Is Liberty Energy (LBRT) Undervalued On Its New SLB Data Center Power Deal?

Category: Markets

Published: 2026-07-16T11:31:03.000Z

Liberty Energy (LBRT) has secured a partnership with SLB to provide modular infrastructure and integrated power generation for new data center projects, specifically targeting AI and high-performance computing demands. Despite a recent 10% share price dip, LBRT shows a 33.10% year-to-date return and a 129.60% 1-year total shareholder return. The company is considered 25.9% undervalued with a fair value of $33.92, driven by its next-generation natural gas-powered frac solutions, though risks in North American fracturing activity are noted.

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