Liberty Energy Inc. (LBRT) – What Are Brokerages Saying About This Stock?

Posted by Francis Steltz on Oct 24th, 2026

Shares of Liberty Energy Inc. (NYSE:LBRT – Get Free Report) have been assigned a consensus rating of “Moderate Buy” from the fourteen ratings firms that are currently covering the stock, MarketBeat Ratings reports. Six analysts have rated the stock with a hold rating and eight have given a buy rating to the company. The average 12-month price objective among brokers that have covered the stock in the last year is $26.71.

LBRT has been the subject of a number of analyst reports. Piper Sandler set a $27.00 price target on Liberty Energy in a report on Friday. Morgan Stanley dropped their price objective on Liberty Energy from $30.00 to $28.00 and set an “overweight” rating on the stock in a report on Wednesday, October 14th. Barclays raised Liberty Energy from an “equal weight” rating to an “overweight” rating and upped their target price for the company from $23.00 to $27.00 in a research report on Monday, September 28th. Weiss Ratings cut Liberty Energy from a “hold (c)” rating to a “hold (c-)” rating in a research note on Friday. Finally, Wall Street Zen cut Liberty Energy from a “sell” rating to a “strong sell” rating in a research note on Saturday.

Read Our Latest Stock Analysis on LBRT

More Liberty Energy News

Here are the key news stories impacting Liberty Energy this week:

Positive Sentiment: Piper Sandler initiated or reiterated a Buy rating on Liberty Energy, providing a bullish analyst signal following the company’s recent results. Liberty Energy Gets a Buy from Piper Sandler
Positive Sentiment: Liberty Energy highlighted a potential 1.2-gigawatt AI power development agreement, with the first approximately 500-megawatt energy service agreement targeted by December 2026. Phased energization could extend through the first quarter of 2029, offering longer-term diversification beyond oilfield services. Liberty Energy AI Power Agreement
Positive Sentiment: Third-quarter revenue rose 26.3% year over year to approximately $1.2 billion, supported by fleet utilization and improved pricing. Adjusted EBITDA was $142 million, and the company returned $15 million to shareholders through dividends. Liberty Energy Third-Quarter Results
Positive Sentiment: Trading activity was unusually bullish, with purchases of 4,761 call options—about 138% above typical daily volume—suggesting increased speculative interest in a rebound.
Neutral Sentiment: TD Cowen maintained a Hold rating while lowering its price target from $24 to $22. Although the target implies substantial potential upside, the reduction signals more cautious expectations. TD Cowen Liberty Energy Rating
Negative Sentiment: Adjusted EPS of $0.06 missed one analyst consensus estimate of $0.08, while higher costs constrained earnings. The company also reported a $39 million GAAP net loss, or $0.24 per diluted share, underscoring the limited profit cushion. Liberty Energy Q3 Earnings Miss

Liberty Energy Stock Up 1.4%

NYSE:LBRT traded up $0.21 on Friday, reaching $15.59. The stock had a trading volume of 6,051,510 shares, compared to its average volume of 4,655,091. The company has a current ratio of 1.30, a quick ratio of 1.75 and a debt-to-equity ratio of 0.67. The company has a 50-day moving average of $19.06 and a 200 day moving average of $24.22. The stock has a market cap of $2.54 billion, a P/E ratio of 64.95, a price-to-earnings-growth ratio of 2.78 and a beta of 0.71. Liberty Energy has a 12-month low of $14.76 and a 12-month high of $34.48.

Liberty Energy (NYSE:LBRT – Get Free Report) last announced its earnings results on Wednesday, October 21st. The company reported $0.06 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.06. Liberty Energy had a return on equity of 2.13% and a net margin of 0.91%. The business had revenue of $1.20 billion for the quarter, compared to analyst estimates of $1.19 billion. During the same period in the previous year, the company earned ($0.06) earnings per share. The company’s revenue for the quarter was up 26.3% compared to the same quarter last year. On average, research analysts predict that Liberty Energy will post 0.28 earnings per share for the current year.

Liberty Energy Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Investors of record on Friday, December 4th will be paid a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a dividend yield of 2.6%. This is a boost from Liberty Energy’s previous quarterly dividend of $0.09. The ex-dividend date is Friday, December 4th. Liberty Energy’s payout ratio is presently 166.67%.

Insider Buying and Selling at Liberty Energy

In related news, Director Arjun Murti acquired 14,053 shares of Liberty Energy stock in a transaction on Tuesday, July 28th. The shares were purchased at an average cost of $17.79 per share, for a total transaction of $250,002.87. Following the purchase, the director directly owned 41,621 shares of the company’s stock, valued at $740,437.59. The trade was a 50.98% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Michael Stock sold 3,333 shares of the firm’s stock in a transaction on Tuesday, October 6th. The stock was sold at an average price of $20.00, for a total transaction of $66,660.00. Following the transaction, the chief financial officer directly owned 753,713 shares of the company’s stock, valued at approximately $15,074,260. This represents a 0.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 16,665 shares of company stock worth $319,301 over the last ninety days. 2.00% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Liberty Energy

Large investors have recently modified their holdings of the stock. Dimensional Fund Advisors LP grew its position in shares of Liberty Energy by 4.9% during the 1st quarter. Dimensional Fund Advisors LP now owns 9,233,668 shares of the company’s stock valued at $265,931,000 after buying an additional 431,269 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in Liberty Energy by 901.2% in the first quarter. Arrowstreet Capital Limited Partnership now owns 4,431,125 shares of the company’s stock valued at $127,616,000 after acquiring an additional 3,988,535 shares during the period. Bank of New York Mellon Corp acquired a new position in Liberty Energy in the second quarter valued at approximately $61,185,000. Squarepoint Ops LLC grew its holdings in shares of Liberty Energy by 23.8% during the second quarter. Squarepoint Ops LLC now owns 1,051,488 shares of the company’s stock valued at $27,538,000 after purchasing an additional 201,839 shares during the last quarter. Finally, Sei Investments Co. grew its holdings in shares of Liberty Energy by 54.3% during the first quarter. Sei Investments Co. now owns 983,706 shares of the company’s stock valued at $28,331,000 after purchasing an additional 346,239 shares during the last quarter. Institutional investors own 98.22% of the company’s stock.

About Liberty Energy

(Get Free Report)

Liberty Energy Inc is an oilfield services company that provides completion and production services to exploration and production companies. Its primary business is hydraulic fracturing, a well-stimulation technique used to improve the flow of oil and natural gas from unconventional reservoirs.

The company also offers wireline services, well diagnostics, frac data analysis, engineering support, and related technologies designed to help customers plan, execute, and evaluate well-completion operations.