Baker Hughes Company

Baker Hughes Company

BKRยทNASDAQ

$64.27

-0.42%
EnergyOil & Gas Equipment & Services

Baker Hughes Company provides a portfolio of technologies and services to energy and industrial value chain worldwide. It operates through four segments: Oilfield Services (OFS), Oilfield Equipment (OFE), Turbomachinery & Process Solutions (TPS), and Digital Solutions (DS). The OFS segment offers exploration, drilling, wireline, evaluation, completion, production, and intervention services; and drilling and completions fluids, wireline services, downhole completion tools and systems, wellbore intervention tools and services, pressure pumping systems, oilfield and industrial chemicals, and artificial lift technologies for oil and natural gas, and oilfield service companies. The OFE segment provides subsea and surface wellheads, pressure control and production systems and services, flexible pipe systems for offshore and onshore applications, and life-of-field solutions, including well intervention and decommissioning solutions; and services related to onshore and offshore drilling and production operations. The TPS segment provides equipment and related services for mechanical-drive, compression, and power-generation applications across the oil and gas industry. Its product portfolio includes drivers, compressors, and turnkey solutions; and pumps, valves, and compressed natural gas and small-scale liquefied natural gas solutions. This segment serves upstream, midstream, downstream, onshore, offshore, and industrial customers. The DS segment provides sensor-based process measurements, machine health and condition monitoring, asset strategy and management, control systems, as well as non-destructive testing and inspection, and pipeline integrity solutions. The company was formerly known as Baker Hughes, a GE company and changed its name to Baker Hughes Company in October 2019. Baker Hughes Company is based in Houston, Texas.

At a Glance

Live Snapshot
Market Cap$63.76B
EPS2.6200
P/E Ratio17.39
Earnings Date07/21/2026
bkr

Baker Hughes Company Street Expectations Map

BKR ยท NASDAQ

Wall Street analysts project that BKR stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 73.20, with estimates ranging from a low of 60.00 to a high of 80.00.

Lowest Target
60.00
-6.64%
Consensus Target
73.20
13.89%
Highest Target
80.00
24.47%

The consensus 1-year price target stands at 73.20, with estimates ranging from a low of 60.00 to a high of 80.00.

Analyst Consensus Analysis

Upside Potential

+13.9%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

27.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

3.68x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

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Baker Hughes Company Forward Estimates of Revenue

BKR ยท NASDAQ
Latest Revenue
27.73B
FY 2025
Avg Estimate
27.56B
FY 2026
Estimate Range
27.22B - 28.08B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.6%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Baker Hughes Company Forward Estimates of Net Income

BKR ยท NASDAQ
Latest Net Income
2.59B
FY 2025
Avg Estimate
2.39B
FY 2026
Estimate Range
2.18B - 2.60B
Analyst Spread

Forward Growth Analysis

Projected Growth-7.7%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread18%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Baker Hughes Company Forward Estimates of EPS

BKR ยท NASDAQ
Latest EPS
2.62
FY 2025
Avg Estimate
$2.39
FY 2026
Estimate Range
$2.19 - $2.61
Analyst Spread

Forward Growth Analysis

Projected Growth-8.9%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread18%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Baker Hughes Company Forward Estimates of EBIT

BKR ยท NASDAQ
Latest EBIT
3.10B
FY 2025
Avg Estimate
6.33B
FY 2026
Estimate Range
6.25B - 6.45B
Analyst Spread

Forward Growth Analysis

Projected Growth+104.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Baker Hughes Company Forward Estimates of EBITDA

BKR ยท NASDAQ
Latest EBITDA
4.29B
FY 2025
Avg Estimate
7.14B
FY 2026
Estimate Range
7.05B - 7.28B
Analyst Spread

Forward Growth Analysis

Projected Growth+66.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Baker Hughes Company Forward Estimates of SG&A Expense

BKR ยท NASDAQ
Latest SG&A Expense
2.39B
FY 2025
Avg Estimate
2.84B
FY 2026
Estimate Range
2.81B - 2.90B
Analyst Spread

Forward Growth Analysis

Projected Growth+19.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Baker Hughes Company Insider Positioning

BKR ยท NASDAQ

During the last 12 months, insiders have sold $74.67M worth of BKR shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

355.6K

20.77M

Net Activity

-20.8M

-$20.77M

3-6 Months

Bought

0

0.00

Sold

396.1K

23.97M

Net Activity

-24.0M

-$23.97M

6-9 Months

Bought

0

0.00

Sold

82.9K

3.99M

Net Activity

-4.0M

-$3.99M

9-12 Months

Bought

0

0.00

Sold

593.0K

25.95M

Net Activity

-25.9M

-$25.95M

Top Buyers

No buying activity

Top Sellers

1
SL

Simonelli Lorenzo

Director, Officer: Chairman, President And Ceo

1.1M sharesโ€ข3 transactions

$56.08M

2
BMC

Borras Maria C

Officer: Chief Growth & Experience Ofcr

225.3K sharesโ€ข5 transactions

$11.18M

3
AJE

Apostolides James E

Officer: Chief Infra & Performance Ofcr

29.5K sharesโ€ข3 transactions

$1.78M

4
MMG

Magno Maria Georgia

Officer: Chief Legal Officer

24.2K sharesโ€ข2 transactions

$1.43M

5
RS

Ramaswamy Sreeganesh

Officer: Evp, Industrial & Energy Tech

25.0K sharesโ€ข1 transactions

$1.25M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $74.67M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$20.77M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.