BKR
Baker Hughes Company
September 10, 2026 · market open
- Rarity
- 1.89
- Peak move
- −7.18%
- Float cap
- $62.7B
Baker Hughes Company is an energy technology company that provides technologies and services across the energy and industrial value chain. It serves customers in oil and gas, liquefied natural gas, power generation, renewable energy, chemicals, and broader industrial markets through two segments: Oilfield Services & Equipment and Industrial & Energy Technology.
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What we found
11 events · 2 from SEC or newswire · 0 timed with the moveanalyst_ratingUBS analyst Josh Silverstein lowered his price target on Baker Hughes to $70 from $71 while keeping a Neutral rating, flagging Chart Industries' H2 2026 EBITDA margin of about 17% amid soft hydrogen demand and LNG equipment timing.
demand_signalBaker Hughes' weekly US rig count was unchanged at 588, with oil rigs up one to 455, the highest since May 2025, putting the total 9.7% above the year-earlier level.
analyst_ratingSusquehanna reiterated its Positive rating on Baker Hughes and raised its price target to $75 from $72, updating its model to include revenue and EBITDA from the Chart Industries acquisition.
major_contractbp awarded Baker Hughes a contract to deliver vessel-based offshore stimulation services across its UK North Sea wells using Baker Hughes' StimFORCE modular stimulation package.
- Key event
commodity_eventBrent crude futures rose above $100 a barrel on Sept 9, the first time since July 24, gaining over 2%, amid Middle East supply fears.
guidance_changeBaker Hughes CEO Lorenzo Simonelli presented updated fiscal-year 2026 financial guidance incorporating the recent acquisition of Chart Industries at the Barclays 2026 CEO Energy-Power Conference on September 9, 2026.
SEC8-K 0001193125-26-385823major_contractBaker Hughes submitted the lowest bids in a Petrobras tender for up to 518.3 km of flexible risers and flowlines, offering R$3.1B for the 276.8 km lot and R$3.2B for the 241.5 km lot, ahead of TechnipFMC and NOV Flexibles.
geopoliticalUS and Iranian forces exchanged attacks around the Strait of Hormuz after US Central Command destroyed five Iranian crude tankers, with Houthi strikes hitting Saudi energy infrastructure.
- Key event
commodity_eventFront-month Dutch TTF natural gas futures climbed 3.8% to 78.72 euros per megawatt-hour, their highest intraday level since early 2023, on Middle East attacks choking LNG shipments.
- Key event
investor_dayAt Barclays' 40th Annual Energy-Power Conference, CEO Lorenzo Simonelli presented Chart Industries integration targets including about $325 million of annual cost synergies by year three and Chart EBITDA margin rising from ~17% in 2H26 to 22-23% by 2H28.
insider_saleBaker Hughes EVP of Oilfield Services & Equipment Amerino Gatti exercised options on 19,614 shares and had 3,860 shares withheld at $63.64 to pay taxes, leaving 20,751.49 shares held.
SEC4 0001675255-26-000006