Liberty Energy Inc Stock Price, News & Analysis

Tamboran Resources (NYSE: TBN, ASX: TBN) raised US$56.1 million (US$52.5 million net) by issuing 2,673,111 common shares at US$21.00 per share; underwriters exercised an option for an additional 348,666 shares on October 23, 2025.

Concurrently Tamboran entered a PIPE for expected gross proceeds of up to US$29.3 million (including US$6.6 million from Bryan Sheffield and Scott Sheffield, subject to shareholder approval) and announced a CDI Share Purchase Plan targeting up to US$30 million (A$0.162 per CDI, a 19.84% discount) to eligible retail holders from October 30 to November 20, 2025.

Proceeds will fund the Beetaloo Basin development plan, working capital and general corporate purposes; Baker Hughes committed US$10 million and agreed a preferred services arrangement for up to 20 wells or three years.

Liberty Energy (NYSE: LBRT) reported Q3 2025 revenue $947 million and net income $43 million (EPS $0.26). Adjusted EBITDA was $128 million. Revenue fell 17% year-over-year and 9% sequentially; Adjusted EBITDA declined 48% YoY and 29% QoQ. The company paid $13 million in dividends in Q3 and the Board raised the quarterly cash dividend 13% to $0.09 per share beginning Q4 2025.

Liquidity included $13 million cash, $253 million total debt, and total liquidity of $146 million; the credit facility was expanded by $225 million to $750 million. Liberty cited durable demand for its digiTechnologies, launched an LLM named Forge, and plans to deliver over 1 GW of power capacity through 2027.

Liberty Energy (NYSE: LBRT) announced the appointment of Alice Yake (Jackson) to its Board of Directors effective October 16, 2025.

Ms. Yake currently serves as VP – Grid Modeling Initiative at Breakthrough Energy since April 2025 and previously held senior leadership roles at Xcel Energy, including Senior VP, System Strategy and Chief Planning Officer (Jun 2022–Mar 2025) and President, Xcel Energy - Colorado (May 2018–Jun 2022). She serves on the board of XOS and has chaired the Smart Electric Power Alliance board. Ms. Yake holds a B.S. in Management Information Systems from Texas A&M and completed Harvard Business School's Program for Leadership Development.

Tamboran Resources (NYSE: TBN) completed the 2025 Shenandoah South drilling program, its largest in the Beetaloo Basin, batch drilling three 10,000-foot lateral wells (SS-4H, SS-5H, SS-6H) that are cased and suspended ahead of stimulation.

Key operational metrics: average spud-to-TD 26.7 days (within a 35-day forecast) and a record horizontal section of 1,100 m (3,603 ft) in one day in SS-6H. The program will use up to 60 stimulation stages and Liberty Energy equipment; SS-4H stimulation and a 30-day flow test are planned in 4Q 2025, with first gas sales on track for mid-2026.

Liberty Energy (NYSE: LBRT) announced a 13% increase in its quarterly cash dividend, raising the dividend to $0.09 per share of Class A common stock. The Board declared the dividend payable on December 18, 2025 to holders of record as of December 4, 2025.

The company said the increase reflects confidence in its future as it advances its power business and completion technologies. The Board noted that future quarterly dividends remain subject to Board approval and may be adjusted based on market conditions and capital availability.

Liberty Energy (NYSE: LBRT) will release third-quarter 2025 financial results for the period ended September 30, 2025, after market close on Thursday, October 16, 2025. The company will host a conference call to discuss results at 8:30 a.m. Mountain Time (10:30 a.m. Eastern Time) on Friday, October 17, 2025, presented by Ron Gusek, President and CEO, and Michael Stock, CFO.

To join by phone dial (833) 255-2827 (U.S.) or (412) 902-6704 (international). A live webcast will be available at http://investors.libertyenergy.com and archived for 90 days. Telephone replay is available until October 24, 2025 at (877) 344-7529 (U.S.) or (412) 317-0088 (international) using passcode 6314706.

Liberty Energy (NYSE:LBRT) reported strong Q2 2025 financial results with revenue of $1.0 billion (up 7% sequentially) and net income of $71 million ($0.43 EPS). The company achieved Adjusted EBITDA of $181 million, an 8% sequential increase, and delivered a 7% TTM Adjusted Pre-Tax ROCE.

Key developments include field testing of Liberty's digiPrime technology with natural gas variable speed engine, completion of PropX slurry pipe system trials, and strategic collaborations for integrated power solutions. The company announced partnerships in Pennsylvania and Colorado for data center and industrial power developments, plus a strategic alliance with Oklo for utility-scale power solutions.

Liberty distributed $0.08 per share quarterly dividend ($13 million total) and expanded its ABL facility to $750 million from $525 million to support strategic growth in power generation. The company maintains strong liquidity with $276 million available as of June 30, 2025.

Oklo (NYSE: OKLO) and Liberty Energy (NYSE: LBRT) have announced a strategic alliance to deliver integrated power solutions for high-demand customers. The partnership combines Liberty's Forte℠ natural gas power generation with Oklo's advanced nuclear powerhouses to provide immediate and future energy solutions.

The collaboration aims to serve data centers, industrial facilities, and utility-scale sites with a comprehensive power strategy. Liberty Energy, which previously invested $10 million in Oklo in 2023, will provide initial reliable power through natural gas generation, while Oklo's Aurora powerhouses will later integrate clean baseload energy into the system.

This turnkey solution offers customers immediate uninterrupted power with a path to zero-carbon energy infrastructure, featuring load management, grid optimization, and price stability benefits.

Oklo (NYSE: OKLO) and Liberty Energy (NYSE: LBRT) have announced a strategic alliance to deliver integrated power solutions for high-demand customers. The partnership combines Liberty's Forte℠ natural gas power generation with Oklo's advanced nuclear powerhouses to provide immediate and future energy solutions.

The alliance targets data centers, industrial facilities, and utility-scale sites, offering a transition path from natural gas to zero-carbon nuclear power. Liberty Energy, which invested $10 million in Oklo in 2023, will provide initial power generation and load management services, while Oklo's Aurora powerhouses will later integrate clean baseload energy into the system.