Professional
Added to YB: 2026-03-18
Pitch date: 2026-02-01
LBRT [bullish]
Liberty Energy Inc.
+27.15%
current return
Author Info
No bio for this author
Company Info
Liberty Energy Inc.,an integrated energy services and technology company, provides hydraulic fracturing services and related technologies onshore oil, natural gas, and enhanced geothermal exploration and production companies in North America.
Market Cap
$4.9B
Pitch Price
$24.49
Price Target
N/A
Dividend
1.19%
EV/EBITDA
8.48
P/E
33.96
EV/Sales
1.37
Sector
Energy Equipment and Services
Category
value
Signia Small Cap Value Strategy New Position: Liberty Energy Inc.
LBRT (new position): Largest US completion services provider to onshore oil/gas/geothermal. Bought at $10-11, 3x EV/EBITDA, below book value. Market assigns zero value to Liberty Power Innovations segment scaling from 130MW to 500MW by end 2026, targeting 1,000MW by end 2027. Mgmt navigating cyclical lows in core biz while pursuing sizable growth in power gen/storage. Compelling at distressed valuation with major catalyst ahead.
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