Zephirin Group Issues Positive Forecast for Baker Hughes (NASDAQ:BKR) Stock Price

Baker Hughes (NASDAQ:BKR) had its price objective raised by Zephirin Group from $40.00 to $45.00 in a research report sent to investors on Monday morning,MarketScreener reports. They currently have a hold rating on the stock.

Several other equities analysts have also recently weighed in on BKR. Royal Bank Of Canada reiterated an “outperform” rating and set a $57.00 price objective on shares of Baker Hughes in a research report on Thursday, January 15th. Piper Sandler lifted their price target on Baker Hughes from $50.00 to $52.00 and gave the company an “overweight” rating in a report on Thursday, October 16th. JPMorgan Chase & Co. upped their price target on Baker Hughes from $52.00 to $53.00 and gave the company an “overweight” rating in a research report on Tuesday, September 30th. Bank of America raised their price objective on Baker Hughes from $52.00 to $54.00 and gave the stock a “buy” rating in a research report on Tuesday, October 14th. Finally, Stifel Nicolaus lifted their target price on Baker Hughes from $52.00 to $57.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Twenty-one analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $54.22.

Baker Hughes Trading Up 4.4%

Shares of NASDAQ BKR opened at $56.29 on Monday. The business has a fifty day simple moving average of $48.63 and a 200-day simple moving average of $46.73. The company has a market cap of $55.55 billion, a price-to-earnings ratio of 19.41, a P/E/G ratio of 1.70 and a beta of 0.89. Baker Hughes has a 12 month low of $33.60 and a 12 month high of $56.89. The company has a quick ratio of 1.00, a current ratio of 1.41 and a debt-to-equity ratio of 0.33.

Baker Hughes (NASDAQ:BKR) last posted its quarterly earnings data 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 company had revenue of $7.39 billion during the quarter, compared to analyst estimates of $7.09 billion. During the same period in the prior year, the firm earned $0.70 earnings per share. The business’s quarterly revenue was up .3% on a year-over-year basis. Sell-side analysts predict that Baker Hughes will post 2.59 EPS for the current year.

Hedge Funds Weigh In On Baker Hughes

Several hedge funds and other institutional investors have recently added to or reduced their stakes in BKR. Activest Wealth Management increased its stake in shares of Baker Hughes by 1,242.5% during the 3rd quarter. Activest Wealth Management now owns 537 shares of the company’s stock worth $26,000 after purchasing an additional 497 shares during the last quarter. E Fund Management Hong Kong Co. Ltd. increased its position in 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 buying an additional 337 shares during the last quarter. JFS Wealth Advisors LLC increased its position in Baker Hughes by 45.1% during the fourth quarter. JFS Wealth Advisors LLC now owns 811 shares of the company’s stock worth $37,000 after buying an additional 252 shares during the last quarter. Wolff Wiese Magana LLC raised its holdings in Baker Hughes by 55.6% during the fourth quarter. Wolff Wiese Magana LLC now owns 840 shares of the company’s stock valued at $38,000 after buying an additional 300 shares in the last quarter. Finally, Twin Peaks Wealth Advisors LLC acquired a new stake in shares of Baker Hughes in the second quarter worth about $36,000. Institutional investors own 92.06% of the company’s stock.

Baker Hughes News Roundup

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

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.