Baker Hughes Company (BKR)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Baker Hughes Company (BKR) trades at $52.78 with AI Score 65/100 (Grade B+). Baker Hughes Company provides technology and services to the energy and industrial sectors globally. Market cap: $52.36B, Sector: Energy.
Price live · AI analysis from May 10, 2026BKR stock analysis for 2026: Analysts have set a consensus price target of $61.36 for Baker Hughes Company, suggesting 16.3% upside from the current price of $52.78. The AI MoonshotScore is 65/100, indicating a bullish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
BKR: 2/2 perspectives are bullish.
How is this calculated? →Baker Hughes Company (BKR) Energy Operations & Outlook
Baker Hughes Company delivers a comprehensive portfolio of technologies and services across the energy and industrial value chain. With a focus on oilfield services, equipment, turbomachinery, and digital solutions, BKR supports exploration, production, and processing operations worldwide, positioning itself as a key player in the evolving energy landscape.
What Is the Investment Thesis for BKR?
Baker Hughes Company presents a notable research candidate based on its diversified portfolio, strategic positioning in the energy sector, and commitment to innovation. With a market capitalization of $52.36B and a P/E ratio of 20.0, BKR demonstrates financial stability and growth potential. The company's dividend yield of 1.44% offers an attractive income stream for investors. Key growth catalysts include increasing demand for oil and gas, expansion of digital solutions, and strategic partnerships. However, potential risks include commodity price volatility and competition from other major players in the oilfield services and equipment market. The company's beta of 0.90 indicates lower volatility compared to the broader market.
Based on FMP financials and quantitative analysis
BKR Key Highlights
- Market Cap of $52.36B reflects Baker Hughes' significant presence in the energy sector.
- P/E Ratio of 20.0 indicates a reasonable valuation compared to its earnings.
- Profit Margin of 11.2% demonstrates the company's ability to generate profit from its revenue.
- Gross Margin of 23.6% shows the profitability of Baker Hughes' products and services.
- Dividend Yield of 1.44% provides a steady income stream for investors.
Who Are BKR's Competitors?
BKR is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| SLB SLB N.V. | $45.13 | +0.09% | $67.47B | 67 |
| E Eni S.p.A. | $46.87 | +2.85% | $68.34B | 45 |
| SU Suncor Energy Inc. | $55.05 | +2.76% | $65.00B | 52 |
| TRP TC Energy Corporation | $66.47 | +1.30% | $69.25B | 57 |
| IMO Imperial Oil Limited | $113.77 | +2.50% | $56.57B | 44 |
| PLSDF Pulse Seismic Inc. | $2.34 | -1.53% | $118.67M | 67 |
| SEI Solaris Energy Infrastructure, Inc. | $67.19 | -8.49% | $4.82B | 63 |
| LB LandBridge Company LLC | $73.75 | +2.01% | $5.68B | 63 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BKR's Key Strengths?
- Diversified portfolio of products and services
- Global presence and established customer relationships
- Technological expertise and innovation
- Strong brand reputation
What Are BKR's Weaknesses?
- Exposure to commodity price volatility
- Dependence on the oil and gas industry
- High capital expenditures
- Complex organizational structure
What Could Drive BKR Stock Higher?
- Increasing demand for oil and gas due to global economic growth.
- Expansion of digital solutions and strategic partnerships.
- Investments in sustainable technologies and ESG initiatives.
- Rising demand for LNG solutions as countries diversify their energy sources.
What Are the Key Risks for BKR?
- Insider selling — insiders were net sellers of roughly $25.0M recently.
- Commodity price volatility impacting revenue and profitability.
- Geopolitical risks affecting operations in certain regions.
- Competition from other major players in the oil and gas industry.
- Environmental regulations increasing compliance costs.
- Technological disruptions rendering existing products and services obsolete.
What Are the Growth Opportunities for BKR?
- Expansion of Digital Solutions: Baker Hughes' Digital Solutions (DS) segment presents a significant growth opportunity. The increasing adoption of digital technologies in the energy sector, such as sensor-based process measurements, machine health monitoring, and pipeline integrity solutions, drives demand for BKR's DS offerings. The market for digital solutions in the oil and gas industry is projected to reach $30 billion by 2027, offering substantial growth potential for Baker Hughes. This segment allows for higher margin revenue and stickier customer relationships.
- Increasing Demand for LNG Solutions: The Turbomachinery & Process Solutions (TPS) segment is poised for growth due to the rising demand for liquefied natural gas (LNG) solutions. As countries seek to diversify their energy sources and reduce carbon emissions, LNG is becoming an increasingly important fuel source. Baker Hughes' TPS segment provides equipment and services for LNG production, transportation, and regasification, positioning the company to capitalize on this growing market. The global LNG market is expected to reach $60 billion by 2025.
- Growth in Oilfield Services: The Oilfield Services (OFS) segment remains a core growth driver for Baker Hughes. As oil and gas companies increase their exploration and production activities, demand for BKR's OFS offerings, including drilling, wireline, evaluation, completion, production, and intervention services, is expected to rise. The global oilfield services market is projected to reach $250 billion by 2026, driven by increasing investments in both conventional and unconventional oil and gas resources. Baker Hughes' established presence and technological expertise in this segment provide a competitive advantage.
- Strategic Partnerships and Acquisitions: Baker Hughes can pursue growth through strategic partnerships and acquisitions. By collaborating with other technology companies and acquiring complementary businesses, BKR can expand its product and service offerings, enter new markets, and enhance its competitive position. Potential acquisition targets include companies specializing in renewable energy technologies, digital solutions, and advanced materials. Strategic partnerships can also provide access to new customers and distribution channels.
- Focus on Sustainability and ESG Initiatives: Baker Hughes can drive growth by focusing on sustainability and environmental, social, and governance (ESG) initiatives. As investors and customers increasingly prioritize sustainability, BKR can differentiate itself by offering solutions that reduce carbon emissions, improve energy efficiency, and promote responsible resource management. This includes developing technologies for carbon capture, utilization, and storage (CCUS), as well as providing services for decommissioning oil and gas infrastructure. The market for sustainable energy solutions is expected to grow rapidly in the coming years.
What Opportunities Does BKR Have?
- Expansion of digital solutions
- Increasing demand for LNG solutions
- Growth in oilfield services
- Strategic partnerships and acquisitions
What Threats Does BKR Face?
- Competition from other major players
- Geopolitical risks
- Environmental regulations
- Technological disruptions
What Are BKR's Competitive Advantages?
- Technological expertise and innovation
- Global presence and established customer relationships
- Comprehensive portfolio of products and services
- Strong brand reputation
What Does BKR Do?
Baker Hughes Company, formerly known as Baker Hughes, a GE company, was renamed in October 2019. The company traces its roots back to the early 20th century, evolving through mergers and acquisitions to become a leading provider of technology and services to the energy and industrial sectors. Headquartered in Houston, Texas, Baker Hughes operates globally, serving customers in over 120 countries. The company's four main segments are Oilfield Services (OFS), Oilfield Equipment (OFE), Turbomachinery & Process Solutions (TPS), and Digital Solutions (DS). The OFS segment provides a wide array of services, including exploration, drilling, wireline, evaluation, completion, production, and intervention services. The OFE segment offers subsea and surface wellheads, pressure control and production systems, and flexible pipe systems. The TPS segment delivers equipment and related services for mechanical-drive, compression, and power-generation applications. The DS segment provides sensor-based process measurements, machine health monitoring, and pipeline integrity solutions. Baker Hughes serves a diverse customer base, including oil and gas companies, industrial manufacturers, and energy producers. The company's focus on innovation and technology enables it to provide solutions that improve efficiency, reduce costs, and enhance sustainability for its customers.
What Products and Services Does BKR Offer?
- Provides oilfield services, including drilling, evaluation, and completion.
- Offers oilfield equipment, such as subsea and surface wellheads.
- Delivers turbomachinery and process solutions for the oil and gas industry.
- Provides digital solutions for process measurement and machine health monitoring.
- Offers exploration and production services to oil and gas companies.
- Provides intervention services for oil and gas wells.
- Develops and manufactures equipment for the energy sector.
How Does BKR Make Money?
- Generates revenue through the sale of equipment and services to oil and gas companies.
- Provides long-term service contracts for equipment maintenance and support.
- Offers digital solutions on a subscription basis.
- Partners with other companies to develop and market new technologies.
What Industry Does BKR Operate In?
Baker Hughes Company operates in the oil and gas equipment and services industry, a sector characterized by cyclical demand and technological advancements. The industry is influenced by factors such as commodity prices, geopolitical events, and environmental regulations. The market is competitive, with major players including SLB N.V. and Halliburton. Baker Hughes differentiates itself through its comprehensive portfolio of technologies and services, spanning from oilfield services to digital solutions. The industry is currently experiencing a period of growth, driven by increasing demand for energy and investments in exploration and production activities. The global oil and gas equipment and services market is projected to reach $350 billion by 2028, growing at a CAGR of 4.5% from 2021.
Who Are BKR's Key Customers?
- Oil and gas exploration and production companies
- Refineries and petrochemical plants
- Industrial manufacturers
- Energy producers
Baker Hughes Company (BKR) Valuation Context
Valued at $52.36B, BKR is classified as a large-cap stock. Relative to its peer group, BKR's quantitative score of 65/100 is above the peer average of 53/100.
BKR Revenue & Earnings Trend
In Q1 2026, BKR generated $6.59B in top-line revenue, marking a sequential decrease of 10.8%. The company recorded net income of $930.0M, with diluted EPS of $0.93. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Energy. Across the four most recent quarters, BKR averaged $0.78 in diluted EPS.
Company Profile
Baker Hughes Company operates in the Oil & Gas Equipment & Services industry within the Energy sector. It is headquartered in Houston, US. The company is led by CEO Lorenzo Simonelli. BKR has traded publicly since 1987.
ROE 17%Key Financial Metrics
Return on equity for Baker Hughes Company stands at 16.8%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 6.1%, showing how much profit it generates from its asset base. BKR trades at a trailing price-to-earnings ratio of 20.02, above the Energy sector average of ~17x. Its free cash flow yield is 4.2%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.13 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 5.7%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 6/9Financial Health
Baker Hughes Company's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 2.09 places it in the grey zone, a middle ground that warrants monitoring.
8/8 beatsEarnings Track Record
Baker Hughes Company has beaten Wall Street's EPS estimate in 8 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 13.1% above estimates on average.
FY2026 estForward Outlook
Wall Street analysts project Baker Hughes Company revenue of about $27.52B for fiscal 2026, with EPS near $2.39. The estimate reflects 12 contributing analysts.
Net sellingInsider Activity
Over the past six months, Baker Hughes Company insiders filed 15 SEC Form 4 transactions — 10 sales and 5 purchases. On net that is roughly 403K shares disposed (about $25.0M), a signal worth weighing alongside the fundamentals.
BKR Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in Baker Hughes' future performance, indicating that leadership believes in the company's growth potential.
- Community sentiment has been leaning positive, with many traders expressing optimism about the energy sector's recovery and Baker Hughes' role in it.
- Baker Hughes' strategic investments in technology and innovation are being recognized, positioning the company well for long-term growth in the oil and gas industry.
- Recent partnerships and contracts in renewable energy projects are enhancing Baker Hughes' reputation, attracting positive attention from environmentally conscious investors.
Bear Case
- Concerns about fluctuating oil prices are creating uncertainty, leading some investors to question Baker Hughes' short-term profitability.
- Recent bearish sentiment in online trading communities reflects doubts about the company's ability to navigate supply chain challenges effectively.
- The ongoing geopolitical tensions and their impact on energy demand are causing apprehension among investors regarding Baker Hughes' market stability.
- Some analysts point to increasing competition in the energy sector, which may pressure Baker Hughes' market share and profitability moving forward.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
From the Earnings Call
“IET EBITDA for the quarter increased 35% year-over-year to $678 million. Margins expanded by 310 basis points to 20.2%.”
— Ahmed Moghal, CFO
“Over the last 4 quarters, IET orders totaled $16.6 billion, which is up 25% versus the prior 4 quarters.”
— Ahmed Moghal, CFO
BKR Q1 FY2026 earnings call transcript · 2026-04-24
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $6.59B | $930M | $0.93 |
| Q4 2025 | $7.39B | $876M | $0.88 |
| Q3 2025 | $7.01B | $609M | $0.61 |
| Q2 2025 | $6.91B | $701M | $0.71 |
Based on FMP financials and quantitative analysis
BKR Latest News
-
Top 3 Energy Stocks That Could Blast Off In July
benzinga · Jul 1, 2026
-
S&P 500 Rebounds Ahead Of Micron Test, Oil Drops To $70: Stock Market Today
benzinga · Jun 24, 2026
-
Stocks Indexes Finish Mostly Lower as Chipmakers Retreat
Barchart · Jun 16, 2026
-
Broader Market Weakens as Energy and Software Stocks Fall
Barchart · Jun 16, 2026
BKR Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BKR.
Price Targets
Consensus target: $61.36
BKR MoonshotScore
What does this score mean?
The MoonshotScore rates BKR's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Top 3 Energy Stocks That Could Blast Off In July
S&P 500 Rebounds Ahead Of Micron Test, Oil Drops To $70: Stock Market Today
Stocks Indexes Finish Mostly Lower as Chipmakers Retreat
Broader Market Weakens as Energy and Software Stocks Fall
Latest Baker Hughes Company Analysis
Leadership: Lorenzo Simonelli
Chairman and Chief Executive Officer
Lorenzo Simonelli serves as the Chairman and Chief Executive Officer of Baker Hughes Company. Prior to this role, he held various leadership positions at General Electric (GE), including President and CEO of GE Oil & Gas. He has extensive experience in the energy industry, with a focus on technology, operations, and business development. Simonelli holds a degree in Mechanical Engineering from the University of Florence.
Track Record: Since becoming CEO of Baker Hughes, Lorenzo Simonelli has focused on transforming the company into a leading energy technology company. He has overseen the integration of Baker Hughes and GE Oil & Gas, streamlined operations, and invested in digital solutions and sustainable technologies. Under his leadership, Baker Hughes has expanded its global presence and strengthened its customer relationships. He is managing 57000 employees.
What Investors Ask About Baker Hughes Company (BKR) — Energy
What does Baker Hughes Company do?
Baker Hughes Company provides a comprehensive portfolio of technologies and services to the energy and industrial sectors worldwide. The company operates through four segments: Oilfield Services (OFS), Oilfield Equipment (OFE), Turbomachinery & Process Solutions (TPS), and Digital Solutions (DS). These segments offer a wide range of products and services, including exploration, drilling, wireline, evaluation, completion, production, and intervention services for oil and gas wells. Baker Hughes also provides equipment and related services for mechanical-drive, compression, and power-generation applications, as well as digital solutions for process measurement, machine health monitoring, and pipeline integrity. The company's focus on innovation and technology enables it to provide solutions that improve efficiency, reduce costs, and enhance sustainability for its customers.
What do analysts say about BKR stock?
Analyst consensus for Baker Hughes Company (BKR) is generally positive, reflecting the company's strong market position and growth potential. Key valuation metrics, such as the P/E ratio of 20.0, suggest a reasonable valuation compared to its earnings. Analysts cite the company's diversified portfolio, strategic investments in digital solutions, and increasing demand for LNG as key growth drivers. However, potential risks include commodity price volatility and competition from other major players in the oil and gas industry. Overall, analysts view BKR as a solid investment with long-term growth prospects, but investors should carefully consider the risks and uncertainties associated with the energy sector. No buy or sell recommendations are made here.
What are the main risks for BKR?
Baker Hughes Company faces several risks, including commodity price volatility, geopolitical risks, competition, environmental regulations, and technological disruptions. Commodity price volatility can significantly impact BKR's revenue and profitability, as demand for its products and services is closely tied to oil and gas prices. Geopolitical risks, such as political instability and trade disputes, can disrupt operations in certain regions. Competition from other major players in the oil and gas industry can put pressure on pricing and market share. Environmental regulations, such as stricter emissions standards, can increase compliance costs. Technological disruptions, such as the development of alternative energy sources, can render existing products and services obsolete. These risks require careful monitoring and mitigation strategies.
How exposed is BKR to commodity price fluctuations?
Baker Hughes Company's revenue and profitability are significantly influenced by commodity price fluctuations, particularly oil and natural gas prices. Lower commodity prices can lead to reduced exploration and production activities by oil and gas companies, which in turn decreases demand for BKR's oilfield services and equipment. To mitigate this risk, Baker Hughes employs hedging strategies to protect against price volatility. The company also focuses on diversifying its portfolio by expanding its digital solutions and LNG offerings, which are less directly tied to commodity prices. Despite these efforts, commodity price sensitivity remains a key factor affecting BKR's financial performance.
What are Baker Hughes Company's environmental and sustainability commitments?
Baker Hughes Company is committed to environmental sustainability and has established several ESG targets to reduce its carbon footprint and promote responsible resource management. The company aims to achieve net-zero carbon emissions from its operations by 2050. BKR is investing in technologies for carbon capture, utilization, and storage (CCUS), as well as developing solutions for improving energy efficiency and reducing methane emissions. The company also provides services for decommissioning oil and gas infrastructure and promoting the circular economy. Baker Hughes' sustainability initiatives are aligned with the United Nations Sustainable Development Goals and are designed to create long-term value for its stakeholders.
What are the key factors to evaluate for BKR?
Baker Hughes Company (BKR) holds an AI score of 65/100 (moderate). P/E: 20.0x vs the S&P 500's ~20-25x. Analysts target $61.36 (+16%). Not financial advice.
How frequently does BKR data refresh on this page?
BKR prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven BKR's recent stock price performance?
Baker Hughes Company (BKR) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified portfolio of products and services. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided in this dossier is based on publicly available sources and is intended for informational purposes only. It should not be construed as investment advice.