Zephirin Group Forecasts Strong Price Appreciation for Baker Hughes (NASDAQ:BKR) Stock

Baker Hughes (NASDAQ:BKR) had its target price increased by investment analysts at Zephirin Group from $40.00 to $45.00 in a report released on Monday,MarketScreener reports. The firm currently has a “hold” rating on the stock. Zephirin Group’s price objective would suggest a potential downside of 20.42% from the company’s previous close.

Other analysts have also recently issued reports about the stock. TD Cowen restated a “buy” rating on shares of Baker Hughes in a research report on Wednesday, January 7th. Piper Sandler raised their price objective on Baker Hughes from $50.00 to $52.00 and gave the company an “overweight” rating in a research note on Thursday, October 16th. Barclays boosted their target price on Baker Hughes from $53.00 to $55.00 and gave the company an “overweight” rating in a research report on Monday, October 27th. Weiss Ratings restated a “buy (b)” rating on shares of Baker Hughes in a research report on Monday, December 29th. Finally, Jefferies Financial Group boosted their price objective on shares of Baker Hughes from $58.00 to $59.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Twenty-one research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $56.35.

Baker Hughes Trading Up 0.5%

Shares of BKR stock opened at $56.55 on Monday. 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 $55.80 billion, a price-to-earnings ratio of 21.75, a price-to-earnings-growth ratio of 1.77 and a beta of 0.89. Baker Hughes has a 12-month low of $33.60 and a 12-month high of $57.58. The stock’s 50-day moving average price is $48.80 and its 200-day moving average price is $46.84.

Baker Hughes (NASDAQ:BKR) last released its quarterly earnings data on Sunday, January 25th. The company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.67 by $0.11. The business had revenue of $7.39 billion for the quarter, compared to the consensus estimate of $7.09 billion. Baker Hughes had a return on equity of 14.51% and a net margin of 9.33%.The company’s revenue was up .3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.70 EPS. Equities research analysts predict that Baker Hughes will post 2.59 EPS for the current fiscal year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. Brandywine Global Investment Management LLC boosted its stake in Baker Hughes by 8.2% in the second quarter. Brandywine Global Investment Management LLC now owns 648,149 shares of the company’s stock valued at $24,850,000 after acquiring an additional 49,108 shares in the last quarter. Synergy Asset Management LLC acquired a new position in shares of Baker Hughes during the third quarter worth $1,920,000. Webster Bank N. A. purchased a new stake in shares of Baker Hughes during the 3rd quarter valued at $3,434,000. Robeco Institutional Asset Management B.V. boosted its position in shares of Baker Hughes by 23.9% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 458,415 shares of the company’s stock worth $22,334,000 after purchasing an additional 88,536 shares in the last quarter. Finally, Schroder Investment Management Group grew its stake in Baker Hughes by 0.6% during the 2nd quarter. Schroder Investment Management Group now owns 1,450,363 shares of the company’s stock worth $55,607,000 after buying an additional 8,994 shares during the last quarter. Institutional investors own 92.06% of the company’s stock.

Trending Headlines about Baker Hughes

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

• Positive Sentiment: Q4 beat and segment strength — BKR beat EPS and revenue expectations with $0.78/share and $7.39B in revenue; adjusted profit and record EBITDA were driven by strength in the Industrial & Energy Technology (IET) unit, which offsets softness in legacy oilfield services. Earnings Beat
• Positive Sentiment: Multiple analyst upgrades and higher price targets — Several firms raised ratings/targets (TD Cowen to $64, BMO to $65, JPMorgan to $60, Capital One to $59), signaling cross-market bullishness and supporting upside expectations. Capital One Target Raise BMO / The Fly Coverage JPMorgan Note
• Positive Sentiment: Momentum: shares reached a new 1‑year high following upgrades, indicating bullish positioning by investors and funds. 1-Year High Coverage
• Neutral Sentiment: Venezuela opportunity noted — Management highlighted meaningful revenue potential in Venezuela but emphasized safety, employee conditions and legal/regulatory clarity as gating factors; this is opportunity + execution risk. Reuters: Venezuela Opportunity
• Neutral Sentiment: Company issued revenue ranges for Q1 and FY2026 but did not provide concrete EPS targets in the release, leaving guidance somewhat broad (Q1 and FY revenue ranges were provided). See the slide deck/press materials for details. Press Slide Deck
• Neutral Sentiment: Short-interest report shows no meaningful change (data appears to report zeros/incomplete), so it is not a current driver of price action.
• Negative Sentiment: Analyst dissent and lower targets exist — a smaller shop (Zephirin Group) still has a $45 target/hold rating, highlighting some disagreement on upside and valuation sensitivity. Zephirin Note
• Negative Sentiment: Guidance ambiguity — the absence of explicit EPS guidance increases near-term uncertainty; investors may re-rate if future profitability guidance is not forthcoming or misses expectations.

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.