Added to YB: 2026-09-28
Pitch date: 2026-09-23
BKR [bullish]
Baker Hughes Company
-0.43%
current return
Author Info
Monte Independent Investment Research is a small- and mid-cap industrials research firm that specializes in uncovering value in small- and mid-cap industrials through a hybrid research approach that blends top-down market analysis with bottom-up company fundamentals. Sign up for the newsletter.
Company Info
Baker Hughes Company provides a portfolio of technologies and services to energy and industrial value chain.
Market Cap
$56.9B
Pitch Price
$58.08
Price Target
N/A
Dividend
1.61%
EV/EBITDA
9.95
P/E
18.42
EV/Sales
2.03
Sector
Energy Equipment and Services
Category
growth
Research Roundup Vol. LIII - Baker Hughes (BKR)
BKR (hold): Baker Hughes is shifting from a traditional oilfield-services profile toward critical power-generation infrastructure supporting the AI buildout. A growing power-systems order book suggests the transformation is underway, while its resilient gas-technology franchise — buoyed by expanding LNG agreements with Venture Global and Cheniere — provides recurring revenue and near-term earnings stability alongside long-cycle growth optionality.
Read full article (1 min)