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Liberty Energy Inc - Class A

NEW
NYSE:LBRT (USA)   Class A
$ 19.71 +0.69 (+3.63%) 10:08 PM EST
26.64
P/B:
1.64
Market Cap:
$ 3.22B
Enterprise V:
$ 4.27B
Volume:
4.42M
Avg Vol (2M):
4.48M
Trade In:
Volume:
4.42M
Avg Vol (2M):
4.48M

LBRT Number of Guru Trades

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LBRT Volume of Guru Trades

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Gurus Latest Trades with NYSE:LBRT

No Available Data

NYSE:LBRT is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
Jefferies Group
2026-06-30
94,610
0.060
0.02%
Add 12.94%
Arnold Van Den Berg
2026-06-30
38,016
0.020
0.21%
Reduce -0.33%
Total 2

Liberty Energy Inc Insider Transactions

No Available Data

Guru Commentaries on NYSE:LBRT

2026 Q1
What the manager wrote

Liberty Energy Inc. is leveraging its oilfield service expertise to offer modular, turnkey behind-the-meter power solutions for data centers. This innovative approach positions the company well within the growing energy sector, particularly as demand for efficient power solutions increases. The focus on data centers aligns with broader trends in energy consumption and technological advancement, suggesting a strong growth trajectory for Liberty Energy.

2025 Q3
What the manager wrote

Liberty Energy is well-positioned to capitalize on the current power crunch in the US due to its ability to bypass long lead times for gas-powered generation engines. With established supplier relationships, Liberty has secured early access to critical equipment, allowing it to rapidly scale its backlog and procurement of generation assets. The company utilizes proven reciprocating gas engine technology, which is reliable and cost-effective to operate. Its model leverages the flexibility of US fracking supply, enabling quicker responses compared to large-scale utility projects. We believe the market has not yet fully recognized Liberty's strategic advantage in addressing the surging demand for power generation.

2025 Q2
What the manager wrote

Liberty Energy Inc (LBRT) shares fell during the quarter alongside oil prices and rig count. Concerns around oversupply, weak demand, and geopolitical risk continue to keep investor sentiment muted despite a more favorable political environment for energy companies. The company is facing significant headwinds that have impacted its performance, and while the political landscape may improve, the underlying issues affecting demand and pricing in the energy sector remain a concern.

2025 Q2
What the manager wrote

Liberty Energy is facing challenges due to a decline in oil prices, which is causing a pullback in E&P drilling and completion activities. This situation is expected to negatively impact utilization and pricing in the second half of 2025. The overall sentiment around the company reflects concerns about its operational performance in the current market environment, indicating a bearish outlook for its near-term prospects.

News about NYSE:LBRT

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