Baker Hughes

BKR

Market cap $64.5B

The portfolio generated strong absolute returns in Q4 and 2025 but trailed the MSCI All Country World Small Mid Index over each period. Stock selection in health care was the strongest contributor to performance for both the quarter and year. Management highlighted strong demand for high-speed optical components supporting AI-driven data center growth, alongside improving margins.

Baker Hughes (BKR) reported earnings 30 days ago. What's next for the stock?

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BAKER HUGHES AND VALLOUREC SIGN A MEMORANDUM OF UNDERSTANDING ON UNDERGROUND HYDROGEN STORAGE WITH THE DELPHY SOLUTION Meudon (France), on February 17, 2026 – Vallourec, a world leader in premium seamless tubular solutions, announces the signing of a Memorandum of Understanding (MOU) with Baker Hughes, an energy technology company, focused on advancing hydrogen storage solutions for the green hydrogen market.  The collaboration is intended to build a closer, long-term cooperation to better serve customers across the industrial green hydrogen value chain – including green ammonia, sustainable fuels and green steel manufacturing – as well as the clean power sector, such as data centers.

While the top- and bottom-line numbers for Baker Hughes (BKR) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Baker Hughes wins deal to supply 10 gas turbines for U.S. data centers, generating up to 250 MW in a long-term partnership with Twenty20 Energy.

HOUSTON and LONDON, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR), an energy technology company, announced Tuesday an award from Twenty20 Energy, a power generation company focused on enabling next-generation AI and digital infrastructure, for 10 Frame 5 gas turbines and associated generator technology supporting up to 250 MW of power generation capacity. Initial deliveries are scheduled for 2027 and have been designated for Twenty20 Energy's data center projects in Georgia and Texas.

Wall Street spent 2025 worshiping algorithms. Early 2026 belongs to oilfield steel.

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