Baker Hughes Company (BKR) - Stock Analysis

Last updated: Jul 25, 2026

EnergyActive

Research Idea

Research content for general circulation. Not individualized advice. Methodology & Disclosures

Constructive catalyst and momentum profile after completing the Chart Industries acquisition on 2026-07-16, reporting $10.5B of orders and record IET backlog/RPO, and posting a 21-day high. Shares are up about 10.1% over the last 5 sessions.

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Idea window: 7/27/2026 – 8/3/2026Sector: Energy

AI Analyst Overview

Last Price
$60.43
Market Cap
$64.09B
1D Return
+5.55%
YTD Return
+33.64%

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Valuation Metrics

P/E
20.5
P/B
3.3
P/S
2.3
EV/EBITDA
17.6
Div Yield
1.42%

Price Behavior

6.0

Key Price Behavior Insights: • Support holding • Rebound strength • Choppy rally Support Level: $55.00 Resistance Level: $57.80 BKR's short-term momentum has improved over the last month, with support holding near $55 and a rebound toward $57.8, but choppy trading means a clean breakout above resistance is still unconfirmed.

momentum
breakout

Sentiment & News

Key News Insights: • Power demand • LNG backlog • Chart integration Baker Hughes is benefiting from AI-driven power demand, LNG/offshore contract wins, and the completed Chart Industries acquisition, reinforcing its shift toward higher-value industrial energy solutions ahead of Q2 results.

growth
acquisition
AI

AI Summary

7.0
Positive

BKR's investment case is shifting from a cyclical oilfield-services name to a more recurring energy-infrastructure story driven by Chart, LNG, power, offshore and geothermal wins, but the stock's upside now hinges on converting its record backlog into stable margins and cash flow without Chart integration slippage.

Backlog
ExecutionRisk
EnergyInfrastructure
AI summary updated 2 days ago

Description

Baker Hughes Company supplies a broad range of equipment, technologies and field services across the global energy and industrial value chain through four business segments: Oilfield Services, Oilfield Equipment, Turbomachinery & Process Solutions, and Digital Solutions. Its operations span exploration and drilling support, completion and intervention services, subsea and surface production systems, turbomachinery and compression equipment, and sensor-based monitoring and control and inspection services for upstream, midstream, downstream and industrial customers; the company is headquartered in Houston, Texas.

Idea History

DateCloseTickerCompanySummaryStatusP/L
Jul 27Aug 3BKRBaker Hughes Company
Constructive catalyst and momentum profile after completing the Chart Industries acquisition on 2026-07-16, reporting $10.5B of orders and record IET backlog/RPO, and posting a 21-day high. Shares are up about 10.1% over the last 5 sessions.
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Research content for educational purposes only. Not investment advice. All decisions are your responsibility.