Baker Hughes (NASDAQ:BKR) Sets New 52-Week High Following Analyst Upgrade

Baker Hughes Company (NASDAQ:BKR) shares hit a new 52-week high on Tuesday after Zephirin Group raised their price target on the stock from $40.00 to $45.00. Zephirin Group currently has a hold rating on the stock. Baker Hughes traded as high as $56.89 and last traded at $56.29, with a volume of 18011007 shares. The stock had previously closed at $53.92.

A number of other equities research analysts also recently commented on the stock. JPMorgan Chase & Co. increased their price objective on shares of Baker Hughes from $52.00 to $53.00 and gave the company an “overweight” rating in a research report on Tuesday, September 30th. Stifel Nicolaus boosted their target price on shares of Baker Hughes from $52.00 to $57.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Bank of America raised their price target on Baker Hughes from $52.00 to $54.00 and gave the company a “buy” rating in a research note on Tuesday, October 14th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $57.00 price objective on shares of Baker Hughes in a research report on Thursday, January 15th. Finally, Citigroup increased their price objective on Baker Hughes from $55.00 to $61.00 and gave the company a “buy” rating in a report on Thursday, December 11th. Twenty-one analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $54.22.

Key Stories Impacting Baker Hughes

Here are the key news stories impacting Baker Hughes this week:

• Positive Sentiment: Q4 earnings beat — Baker Hughes reported $0.78 EPS vs. $0.67 consensus and revenue of $7.39B vs. $7.09B expected; the beat is a primary driver for the stock lift. Baker Hughes earnings beat by $0.11, revenue topped estimates
• Positive Sentiment: Record orders and RPO — company reported $7.9B of orders and record remaining performance obligation (RPO) of $35.9B (IET RPO $32.4B), supporting revenue visibility and growth in Industrial & Energy Technology. Baker Hughes Announces Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: IET segment strength — Industrial & Energy Technology drove an 11% rise in adjusted profit, offsetting weakness in traditional oilfield services and underpinning margin/EBITDA resilience. Baker Hughes posts rise in adjusted quarterly profit as industrial unit shines
• Neutral Sentiment: International opportunity noted — management highlighted a “significant revenue opportunity” in Venezuela but emphasized employee safety and regulatory clarity as gating factors, so potential is meaningful but conditional. Baker Hughes sees significant revenue opportunity in Venezuela
• Neutral Sentiment: Full call & slides available — management commentary and the earnings-slide deck/earnings transcript provide color on backlog, segment trends and capital allocation for investors evaluating whether the beat is sustainable. Baker Hughes Company (BKR) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Guidance shows revenue ranges slightly conservative — Q1 2026 revenue guidance of $6.1B–$6.7B (consensus ~$6.6B) and FY 2026 revenue $26.2B–$28.3B (consensus ~$27.4B). The company did not specify EPS targets in the guidance release, which may temper upside expectations. (Company guidance release)
• Negative Sentiment: Analyst view mixed — Zephirin Group raised its price target to $45 but kept a “hold” rating; the PT remains well below the current market price, indicating some analysts see limited near-term upside. Zephirin Group raises price target on Baker Hughes to $45 from $40, keeps hold rating

Institutional Trading of Baker Hughes

Several institutional investors and hedge funds have recently made changes to their positions in the company. Activest Wealth Management increased its position in Baker Hughes by 1,242.5% during the third quarter. Activest Wealth Management now owns 537 shares of the company’s stock worth $26,000 after buying an additional 497 shares during the period. E Fund Management Hong Kong Co. Ltd. grew its position in shares of Baker Hughes by 104.0% during the third quarter. E Fund Management Hong Kong Co. Ltd. now owns 661 shares of the company’s stock worth $32,000 after acquiring an additional 337 shares during the last quarter. Harbour Investments Inc. increased its holdings in shares of Baker Hughes by 61.7% in the 2nd quarter. Harbour Investments Inc. now owns 854 shares of the company’s stock valued at $33,000 after acquiring an additional 326 shares during the period. LFA Lugano Financial Advisors SA purchased a new stake in Baker Hughes in the 2nd quarter valued at $36,000. Finally, Twin Peaks Wealth Advisors LLC purchased a new stake in Baker Hughes in the 2nd quarter valued at $36,000. 92.06% of the stock is owned by hedge funds and other institutional investors.

Baker Hughes Stock Performance

The company has a current ratio of 1.41, a quick ratio of 1.00 and a debt-to-equity ratio of 0.33. The stock has a market cap of $55.55 billion, a price-to-earnings ratio of 19.41, a PEG ratio of 1.70 and a beta of 0.89. The stock’s 50 day moving average is $48.63 and its two-hundred day moving average is $46.73.

Baker Hughes (NASDAQ:BKR) last announced its earnings results on Sunday, January 25th. The company reported $0.78 EPS for the quarter, beating analysts’ consensus estimates of $0.67 by $0.11. Baker Hughes had a net margin of 10.43% and a return on equity of 14.22%. The business had revenue of $7.39 billion during the quarter, compared to analysts’ expectations of $7.09 billion. During the same period in the prior year, the company earned $0.70 earnings per share. The business’s revenue was up .3% compared to the same quarter last year. Analysts anticipate that Baker Hughes Company will post 2.59 earnings per share for the current fiscal year.

About Baker Hughes

Baker Hughes is an energy technology company that provides a broad portfolio of products, services and digital solutions for the oil and gas and industrial markets. Its offerings span oilfield services and equipment — including drilling, evaluation, completion and production technologies — as well as turbomachinery, compressors and related process equipment used in midstream and downstream operations. The company also supplies aftermarket services, field support and integrated solutions designed to improve asset performance and uptime across the energy value chain.

The firm’s roots trace back to the merger of Baker International and Hughes Tool Company, and more recently it combined with GE’s oil and gas business in 2017 to form Baker Hughes, a GE company (BHGE); subsequent changes in ownership restored Baker Hughes as an independent publicly traded company.