Recent Deal Closures: Baker Hughes has been a focal point of discussion on social media lately, driven by the closure of significant business deals. The completion of a joint venture with Cactus for surface pressure control, netting $344.5 million in cash, has sparked notable interest. Many users are highlighting the potential for this to boost the company's capital efficiency.
Strategic Divestitures: Additionally, the sale of Baker Hughes' Precision Sensors & Instrumentation line to Crane Company for $1.15 billion has fueled further conversation. Social media chatter suggests this move could strengthen liquidity and allow redeployment of capital. The buzz around these strategic shifts keeps the ticker in the spotlight.
Note: This discussion summary was generated from an AI condensation of post data.
Baker Hughes Insider Trading Activity
Baker Hughes insiders have traded $BKR stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $BKR stock by insiders over the last 6 months:
- LORENZO SIMONELLI (Chairman, President and CEO) sold 526,568 shares for an estimated $23,390,150
- MARIA C BORRAS (Chief Growth & Experience Ofcr) sold 50,362 shares for an estimated $2,361,474
- SREEGANESH RAMASWAMY (EVP, Industrial & Energy Tech) sold 25,000 shares for an estimated $1,250,000
- JAMES E APOSTOLIDES (Chief Infra & Performance Ofcr) sold 6,216 shares for an estimated $310,800
- REBECCA L CHARLTON (SVP, Controller & CAO) has made 0 purchases and 3 sales selling 1,778 shares for an estimated $85,721.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Baker Hughes Revenue
Baker Hughes had revenues of $7B in Q3 2025. This is an increase of 1.48% from the same period in the prior year.
You can track BKR financials on Quiver Quantitative's BKR stock page.
Baker Hughes Hedge Fund Activity
We have seen 475 institutional investors add shares of Baker Hughes stock to their portfolio, and 388 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS added 14,976,782 shares (+inf%) to their portfolio in Q3 2025, for an estimated $729,668,819
- JPMORGAN CHASE & CO removed 7,959,042 shares (-7.2%) from their portfolio in Q3 2025, for an estimated $387,764,526
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 6,641,769 shares (+62.4%) to their portfolio in Q3 2025, for an estimated $323,586,985
- ALLIANCEBERNSTEIN L.P. removed 3,770,710 shares (-37.5%) from their portfolio in Q3 2025, for an estimated $183,708,991
- CAPITAL WORLD INVESTORS added 3,153,709 shares (+7.1%) to their portfolio in Q3 2025, for an estimated $153,648,702
- VICTORY CAPITAL MANAGEMENT INC removed 2,607,165 shares (-22.8%) from their portfolio in Q3 2025, for an estimated $127,021,078
- FIRST TRUST ADVISORS LP added 1,906,384 shares (+25.7%) to their portfolio in Q3 2025, for an estimated $92,879,028
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Baker Hughes Analyst Ratings
Wall Street analysts have issued reports on $BKR in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Buy" rating on 10/27/2025
- TD Cowen issued a "Buy" rating on 10/27/2025
- Barclays issued a "Overweight" rating on 10/27/2025
- Citigroup issued a "Buy" rating on 10/08/2025
- Melius Research issued a "Buy" rating on 08/20/2025
- Evercore ISI Group issued a "Outperform" rating on 07/30/2025
- BMO Capital issued a "Outperform" rating on 07/30/2025
To track analyst ratings and price targets for Baker Hughes, check out Quiver Quantitative's $BKR forecast page.
Baker Hughes Price Targets
Multiple analysts have issued price targets for $BKR recently. We have seen 12 analysts offer price targets for $BKR in the last 6 months, with a median target of $55.0.
Here are some recent targets:
- Josh Silverstein from UBS set a target price of $54.0 on 12/12/2025
- Scott Gruber from Citigroup set a target price of $61.0 on 12/11/2025
- Lloyd Byrne from Jefferies set a target price of $59.0 on 11/20/2025
- Stephen Gengaro from Stifel set a target price of $52.0 on 10/27/2025
- Marc Bianchi from TD Cowen set a target price of $57.0 on 10/27/2025
- David Anderson from Barclays set a target price of $55.0 on 10/27/2025
- Derek Podhaizer from Piper Sandler set a target price of $52.0 on 10/16/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
