Baker Hughes Company Class A (BKR)

Baker Hughes' stock has been influenced by several key events over the past six months. In Q3 2025, the company announced strong results, surpassing analyst expectations, and reported record orders. In Q2 2025, Baker Hughes reported adjusted EPS exceeding expectations, driven by robust demand for natural gas services. In Q1 2025, Baker Hughes earned $0.51 per share, beating estimates, with revenue remaining flat. Throughout the period, several analysts reiterated or raised their price targets for BKR. Baker Hughes secured significant contracts, including a multi-year award from Aramco and a contract by Fervo Energy. EVP Sreeganesh Ramaswamy sold 25,000 shares of Baker Hughes stock. Baker Hughes announced the divestiture of its Pressure Systems International (PSI) business to Crane Company.

Demand for Baker Hughes Co.'s products and services is influenced more by global energy market trends, commodity prices, and project cycles rather than strict seasonal patterns. The IET segment offers more predictable growth due to demand for LNG equipment and energy transition projects, while the OFSE segment is more susceptible to the volatility of oil and natural gas prices.

Baker Hughes Co. operates in the energy and utilities sector, specifically the petroleum industry, with two primary segments: Oilfield Services & Equipment (OFSE) and Industrial & Energy Technology (IET). The OFSE segment offers products and services for onshore and offshore oilfield operations, including exploration, drilling equipment, wireline services, well completion and intervention tools, production solutions, and integrated well services. The IET segment provides technology solutions and services for mechanical-drive, compression, and power-generation applications, including turbines, compressors, pumps, valves, and digital solutions, with a growing focus on lower-carbon solutions.

Baker Hughes has a significant global presence, operating in over 120 countries across the Americas, Europe, the Middle East, Africa, and Asia. Approximately 73.47% of its revenue in fiscal year 2024 is generated from non-U.S. operations, with the United States accounting for the remaining 26.53%.

Baker Hughes Co. has maintained a stellar reputation in the oil & gas industry. The company's consistent strong financial performance, strategic contract wins, and focus on technological innovation contribute positively to its brand image. There have been no widely reported events in the past year that have negatively impacted Baker Hughes Co.'s brand reputation.

Baker Hughes Co. is primarily owned by institutional shareholders, who hold approximately 96.09% of the company's stock, while insiders own about 0.69%, and retail investors hold roughly 3.22%. Major institutional owners include Vanguard Group Inc., JPMorgan Chase & Co., BlackRock, Inc., State Street Corp., Dodge & Cox, Capital World Investors, and Geode Capital Management, LLC.