Why Liberty Energy (LBRT) Is Up 7.0% After Dividend Hike, Buyback Completion, and Board Appointment

• In October 2025, Liberty Energy Inc. announced a $0.09 per share dividend increase, reported third quarter sales of US$947.4 million with reduced net income, completed a buyback plan covering over 17% of shares initiated in 2022, and appointed Alice Yake to its Board of Directors.
• Liberty Energy’s transition into power generation and data center infrastructure marks a significant shift from its traditional oilfield services, signaling a growing focus on energy diversification and grid solutions.
• Let's explore how Liberty Energy’s pivot to power and data center investments could influence its broader investment narrative.

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Liberty Energy Investment Narrative Recap

To own Liberty Energy stock today, investors need to believe in the company’s successful transition from oilfield services to power generation and data center infrastructure, capitalizing on future energy and technology demand. The recent Q3 results, showing lower sales and earnings, do not materially change the fact that the most important near-term catalyst remains Liberty’s ability to secure high-value contracts in power, while the biggest risk is prolonged weakness in oilfield services revenue before new investments generate returns.

Among the latest announcements, the completion of Liberty’s share buyback program, covering over 17% of shares since 2022, stands out. This move returns capital to shareholders, even as earnings face headwinds, reflecting management’s confidence during a period when the timing of revenue from new power projects is still uncertain.

However, investors should also be aware that timing mismatches between the oilfield services slowdown and cash flows from power investments could mean...

Read the full narrative on Liberty Energy (it's free!)

Liberty Energy's outlook anticipates $4.3 billion in revenue and $41.3 million in earnings by 2028. This scenario assumes annual revenue growth of 1.8% and a decline in earnings of $175.5 million from the current $216.8 million.

Uncover how Liberty Energy's forecasts yield a $14.15 fair value, a 14% downside to its current price.

Exploring Other Perspectives

Six community members at Simply Wall St estimated Liberty Energy’s fair value from US$10 to US$19.02 per share. As opinions vary widely, remember that large-scale shifts to power generation may involve revenue gaps before new projects provide meaningful results.

Explore 6 other fair value estimates on Liberty Energy - why the stock might be worth as much as 16% more than the current price!

Build Your Own Liberty Energy Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Liberty Energy research is our analysis highlighting 1 key reward and 4 important warning signs that could impact your investment decision.
• Our free Liberty Energy research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Liberty Energy's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.