BAKER HUGHES COMPANY

BAKER HUGHES COMPANY

Baker Hughes (BKR) is a global energy technology and services company supplying equipment, digital solutions and after‑sales services to the oil, gas and power sectors. It operates across oilfield services, turbomachinery and industrial equipment, and is increasingly active in energy‑transition areas such as hydrogen, carbon capture and electrification. The business mixes cyclical upstream exposure with more resilient revenue streams from long‑term contracts, aftermarket parts and servicesβ€”factors investors watch when assessing cash flow stability. Key drivers include oil and gas investment cycles, technology adoption, and costs tied to manufacturing and supply chains. With a market capitalisation around $46.09bn, Baker Hughes is mid‑cap within its industry and can offer exposure to both commodity cycles and longer‑term decarbonisation themes. Risks include commodity price sensitivity, project execution, and regulatory or geopolitical shifts. This summary is educational and not personalised investment advice; investors should consider their own goals and risk tolerance before acting.

Why It's Moving

BAKER HUGHES COMPANY

BKR Faces Analyst Warnings of 14% Downside Amid Q1 Earnings Pressure and Wide Target Dispersion

Baker Hughes (BKR) stock is under scrutiny as it approaches Q1 2026 earnings release after market close on April 23, with consensus expecting a dip in earnings and revenues year-over-year due to seasonal weakness. While technical momentum remains strong near multi-year highs, analysts' price targets diverge sharply, highlighting risks in navigating energy market headwinds and execution on transition strategies.
Sentiment:
πŸŒ‹Volatile
  • Wall Street forecasts $0.50 EPS for Q1, a 1.96% decline from last year's $0.51, pressuring profitability amid declining revenues.
  • Analyst targets range from $44 (29.7% downside from $62.54) to $70 (11.9% upside), reflecting uncertainty over BKR's energy transition execution.
  • Despite lowered estimates recently, BKR shows strong technical buy signals and momentum building ahead of earnings, contrasting with seasonal expectations.

When is the next earnings date for BAKER HUGHES COMPANY (BKR)?

Baker Hughes (BKR) is scheduled to release its Q1 2026 earnings on April 23, 2026, after market close. A conference call for investors is set for the following day at 9:30 AM ET. This aligns with the company's historical quarterly reporting pattern.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts suggest buying Baker Hughes stock, anticipating it could increase in value soon.

Above Average

Financial Health

Baker Hughes Company has strong profits and cash flow, indicating solid financial performance.

Below Average

Dividend

BAKER HUGHES COMPANY's dividend yield of 1.33% is on the lower side, which may not attract dividend-focused investors. If you invested $1000 you would be paid $13.20 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Discover More Opportunities

CQP

CHENIERE ENERGY PARTNERS LP

Cheniere Energy Partners, L.P. owns the Sabine Pass LNG terminal located in Cameron Parish, Louisiana, which has natural gas liquefaction facilities consisting of six liquefaction Trains that include five LNG storage tanks, vaporizers and three marine berths with a total production capacity of approximately 30 million tons per annum (mtpa) of LNG at the Sabine Pass LNG terminal in Cameron Parish, Louisiana (the SPL Project). The Sabine Pass LNG terminal also has operational regasification facilities that include five LNG storage tanks, vaporizers, and three marine berths. The Company also owns a 94-mile natural gas supply pipeline through its subsidiary, Creole Trail Pipeline, L.P., that interconnects the Sabine Pass LNG Terminal with several large interstate and intrastate pipelines (the Creole Trail Pipeline). It provides LNG to integrated energy companies, utilities and energy trading companies.

AM

ANTERO MIDSTREAM CORPORATION

Antero Midstream Partners LP is an energy company that owns, operates and develops midstream infrastructure assets in the Appalachian basin.

AROC

ARCHROCK INC

Archrock Inc. is a clean natural gas infrastructure company that provides natural gas compression services to customers throughout the United States and Canada.

Baskets Featuring BKR

Natural Gas Investing: What's Next for Nigeria?

Natural Gas Investing: What's Next for Nigeria?

As Nigeria pivots to leverage its vast natural gas reserves for economic growth, this resource is becoming central to its energy transition strategy. This basket offers potential exposure to globally-listed energy companies, infrastructure providers, and technology firms participating in this development.

Published: September 24, 2025

Explore Basket
Brazil's Offshore Oil Renaissance

Brazil's Offshore Oil Renaissance

BP's massive oil discovery in Brazil's Santos Basin has renewed excitement in the region's energy potential. This theme focuses on companies, including competitor Equinor, that are positioned to benefit from the increased investment and upcoming auctions in one of the world's most promising offshore oil frontiers.

Published: August 6, 2025

Explore Basket
Powering Production: The Oil Services Surge

Powering Production: The Oil Services Surge

Exxon Mobil's recent earnings beat, driven by higher production volumes in a low-price environment, highlights a key industry strategy. This creates an investment opportunity in companies that provide essential equipment and services for oil and gas exploration and production.

Published: August 1, 2025

Explore Basket
U.S. Energy's Great Gas Pivot

U.S. Energy's Great Gas Pivot

U.S. energy companies are cutting oil rigs while increasing natural gas drilling, signaling a key strategic shift in the sector. This pivot creates an investment opportunity in natural gas producers and the service companies that enable more efficient drilling.

Published: July 26, 2025

Explore Basket
Oil & Gas

Oil & Gas

Fuel up with investment opportunities in the energy markets. This collection features carefully selected stocks from industry giants and innovators, chosen by professional analysts for their potential in the growing $6.93 trillion global oil and gas market.

Published: May 15, 2025

Explore Basket

Why You’ll Want to Watch This Stock

πŸ“ˆ

Cyclical and Aftermarket

BKR blends cyclical upstream work with recurring aftermarket and service revenue, which can help cushion earnings variability though performance may vary.

⚑

Energy Transition Themes

The company is investing in hydrogen, carbon capture and electrification β€” positioning for longer‑term demand shifts while facing execution and market risk.

🌍

Global Footprint

A broad international presence gives access to diverse markets but also exposes the business to geopolitical, regulatory and supply‑chain challenges.

Compare Baker Hughes with other stocks

ValeroBaker Hughes

Valero vs Baker Hughes

Valero vs Baker Hughes

SuncorBaker Hughes

Suncor vs Baker Hughes

Suncor vs Baker Hughes: a stock comparison

Baker HughesCheniere Energy

Baker Hughes vs Cheniere Energy

Baker Hughes vs Cheniere Energy

Why invest with Nemo?

Nemo Logo Fade
πŸ†“

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

πŸ”’

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

πŸ’°

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Frequently asked questions