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Upturn AI Summary - About
Liberty Energy Inc.(LBRT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for LBRT
10/16/2026: LBRT (1-star) is currently NOT-A-BUY. Pass it for now.
Liberty Energy is a leading North American provider of hydraulic fracturing services, focused on delivering advanced pressure pumping solutions to the oil and gas industry. The company is known for its high-efficiency equipment, including its proprietary electric frac fleet, which helps customers improve operational productivity and reduce emissions. While the business is a major player in the shale market, its performance is closely tied to the cyclical nature of energy commodity prices and E&P spending. Investors should be aware of the inherent volatility and capital intensity of this sector. The stock may appeal to those looking for cyclical exposure, with monitorable developments including the industry's adoption of electric technology and broader US drilling activity levels.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The growth potential is tied to technological shifts like electric fleets rather than rapid secular expansion of the industry. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may favor the stock during periods of rising oil prices and increased activity in US shale basins. |
| Value investor | Mixed fit | While the company often trades at reasonable multiples, the cyclical nature of the business requires careful entry timing. |
| Dividend investor | Mixed fit | Dividends are present but may fluctuate based on cash flow availability in a cyclical industry. |
| Low-risk investor | Weak fit | The high exposure to energy price volatility makes this stock inherently volatile for conservative portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Revenue and margins are highly sensitive to fluctuations in global crude oil and natural gas prices. |
| Valuation risk | Medium | Market sentiment toward energy cyclicals can lead to rapid adjustments in valuation multiples. |
| Competition risk | Medium / high | Strong players like Halliburton and SLB exert constant pressure on pricing and service technology innovation. |
| Business quality | Medium | The company operates in a capital-intensive, cyclical segment that requires constant asset maintenance. |
| Dividend income | Medium | Dividends are sustainable but can be variable based on the cyclical profitability of the sector. |
| Execution risk | Medium | Successful integration of new technologies like digiFrac is essential for maintaining a competitive edge. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 13.33% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/16/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.71B USD | Price to earnings Ratio 22.43 | 1Y Target Price 28.46 |
Price to earnings Ratio 22.43 | 1Y Target Price 28.46 | ||
Volume (30-day avg) 3.9M shares | Beta 0.72 | 52 Weeks Range 14.54 - 34.23 | Updated Date 10/16/2026 |
52 Weeks Range 14.54 - 34.23 | Updated Date 10/16/2026 | ||
Dividends yield (FY) 2.10% | Basic EPS (TTM) 0.74 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Pressure Pumping | Hydraulic fracturing, wireline, and pump-down services for oil and gas wells. | The company makes the most money by performing the actual stimulation services that allow oil and gas to flow from underground formations. |
| Technology & Equipment | Electric fracturing fleets and proprietary digital optimization software. | Developing specialized, higher-margin equipment like electric fleets is key to winning modern, environmentally conscious contracts. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-21 | When After Market | Estimate 0.1 | Actual - |
Profitability
Profit Margin 2.92% | Operating Margin (TTM) 1.62% |
Management Effectiveness
Return on Assets (TTM) 0.93% | Return on Equity (TTM) 6.12% |
Valuation
Trailing PE 22.43 | Forward PE 29.5 | Enterprise Value 4.04B | Price to Sales(TTM) 0.65 |
Enterprise Value 4.04B | Price to Sales(TTM) 0.65 | ||
Enterprise Value to Revenue 0.96 | Enterprise Value to EBITDA 6.13 | Shares Outstanding 163.19M | Shares Floating 160.18M |
Shares Outstanding 163.19M | Shares Floating 160.18M | ||
Percent Insiders 1.99 | Percent Institutions 113.3 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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