Liberty Energy stock gains 6.22 percent with USD 1.3 billion power deals

Published on 09/25/2026 at 15:39 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Liberty Energy stock posted USD 1.19 billion in Q2 2026 revenue, up 14 percent year over year, with adjusted EBITDA at USD 151 million. UBS cut its target from USD 40 to USD 35 on September 14, 2026.

LBRT, US53059E1055, Illustration mit AI erstellt.

Liberty Energy (ISIN US53059E1055) stock was trading at USD 19.38 on the NYSE on September 25, 2026, at 9:38 a.m. ET, up 6.22 percent from the previous close. The company is expanding beyond oilfield services as distributed power equipment contracts reached USD 1.3 billion as of June 30, 2026.

Power contracts reach USD 1.3 billion

According to Stock Titan, Liberty's September 18, 2026 filing detailed a USD 493.2 million power-generation equipment contract. The filing put remaining distributed-power commitments at USD 1.1 billion, with delivery, testing and takeover milestones scheduled for 2028 and 2029.

Liberty's investor-relations page describes the company as a North American completion-services provider and identifies distributed power and energy storage as additional business areas, including applications for data centers, energy and mining. The power contracts therefore add a capital-intensive growth avenue alongside hydraulic fracturing and wireline services.

Revenue rises while EBITDA falls

For Q2 2026, revenue reached USD 1.19 billion, up 14 percent from the prior year, while adjusted EBITDA was USD 151 million, down from USD 181 million a year earlier. Stock Titan reported net income of USD 43 million and diluted earnings per share of USD 0.26 for the quarter.

The comparison matters because the 14 percent revenue increase did not translate into comparable adjusted EBITDA growth. The same filing cited improving frac markets and long-term power demand from data centers, while commodity-price volatility and geopolitical uncertainty remain operating variables.

UBS target stands at USD 35

According to Moomoo on September 14, 2026, UBS kept a Buy rating but cut its Liberty Energy target from USD 40 to USD 35. MarketBeat reported a consensus Moderate Buy rating from 13 brokerages and an average 12-month target of USD 29.55.

Stock remains below yearly high

At USD 19.38 on September 25, 2026, Liberty Energy stock stood 43.79 percent below its 52-week high of USD 34.48 and 68.23 percent above its 52-week low of USD 11.52. The session volume was 109,705 shares, versus an average volume of 4,328,641 shares.