Baker Hughes Company (BKR) Stock Price, News, Analysis

Technical Score (1D)

SELL

News Sentiment

MIXED

The European Commission has conditionally approved Baker Hughes’ $13.6 billion acquisition of Chart Industries, subject to remedies that address competition concerns in the LNG compressor market. This approval removes a key regulatory hurdle, allowing BKR to immediately expand its LNG liquefaction and ultra‑low‑temperature compressor capabilities that will serve the growing ultra‑low‑temperature gas and nuclear energy sectors. The deal, which closed in July, adds a third operating segment focused on air‑and‑gas handling, thermal management and life‑cycle services, and is expected to deliver $325 million in annualized cost synergies by year three. The acquisition also brings Chart’s thermal‑management technology into BKR’s aftermarket service portfolio, positioning the company to capture higher‑margin service revenue in the oilfield and data‑center markets. Despite the upside from the new segment, analysts have trimmed price targets—Barclays cut its target to $72, Piper Sandler to $71, and BMO Capital to $75—reflecting a cautious short‑term outlook amid valuation concerns. The stock remains roughly 20 % below the analyst‑derived fair value, suggesting a potential undervaluation that could be revisited once integration milestones are met. Traders should watch for the European Commission’s final approval and any additional remedy requirements that could delay the transaction’s full realization. Monitoring BKR’s quarterly guidance on the new segment’s performance and the progress of the $325 million synergy program will be key to assessing whether the acquisition delivers the projected upside. Finally, keep an eye on the company’s subsea production contract in Angola and its geothermal asset pipeline, as these initiatives could provide additional growth drivers in the coming months.

BKR|Company Info

Sector

Energy

Industry

Oil & Gas Equipment & Services

Exchange

NMS

Country

United States

Website

bakerhughes.com

Symbol

BKR

Description

Baker Hughes Company is a global provider of technologies and services, primarily serving the energy and industrial sectors. The company operates through two primary segments: Oilfield Services & Equipment (OFSE) and Industrial & Energy Technology (IET). OFSE offers a comprehensive suite of products and services for the entire lifecycle of oil and gas operations, from exploration and drilling to production and decommissioning, catering to a diverse clientele including major oil companies and independent producers. IET focuses on providing equipment and solutions for gas technology, power generation, and industrial applications, including monitoring, inspection, and asset management services. Headquartered in Houston, Texas, Baker Hughes Company was established in 2016 and renamed in October 2019, solidifying its position as a key player in the evolving energy landscape.

BKR|Earnings Snapshot

Earnings Summary

Baker Hughes Company (BKR) is a global provider of technologies and services for the energy and industrial sectors, operating through Oilfield Services & Equipment and Industrial & Energy Technology segments that cover the full lifecycle of oil and gas operations and gas technology, power generation, and industrial applications. In the highly cyclical oil and gas equipment and services industry, BKR’s performance is closely tied to commodity prices and capital spending. Over the last two quarters, BKR reported EPS of $0.63 in Q2 2025 and $0.68 in Q3 2025, both beating estimates of $0.55453 and $0.62222 respectively, while revenue rose from $6.91 billion to $7.01 billion, a modest 1.5% increase; in contrast, Q1 2025 EPS of $0.51 beat the $0.47403 estimate but revenue fell to $6.427 billion from $7.364 billion in Q4 2024, a 12% decline. The company has consistently outperformed earnings estimates in each of the five quarters with which data is available, indicating a robust earnings beat pattern, though revenue growth has been uneven, with a dip in Q1 2025 followed by a rebound in Q2–Q3 2025 and a decline again in Q1–Q2 2026. Recent news highlights the closing of a $13.6 billion acquisition of Chart Industries, adding a third operating segment and projected $325 million in annualized cost synergies by year three, while also adding debt that has tightened the balance sheet and prompted analyst price‑target cuts; the European Commission’s conditional approval and potential remedy requirements could delay integration and impact near‑term cash flow. Forward‑looking watch points for investors include monitoring the progress of regulatory approvals and the early stages of integration to gauge synergy realization, watching for the next earnings guidance to see if the new segment delivers incremental revenue and margin contribution, and keeping an eye on commodity price movements and geopolitical developments that could influence the company’s deepwater contract performance and overall earnings outlook.

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EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q2'26	$0.48	-	-
Q1'26	$0.50	$0.58	+16.2%
Q3'25	$0.62	$0.68	+9.3%
Q2'25	$0.55	$0.63	+13.6%
Q1'25	$0.47	$0.51	+7.6%
Q4'24	$0.63	$0.70	+11.9%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q2'26	$6.5B	-	-
Q1'26	$6.4B	$6.6B	+2.9%
Q3'25	-	$7.0B	-
Q2'25	-	$6.9B	-
Q1'25	-	$6.4B	-
Q4'24	-	$7.4B	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

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Market Data

BKR Stock Snapshot

BKR is currently trading at $56.55, giving Baker Hughes Company a market cap of 54.88B and a P/E ratio of 17.6. Today's range spans $54.42–$56.93, with shares opening at $55.74 and moving up $1.40 (2.5%) from the prior close. DailyIQ's technical score sits at 32/100 (SELL) with a news sentiment reading of 50/100.

Over the past year BKR has traded between $38.47 and $70.41 - the current price is +47.0% off the 52-week low and -19.7% from the high. 27 analysts cover the stock with a Buy consensus and a mean 12-month target of $70.32 (range $48.00–$85.00), implying upside of +24.4%.

Factor models are actively underweighting BKR: large-cap, Energy, 54.88B market cap, 32/100 (SELL), neutral sentiment (50/100). Price: $56.55 (in the middle of its 52-week range). (P/E: 17.6) Momentum and trend-following strategies reduce exposure when scores drop below the 32/100 threshold; quality factors recalibrate; low-vol strategies find better risk-adjusted alternatives elsewhere in the sector. Annual range: $38.47–$70.41. The systematic de-risking compounds the fundamental concern.

When a large-cap Energy name with 54.88B in capitalization prints a SELL signal (32/100) alongside neutral news sentiment (50/100), the risk isn't just price depreciation — it's the loss of institutional sponsorship that makes recovery harder. At $56.55 (in the middle of its 52-week range in the $38.47–$70.41 range), the structural support levels are where that sponsorship question gets answered.

News Sentiment Analysis

Sentiment gathered from recent headlines

50/100

Strong NegativeNeutralStrong Positive

MIXED

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Baker Hughes is expected to report Q2 2026 results with analysts focusing on core metrics such as revenue, EBITDA, and adjusted net income. Wall Street consensus estimates suggest modest upside relative to prior guidance, driven by higher oilfield services demand. Investors should monitor the company’s earnings release for actual performance versus consensus, as well as any updates on capital expenditures and M&A activity.

What did this article say?

Baker Hughes (BKR) has closed its $13.6bn acquisition of Chart Industries, adding a new operating segment focused on air and gas handling, thermal management, and life‑cycle services. The transaction, announced in July 2025, is part of BKR’s portfolio optimisation strategy and is expected to broaden its reach in carbon capture, data centres, gas infrastructure, geothermal, nuclear and space markets. Chart’s integration will bring complementary capabilities and aftermarket service offerings that accelerate BKR’s long‑term growth ambitions. The deal positions BKR to deliver a wider range of energy and industrial solutions to customers worldwide.

What did this article say?

Baker Hughes (BKR) has closed its acquisition of Chart Industries and installed veteran executive Jim Apostolides to head the new segment, signaling a shift in the company’s risk profile. The deal adds a new revenue stream and expands BKR’s service offering in the oilfield equipment market. While the stock has slipped 8.34% over the past month, its 1‑year and 5‑year total shareholder returns remain robust at 50.56% and 218.96%, respectively, underscoring long‑term upside potential.

What did this article say?

Baker Hughes (BKR) has closed its $13.6 billion acquisition of Chart Industries, adding a third operating segment to its portfolio. The deal is expected to generate approximately $325 million in annualized cost synergies by year three. Chart’s thermal‑management solutions complement BKR’s existing offerings and expand its aftermarket service capabilities. The transaction supports BKR’s strategy to become a higher‑value, industrialized energy solutions company. The acquisition is subject to standard regulatory approvals and integration planning.

What did this article say?

Baker Hughes announced the completion of its acquisition of Chart Industries, marking a milestone in its portfolio‑management strategy to evolve into a higher‑value industrial solutions provider. The transaction is projected to deliver $325 million in annualized cost synergies by the third year after closing, with additional commercial upside. Chart’s differentiated thermal‑management technology will become a third operating segment, enhancing BKR’s aftermarket service footprint. The deal underscores BKR’s focus on expanding its industrial portfolio and improving recurring earnings. Regulatory clearance and integration execution remain key execution risks.

What did this article say?

Baker Hughes has delivered a 219% return over the past five years, yet its current valuation appears to be below intrinsic value as estimated by a DCF model. The company’s recent contracts and acquisitions in liquefied natural gas and power‑for‑data segments suggest continued growth potential. This valuation gap indicates that the market may still be pricing in a discount to the underlying business fundamentals.

What did this article say?

Barclays analyst David Anderson reduced Baker Hughes’ (BKR) price target from $74 to $72 while keeping the stock at an equal‑weight rating. The downgrade reflects a more cautious view of the company’s near‑term prospects, despite maintaining a neutral stance on its long‑term potential. Investors should watch how this adjustment influences market sentiment and BKR’s trading range.

What did this article say?

Barclays has reduced its price target for Baker Hughes from $74 to $72 while maintaining an equalweight rating. The downgrade reflects concerns over the company’s valuation relative to peers and potential headwinds in the oil and gas sector. The rating change signals a modest negative outlook for the stock, suggesting traders may view the current price as slightly overvalued. Investors should watch for earnings guidance and sector demand trends that could influence the company’s future performance.

What did this article say?

No summary available yet for this article.

What did this article say?

Susquehanna Securities has cut its price target for Baker Hughes (BKR) from $80 to $70, reducing upside potential to roughly 33%. Despite the lower target, the brokerage retained a Positive rating, citing continued strength in the oilfield services sector. The downgrade reflects a more conservative view of near‑term earnings growth, while still acknowledging BKR’s solid operational fundamentals.

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

No summary available yet for this article.

What did this article say?

BKR·Baker Hughes Company

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News Sentiment Analysis

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