BKRBKREnergy · Oil & Gas Equipment & Services

BKR Stock Forecast: Baker Hughes Co. Price Predictions for 2026-2027

Last close, 18 Sept 2026
$57
+1.20% on the day

The 24 Wall Street analysts covering Baker Hughes Co. hold a median 12-month price target of $74 — +29.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 50 of 100 as at 19 Sept 2026 — in the upper half.

Market cap
$56.8B
Ticker Nerd rank
50 / 100
Median analyst target
$74
Analysts covering
24
Revenue$6.7B−2.4% y/y
Operating income$865.0M
Net income$682.0M
Free cash flow$1.0B
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−3.1%
1M
−11.2%
YTD
+27.1%
1Y
+23.0%
From 52W high
−17.2%
From 52W low
+30.8%
$44
$69
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

BKR stock analysis: one number for the whole business

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.

Where the model ranks itAs at 19 Sept 2026
50 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
85
Volatility
81
Momentum
66
Quality
66
Value
62
Accruals
45
Issuance
30
Growth
25
Size
5

Revisions (85): Analysts have, on balance, been raising their forecasts.

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.

Wall Street

BKR stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on BKR, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$40$50$60$70$80$90Oct 25Jan 26Apr 26Jul 26BKRHigh $85Median $74Low $51

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

What Wall Street says24 analysts
19 Buy4 Hold1 Sell
Low $51Median $74High $85

The green dot is the last close — the median target sits +29.3% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 7 moved their price target up and 4 moved it down.

DateFirmActionRatingTarget
14 Sept 2026UBSMaintainsNeutral$70$72
10 Sept 2026SusquehannaMaintainsPositive$72$75
10 Sept 2026UBSMaintainsNeutral$71$70
25 Aug 2026RBC CapitalMaintainsOutperform$71$76
25 Aug 2026RBC CapitalMaintainsOutperform
7 Aug 2026Morgan StanleyReinstatesOverweight$70
28 July 2026Piper SandlerMaintainsOverweight$71$73
28 July 2026Piper SandlerMaintainsOverweight
28 July 2026StifelMaintainsBuy
28 July 2026StifelMaintainsBuy$74$75
28 July 2026SusquehannaMaintainsPositive$70$72
28 July 2026SusquehannaMaintainsPositive
28 July 2026TD CowenMaintainsBuy
28 July 2026TD CowenMaintainsBuy$77$78
28 July 2026UBSMaintainsNeutral$73$71
28 July 2026UBSMaintainsNeutral
16 July 2026BarclaysMaintainsEqual-Weight$74$72
16 July 2026BarclaysMaintainsEqual-Weight
14 July 2026Piper SandlerMaintainsOverweight
14 July 2026Piper SandlerMaintainsOverweight$72$71

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Performance

BKR vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 18 Sept 2026, Baker Hughes Co. returned +23.0% against +16.3% for the S&P 500, dividends included.

BKR vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120130140150Oct 25Jan 26Apr 26Jul 26BKRS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

BKR analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+12.9%
Analysts raising
5
Analysts cutting
0
Fundamentals

Baker Hughes Co. (BKR) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
18.4×

Cheaper than 40% of US stocks

Price / sales
2.0×

Cheaper than 52% of US stocks

Price / book
2.9×

Cheaper than 34% of US stocks

EV / EBITDA
11.6×

Cheaper than 32% of US stocks

Growth & margins
Revenue growth (YoY)
−2.4%

Higher than 23% of US stocks

Earnings growth (YoY)
−2.9%

Higher than 33% of US stocks

Gross margin
23.4%

Higher than 25% of US stocks

Operating margin
12.8%

Higher than 69% of US stocks

Net margin
11.2%

Higher than 72% of US stocks

Returns & dividend
Return on equity
16.5%

Higher than 76% of US stocks

Return on assets
4.9%

Higher than 75% of US stocks

Dividend yield
1.6%

Higher than 36% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Baker Hughes Co. (BKR) statistics: revenue, profit & scale

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 $56.8B and an enterprise value of $56.2B.

  • 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.

  • Shares outstanding: 992.3M.

  • Trailing P/E: 18.4×; forward P/E: 18.4× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.61%, paying out 30% of earnings.

  • Baker Hughes Co. employs 54,000 people $513K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 19 Sept 2026

Data provided by Twelve Data

Peers

BKR vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelOil & Gas Equipment & Services
CompanyMarket capTKN rank
BKRBaker Hughes Co.$56.8B
50
SLBSLB Ltd.$75.9B
47
FTITechnipFMC plc$28.8B
93
HALHalliburton Co.$28.3B
70
NOVNOV, Inc.$7.3B
77
KGSKodiak Gas Services, Inc.$5.9B
27
WFRDWeatherford International plc$5.9B
63

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 →

News

Latest BKR news & analysis

Baker Hughes: Buy Ahead Of The Power Generation Ramp

Seeking Alpha · 18 Sept 2026positive

Seeking Alpha rated Baker Hughes Company as Buy with a $71.18 price target, citing its strategic expansion into power generation and gas technology. BKR is expected to add $5B in incremental power generation revenue by 2029, supported by multi-year generator and turbine contracts and data center demand. The Chart acquisition is anticipated to be margin-accretive, targeting $325M in annualized cost synergies and strengthening BKR's digital and liquefaction offerings.

Why it matters — A BKR watcher would care because this analysis points to power generation and gas technology as key growth drivers tied to data center demand and anticipated cost synergies from the Chart acquisition.

WTI Crude Hovers Around $100: Are Oilfield Stocks a Smart Bet Now?

Zacks Investment Research · 18 Sept 2026positive

Zacks reports that WTI crude prices hovering near $100 may bolster oilfield activity, with Baker Hughes and Oceaneering positioned to benefit from stronger drilling and offshore demand.

Why it matters — For BKR watchers, this signals that elevated crude prices could support higher demand for oilfield services and equipment.

Top 3 Energy Stocks You'll Regret Missing In September

Benzinga · 17 Sept 2026positive

Benzinga highlights the most oversold stocks in the energy sector, framing them as an opportunity to buy into undervalued companies in September.

Why it matters — A Baker Hughes watcher would care because the piece spotlights the energy sector as holding undervalued buying opportunities, which could encompass companies like BKR.

Baker Hughes sees no slowdown in energy projects despite higher rates as AI buildouts stoke LNG demand

CNBC · 14 Sept 2026positive

Baker Hughes reports that higher borrowing costs have not slowed investment in energy projects. The company said AI and data-center growth are supporting demand for natural gas and power generation, and it sees no slowdown in energy projects.

Why it matters — Sustained energy-project demand tied to AI-driven natural gas and power growth could support Baker Hughes' business outlook.

Baker Hughes and Venture Global Advance Next Phase of U.S. Gas Infrastructure Growth

GlobeNewsWire · 13 Sept 2026positive

Baker Hughes and Venture Global LNG are expanding their collaboration to advance U.S. gas infrastructure, with Baker Hughes providing gas compression systems for the Cloud Connector Pipeline project in Louisiana and a modular liquefaction solution, including cold boxes, to support expansion of the Plaquemines LNG facility.

Why it matters — This expansion reinforces Baker Hughes' role across the natural gas value chain and adds new project work tied to growing U.S. LNG infrastructure.

FAQ

Frequently asked questions about BKR stock

What is the BKR stock price forecast for 2026-2027?

The 24 Wall Street analysts covering Baker Hughes Co. have a median 12-month price target of $74, with estimates ranging from $51 to $85. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is BKR stock a buy right now?

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. 50 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank BKR?

As at 19 Sept 2026, Baker Hughes Co. ranks 50 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 (85 of 100).

Will BKR stock go up?

No one can know that. What the data says: the median 12-month target from 24 analysts implies +29.3% from the last close, and Ticker Nerd's factor model ranks Baker Hughes Co. 50 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the BKR stock forecast for 2030?

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.

How has BKR stock performed over the past year?

Baker Hughes Co. returned +23.0% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Baker Hughes Co. do?

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.

What is the latest news on BKR?

The most recent item we track (Seeking Alpha, 18 Sept 2026): "Baker Hughes: Buy Ahead Of The Power Generation Ramp". Seeking Alpha rated Baker Hughes Company as Buy with a $71.18 price target, citing its strategic expansion into power generation and gas technology. BKR is expected to add $5B in incremental power generation revenue by 2029, supported by multi-year generator and turbine contracts and data center demand. The Chart acquisition is anticipated to be margin-accretive, targeting $325M in annualized cost synergies and strengthening BKR's digital and liquefaction offerings.

Company

About Baker Hughes Co.

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