With a market capitalization of $45.5 billion, Baker Hughes Company (BKR) offers a broad portfolio of products and services across the global industrial and energy value chain. It operates through its Oilfield Services and Equipment (OFSE) and Industrial and Energy Technology (IET) segments, serving upstream and downstream markets with solutions spanning oil and gas, LNG, power generation and industrial applications.
The Houston, Texas-based company is expected to announce its fiscal fourth-quarter 2025 results after the market closes on Sunday, January 25. Ahead of this event, analysts predict that BKR will report adjusted EPS of $0.66, down 5.7% from $0.70 in the prior-year quarter. However, it has surpassed Wall Street’s final estimates over the past four quarters.
For fiscal 2025, analysts forecast the oilfield services company will post adjusted EPS of $2.47, up 5.1% from $2.35 in fiscal 2024.
BKR shares have risen 12.6% over the past 52 weeks, lagging the S&P 500 Index ($SPX)’s 16.8% gain. However, the stock has outperformed the State Street Energy Select Sector ETF SPDR (XLE)’s 6.4% gain over the same period.
Despite beating estimates with third-quarter 2025 adjusted EPS of $0.68 and revenue of $7.01 billion on Oct. 23, Baker Hughes shares fell 3.3% the next day as net income fell 20% year over year to $609 million. Investors were also concerned about weakness in the oilfield equipment and services segment, where revenue fell 8% year-over-year to $3.64 billion and EBITDA margins softened to 18.5%, reflecting lower volumes, inflation and an unfavorable mix.
The analyst consensus rating on BKR stock is Bullish, with an overall rating of “Strong Buy.” Of the 19 analysts covering the stock, opinions include 14 “Strong Buys,” one “Moderate Buy” and four “Holds.” The average analyst price target for Baker Hughes is $55, suggesting a potential upside of 19.3% from current levels.
As of the date of publication, Sohini Mondal had no (directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article are for informational purposes only. This article was originally published on Barchart.com