Baker Hughes Stock: Analyst Estimates & Ratings
Company Overview: Baker Hughes Company, a major oilfield service provider with a market cap of $36 billion, has seen its stock outperform the broader market over the past year but has faced challenges in 2025, including a drop in orders and mixed Q4 results.
Analyst Ratings and Future Outlook: The stock holds a "Strong Buy" consensus rating from analysts, with expectations for a 4.3% growth in adjusted earnings for fiscal 2025; RBC Capital maintains a "Buy" rating while adjusting the price target to $46, suggesting significant upside potential.
Trade with 70% Backtested Accuracy
Analyst Views on IEZ

No data
About the author

Joint Venture Announcement: Cactus Inc. will acquire a 65% stake in a new joint venture with Baker Hughes Co., taking control of its Surface Pressure Control business, while Baker Hughes retains a 35% stake. The deal aims to enhance both companies' global oilfield equipment presence and is valued at $530 million.
Financial Implications: The acquisition adds a $600 million order backlog for Cactus and reduces its U.S. market exposure, providing strong revenue visibility. The transaction is expected to close in the second half of 2025, with funding sourced from existing cash and potential credit facilities.
Company Performance: Halliburton Company (HAL) has a market cap of $16.6 billion but has seen its stock drop 45.4% over the past year, underperforming both the S&P 500 and the iShares U.S. Oil Equipment & Services ETF. The company reported a 6.9% decline in revenue for Q1, with adjusted EPS down 21.1% year-over-year.
Analyst Ratings and Price Targets: Despite recent struggles, HAL holds a consensus rating of "Moderate Buy" among analysts, with a mean price target of $30.06 indicating a potential upside of 48.5%. Goldman Sachs has revised its price target from $27 to $24 while maintaining a "Buy" rating.
Company Overview: Baker Hughes Company, a major oilfield service provider with a market cap of $36 billion, has seen its stock outperform the broader market over the past year but has faced challenges in 2025, including a drop in orders and mixed Q4 results.
Analyst Ratings and Future Outlook: The stock holds a "Strong Buy" consensus rating from analysts, with expectations for a 4.3% growth in adjusted earnings for fiscal 2025; RBC Capital maintains a "Buy" rating while adjusting the price target to $46, suggesting significant upside potential.

Analyst's Price Forecast: Stifel analyst Stephen Gengaro has reduced Schlumberger's price target from $58 to $54 while maintaining a Buy rating, following a 3% decline in Q1 2025 revenue that missed estimates.
Future Expectations: Despite current challenges, Gengaro highlights strong free cash flow expectations and the potential benefits of the ChampionX acquisition, which could enhance SLB's market position.

Financial Performance: Baker Hughes reported first-quarter FY25 revenue of $6.43 billion, missing expectations, while adjusted EPS rose 19% to $0.51. The company anticipates Q2 revenue between $6.3 billion and $7.0 billion amid trade policy uncertainties impacting future earnings.
Stock Movement and Outlook: Following the earnings report, Baker Hughes' stock fell by 4.37% to $36.69. The company declared a quarterly dividend and executed share buybacks, but faces potential tariff impacts of $100 million to $200 million on EBITDA for FY25.
Baker Hughes Contract: Baker Hughes Company has secured a multi-year contract with Dubai Petroleum Establishment to provide integrated coiled-tubing drilling services for the Margham Gas storage project, enhancing Dubai's energy stability and reducing emissions.
Stock Performance: Following the announcement of the contract, Baker Hughes shares (BKR) experienced a decline of 1.15%, trading at $44.66.








