MarketMoodz
Halliburton Q4 EPS Seen at $0.55 as Analysts Revise Targets Ahead of Earnings
Halliburton is set to report Q4 2025 results on Jan. 21 before the market open, with consensus EPS of $0.55 and revenue of $5.41 billion, both down from a year earlier. Analysts have nudged price targets around HAL as they weigh energy capex trends and oil price dynamics shaping the near-term outlook.
Key Takeaways
- EPS consensus for Q4 2025 at $0.55, down from $0.70 year-ago
- Q4 revenue expected at $5.41 billion, down from $5.61 billion
- Stock around $32 with a broad target range of $30–$39
- Earnings date set for Jan. 21, 2026, before the market open
- Analysts' revisions reflect a cautious but constructive view on energy capex
People Involved
- Derek PodhaizerPiper Sandler Analyst
- Marc BianchiTD Cowen Analyst
- Charles MinervinoSusquehanna Analyst
- James WestEvercore ISI Analyst
- David AndersonBarclays Analyst
Entities Involved
- Halliburton Company (HAL)Oilfield services provider
- Piper SandlerBrokerage firm
- TD CowenBrokerage firm
- SusquehannaBrokerage firm
- Evercore ISIBrokerage firm
- BarclaysBrokerage firm
MarketMoodz Analysis
For investors, Halliburton’s Q4 print and the revisions color near-term energy-equity sentiment, with HAL trading in the low-to-mid $30s as a soft EPS backdrop weighs on peers and related ETFs like XLE and OIH. The mix of estimates suggests investors should focus on how oil prices and rig activity evolve through Q1 2026.
Historically, Halliburton’s earnings move with energy capex cycles and oil prices. The spread of price targets from $30 to $39 signals a cautious but constructive stance on HAL and its peers as the energy cycle shows tentative signs of recovery but remains uneven. Monitoring oil prices, project activity, and capex guidance in the next few quarters will be key to assessing whether the stock can re-rate on improved demand for services across shale and international markets.
Source: Original Article
Get AI-Powered Market Insights
Stay ahead of market-moving events with our real-time analysis and stock ratings.
Start Your Free Trial