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Baker Hughes Company Stock Price

NasdaqGS:BKR Community·US$64.3b Market Cap
  • 3 Narratives written by author
  • 2 Comments on narratives written by author
  • 69 Fair Values set on narratives written by author

BKR Share Price Performance

US$63.55
24.47 (62.62%)
US$71.52
Fair Value
US$63.55
24.47 (62.62%)
11.1% undervalued intrinsic discount
US$71.52
Fair Value
Price US$63.55
AnalystConsensusTarget US$71.52
AnalystLowTarget US$52.30
AnalystHighTarget US$80.00

BKR Community Narratives

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Fair Value US$71.52 11.1% undervalued intrinsic discount

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

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31users have followed this narrative
·
Fair Value US$52.3 21.5% overvalued intrinsic discount

Future LNG And Data Center Dependence Will Pressure Margins And Earnings

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·
Fair Value US$80 20.6% undervalued intrinsic discount

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

1users have liked this narrative
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1users have followed this narrative
US$52.3
21.5% overvalued intrinsic discount
Revenue
1.5% p.a.
Profit Margin
8.84%
Future PE
25.6x
Price in 2029
US$65.3
US$80
20.6% undervalued intrinsic discount
Revenue
7.09% p.a.
Profit Margin
10.5%
Future PE
27.44x
Price in 2029
US$99.07

Trending Discussion

Updated Narratives

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BKR: Offshore Backlog And Data Center Demand Will Shape Fairly Valued Outlook

Fair Value: US$71.52 11.1% undervalued intrinsic discount
31 users have set this as their fair value
2 users have commented on this narrative
0 users have liked this narrative
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Future LNG And Data Center Dependence Will Pressure Margins And Earnings

Fair Value: US$52.3 21.5% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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Multi Year LNG And Power Backlog Will Support Stronger Long Term Earnings Resilience

Fair Value: US$80 20.6% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet and good value.

0 Risks
4 Rewards

Baker Hughes Company Key Details

US$27.9b

Revenue

US$21.3b

Cost of Revenue

US$6.6b

Gross Profit

US$3.5b

Other Expenses

US$3.1b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
3.14
23.64%
11.17%
82.9%
View Full Analysis

About BKR

Founded
2016
Employees
53000
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

Narrative Update Jun 03

BKR: Offshore Backlog And Data Center Demand Will Shape Fairly Valued Outlook

Analysts have adjusted the Baker Hughes price target moderately higher to about $71.52 from roughly $69.33, reflecting refreshed oilfield services models that incorporate updated revenue, margin and P/E assumptions, along with recent Street target revisions clustered in the mid $70s. Analyst Commentary Street research on Baker Hughes has centered on how updated oilfield services models, refreshed EBITDA forecasts and revised P/E assumptions line up with the current share price.

Recent updates

No updates