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Analysts Boost Targets as Liberty Energy’s (LBRT) Power Strategy Gains Traction

Liberty Energy Inc. (NYSE:LBRT) is among the 15 Undervalued Momentum Stocks That Are Taking Off.

Citi increased its price target on Liberty Energy Inc. (NYSE:LBRT) to $32 from $21, according to a report on February 17. The firm cited two reasons for this revision: first, its confidence that the company will achieve and exceed the 2029 capacity target of 3 gigawatts (GW), driven by strong demand from hyperscale companies. Second, the company’s competitive positioning amid the increasing need to make residential utility bills affordable.

In an early February report, Goldman Sachs maintained its Neutral rating on Liberty Energy Inc. (NYSE:LBRT) but raised its price target to $26 from $20, citing growing confidence in the company’s power solutions segment. In that regard, the first factor the firm highlighted was the company’s recent power reservation agreements, which support growth. Secondly, similar to Citi, Goldman now expects the company to support the deployment of 3GW of power capacity by 2029, up from earlier expectations.

According to Goldman, both developments indicate that Liberty’s data center power strategy is gaining momentum, as evidenced by the recent deal with Vantage Data Centers.

Pixabay/Public Domain

The aforesaid deal with Vantage was announced in early January 2026, under which Liberty’s subsidiary, Liberty Power Innovations (LPI), and Vantage will collaborate to deliver up to 1GW of power agreements between LPI and end-users of Vantage’s data centers over the next five years.

Such developments and views have supported Liberty Energy Inc.’s (NYSE:LBRT) recent share price gains. Its stock has gained around 45% since the start of 2026, as of February 20, a strong performance after a 7% decline in 2025.

Before Goldman, Josh Silverstein at UBS raised Liberty’s price target from $23 to $34, the highest among analysts covering the stock, and implying a 27% upside from the February 20 close. Silverstein reaffirmed his Buy rating as well.

Liberty Energy Inc. (NYSE:LBRT) is an energy services company and one of the largest providers of completion services and technologies to onshore oil, natural gas, and enhanced geothermal energy producers in North America. Liberty also owns and operates Liberty Power Innovations LLC, providing advanced distributed power and energy storage solutions.

While we acknowledge the risk and potential of LBRT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than LBRT and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT:  12 Best Software Infrastructure Stocks to Buy According to Hedge Funds and Cathie Wood’s Stock Portfolio: Top 10 Stocks to Buy.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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