BKREnergy · Oil & Gas Equipment & ServicesThe 25 Wall Street analysts covering Baker Hughes Co. hold a median 12-month price target of $71 — +52.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 35 of 100 as at 5 Nov 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Baker Hughes Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (78): Analysts have, on balance, been raising their forecasts.
Growth (26): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (5): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on BKR, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +52.6% from it.
Of the 20 most recent actions, 4 moved their price target up and 8 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 31 Oct 2026 | Freedom Broker | Upgrade | Hold | — |
| 30 Oct 2026 | Freedom Broker | Upgrade | Hold | $51 → $52 |
| 29 Oct 2026 | Barclays | Maintains | Equal-Weight | $72 → $62 |
| 29 Oct 2026 | Morgan Stanley | Maintains | Overweight | $70 → $68 |
| 29 Oct 2026 | Piper Sandler | Maintains | Overweight | $73 → $70 |
| 29 Oct 2026 | RBC Capital | Maintains | Outperform | $71 → $70 |
| 29 Oct 2026 | TD Cowen | Maintains | Buy | $76 → $77 |
| 19 Oct 2026 | Citigroup | Maintains | Buy | — |
| 19 Oct 2026 | Citigroup | Maintains | Buy | $75 → $72 |
| 30 Sept 2026 | UBS | Maintains | Neutral | — |
| 30 Sept 2026 | UBS | Maintains | Neutral | $72 → $69 |
| 29 Sept 2026 | Goldman Sachs | Reinstates | Buy | $71 |
| 29 Sept 2026 | Jefferies | Maintains | Buy | $80 → $77 |
| 29 Sept 2026 | Jefferies | Maintains | Buy | — |
| 14 Sept 2026 | UBS | Maintains | Neutral | — |
| 14 Sept 2026 | UBS | Maintains | Neutral | $70 → $72 |
| 10 Sept 2026 | Susquehanna | Maintains | Positive | — |
| 10 Sept 2026 | Susquehanna | Maintains | Positive | $72 → $75 |
| 10 Sept 2026 | UBS | Maintains | Neutral | — |
| 10 Sept 2026 | UBS | Maintains | Neutral | $71 → $70 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
BKR appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 5 Nov 2026, Baker Hughes Co. returned −0.7% against +9.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 44% of US stocks
Cheaper than 57% of US stocks
Cheaper than 38% of US stocks
Cheaper than 30% of US stocks
Higher than 62% of US stocks
Higher than 16% of US stocks
Higher than 25% of US stocks
Higher than 66% of US stocks
Higher than 69% of US stocks
Higher than 74% of US stocks
Higher than 73% of US stocks
Higher than 79% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Baker Hughes Co. has a market value of $45.9B and an enterprise value of $62.8B.
Revenue in the twelve months to 30 June 2026: $27.7B. The latest quarter grew 14.5% year on year.
Net income over the same four quarters: $3.1B, a 11.3% net margin.
Diluted earnings per share, trailing twelve months: $3.10.
Free cash flow in the twelve months to 30 June 2026: $3.1B, after $1.3B of capital spending.
Baker Hughes Co. spent $0.0 on share buybacks and $910.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 15.9×; forward P/E: 16.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.99%, paying out 32% of earnings.
Baker Hughes Co. employs 65,600 people — $423K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Baker Hughes Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Baker Hughes CEO Lorenzo Simonelli said energy investment could rise over the next decade. Executives from RWE and BP cited geopolitical risks, rising costs and uncertain oil prices as factors complicating investment decisions.
Why it matters — The outlook for energy investment is relevant to BKR watchers, while the cited uncertainties may affect decisions across the sector.
MarketWatch reports that Morgan Stanley sees geothermal technology as being in the early stages of its own shale revolution, in the context of AI’s growing power needs.
Why it matters — The item highlights geothermal as an emerging energy source relevant to the energy sector, though the excerpt does not specify Baker Hughes’ role.
Baker Hughes announced the completed sale of its Waygate Technologies business to Hexagon. The all-cash transaction is valued at approximately $1.45 billion before customary closing adjustments.
Why it matters — BKR watchers may note the sale and its stated transaction value as a corporate development.
Baker Hughes secured a subsea contract from Eni for Cyprus’ Cronos gas project.
Why it matters — The contract strengthens Baker Hughes’ deepwater backlog and revenue prospects, according to the excerpt.
Baker Hughes exceeded third-quarter earnings estimates, with Chart contributing to revenue growth. Orders rose 31%, and strong IET demand supported a higher 2026 outlook.
Why it matters — The results highlight earnings, orders and demand trends relevant to BKR watchers.
The 25 Wall Street analysts covering Baker Hughes Co. have a median 12-month price target of $71, with estimates ranging from $51 to $85. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 25 analysts covering Baker Hughes Co., 20 rate it a Buy, 5 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Baker Hughes Co. 35 out of 100 across roughly 4,600 US stocks as at 5 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Nov 2026, Baker Hughes Co. ranks 35 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (78 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +52.6% from the last close, and Ticker Nerd's factor model ranks Baker Hughes Co. 35 out of 100 as at 5 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Baker Hughes Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for BKR are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $51 to $85 over the next 12 months.
Baker Hughes Co. returned -0.7% over the 12 months to 5 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Baker Hughes Company is an energy technology company that provides equipment, services, and digital solutions for the oil and gas industry and related industrial markets. Baker Hughes Company serves onshore and offshore operations across the full well lifecycle, including exploration, development, production, intervention, and decommissioning.
The most recent item we track (CNBC, 4 Nov 2026): "A 'demand decade' ahead for energy? BP, Baker Hughes CEOs weigh the investment outlook". Baker Hughes CEO Lorenzo Simonelli said energy investment could rise over the next decade. Executives from RWE and BP cited geopolitical risks, rising costs and uncertain oil prices as factors complicating investment decisions.
Baker Hughes Company is an energy technology company that provides equipment, services, and digital solutions for the oil and gas industry and related industrial markets. Baker Hughes Company serves onshore and offshore operations across the full well lifecycle, including exploration, development, production, intervention, and decommissioning. Its oilfield services and equipment offerings include well construction, completions, production solutions, and subsea technologies. The company also supplies mechanical-drive, compression, and power-generation technologies used in liquefied natural gas, refining, petrochemical, pipeline, gas storage, and other industrial applications. In addition, Baker Hughes Company offers air and gas handling, thermal management, and lifecycle services, as well as lower-carbon solutions for customers seeking more efficient energy and industrial operations. Headquartered in Houston, Texas, Baker Hughes Company plays a significant role in supporting global energy infrastructure and industrial process performance.
CEO Mr. Lorenzo Simonelli · 65,600 employees · United States · https://www.bakerhughes.com
