Baker Hughes Company Class A (BKR)

Over the past six months, Baker Hughes' stock price has experienced fluctuations and has been influenced by several events and analyst activities. In Q3 2025, Baker Hughes announced strong results with significant orders and revenue. The company secured contracts from Bechtel Energy Inc. and Technip Energies, and entered a joint framework agreement with Hunt Oil Co. Several analysts have maintained positive ratings and adjusted price targets for BKR. Baker Hughes reported a decline in the U.S. rig count on January 9, 2026.

Demand for Baker Hughes' products and services is influenced by broader energy market dynamics and seasonal weather conditions. The company is strategically positioned to benefit from long-term energy demand trends, particularly the increasing demand for natural gas and LNG. The oil and gas industry can experience seasonal variations in activity due to weather conditions affecting exploration and production. Historically, implied volatility for BKR stock tends to rise most in April and decline to its lowest levels in December.

Baker Hughes Co. is a global energy technology company co-headquartered in Houston, Texas, and London, UK, operating in the Energy sector, specifically in the Oil & Gas Equipment & Services industry. The company provides a diverse portfolio of energy and industrial solutions, serving the upstream, midstream/liquefied natural gas (LNG), and downstream sectors of the oil and gas industry, alongside chemical and industrial segments. Major products and services include Oilfield Services & Equipment (OFSE) and Industrial & Energy Technology (IET).

Baker Hughes Co. has a significant global presence, operating in over 120 countries across the Americas, Europe, the Middle East, Africa, and Asia. The majority of its revenue is generated from non-U.S. regions, which accounted for 73.47% of its total revenue in fiscal year 2024, while the United States represented 26.53%.

Baker Hughes' brand reputation in the past year appears to be generally positive, driven by strategic initiatives and strong financial performance. The company has been actively involved in the energy transition, expanding its portfolio with carbon capture utilization and storage solutions. Recent contract wins and consistent positive ratings from analysts also reflect a positive market sentiment towards the company.

Approximately 90.51% of Baker Hughes Co.'s stock is owned by institutional investors, with 0.11% by insiders, and 9.38% by public companies and individual investors. Major institutional owners include Vanguard Group Inc., JPMorgan Chase & Co., and BlackRock, Inc.