Halliburton Investment Narrative Recap <\/p>\n
To own Halliburton, you generally need to believe its international and technology-focused services can offset long term headwinds from decarbonization and North American cyclicality. The new Vaca Muerta digital deal and Greenland Energy contract support that tech-led, international tilt, but they do not fundamentally change the near term catalyst around execution in international projects or the key risk that long run fossil fuel demand and upstream spending could prove structurally weaker than expected.<\/p>\n
The multi-year digital transformation agreement with Pampa Energ\u00eda in Vaca Muerta looks most relevant here, because it reinforces Halliburton\u2019s push into higher value software, automation, and integrated services outside North America. That direction sits alongside recent wins in Suriname and with YPF, and may become more important if domestic drilling softness persists and investors place a higher premium on recurring, tech-enabled revenue tied to complex international developments.<\/p>\n
Yet, in contrast to the growth story, investors should also be aware that Halliburton\u2019s heavy reliance on oil and gas capital spending leaves it exposed if…<\/p>\n
Read the full narrative on Halliburton (it’s free!)<\/a><\/p>\n Halliburton’s narrative projects $24.7 billion revenue and $2.6 billion earnings by 2029. This requires 3.6% yearly revenue growth and about a $1.1 billion earnings increase from $1.5 billion today.<\/p>\n Uncover how Halliburton’s forecasts yield a $43.68 fair value<\/a>, a 10% upside to its current price.<\/p>\n Exploring Other Perspectives While the consensus narrative around Halliburton\u2019s digital contracts is fairly measured, the most optimistic analysts were already assuming revenue could reach about US$25.8 billion and earnings US$2.9 billion by 2029, so you should recognize that their view of technology driven international growth is much more aggressive and may shift again as these new deals are absorbed into fresh forecasts.<\/p>\n Explore 6 other fair value estimates on Halliburton<\/a> – why the stock might be worth as much as 65% more than the current price!<\/p>\n Reach Your Own Conclusion <\/p>\n Don’t just follow the ticker – dig into the data and build a conviction that’s truly your own.<\/p>\n Want Some Alternatives? <\/p>\n The market won’t wait. These fast-moving stocks are hot now. Grab the list before they run:<\/p>\n 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.<\/p>\n Companies discussed in this article include HAL<\/a>.<\/p>\n Have feedback on this article? Concerned about the content? Get in touch<\/a> with us directly. Alternatively, email editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Recently, Pampa Energ\u00eda announced a multi-year agreement with Halliburton to drive digital transformation in its Vaca Muerta shale…\n","protected":false},"author":2,"featured_media":104390,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[5],"tags":[11067,53230,57,37860,53229,8505,2632,53228],"class_list":["post-104389","post","type-post","status-publish","format-standard","has-post-thumbnail","category-greenland","tag-digital-transformation","tag-drilling-services","tag-greenland","tag-halliburton","tag-integrated-services","tag-international-growth","tag-revenue-growth","tag-vaca-muerta"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@dk\/116724986466449279","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/posts\/104389","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/comments?post=104389"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/posts\/104389\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/media\/104390"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/media?parent=104389"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/categories?post=104389"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/tags?post=104389"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"HAL](\"https:\/\/www.europesays.com\/dk\/wp-content\/uploads\/2026\/06\/b50030e423d36c463eb705c5618b4637.png\")
<\/a> HAL 1-Year Stock Price Chart <\/p>\n