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BKR 2-star rating from Upturn Advisory
Baker Hughes Co (BKR) company logo

Baker Hughes Co (BKR)

Baker Hughes Co (BKR) 2-star rating from Upturn Advisory
$47.39
Last Close (24-hour delay)
Profit since last BUY-3.99%
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Upturn Advisory Summary

12/08/2025: BKR (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 2 star rating for performance

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

4 star rating from financial analysts

27 Analysts rated it

Well-followed company, solid analyst reports, reliable data for confident investing.

1 Year Target Price $52.57

1 Year Target Price $52.57

Analysts Price Target For last 52 week
$52.57 Target price
52w Low $33.06
Current$47.39
52w High $51.12

Analysis of Past Performance

Type Stock
Historic Profit 32.24%
Avg. Invested days 48
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/08/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 46.76B USD
Price to earnings Ratio 16.34
1Y Target Price 52.57
Price to earnings Ratio 16.34
1Y Target Price 52.57
Volume (30-day avg) 27
Beta 0.89
52 Weeks Range 33.06 - 51.12
Updated Date 12/9/2025
52 Weeks Range 33.06 - 51.12
Updated Date 12/9/2025
Dividends yield (FY) 1.83%
Basic EPS (TTM) 2.9

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 10.43%
Operating Margin (TTM) 13.52%

Management Effectiveness

Return on Assets (TTM) 5.77%
Return on Equity (TTM) 16.89%

Valuation

Trailing PE 16.34
Forward PE 17.21
Enterprise Value 51912274994
Price to Sales(TTM) 1.69
Enterprise Value 51912274994
Price to Sales(TTM) 1.69
Enterprise Value to Revenue 1.87
Enterprise Value to EBITDA 11.51
Shares Outstanding 986773882
Shares Floating 984405625
Shares Outstanding 986773882
Shares Floating 984405625
Percent Insiders 0.13
Percent Institutions 101.55

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Baker Hughes Co

Baker Hughes Co(BKR) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

Baker Hughes is an American international oilfield services company headquartered in Houston, Texas. It was formed in 1987 through the merger of Baker International and Hughes Tool Company. Over its history, it has undergone significant transformations, including its 2017 merger with GE's oil and gas division, which was subsequently divested by GE in 2020, leaving Baker Hughes as an independent, publicly traded entity. The company is a key player in providing technology, services, and digital solutions to the energy industry.

Company business area logo Core Business Areas

  • Oilfield Services: This segment offers a comprehensive portfolio of upstream oilfield products and services, including drilling and completions fluids, wellbore construction, cementing, stimulation, and intervention services. They provide solutions across the entire lifecycle of an oil and gas well.
  • Oilfield Equipment: This segment designs, manufactures, and services oilfield equipment, including subsea production systems, surface wellheads, pressure control equipment, and artificial lift systems. They are involved in both upstream and midstream applications.
  • Industrial Energy Technology: This segment focuses on providing technology solutions for industrial applications, including rotating equipment (turbocompressors, pumps, and gas turbines), process and flow technologies, and industrial power generation. It serves sectors beyond traditional oil and gas, including petrochemical, industrial processing, and renewable energy.

leadership logo Leadership and Structure

Baker Hughes is led by a Board of Directors and a senior executive leadership team. As of recent reports, the CEO is Lorenzo Simonelli. The company operates through its distinct business segments, each with its own leadership responsible for product development, sales, and operations.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Drilling Services: Includes advanced drilling technologies, such as directional drilling tools, drill bits, and drilling fluid systems. Competitors include Schlumberger, Halliburton, and Weatherford.
  • Completion Services: Encompasses technologies for well completion, including casing equipment, cementing, and stimulation services. Competitors include Schlumberger, Halliburton, and TechnipFMC.
  • Subsea Production Systems: Offers comprehensive subsea solutions for offshore oil and gas production, including trees, manifolds, and control systems. Competitors include Schlumberger (OneSubsea), TechnipFMC, and Aker Solutions.
  • Turbomachinery and Process Solutions: Provides high-performance turbocompressors, pumps, and expanders for various industrial applications, including LNG, petrochemical, and hydrogen. Competitors include General Electric, Siemens Energy, and Mitsubishi Heavy Industries.

Market Dynamics

industry overview logo Industry Overview

The oilfield services and equipment industry is cyclical and heavily influenced by global energy demand, oil and gas prices, and geopolitical events. The industry is undergoing a significant transformation driven by the energy transition, with increasing focus on decarbonization, emissions reduction technologies, and renewable energy solutions. Digitalization and advanced automation are also key trends.

Positioning

Baker Hughes is a leading global provider of oilfield technology and services, with a strong position in North America and expanding international presence. Its competitive advantages lie in its integrated service offerings, technological innovation, and growing portfolio in industrial energy technology, which diversifies its revenue streams.

Total Addressable Market (TAM)

The TAM for oilfield services and equipment is substantial, estimated to be in the hundreds of billions of dollars globally. Baker Hughes, along with its major competitors, aims to capture significant portions of this market. The company is also positioning itself to benefit from the growing TAM in industrial energy solutions and energy transition technologies.

Upturn SWOT Analysis

Strengths

  • Broad portfolio of products and services across the energy value chain.
  • Strong technological capabilities and R&D investment.
  • Diversified revenue streams through industrial energy technology segment.
  • Global operational footprint and established customer relationships.
  • Expertise in complex offshore and unconventional resource development.

Weaknesses

  • Cyclicality of the oil and gas industry impacting revenue and profitability.
  • High capital intensity of operations.
  • Integration challenges from past mergers and acquisitions.
  • Dependence on commodity prices.

Opportunities

  • Growing demand for energy transition technologies (e.g., carbon capture, hydrogen).
  • Increased investment in digitalization and automation within the energy sector.
  • Expansion into new geographic markets and emerging energy sources.
  • Potential for further consolidation in the oilfield services sector.
  • Leveraging industrial energy technology expertise for broader industrial applications.

Threats

  • Volatile oil and gas prices.
  • Stringent environmental regulations and policies favoring renewable energy.
  • Intense competition from major oilfield service providers.
  • Geopolitical instability affecting energy supply and demand.
  • Technological disruption from new entrants or innovative solutions.

Competitors and Market Share

Key competitor logo Key Competitors

  • Schlumberger (SLB)
  • Halliburton (HAL)
  • TechnipFMC (FTI)

Competitive Landscape

Baker Hughes competes in a highly competitive global market. Its advantages include a comprehensive service offering, technological innovation, and a growing presence in industrial energy solutions. However, it faces strong competition from larger, well-established players like Schlumberger and Halliburton, who also have extensive product lines and global reach.

Major Acquisitions

GE Oil & Gas (Divested)

  • Year: 2017
  • Acquisition Price (USD millions):
  • Strategic Rationale: The 2017 merger with GE's Oil & Gas business aimed to create a larger, more diversified company with a wider range of technologies and services. While GE later divested its stake, the integration brought significant assets and capabilities into Baker Hughes.

Growth Trajectory and Initiatives

Historical Growth: Baker Hughes has experienced periods of significant growth, often driven by mergers and acquisitions, as well as by increased upstream and downstream activity in the energy sector. However, its growth has also been subject to the inherent cyclicality of the oil and gas industry.

Future Projections: Analyst projections for Baker Hughes typically consider factors such as anticipated oil and gas prices, global energy demand, the pace of the energy transition, and the company's ability to secure new contracts and develop innovative technologies. Projections often highlight growth opportunities in its Industrial Energy Technology segment and its role in providing solutions for decarbonization.

Recent Initiatives: Recent strategic initiatives likely include a focus on expanding its energy transition portfolio, investing in digital solutions, optimizing its operational efficiency, and pursuing strategic partnerships or acquisitions to strengthen its market position.

Summary

Baker Hughes is a robust player in the energy services sector with diversified offerings, including a growing industrial energy technology segment. Its strengths lie in its technological capabilities and global reach, though it faces inherent industry cyclicality and intense competition. The company is well-positioned to benefit from the energy transition, but must navigate volatile commodity prices and evolving regulatory landscapes to sustain growth.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Baker Hughes Official Investor Relations
  • Industry analysis reports
  • Financial news and data providers (e.g., Bloomberg, Refinitiv, Yahoo Finance)

Disclaimers:

This information is for general informational purposes only and does not constitute financial advice. Market share data and financial figures are estimates and can vary depending on the source and methodology. Historical performance is not indicative of future results. Investors should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

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About Baker Hughes Co

Exchange NASDAQ
Headquaters Houston, TX, United States
IPO Launch date 2017-07-05
Chairman, President & CEO Mr. Lorenzo Simonelli
Sector Energy
Industry Oil & Gas Equipment & Services
Full time employees 57000
Full time employees 57000

Baker Hughes Company provides a portfolio of technologies and services to energy and industrial value chain worldwide. The company operates through Oilfield Services & Equipment (OFSE) and Industrial & Energy Technology (IET) segments. The OFSE segment designs and manufactures products and provides related services, including exploration, appraisal, development, production, rejuvenation, and decommissioning for onshore and offshore oilfield operations. This segment also provides drilling services, drill bits, and drilling and completions fluids; completions, intervention, measurements, pressure pumping, and wireline services; artificial lift systems, and oilfield and industrial chemicals; subsea projects and services, flexible pipe systems, and surface pressure control systems; and integrated well services and solutions. It serves oil and natural gas companies; the United States and international independent oil and natural gas companies; national or state-owned oil companies; engineering, procurement, and construction contractors; geothermal companies; and other oilfield service companies. The IET segment provides gas technology equipment, including drivers, driven equipment, and turnkey solutions for the mechanical and electric-drive, compression, and power-generation applications; and energy sectors, such as oil and gas, LNG operations, petrochemical, and carbon solutions. This segment also provides rack-based vibrating monitoring equipment and sensors; integrated asset performance management products; inspection services; pumps, valves, and gears; precision sensors and instrumentation, and condition monitoring solutions. It serves upstream, midstream, downstream, onshore, offshore, and small-to-large scale customers. 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 was incorporated in 2016 and is based in Houston, Texas.