Market Cap
$54.5B
BKR
Baker Hughes Co
$56.13 ▲ +0.91%
Prev close $55.62Market cap$54.5B
ConsensusBuy
12-mo target$71.21 (+26.9%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on BKR right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (79%)
Inst. Holders
50 funds
Inst. Value
$43.1B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $71.9M sell
Insider Net $
-$71.9M
Social Sentiment
43° Neutral
SEC Reports
13
Press Releases
10
Congressional
1 trades
Price chart 30d -13.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 earnings
Sep 13, 2026 Press Baker Hughes Announces Dates for Third-quarter Earnings Release and Webcast
HOUSTON and LONDON, Sept. 28, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR) will announce the
Baker Hughes secured two substantial orders from Venture Global LNG: gas compression systems for the Cloud Connector Pip
Impact 6/10
Baker Hughes CEO Lorenzo Simonelli presented at the Barclays 2026 CEO Energy-Power Conference, providing updated FY2026
8-K — Impact 5/10
Baker Hughes announced a significant contract award from bp to provide offshore stimulation services across bp's UK Nort
Impact 4/10
Sep 3, 2026 Insider
Gatti Amerino surrendered for taxes 3,860 shares
EVP, Oilfield Services & Equip @ $63.64 ($245.7K)
Sep 3, 2026 Insider
Jul 27, 2026 SEC Gatti Amerino acquired via exercise 9,807 shares
EVP, Oilfield Services & Equip
Baker Hughes reported Q2 2026 adjusted diluted EPS of $0.64, beating consensus of $0.58 by 10.4%, while revenue of $6.74
8-K — Impact 7/10
Baker Hughes reported Q2 2026 adjusted EPS of $0.64, beating consensus of $0.49 by 31%, on revenue of $6.74B (3.6% above
PRESS-RELEASE — Impact 6/10
Analyst ratings buy % -2.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
79% rate it Buy or better · 29 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Sep 29, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Sep 14, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Sep 10, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Sep 10, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 25, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 28, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 28, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 28, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 28, 2026 | Stifel | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 15 | 5 | 1 | 0 | 79% | |
| Aug 1, 2026 | 8 | 14 | 5 | 1 | 0 | 79% | |
| Jul 1, 2026 | 7 | 15 | 3 | 1 | 0 | 85% | |
| Jun 1, 2026 | 7 | 15 | 3 | 1 | 0 | 85% | |
| May 1, 2026 | 7 | 15 | 3 | 1 | 0 | 85% | |
| Apr 1, 2026 | 7 | 15 | 3 | 1 | 0 | 85% | |
| Mar 1, 2026 | 7 | 15 | 3 | 1 | 0 | 85% | |
| Feb 1, 2026 | 7 | 14 | 3 | 1 | 0 | 84% |
Price targets
Where 24 covering analysts think BKR trades over the next 12 months.
$71.21 +26.9% upside Strong Buy
Current$56.13 Low$51.00 Median$73.00 High$85.00 24 analysts
$51.00$85.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Social media sentiment mood -33.3%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
43°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 3 bullish, 1 bearish, 1 mixed, 8 neutral · avg impact 4.5/10.Plus 10 press releases.
NEUTRAL8-K5/10
Baker Hughes CEO Lorenzo Simonelli presented at the Barclays 2026 CEO Energy-Power Conference, provi
Sep 9, 2026
BULLISH8-K7/10
Baker Hughes reported Q2 2026 adjusted diluted EPS of $0.64, beating consensus of $0.58 by 10.4%, wh
Jul 27, 2026
BULLISHPRESS-RELEASE6/10
Baker Hughes reported Q2 2026 adjusted EPS of $0.64, beating consensus of $0.49 by 31%, on revenue o
Jul 26, 2026
MIXED8-K6/10
Baker Hughes Co, through its subsidiary Baker Hughes Holdings LLC, entered into two separate $1 bill
Jul 16, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
earnings
Baker Hughes Announces Dates for Third-quarter Earnings Release and Webcast
HOUSTON and LONDON, Sept. 28, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR) will announce the results of the third quarter ending Sept. 30, 2026
Sep 13, 2026
contract
Baker Hughes and Venture Global Advance Next Phase of U.S. Gas Infrastructure Growth
HOUSTON and LONDON, Sept. 13, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR) and Venture Global LNG are expanding their long-standing collaborati
Sep 7, 2026
dark_pool
Dark Pool: BKR — 9.2M shares, 127,474 trades
Week starting 2026-09-07. Total ATS volume: 9,190,321 shares across 127,474 trades.
Sep 4, 2026
contract
Baker Hughes Awarded Offshore Production Enhancement and Stimulation Services Contract by bp
HOUSTON and LONDON, Sept. 04, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR), an energy technology company, announced Friday a significant award
Aug 31, 2026
dark_pool
Dark Pool: BKR — 6.0M shares, 111,673 trades
Week starting 2026-08-31. Total ATS volume: 5,967,588 shares across 111,673 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.62 | $0.57–$0.71 | -8.3% | -1.2% | 3↑ 1↓ | $7.8B | 12 |
| Next Q | $0.70 | $0.65–$0.81 | -9.7% | -0.5% | 2↑ 3↓ | $8.4B | 12 |
| Current FY | $2.60 | $2.46–$3.00 | -0.1% | -1.7% | 5↑ 0↓ | $29.6B | 15 |
| Next FY | $3.01 | $2.75–$3.38 | 16.0% | -4.8% | 6↑ 1↓ | $32.8B | 16 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.624 | — |
| 7d ago | $0.616 | +0.008 |
| 30d ago | $0.631 | -0.008 |
| 60d ago | $0.638 | -0.015 |
| 90d ago | $0.562 | +0.062 |
Institutional ownership
Which big funds own BKR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $43.1B total value (774,739,140 shares) as of 2026-Q2. Top holders: BlackRock,, JPMORGAN, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 99,116,387 | $5.5B | 12.8% | — |
| JPMORGAN CHASE & CO | 69,935,638 | $3.9B | 9.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 64,829,367 | $3.6B | 8.4% | — |
| STATE STREET CORP | 64,578,131 | $3.6B | 8.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 49,046,664 | $2.7B | 6.3% | — |
| Capital World Investors | 47,479,630 | $2.6B | 6.1% | — |
| Invesco Ltd. | 35,339,082 | $2.0B | 4.6% | — |
| DODGE & COX | 34,854,482 | $1.9B | 4.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 27,333,786 | $1.5B | 3.5% | — |
| Capital Research Global Investors | 22,032,387 | $1.2B | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 20,396,484 | — | $1.1B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ADD | 13,735,106 | 17,740,194 | +29.2% | $984.6M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | DOUBLED | 2,216,654 | 7,201,568 | +224.9% | $402.7M |
| DEUTSCHE BANK AG\ | ADD | 4,501,898 | 7,026,792 | +56.1% | $390.0M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 1,406,012 | 3,092,555 | +120.0% | $171.5M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 1,712,358 | 2,504,571 | +46.3% | $139.0M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 1,845,109 | 2,445,841 | +32.6% | $135.7M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | TRIM | 3,276,978 | 2,168,891 | -33.8% | $120.4M |
| BNP Paribas Asset Management Holding S.A. | ADD | 1,114,495 | 1,810,301 | +62.4% | $100.5M |
| CITIGROUP INC | ADD | 1,306,633 | 1,778,058 | +36.1% | $98.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net -$71.9M — $0.00 bought, $71.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Gatti Amerino | EVP, Oilfield Services & Equip | TAX W/H | 3,860 | $63.64 | $245.7K |
| Sep 3, 2026 | Gatti Amerino | EVP, Oilfield Services & Equip | EXERCISE | 9,807 | — | — |
| Jul 1, 2026 | BORRAS MARIA C | Chief Growth & Experience Ofcr | SELL | 72,000 | $55.05 | $4.0M |
| Jun 22, 2026 | Simonelli Lorenzo | Chairman, President and CEO | EXERCISE | 99,911 | $35.55 | $3.6M |
| Jun 22, 2026 | Simonelli Lorenzo | Chairman, President and CEO | SELL | 181,411 | $58.43 | $10.6M |
| Jun 15, 2026 | Moghal Ahmed Farhan | EVP, Chief Financial Officer | SELL | 20,000 | $62.38 | $1.2M |
| Jun 15, 2026 | Moghal Ahmed Farhan | EVP, Chief Financial Officer | SELL | 3,392 | $62.38 | $211.6K |
| Jun 12, 2026 | Simonelli Lorenzo | Chairman, President and CEO | EXERCISE | 99,911 | $35.55 | $3.6M |
| Jun 12, 2026 | Simonelli Lorenzo | Chairman, President and CEO | SELL | 181,411 | $63.36 | $11.5M |
| Jun 3, 2026 | Charlton Rebecca L | SVP, Controller & CAO | SELL | 5,088 | $64.22 | $326.8K |
Congressional trades
BKR trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Baker Hughes a GE Co | Feb 16, 2026(39d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BKR.
Shares short
24,637,530
Settlement Sep 15, 2026
Change vs prior
-8.0%
Semi-monthly cycle
Days to cover
3.4
At avg daily volume
Of shares outstanding
≈2.5%
Estimate — not % of float
All BKR filing & press-release reports (23)
- PRESS-RELEASE reportSep 13, 2026
- 8-K reportSep 9, 2026
- PRESS-RELEASE reportSep 4, 2026
- 8-K reportJul 27, 2026
- PRESS-RELEASE reportJul 26, 2026
- PRESS-RELEASE reportJul 26, 2026
- 8-K reportJul 16, 2026
- 144 reportJul 1, 2026
- 8-K reportJun 22, 2026
- CLUSTER reportJun 16, 2026
- PRESS-RELEASE reportMay 26, 2026
- 3 reportMay 21, 2026
- 8-K reportMay 19, 2026
- PRESS-RELEASE reportApr 23, 2026
- PRESS-RELEASE reportApr 13, 2026
- PRESS-RELEASE reportApr 7, 2026
- DEFA14A reportApr 6, 2026
- DEFA14A reportMar 30, 2026
- PRESS-RELEASE reportMar 24, 2026
- PRESS-RELEASE reportMar 20, 2026
- PRESS-RELEASE reportMar 18, 2026
- CLUSTER reportMar 13, 2026
- INST-CLUSTER reportFeb 28, 2026