BKREnergy · Oil & Gas Equipment & ServicesThe 24 Wall Street analysts covering Baker Hughes Co. hold a median 12-month price target of $73 — +18.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 49 of 100 as at 24 Aug 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 (91): The share price has been relatively steady.
Growth (26): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (4): 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 +18.1% from it.
Of the 20 most recent actions, 5 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 7 Aug 2026 | Morgan Stanley | Reinstates | Overweight | $70 |
| 28 July 2026 | Piper Sandler | Maintains | Overweight | — |
| 28 July 2026 | Piper Sandler | Maintains | Overweight | $71 → $73 |
| 28 July 2026 | Stifel | Maintains | Buy | — |
| 28 July 2026 | Stifel | Maintains | Buy | $74 → $75 |
| 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 |
| 28 July 2026 | UBS | Maintains | Neutral | — |
| 28 July 2026 | UBS | Maintains | Neutral | $73 → $71 |
| 16 July 2026 | Barclays | Maintains | Equal-Weight | $74 → $72 |
| 16 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 14 July 2026 | Piper Sandler | Maintains | Overweight | $72 → $71 |
| 14 July 2026 | Piper Sandler | Maintains | Overweight | — |
| 8 July 2026 | Citigroup | Maintains | Buy | $74 → $75 |
| 8 July 2026 | Citigroup | Maintains | Buy | — |
| 8 July 2026 | Susquehanna | Maintains | Positive | $80 → $70 |
| 8 July 2026 | Susquehanna | Maintains | Positive | — |
| 2 July 2026 | TD Cowen | Maintains | Buy | — |
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 25 Aug 2026, Baker Hughes Co. returned +41.4% against +20.5% 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 39% of US stocks
Cheaper than 50% of US stocks
Cheaper than 34% of US stocks
Cheaper than 30% of US stocks
Higher than 23% of US stocks
Higher than 33% of US stocks
Higher than 26% of US stocks
Higher than 69% of US stocks
Higher than 72% of US stocks
Higher than 77% of US stocks
Higher than 75% of US stocks
Higher than 35% 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 $61.4B and an enterprise value of $60.8B.
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: 19.9×; forward P/E: 19.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.49%, 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 reported earnings 30 days ago, and its stock has risen 2.3% since that report. The piece examines what may happen next for the company's shares following the earnings release.
Why it matters — A Baker Hughes watcher would care because it tracks the stock's post-earnings performance and considers the outlook after the company's latest report.
Baker Hughes announced a substantial award from Searah North Ganal Limited (a joint venture between Eni and PETRONAS) to deliver subsea production systems and digital solutions for the Kutei Northern Hub development offshore Indonesia. The systems are intended to support safe, efficient and optimized production at the site.
Why it matters — This contract award signals continued demand for Baker Hughes' subsea and digital technology offerings in an international offshore energy development, adding to its order pipeline.
Carillon Chartwell Mid Cap Value Fund published its Q2 2026 portfolio review on Seeking Alpha, discussing holdings including ON Semiconductor, Knight-Swift Transportation, and Expand Energy. The article does not mention Baker Hughes Co.
Why it matters — For a Baker Hughes watcher, the main relevance is that the fund's mid-cap value portfolio review contains no commentary about Baker Hughes, offering no new insight into the company.
An article from 24/7 Wall Street notes that five dividend payments will land in investor accounts this month, contingent on investors owning the shares before Friday, August 7. This implies there is a record date cutoff for the payouts.
Why it matters — A Baker Hughes watcher would care because dividend eligibility dates and payout timing are relevant when tracking the company's income potential, even if BKR is not mentioned in the excerpt.
Baker Hughes' acquisition of Chart broadens its industrial reach and adds recurring revenue streams. The deal also increases BKR's debt, making integration and deleveraging the key tests going forward.
Why it matters — A BKR watcher would care because the Chart deal reshapes the company's growth and risk profile, balancing a wider industrial footprint and recurring revenues against the challenge of higher debt and successful integration.
The 24 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 24 analysts covering Baker Hughes Co., 19 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 24 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 24 Aug 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 (91 of 100).
No one can know that. What the data says: the median 12-month target from 24 analysts implies +18.1% from the last close, and Ticker Nerd's factor model ranks Baker Hughes Co. 49 out of 100 as at 24 Aug 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 +41.4% over the 12 months to 25 Aug 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, 25 Aug 2026): "Why Is Baker Hughes (BKR) Up 2.3% Since Last Earnings Report?". Baker Hughes reported earnings 30 days ago, and its stock has risen 2.3% since that report. The piece examines what may happen next for the company's shares following the earnings release.
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
