Baker Hughes (BKR)

• Market cap: $46.6B
• 1 day: 1.68%
• 5 days: 0.21%
• 1 month: 10.24%
• 3 months: 21.24%
• 6 months: 8.15%
• Year to date: 13.72%
• 1 year: 36.31%
• 5 years: 211.54%
• 10 years: 26.87%
• Sector: Energy
• Industry: Oil & Gas Equipment & Services

About: Following a 2022 reorganization, Baker Hughes operates in two segments: oilfield services and equipment, and industrial and energy technology. The firm's oilfield services and equipment segment is one of the Big Three oilfield-services players, along with SLB and Halliburton, and mostly supplies to hydrocarbon developers and producers, including national oil companies, major integrated firms, and independents. Markets outside of North America buy roughly three-fourths of the segment's offerings. Baker Hughes' industrial and energy technology segment manufactures and sells turbines, compressors, pumps, valves, and related testing and monitoring services for various energy and industrial applications.

Employees: 57,000

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

28% more call options, than puts

Call options by funds: $181M | Put options by funds: $141M

1.86% more ownership

Funds ownership: 93.84% [Q1] → 95.7% (+1.86%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 9 [Q1] → 9 (+0) [Q2]

2% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 341

8% less funds holding

Funds holding: 944 [Q1] → 869 (-75) [Q2]

11% less capital invested

Capital invested by funds: $40.8B [Q1] → $36.4B (-$4.43B) [Q2]

45% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 139

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $41
• Avg. target: $51
• High target: $60

8 analyst ratings

• positive: 7 88%
• neutral: 1 13%
• negative: 0 0%

Melius Research James West	$60	Buy Initiated	20 Aug 2025
BMO Capital Phillip Jungwirth	$53	Outperform Maintained	30 Jul 2025
UBS Josh Silverstein	$46	Neutral Maintained	30 Jul 2025
Morgan Stanley Connor Lynagh	$55	Overweight Maintained	29 Jul 2025
Susquehanna Charles Minervino	$52	Positive Maintained	24 Jul 2025