Big up in broken oil reserves News ad

The headings from the trip of President Trump in the Middle East concluded transactions concluded by many leading technological companies. Nevertheless, investors must note that the US delegation included executive directors of three oil companies (General Directors). Their The shares were beaten this year.

Bear feelings increased this season of income, caused by pessimistic views based on the uncertainty of tariffs, geopolitical uncertainty and volatility of the market.

However, the biggest obstacle is the price of oil. Rude Oil prices in the range of $ 60 Refusal of oil companies in drilling, which is damaged by oil companies. Recent news that the OPEC+ nation will increase production also estimates oil prices.

This leaves investors with a binary choice. Do they avoid energy reserves and seek growth in other sectors? This is, of course, an option. However, opposite investors can believe it Raw oil prices will probably rise Since the United States begin to transform in land production capacities in key sectors.

Nevertheless, oil prices do not need an increase in demand to grow. No less actual catalyst can be if oil falls to about $ 55. This will probably force large oil companies to reduce production even in areas such as the Perm basin, ultimately increasing the price of oil.

This will mean that now is the time to look at three oil companies that act as elections and shovels for oil and gas markets.

If Oil price takes offThese names will be one of the first to rise above.

The feeling of bull analyst is a key reason for buying Baker Hughes

Baker Hughes Ko. NASDAQ: BKR Shares decreased by 8.7% in 2025. However, this comes out of its strong results in 2023 and 2024, which was limited to a five -year race in which the BKR shares brought total profit more than 200% for investors.

In its last quarter, the company provided a record adjusted EBITDA, and, despite the macroeconomic uncertainty, retained its management throughout the year, expecting it to continue to improve its margin due to operational efficiency. The company’s forecasts suggest that the price of oil will remain at current levels.

This is probably a reasonable move, but Analysts believe that oil will advance aboveField a Consensus moderate purchase The rating among analysts is the target price of $ 49.11, which will be 31.5%.

Some analysts reduced their prices after a cautious report on the company’s income. Nevertheless, even a smaller ceiling on shares is supplied with a dividend that the company strives for growth and Currently gives 2.46%.

New contracts expand the international presence of Halliburton

The case for Halliburton Co. NYSE: Hal It looks like Baker Hughes. The company introduced a solid income report, institutions continue to buy shares, and Halliburton uses operational efficiency to strengthen the foundations. On the other hand, analysts Reduced target prices with The company announced income.

However, the case for Halliburton may not depend on the prospect of the United States. In its last quarter, the company brought about 51% of its income from international operations. The company also announced three significant New contracts With Shell PLC NYSE: walked This will add to its growth in the following quarters.

Another reason why investors may want to buy a weakness of the HAL shares is the ratio of the company’s price and profit (P/E). Its current P/E coefficients are below the average sector, and are also significant discounts at its historical levels. Add to Safe dividend yield 3.32%And investors have good reasons for passing a cycle of raw oil prices with a proven winner in this space.

SLB size and scale can be too convincing to ignore

Market capitalization of more than 46 billion dollars at the time of writing this article, SLB NYSE: SLBPreviously known as Schlumberger, is one of the largest companies in this sector. This did not save him from the general weakness of the sector. SLB shares decreased by 9%The field but fair, the shares managed to get a small amount before the April tariff ads brought the entire sector below.

Looking at the coefficient P/E of the company, SLB looks pretty valuable Compared to the average sector, but with a discount to its historical average values.

This is probably due to the prospects of income and income. It is expected that both will be negative unambiguous levels over the next 12 months, which is much lower than their historical average.

This is why analysts reduce their SLB shares pricesNevertheless, the consensus price of $ 52.44 exceeds 50% higher than the closing price of May 20, 2025. This gives him the highest potential among three shares on this list. Add to 3.3 % dividend yieldAnd investors have good reason to buy the cyclic weakness of this leader of the sector.

Before considering Shell, you will want to hear it.

Marketbeat monitors the highest and most effective analysts with the most effective Wall Street analysts and promotions that they recommend to their customers daily. Marketbeat has identified five shares that leading analysts quietly whisper to their clients to buy now before the wider market wins … and Shell was not on the list.

While Shell currently has a purchase rating among analysts, analysts with the highest rating believe that these five promotions are better buying.

View five shares here

Like this article? Share this with a colleague.

The link is copied to the exchange buffer.