Baker Hughes Soars Ahead: Strong Earnings and Market Position
Headquartered in Houston, Texas, Baker Hughes Company (BKR) stands as a leader in energy technology solutions. With a market cap of $48.3 billion, the company emphasizes innovation within oilfield services, energy transition, and industrial solutions. With a customer base spanning North America, Europe, and Asia, Baker Hughes aims to provide sustainable technologies that improve efficiency and reduce emissions in the energy industry.
Over the past year, Baker Hughes has outperformed the broader market significantly. The stock has increased by 59.9%, while the S&P 500 Index ($SPX) has seen a 22.8% rise. In 2025, BKR stock is up 14.5%, in contrast to the 3.4% increase in the SPX year-to-date.
Focusing on the energy sector, BKR has also outshined the SPDR S&P Oil & Gas Equipment & Services ETF (XES), which has experienced a marginal decline over the past 52 weeks.
On January 30, Baker Hughes revealed its Q4 earnings, resulting in a 3.5% stock gain during the following trading session. The company reported a revenue increase of 7.7% year over year, reaching $7.4 billion, thereby surpassing Wall Street’s expectations. Adjusted EPS experienced a substantial increase of 37.3% to $0.70, exceeding the consensus of $0.63. Additionally, adjusted EBITDA rose 20% to $1.3 billion, while operating cash flow was recorded at $1.19 billion, with free cash flow amounting to $894 million.
For the current fiscal year ending in December, analysts anticipate BKR will achieve an EPS growth of 9.4% to $2.57 on a diluted basis. Impressively, the company has outperformed earnings expectations in each of its last four quarters.
Among the 23 analysts following BKR stock, the consensus rating stands as a “Strong Buy.” This rating derives from 19 “Strong Buy” indications, one “Moderate Buy,” and three “Holds.”
The market sentiment around BKR has remained stable in recent months.
On February 5, analyst Marc Bianchi from TD Cowen reiterated a “Buy” rating on BKR with a price target of $57, indicating a potential upside of 21.3%. In comparison, the average price target of $52.26 suggests the stock could increase by as much as 11.2%.
On the date of publication, Rashmi Kumari did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article are solely for informational purposes. For more details, please view the Barchart Disclosure Policy here.
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