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SLB targets 10-15% CAGR for digital revenue through 2030, Stephanie Link expects

SLB targets 10-15% CAGR for digital revenue through 2030, Stephanie Link expects
SLB targets digital and EBITDA growth

Stephanie Link, managing director and portfolio manager at Hightower Advisors, points to encouraging developments from SLB’s investor day focused on its digital strategy. For 2025, the company projects digital TR growth of 7% and EBITDA growth of 10%, with support from ongoing AI-driven expansion.

Looking further ahead, SLB management anticipates a compound annual growth rate of 10–15% for digital TR and 14–17% for EBITDA between 2025 and 2030.

Link has recently commented on growth trends across the tech and security sectors. She highlighted Snowflake's 34% rise in product revenue and a $6 billion Amazon deal. In another update, she noted Palo Alto Networks' strong revenue and growth in next generation security ARR. These observations offer further context to her focus on digital and AI-driven expansion.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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