Halliburton Company (HAL)

Nov 3, 2026

Halliburton has announced the acquisition of Keystone AS, a Norway-based software company specializing in digital solutions for well planning and execution. This acquisition will strengthen Halliburton Landmark’s drilling and completion portfolio by integrating an AI-native digital workflow that connects planning through rig execution. The move aims to enhance collaboration, efficiency, and optimization in well construction for customers by leveraging data, science, and AI.

Nov 3, 2026

Soltis Investment Advisors LLC significantly reduced its stake in Halliburton Company by 83% in the third quarter, selling 55,142 shares and retaining 11,269 shares. Despite this, institutional investors and hedge funds still collectively own 85.23% of Halliburton. The company has outperformed quarterly expectations and maintains a "Moderate Buy" rating from analysts with a consensus target price of $43.86.

Nov 3, 2026

Park Avenue Securities LLC reduced its stake in Halliburton Company by 45.8% in the third quarter, selling 31,240 shares but still retaining 37,000 shares valued at approximately $1.18 million. Despite this reduction, institutional investors collectively own a significant 85.23% of the company. Halliburton maintains a "Moderate Buy" consensus rating from analysts with an average price target of $43.86, and recently exceeded quarterly earnings expectations with $0.60 EPS and $5.70 billion in revenue, while also upholding a $0.17 per share quarterly dividend.

Nov 2, 2026

Halliburton has acquired Keystone AS, a Norway-based software company specializing in digital solutions for well planning and execution. This acquisition strengthens Halliburton Landmark’s drilling and completion portfolio by integrating AI-native digital workflows from planning to rig execution. Keystone's applications, including SmartHUB, OPEN, and RMS, will extend Halliburton Landmark’s well-delivery ecosystem, connecting office-based planning with real-time rig operations.

Nov 2, 2026

Halliburton reported a significant increase in net income for the first nine months of 2026, more than doubling to $1.412 billion from $694 million in the same period of 2025. Despite this, the company's cash flow from operating activities declined by 16.8 percent, although this was partly offset by a 24.4 percent decrease in capital expenditures. Free cash flow saw a slight decrease of 3.6 percent, settling at $947 million.

Oct 29, 2026

Core Laboratories Inc. (NYSE:CLB) has declared a quarterly dividend of $0.01 per share, to be paid on November 30 to shareholders of record on November 9. This represents an annualized dividend of $0.04, offering a 0.4% yield, and is well-covered by earnings with a payout ratio of 4.7%. The company recently reported quarterly EPS of $0.16, matching estimates, and revenue of $132.08 million, which slightly exceeded expectations despite a slight year-over-year decline.

Oct 29, 2026

SLB and Viridien are commencing large-scale ocean-bottom node (OBN) seismic programs offshore Egypt in the Eastern Mediterranean and Gulf of Suez. These surveys aim to acquire high-resolution subsurface data to identify new natural gas exploration targets and improve drilling success rates. The projects, in partnership with EGAS, EGPC, GUPCO, and Dragon Oil, involve extensive coverage areas, including a 1,035-sq-km survey in the Gulf of Suez, which is the largest OBN survey of its kind in the region.

Oct 28, 2026

NOV, Inc. reported third-quarter 2026 revenues of $2.23 billion, a 4% sequential increase and 2% year-over-year increase, with a net income of $90 million and adjusted EBITDA of $281 million. The company is focused on improving profitability and capitalizing on growth opportunities, particularly in offshore and international unconventional markets. Management is confident in achieving $1.5 billion in annual EBITDA, driven by favorable market conditions, operational improvements, and strong bookings expected in 2027.

Oct 28, 2026

Generali Asset Management SPA SGR significantly reduced its stake in TotalEnergies SE Sponsored ADR (NYSE:TTE) by 8.4%, selling 106,385 shares, though it still holds over 1.16 million shares valued at approximately $99.4 million. TotalEnergies remains a notable position within Generali's portfolio, comprising about 1.7%. Despite this sale, analyst sentiment for TotalEnergies remains largely favorable, with a consensus "Moderate Buy" rating and an average price target of $92.71.

Oct 28, 2026

DMC Global (BOOM) reported significantly improved Q3 2026 financial results, with consolidated sales up 14% year-over-year to $172.8 million and adjusted EBITDA increasing 59% to $13.6 million, excluding tariff refunds. The company highlighted strong performance in its building products and composite metals segments, driven by increased demand and resolution of supply chain issues, while also reducing net debt to its lowest level since December 2021. Management discussed strategic diversification into defense and enhanced geothermal sectors, alongside efforts to regain market share in its short-cycle architectural building products business, despite ongoing challenges in the broader construction market.

Oct 27, 2026

DMC Global reported a strong third quarter in 2026, with consolidated sales up 14% to $172.8 million and adjusted EBITDA increasing by 59% year-over-year. Growth was driven by Arcadia's increased sales in commercial framing and high-end residential, NobleClad's record petrochemical orders and defense sector contributions, and improved profitability at DynaEnergetics from cost savings and diversification into defense and geothermal. The company's net debt significantly improved, and it provided a Q4 sales forecast of $154 million to $164 million, with adjusted EBITDA between $10 million and $13 million.