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    How Liberty’s One-Gigawatt AI Data Center Power Deal At Liberty Energy (LBRT) Has Changed Its Investment Story

    Simply Wall St·01/07/2026 20:26:53
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    • In early January 2026, Vantage Data Centers and Liberty Energy announced a partnership to develop and operate up to one gigawatt of high-efficiency, utility-scale power solutions through Liberty Power Innovations for Vantage’s North American data center campuses.
    • This agreement links Liberty Energy directly to the rising power needs of AI and cloud infrastructure, positioning its distributed power platform alongside grid-constrained digital growth projects.
    • We’ll now examine how Liberty’s planned one-gigawatt data center power build-out could reshape its investment narrative and earnings mix.

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    Liberty Energy Investment Narrative Recap

    To own Liberty Energy, you need to believe it can balance a softening North American frac market with growth in power solutions tied to AI and cloud demand. The Vantage Data Centers partnership directly supports the key near term catalyst of securing long duration, data center focused power contracts, but it does not remove the central risk that earnings from the core completions business could weaken if activity and pricing remain under pressure.

    Among recent developments, the Vantage agreement itself stands out, targeting up to one gigawatt of power agreements within five years through Liberty Power Innovations. This aligns with the existing catalyst that scale alliances in power and microgrids could gradually offset slower growth in traditional oilfield services, potentially giving Liberty a more diversified earnings mix as data center and grid constrained markets seek reliable primary power.

    Yet despite this progress, investors should still watch how exposed Liberty remains to a potential prolonged downturn in North American fracturing and sand demand...

    Read the full narrative on Liberty Energy (it's free!)

    Liberty Energy's narrative projects $4.3 billion revenue and $41.3 million earnings by 2028.

    Uncover how Liberty Energy's forecasts yield a $19.36 fair value, in line with its current price.

    Exploring Other Perspectives

    LBRT 1-Year Stock Price Chart
    LBRT 1-Year Stock Price Chart

    Six fair value estimates from the Simply Wall St Community span US$11 to US$19.50, showing how differently private investors assess Liberty Energy. When you weigh those views against the risk that earnings from the core completions business are expected to decline, it underlines why many investors look at several perspectives before judging the company’s longer term earnings power.

    Explore 6 other fair value estimates on Liberty Energy - why the stock might be worth as much as $19.50!

    Build Your Own Liberty Energy Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.