Baker Hughes Förvaltning
Förvaltning kriterier kontrolleras 3/4
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Viktig information
Lorenzo Simonelli
Verkställande direktör
US$21.4m
Total ersättning
| VD-lön i procent | 8.00% |
| Anställning som VD | 9yrs |
| Ägande av VD | 0.07% |
| Ledningens genomsnittliga anställningstid | 3.1yrs |
| Styrelsens genomsnittliga mandatperiod | 5.3yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Jul 20
BKR: Future Returns Will Balance Data Center Power Deals And Geopolitical Energy Risks
The Baker Hughes analyst price target increases slightly to $53.49 from $52.30, as analysts factor in a modestly lower discount rate, a neutral adjustment to assumed revenue growth, and a slightly higher profit margin outlook within a similar future P/E framework. Analyst Commentary Recent Street research on Baker Hughes shows a mix of optimism around long term energy security themes and more cautious adjustments tied to near term volatility in oil prices, geopolitics, and the timing of industry spending.
Uppdatering av berättelse • Jul 06
BKR: Angola Subsea Wins And IET Orders Will Support Future Upside
The analyst fair value estimate for Baker Hughes has increased by $5 to $85. This reflects updated models that incorporate Street research pointing to steady OFSE and IET trends and revised long-term P/E and growth assumptions.Seeking Alpha • Jun 30
Baker Hughes Weighed Down By Dashed Oil Boom Hopes
Summary Baker Hughes remains a "Sell," as muted oilfield services offset booming IET growth. IET segment drives double-digit growth, fueled by U.S. LNG exports and AI data center demand. Oilfield services face persistent headwinds from weak oil prices and reduced Chinese demand. Fair value is capped at $50, with 2024 EPS now targeted at $2.30–$2.40 and a 24x multiple seen as expensive. Read the full article on Seeking Alpha
Uppdatering av berättelse • Jun 22
BKR: Offshore Backlog And Energy Technology Orders Will Drive Upside Outlook
The Baker Hughes analyst price target edges slightly lower to $71.24 from $71.52, as analysts refresh oilfield services models and modestly adjust fair value and P/E assumptions following recent target revisions across the sector. Analyst Commentary Recent research on Baker Hughes centers on refreshed oilfield services models, updated long term forecasts and a broad round of target resets that frame how analysts see the stock's risk reward profile.Uppdatering av berättelse • 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.Ny berättelse • May 17
Future LNG And Data Center Dependence Will Pressure Margins And Earnings
Catalysts About Baker Hughes Baker Hughes is an energy technology company that provides equipment, services and digital solutions across the oil, gas and broader energy infrastructure value chain. What are the underlying business or industry changes driving this perspective?Uppdatering av berättelse • Apr 29
BKR: Waygate Review And Data Center Exposure Will Shape Fairly Valued Outlook
The analyst price target for Baker Hughes has shifted from $62.67 to $69.33. Analysts cite updated assumptions for revenue growth, margins, and future P/E, along with a broad series of recent target hikes across major research firms, as key drivers of the change.Ny berättelse • Apr 26
Multi Year LNG And Power Backlog Will Support Stronger Long Term Earnings Resilience
Catalysts About Baker Hughes Baker Hughes provides equipment, services and digital solutions across the full energy value chain, from production to power and industrial applications. What are the underlying business or industry changes driving this perspective?Uppdatering av berättelse • Apr 11
BKR: Waygate Review And Sector Exposure Will Shape Fairly Valued Outlook
Analysts raised the Baker Hughes price target by about $1 to $62.67, citing slightly adjusted growth, margin and discount rate assumptions, as well as a modestly higher future P/E. Analyst Commentary Recent research has been broadly focused on recalibrating valuation for Baker Hughes, with a series of higher price targets clustered around similar timeframes.Uppdatering av berättelse • Mar 27
BKR: IET Execution And Waygate Sale Review Will Support Fairly Valued Outlook
Analysts have nudged Baker Hughes' average price target higher, with a cluster of recent increases ranging from $2 to $14 as they update models for slightly revised fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent Street research on Baker Hughes clusters around a series of price target changes, with most moves pointing to modestly higher fair value estimates and one trim within a relatively tight range.Uppdatering av berättelse • Mar 09
BKR: IET Execution And Waygate Review Will Support Fairly Valued Outlook
Analysts have nudged their average price target for Baker Hughes higher to about $61.38, reflecting updated views that slightly stronger revenue growth, modestly higher profit margins, and a similar forward P/E profile are supported by a recent wave of upward target revisions across major research firms. Analyst Commentary Recent research has clustered around upward price target revisions, with only one modest cut, giving you a fairly clear snapshot of how the Street is thinking about Baker Hughes today.Uppdatering av berättelse • Feb 23
BKR: IET Execution And Energy Transition Deals Will Support Fairly Valued Outlook
The analyst fair value estimate for Baker Hughes has moved modestly higher to $60.80. The shift is supported by a series of recent price target increases from major firms that point to recalibrated assumptions around long term earnings power and sector positioning.Analysartikel • Feb 12
Some May Be Optimistic About Baker Hughes' (NASDAQ:BKR) Earnings
Baker Hughes Company's ( NASDAQ:BKR ) stock was strong despite it releasing a soft earnings report last week. However...Uppdatering av berättelse • Feb 08
BKR: IET Execution And Geopolitical Openings Will Guide Fairly Valued Outlook
Analysts have raised their Baker Hughes fair value estimate to $59.75 from $53.47, as a series of recent price target increases across the Street has been supported by updated assumptions for revenue growth, profit margins, and future P/E levels. Analyst Commentary Street research on Baker Hughes has been active, with several firms revisiting their assumptions for growth, margins, and valuation multiples.Uppdatering av berättelse • Jan 25
BKR: IET Execution And Geopolitical Openings Will Shape Next Cycle Outlook
Narrative Update The updated analyst price target for Baker Hughes edges higher to about $53.47. Analysts point to refined expectations around revenue growth, margins and future P/E, supported by recent Street research that has generally nudged targets upward across the oilfield services group.Uppdatering av berättelse • Jan 10
BKR: IET Resilience And Potential Breakup Will Shape Next Cycle Outlook
Analysts have made only a small adjustment to their Baker Hughes price targets, with a blended fair value estimate now effectively unchanged at about US$53. This reflects mixed views, as some firms trimmed targets on more cautious oilfield spending expectations, while others nudged them higher on resilient U.S. activity and the ongoing strength of the Industrial & Energy Technology business.Uppdatering av berättelse • Dec 14
BKR: IET Outperformance And Divestitures Will Drive Upside In Coming Cycle
Analysts have nudged their price target on Baker Hughes modestly higher, lifting fair value by about $0.57 to roughly $53.14. They cite continued outperformance in the Industrial and Energy Technology unit, improving long cycle energy activity, and a supportive backlog and divestiture strategy despite a still choppy macro backdrop.Uppdatering av berättelse • Nov 29
BKR: Divestiture Plans And Leadership Changes Will Shape Sector Recovery Prospects
Baker Hughes' analyst fair value estimate was nudged slightly higher, rising by $0.05 to $52.57. Analysts cite ongoing strength in the company's Industrial and Energy Technology segment, along with improved execution and sector recovery signals.Uppdatering av berättelse • Nov 15
BKR: Sector Activity Rebound And Divestiture Plans Will Shape Risk-Reward Ahead
The average analyst price target for Baker Hughes has increased modestly to approximately $52.52 per share. This reflects analysts' expectations for improving sector momentum and upcoming strategic catalysts, despite a still cautious macroeconomic environment.Uppdatering av berättelse • Nov 01
BKR: Broader Energy Transition And Asset Portfolio Moves Will Shape Medium-Term Outlook
Analysts have raised their average price target for Baker Hughes, increasing it by approximately $0.68 to $52.43. Improving energy sector fundamentals and continued operational momentum support a more positive outlook for the shares.Uppdatering av berättelse • Oct 18
Expanding Distributed Power And New Energy Will Define Long-Term Trends
The analyst price target for Baker Hughes increased modestly to approximately $51.75 per share. This reflects analyst expectations of improved revenue growth and favorable momentum in the company's Industrial & Energy Technology segment, despite ongoing sector challenges.Uppdatering av berättelse • Oct 03
Expanding Distributed Power And New Energy Will Define Long-Term Trends
The analyst price target for Baker Hughes has increased modestly to approximately $51.43. This reflects a blend of stronger Industrial & Energy Technologies momentum, successful acquisitions, and improved revenue diversification, according to analysts.Uppdatering av berättelse • Sep 10
Expanding Distributed Power And New Energy Will Define Long-Term Trends
Analysts have raised Baker Hughes’ price target slightly to $50.55, citing strong revenue growth and diversification in the IET segment, a transformative acquisition of Chart Industries, robust order backlog, and secular industry tailwinds, though some caution lingers due to oilfield services underperformance and regional uncertainties. Analyst Commentary Bullish analysts highlight Baker Hughes’ rapid expansion and revenue growth in its Industrial & Energy Technologies (IET) segment, now comprising a majority of total revenues, driven by strength in non-oil and gas end-markets.Seeking Alpha • Apr 20
Baker Hughes: Turmoil Ahead
Summary Baker Hughes Company is an energy technology firm with a diversified portfolio serving upstream, midstream, and downstream oil and gas sectors. The company operates in two segments: Oilfield Services & Equipment and Industrial & Energy Technology. Baker Hughes is a consistent investment for dividend seekers, with a 5-year average revenue growth of 3.31% per year. The company’s diversified portfolio and steady growth make it a reliable choice for investors seeking stable returns. Read the full article on Seeking AlphaSeeking Alpha • Feb 22
Baker Hughes: Energy Services Firm Will Continue Firing On All Cylinders
Summary Baker Hughes gets a buy rating despite being overvalued and trading well above its moving average, as several upside factors come into play. The firm will take advantage of demand for natural gas/LNG, and hydrogen renewables, and has a global diversified portfolio of products. With a low debt/equity of 0.35, the leverage risk is low, and its corporate debt has declined in recent years. Although it is a not a high-yield dividend stock, its 5-year dividend growth CAGR has been positive, and the strong cashflow should provide further dividend support. Read the full article on Seeking AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$3b |
| Dec 31 2025 | US$21m | US$2m | US$3b |
| Sep 30 2025 | n/a | n/a | US$3b |
| Jun 30 2025 | n/a | n/a | US$3b |
| Mar 31 2025 | n/a | n/a | US$3b |
| Dec 31 2024 | US$20m | US$2m | US$3b |
| Sep 30 2024 | n/a | n/a | US$2b |
| Jun 30 2024 | n/a | n/a | US$2b |
| Mar 31 2024 | n/a | n/a | US$2b |
| Dec 31 2023 | US$22m | US$2m | US$2b |
| Sep 30 2023 | n/a | n/a | US$2b |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | -US$97m |
| Dec 31 2022 | US$16m | US$2m | -US$601m |
| Sep 30 2022 | n/a | n/a | -US$490m |
| Jun 30 2022 | n/a | n/a | -US$466m |
| Mar 31 2022 | n/a | n/a | US$305m |
| Dec 31 2021 | US$16m | US$1m | -US$219m |
| Sep 30 2021 | n/a | n/a | US$140m |
| Jun 30 2021 | n/a | n/a | -US$38m |
| Mar 31 2021 | n/a | n/a | -US$165m |
| Dec 31 2020 | US$15m | US$1m | -US$10b |
| Sep 30 2020 | n/a | n/a | -US$11b |
| Jun 30 2020 | n/a | n/a | -US$10b |
| Mar 31 2020 | n/a | n/a | -US$10b |
| Dec 31 2019 | US$15m | US$1m | US$128m |
Ersättning vs marknad: Lorenzo s total kompensation ($USD 21.36M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 14.57M ).
Ersättning vs inkomst: Ersättningen från Lorenzo har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Lorenzo Simonelli (53 yo)
9yrs
Anställning
US$21,363,825
Kompensation
Mr. Lorenzo Simonelli is Non-Executive Director of CNH Industrial N.V. from May 8, 2026. Mr. Simonelli has been Senior Non-Executive Director at Iveco Group N.V. since March 2022. He serves as Independent...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman | 9yrs | US$21.36m | 0.071% $ 39.5m | |
| Executive VP & CFO | 3.5yrs | US$5.24m | 0.0021% $ 1.2m | |
| Chief Legal Officer | 2.5yrs | US$3.36m | 0.0016% $ 873.6k | |
| Chief Growth & Experience Officer and Interim EVP of Industrial & Energy Technology | no data | US$6.01m | 0.0020% $ 1.1m | |
| Executive Vice President of Oilfield Services & Equipment | 1.8yrs | US$4.65m | 0.0015% $ 823.5k | |
| Senior VP | 3.1yrs | inga uppgifter | 0.0016% $ 895.9k | |
| Vice President of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| VP, Chief Compliance Officer & Corporate Secretary | no data | inga uppgifter | inga uppgifter | |
| Vice President of Brand & External Communications | no data | inga uppgifter | inga uppgifter | |
| Chief People & Culture Officer | 1.8yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Lead Chart Segment | 3.8yrs | US$2.28m | 0.0016% $ 868.1k | |
| Chief Sustainability Officer | no data | inga uppgifter | inga uppgifter |
3.1yrs
Genomsnittlig anställningstid
48yo
Genomsnittlig ålder
Erfaren ledning: BKR s ledningsgrupp anses vara erfaren ( 3.1 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman | 9yrs | US$21.36m | 0.071% $ 39.5m | |
| Independent Director | 9yrs | US$411.59k | 0.0017% $ 946.0k | |
| Lead Independent Director | 9yrs | US$368.86k | 0.0068% $ 3.8m | |
| Independent Director | 6.2yrs | US$340.00k | 0.0037% $ 2.0m | |
| Independent Director | 3.5yrs | US$349.87k | 0.0010% $ 578.7k | |
| Independent Director | 9yrs | US$417.23k | 0% $ 0 | |
| Independent Director | 4.5yrs | US$327.68k | 0.0037% $ 2.1m | |
| Independent Director | less than a year | inga uppgifter | inga uppgifter | |
| Independent Director | 2.5yrs | US$321.53k | 0.00055% $ 306.0k | |
| Independent Director | 2.2yrs | US$322.50k | 0% $ 0 |
5.3yrs
Genomsnittlig anställningstid
64.5yo
Genomsnittlig ålder
Erfaren styrelse: BKR s styrelse anses vara erfaren ( 5.3 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/24 20:33 |
| Aktiekurs vid dagens slut | 2026/07/24 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Baker Hughes Company bevakas av 43 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| William Selesky | Argus Research Company |
| J. David Anderson | Barclays |
| Nicholas Green | Bernstein |