Baker Hughes (NASDAQ:BKR) Sets New 1-Year High on Analyst Upgrade

Shares of Baker Hughes Company (NASDAQ:BKR) hit a new 52-week high on Tuesday after Zephirin Group raised their price target on the stock from $40.00 to $45.00. Zephirin Group currently has a hold rating on the stock. Baker Hughes traded as high as $56.89 and last traded at $56.29, with a volume of 18011007 shares trading hands. The stock had previously closed at $53.92.

Other equities research analysts also recently issued reports about the company. Evercore ISI set a $54.00 price target on Baker Hughes in a report on Monday, October 27th. HSBC raised their target price on shares of Baker Hughes from $54.00 to $56.00 and gave the stock a “buy” rating in a research note on Monday, October 27th. Stifel Nicolaus lifted their target price on shares of Baker Hughes from $52.00 to $57.00 and gave the company a “buy” rating in a report on Wednesday, January 21st. TD Cowen reissued a “buy” rating on shares of Baker Hughes in a report on Wednesday, January 7th. Finally, JPMorgan Chase & Co. lifted their price objective on Baker Hughes from $52.00 to $53.00 and gave the company an “overweight” rating in a report on Tuesday, September 30th. Twenty-one research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, Baker Hughes presently has an average rating of “Moderate Buy” and an average price target of $54.22.

Baker Hughes News Roundup

Here are the key news stories impacting Baker Hughes this week:

• Positive Sentiment: Q4 earnings beat — Baker Hughes reported $0.78 EPS vs. $0.67 consensus and revenue of $7.39B vs. $7.09B expected; the beat is a primary driver for the stock lift. Baker Hughes earnings beat by $0.11, revenue topped estimates
• Positive Sentiment: Record orders and RPO — company reported $7.9B of orders and record remaining performance obligation (RPO) of $35.9B (IET RPO $32.4B), supporting revenue visibility and growth in Industrial & Energy Technology. Baker Hughes Announces Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: IET segment strength — Industrial & Energy Technology drove an 11% rise in adjusted profit, offsetting weakness in traditional oilfield services and underpinning margin/EBITDA resilience. Baker Hughes posts rise in adjusted quarterly profit as industrial unit shines
• Neutral Sentiment: International opportunity noted — management highlighted a “significant revenue opportunity” in Venezuela but emphasized employee safety and regulatory clarity as gating factors, so potential is meaningful but conditional. Baker Hughes sees significant revenue opportunity in Venezuela
• Neutral Sentiment: Full call & slides available — management commentary and the earnings-slide deck/earnings transcript provide color on backlog, segment trends and capital allocation for investors evaluating whether the beat is sustainable. Baker Hughes Company (BKR) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Guidance shows revenue ranges slightly conservative — Q1 2026 revenue guidance of $6.1B–$6.7B (consensus ~$6.6B) and FY 2026 revenue $26.2B–$28.3B (consensus ~$27.4B). The company did not specify EPS targets in the guidance release, which may temper upside expectations. (Company guidance release)
• Negative Sentiment: Analyst view mixed — Zephirin Group raised its price target to $45 but kept a “hold” rating; the PT remains well below the current market price, indicating some analysts see limited near-term upside. Zephirin Group raises price target on Baker Hughes to $45 from $40, keeps hold rating

Institutional Investors Weigh In On Baker Hughes

Several institutional investors have recently modified their holdings of the company. Formidable Asset Management LLC increased its stake in Baker Hughes by 3.2% in the 4th quarter. Formidable Asset Management LLC now owns 7,341 shares of the company’s stock valued at $358,000 after purchasing an additional 225 shares in the last quarter. CoreCap Advisors LLC increased its position in shares of Baker Hughes by 16.4% in the fourth quarter. CoreCap Advisors LLC now owns 1,619 shares of the company’s stock valued at $74,000 after buying an additional 228 shares in the last quarter. Forum Financial Management LP increased its position in shares of Baker Hughes by 1.4% in the second quarter. Forum Financial Management LP now owns 17,255 shares of the company’s stock valued at $662,000 after buying an additional 233 shares in the last quarter. AMG National Trust Bank boosted its position in shares of Baker Hughes by 3.7% in the 3rd quarter. AMG National Trust Bank now owns 6,831 shares of the company’s stock worth $333,000 after buying an additional 246 shares in the last quarter. Finally, JFS Wealth Advisors LLC boosted its position in shares of Baker Hughes by 45.1% in the 4th quarter. JFS Wealth Advisors LLC now owns 811 shares of the company’s stock worth $37,000 after buying an additional 252 shares in the last quarter. Hedge funds and other institutional investors own 92.06% of the company’s stock.

Baker Hughes Stock Performance

The company has a current ratio of 1.41, a quick ratio of 1.00 and a debt-to-equity ratio of 0.33. The stock has a market capitalization of $55.55 billion, a price-to-earnings ratio of 19.41, a PEG ratio of 1.70 and a beta of 0.89. The stock’s 50 day moving average is $48.63 and its 200 day moving average is $46.73.

Baker Hughes (NASDAQ:BKR) last announced its quarterly earnings results on Sunday, January 25th. The company reported $0.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.67 by $0.11. Baker Hughes had a net margin of 10.43% and a return on equity of 14.22%. The company had revenue of $7.39 billion for the quarter, compared to the consensus estimate of $7.09 billion. During the same quarter in the prior year, the firm earned $0.70 earnings per share. The company’s revenue for the quarter was up .3% compared to the same quarter last year. On average, analysts predict that Baker Hughes Company will post 2.59 earnings per share for the current year.

Baker Hughes Company Profile

Baker Hughes is an energy technology company that provides a broad portfolio of products, services and digital solutions for the oil and gas and industrial markets. Its offerings span oilfield services and equipment — including drilling, evaluation, completion and production technologies — as well as turbomachinery, compressors and related process equipment used in midstream and downstream operations. The company also supplies aftermarket services, field support and integrated solutions designed to improve asset performance and uptime across the energy value chain.

The firm’s roots trace back to the merger of Baker International and Hughes Tool Company, and more recently it combined with GE’s oil and gas business in 2017 to form Baker Hughes, a GE company (BHGE); subsequent changes in ownership restored Baker Hughes as an independent publicly traded company.