BKREnergy · Oil & Gas Equipment & ServicesThe 25 Wall Street analysts covering Baker Hughes Co. hold a median 12-month price target of $73 — +29.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 49 of 100 as at 12 Oct 2026 — in the lower half.
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
Volatility (87): The share price has been relatively steady.
Growth (25): 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 quant trader with fourteen 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 +29.9% from it.
Of the 20 most recent actions, 7 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 Sept 2026 | UBS | Maintains | Neutral | $72 → $69 |
| 29 Sept 2026 | Goldman Sachs | Reinstates | Buy | $71 |
| 29 Sept 2026 | Jefferies | Maintains | Buy | $80 → $77 |
| 14 Sept 2026 | UBS | Maintains | Neutral | $70 → $72 |
| 14 Sept 2026 | UBS | Maintains | Neutral | — |
| 10 Sept 2026 | Susquehanna | Maintains | Positive | — |
| 10 Sept 2026 | Susquehanna | Maintains | Positive | $72 → $75 |
| 10 Sept 2026 | UBS | Maintains | Neutral | $71 → $70 |
| 10 Sept 2026 | UBS | Maintains | Neutral | — |
| 25 Aug 2026 | RBC Capital | Maintains | Outperform | — |
| 25 Aug 2026 | RBC Capital | Maintains | Outperform | $71 → $76 |
| 7 Aug 2026 | Morgan Stanley | Reinstates | Overweight | $70 |
| 28 July 2026 | Piper Sandler | Maintains | Overweight | $71 → $73 |
| 28 July 2026 | Piper Sandler | Maintains | Overweight | — |
| 28 July 2026 | Stifel | Maintains | Buy | $74 → $75 |
| 28 July 2026 | Stifel | Maintains | Buy | — |
| 28 July 2026 | Susquehanna | Maintains | Positive | — |
| 28 July 2026 | Susquehanna | Maintains | Positive | $70 → $72 |
| 28 July 2026 | TD Cowen | Maintains | Buy | — |
| 28 July 2026 | TD Cowen | Maintains | Buy | $77 → $78 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. BKR appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 12 Oct 2026, Baker Hughes Co. returned +26.7% against +20.4% for the S&P 500, dividends included.
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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 40% of US stocks
Cheaper than 51% of US stocks
Cheaper than 33% of US stocks
Cheaper than 31% of US stocks
Higher than 23% of US stocks
Higher than 33% of US stocks
Higher than 25% of US stocks
Higher than 69% of US stocks
Higher than 72% of US stocks
Higher than 77% of US stocks
Higher than 76% of US stocks
Higher than 76% 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 $56.3B and an enterprise value of $55.7B.
Revenue in the twelve months to 30 June 2026: $27.7B. The latest quarter shrank 2.4% 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: 18.2×; forward P/E: 19.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.62%, paying out 30% of earnings.
Baker Hughes Co. employs 54,000 people — $513K 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 is expanding its Le Creusot site in France to double production capacity for ICL compressors. The expansion is intended to meet demand for energy-efficient, low-emission technology.
Why it matters — The added capacity signals an increase in Baker Hughes’ ability to produce ICL compressors amid demand for energy-efficient, low-emission technology.
Zacks Investment Research asks whether Drilling Tools International Corp. (DTI) or Baker Hughes (BKR) is more attractive to value investors among Oil and Gas - Field Services stocks.
Why it matters — The item frames BKR in a comparison relevant to investors assessing value in the field services sector.
Baker Hughes announced strategic agreements in Venezuela that expand its gas, LNG and upstream opportunities, drawing on its 60-year local presence.
Why it matters — The agreements broaden BKR’s stated opportunities across Venezuelan gas, LNG and upstream activities.
Baker Hughes is pursuing diversification beyond oil through its acquisition of Chart Industries. The deal adds leverage, while the companies expect combined cash generation and coordinated sales to support a one-stop-shop offering and greater sales opportunities.
Why it matters — BKR watchers may note the acquisition’s potential to broaden the company’s business and sales opportunities, alongside the added leverage.
Baker Hughes announced on Monday that it signed an agreement with Venezuelan state oil company PDVSA, engineering firm Lindsayca, and LNG developer Fulcrum LNG to develop natural gas infrastructure in Venezuela. The agreement focuses on expanding gas projects in the South American country.
Why it matters — This expands Baker Hughes' potential involvement in Venezuela's natural gas sector through partnerships with PDVSA and other industry players.
The 25 Wall Street analysts covering Baker Hughes Co. have a median 12-month price target of $73, 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, 4 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Baker Hughes Co. 49 out of 100 across roughly 4,600 US stocks as at 12 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Oct 2026, Baker Hughes Co. ranks 49 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 Volatility (87 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +29.9% from the last close, and Ticker Nerd's factor model ranks Baker Hughes Co. 49 out of 100 as at 12 Oct 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 +26.7% over the 12 months to 12 Oct 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 (Zacks Investment Research, 12 Oct 2026): "BKR Expands Le Creusot Site to Double ICL Production Capacity". Baker Hughes is expanding its Le Creusot site in France to double production capacity for ICL compressors. The expansion is intended to meet demand for energy-efficient, low-emission technology.
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 · 54,000 employees · United States · https://www.bakerhughes.com
