Baker Hughes Company Class A (BKR)

In the past six months, Baker Hughes' stock price has been influenced by its financial performance and broader market trends. Key events impacting the stock include Q4 2024 and Q1 2025 earnings beats, which led to stock price surges. Analyst ratings generally maintain a "Strong Buy" rating for BKR, with some analysts recently lowering price targets. Baker Hughes' weekly rig count reports are closely watched as an indicator of oil and gas activity.

Demand for Baker Hughes' products and services, particularly within its Oilfield Services & Equipment (OFSE) segment, is subject to seasonal fluctuations inherent in the broader oil and gas industry. Winter months typically see a surge in demand for heating oil and natural gas, while summer often brings a rise in gasoline demand. Baker Hughes' Q1 results often reflect a more pronounced seasonal decline in international activities. The global oilfield services market is expected to see steady growth, driven by increasing oil and gas exploration and production activities.

Baker Hughes Co. is a global energy technology company operating in the Energy sector, primarily in the Oil & Gas Equipment & Services industry. The company is structured into two main segments: Oilfield Services & Equipment (OFSE) and Industrial & Energy Technology (IET). The OFSE segment provides products and services for onshore and offshore oilfield operations. The IET segment offers technology solutions and services for mechanical-drive, compression, and power-generation applications across various energy industries.

Baker Hughes has a significant global presence, conducting business in over 120 countries across the Americas, Europe, the Middle East, Africa, and Asia. North America accounts for approximately 27% of its revenue, while international markets contribute about 73%.

Baker Hughes has maintained a strong brand reputation in the past year, marked by positive recognitions and a focus on sustainability and innovation. The company has received numerous accolades, including being named "B2B Energy Innovator of the Year" and recognized by Forbes as one of "The World's Top Female-Friendly Companies". Baker Hughes is actively committed to sustainability, reporting reductions in emissions intensity and Scope 1 and 2 greenhouse gas emissions. Recent strategic developments include key gas turbine and compressor technology agreements for LNG projects and the expansion of digital production solutions.

Baker Hughes Company's ownership structure is a mix of institutional, retail, and individual investors. Institutional investors hold a significant portion of the company's stock. Major institutional owners include Vanguard Group Inc., JPMorgan Chase & Co., and BlackRock, Inc. Approximately 34.80% to 66.32% of the company's stock is owned by Institutional Investors, while retail investors hold around 33.55%.