BKR
Baker Hughes Company
September 14, 2026 · intraday
- Rarity
- 1.25
- Peak move
- −4.69%
- Float cap
- $58.2B
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
10 events · 0 from SEC or newswire · 0 timed with the moveinstitutional_flowTidal Investments LLC cut its Baker Hughes position by 37.8% in the second quarter, selling 58,459 shares and retaining 96,215 shares worth about $5.34 million.
- Key event
executive_remarkBaker Hughes CEO Lorenzo Simonelli said at the Gastech conference in Bangkok that higher borrowing costs have not yet slowed large energy project investment, driven by AI datacenter demand, and that global LNG capacity must reach about 900 MTPA by 2035.
analyst_ratingStifel reiterated a Buy rating and $75 price target on Baker Hughes, calling the recent 7.6% three-day share slide a buying opportunity attributed to lackluster initial Chart Industries guidance and mixed US data-center data points.
- Key event
guidance_changeBaker Hughes raised its full-year 2026 revenue guidance to $28.5-$30.3 billion, expecting an LNG market recovery with equipment order momentum strengthening into 2027 after $7.1 billion of Q2 IET orders.
analyst_ratingUBS raised its price target on Baker Hughes to $72 from $70 while keeping a Neutral rating.
- Key event
major_contractBaker Hughes won orders from Venture Global for 13 Frame 5/2E gas turbine-driven gas compression systems for the Cloud Connector Pipeline in Louisiana and four liquefaction blocks (eight modules, with Chart cold boxes) for the Plaquemines LNG expansion, expanding the feed gas fleet to 23 units.
regulatory_actionNET Power's Sept 11 Form 8-K disclosed three agreements with Baker Hughes affiliates suspending joint development and commercial programmes retroactively to Jan 1, 2026 and ending Baker Hughes' La Porte facility access and exclusivity as of Sept 8, 2025.
operating_metricsBaker Hughes' weekly rig count showed the US active oil and gas rig count rose by 3 to 591 for the week ending Sept 11, with oil rigs up 1 to 450 and gas rigs up 2 to 132.
analyst_ratingUBS cut its price target on Baker Hughes to $70 from $71 while keeping a Neutral rating, citing Chart Industries' below-expectations near-term margin outlook.
guidance_changeAt the Barclays Energy-Power Conference, Baker Hughes CEO Lorenzo Simonelli presented updated Chart Industries guidance, including a 22%-23% H2 2028 EBITDA margin target, $325 million in cost synergies by year three, and a $3.6 billion backlog.