB is more attractive as a relative-value spread trade against XLE than as an outright long.

  Eisen agrees with Worth's call on oil services. She prefers SLB as a relative-value position rather than an outright play, using a spread against XLE that can be added to or taken off. She says shorting XLE takes some bravery, but she finds the spread more compelling.

  “I'm with Carter. I think I like it on a relative value basis rather than an outright play a little bit more.”at 37:25

  CNBC Fast Money: Parts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26 · October 23, 2026

• George Noble · Noble Capital AdvisorsBullish

  Schlumberger is a strong buy; its data-center business could justify the whole market cap.

  Noble says he loves Schlumberger and owns it, and that energy as a group should do very well. He relays Robert Mullen's argument that SLB is one of the best AI plays. Mullen says the company owns a large inventory of data and has a data-center construction subsidiary worth about $3 billion. Noble adds that valuing that data-center piece on comparable multiples could be worth the whole market cap.

  “So I love Schlumberger. It's not the only stock I own, but I think energy as a group is gonna do incredibly well.”at 1:09:43

  Monetary Matters: "Coreweave's a Zero" | George Noble on Why He's Short Neoclouds, Why AI is a Shale 2.0 Bubble Headed for Debt/Depreciation Brick Wall, and Why He's "Coming For The Momentum Bros" · October 23, 2026

• Stephanie Link · Hightower AdvisorsBullish

  SLB's earnings power could be much higher once the Middle East war ends and that business recovers.

  Link says SLB reported a really good quarter, helped by consistent execution and a CEO she describes as very consistent. Margins have upside. Its Middle East business is sluggish because of the war, so if the conflict ends, the company's earnings power could be much larger than current results show.

  “And this is when the Middle East business is kinda sluggish given what's going on with the war. So just imagine if we ever get through that, what this earnings power of this company could be.”at 42:54

  CNBC Halftime Report: Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26 · October 23, 2026