Baker Hughes (BKR)
NASDAQEnergyOil & Gas Equipment & ServicesSnapshot 2026-10-29
$54.51-0.27%
Close 2026-10-29 · 1-day change
NASDAQEnergyOil & Gas Equipment & ServicesSnapshot 2026-10-29
Research Workspace
Put BKR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Oil & Gas Equipment & Services is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskMostly healthy — no soft spokes
Baker Hughes rests on rising orders and backlog, alongside revenue growth returning after uneven quarters. Third-quarter revenue grew 14% year over year, and earnings beat consensus by 11.1%. Its P/E is 20× versus a 26× peer median; expectations look modest versus our view. Fragile cash backing threatens the case, and the 28% next-quarter miss probability adds risk. Peer multiples imply a price roughly in line with where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-29. BKR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 25 analysts currently covering BKR (as of Oct 2026).
Based on 10 Wall Street analysts offering 12-month price targets for BKR in the last 4 months.
Continue this research
Compare BKR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BKR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Oil & Gas Equipment & Services — fair value, gap to price, and forward P/E.
Compare the value case
Put BKR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Grow IET orders and backlog across energy and industrial markets
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $54.51
The last 12 months of price, then the range of analyst 12-month targets from today’s $54.51.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Above-$50B IET order target supports growth; Chart margin goal provides integration and margin milestones.
Advances: Deliver growth in energy and industrial markets
Significant subsea award supports energy-market growth, though contract value and financial contribution are unspecified.
Advances: Grow IET orders and backlog across energy and industrial markets
Subsea award supports energy-market orders and backlog, though one contract is incremental.
Threatens: Increase full-year orders and backlog
Lower quarterly profit signals pressure on earnings and may hinder order and backlog growth.
Advances: Increase full-year orders and backlog
Growing energy and industrial demand supports revenue growth and the objective to expand orders.
Earnings and revenue beats indicate stronger results, though the headline gives no objective-specific detail.
Advances: Increase full-year orders and backlog
Selection for AI-computing scale-up supports industrial demand and potential future orders.
Advances: Increase full-year orders and backlog
A 1.1 GW power-generation order is a concrete demand catalyst for orders and backlog.
