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Baker Hughes Company Stock Price

NasdaqGS:BKR Community·US$63.1b Market Cap
  • 3 Narratives written by author
  • 2 Comments on narratives written by author
  • 88 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

BKR Share Price Performance

US$0
-45.36 (-100.00%)
​
US$71.24
Fair Value
US$0
-45.36 (-100.00%)
​
Price US$0
Mon, 22 Jun 26
Fair ValueUS$71.24
Share Pricen/a

BKR Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$71.24 10.6% undervalued intrinsic discount

BKR: Broader Energy Transition And Asset Portfolio Moves Will Shape Medium-Term Outlook

0users have liked this narrative
2users have commented on this narrative
33users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$85 25.1% undervalued intrinsic discount

Multi Year LNG And Power Backlog Will Support Stronger Long Term Earnings Resilience

1users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$57.5 10.7% overvalued intrinsic discount

Future LNG And Data Center Dependence Will Pressure Margins And Earnings

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
BKR logo
Baker Hughes

Future LNG And Data Center Dependence Will Pressure Margins And Earnings

Baker Hughes is leaning heavily on big gas export projects and the rush to power new data centers, but those same customers can delay projects and leave the company stuck with high costs. A major deal and ongoing business shake‑up could help focus the company—or add execution risk at the worst time.Read more

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AN
AnalystLowTarget
US$57.5
10.7% overvalued intrinsic discount
AnalystLowTarget's
Fair Value
Revenue
7.9% p.a.
Profit Margin
9.94%
Future PE
21.01x
Price in 2029
US$71.94
View
BKR logo
Baker Hughes

Multi Year LNG And Power Backlog Will Support Stronger Long Term Earnings Resilience

Baker Hughes is building a long runway of work in liquefied natural gas, power equipment, and software that could make its earnings steadier even if parts of the energy market cool. The big question is whether it can turn that backlog into profitable deliveries while navigating geopolitical shocks, rising costs, and the execution risk of a major acquisition.Read more

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AN
AnalystHighTarget
US$85
25.1% undervalued intrinsic discount
AnalystHighTarget's
Fair Value
Revenue
7.41% p.a.
Profit Margin
10.49%
Future PE
29.52x
Price in 2029
US$105.91
View
BKR logo
Baker Hughes

BKR: Broader Energy Transition And Asset Portfolio Moves Will Shape Medium-Term Outlook

Baker Hughes is pushing beyond its oilfield roots into powering data centers and building cleaner energy systems, aiming for steadier, higher-quality growth. The big question is whether that shift can outrun supply-chain headaches, policy swings, and the company’s ongoing exposure to the ups and downs of oil and gas spending.Read more

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AN
AnalystConsensusTarget
US$71.24
10.6% undervalued intrinsic discount
AnalystConsensusTarget's
Fair Value
Revenue
3.31% p.a.
Profit Margin
10.72%
Future PE
27.16x
Price in 2029
US$88.6
View

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
BKR logo

BKR: Future Returns Will Depend On Executing Massive LNG And Power Backlog

Fair Value: US$57.5 10.7% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
BKR logo

BKR: Angola Subsea Wins And IET Orders Will Support Future Upside

Fair Value: US$85 25.1% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
BKR logo

BKR: Offshore Backlog And Energy Technology Orders Will Drive Upside Outlook

Fair Value: US$71.24 10.6% undervalued intrinsic discount
33 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with excellent balance sheet.

0 Risks
4 Rewards
View Full Analysis

Baker Hughes Company Key Details

US$27.7b

Revenue

US$21.2b

Cost of Revenue

US$6.6b

Gross Profit

US$3.5b

Other Expenses

US$3.1b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.12
23.66%
11.17%
80.9%
View Full Analysis

About BKR

Founded
2016
Employees
54000
CEO
Lorenzo Simonelli
WebsiteView website
www.bakerhughes.com

Baker Hughes Company provides a portfolio of technologies and services to energy and industrial value chain. Its Oilfield Services & Equipment segment designs and manufactures exploration, appraisal, development, production, rejuvenation, and decommissioning products and related services 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 company’s Industrial & Energy Technology segment offers gas technology equipment, such as drivers, driven equipment, and turnkey solutions for the mechanical and electric-drive, compression, and power-generation applications; aftermarket support and uptime gas technology services; non-destructive testing technologies, software, and services; pre-commissioning and maintenance services; flow control and safety solutions; mechanical and electromechanical gear transmission systems; Cordant, a software solution to optimize assets, processes, and energy use; Bently Nevada, a sensing and protection hardware for rack-based vibrating monitoring equipment and sensors; and climate technology solutions. It serves industrial, 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. The company was incorporated in 2016 and is based in Houston, Texas.

Recent BKR News & Updates

User avatar
Narrative Update • Aug 18

BKR: Future Returns Will Depend On Executing Massive LNG And Power Backlog

Analysts lifted the Baker Hughes fair value estimate from $56.13 to $57.50, reflecting higher modeled revenue growth and a slightly richer future P/E multiple, supported by a series of recent price target increases tied to strong Q2 orders, growing exposure to industrial and energy technology markets, and optimism around the Chart acquisition and new power systems capacity. Analyst Commentary Recent Street research around Baker Hughes shows a mix of optimism on growth in industrial and energy technology alongside pockets of caution.

Recent updates

No updates

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