Benchmark reaffirms Baker Hughes stock Buy rating, $42 target

Published 30/01/2025, 16:56
Benchmark reaffirms Baker Hughes stock Buy rating, $42 target

On Thursday, Benchmark maintained a Buy rating for Baker Hughes stock (NASDAQ:BKR), keeping the price target steady at $42.00. The research firm highlighted the company’s positive investor positioning, noting that short interest is near its lowest levels. According to Benchmark analyst Kurt Hallead, the current outlook for Baker Hughes is unlikely to significantly alter investor positions. This stability is attributed to the company’s long-term backlog, projected EBITDA growth stemming from internal initiatives, and the generation of substantial free cash flow (FCF). With a perfect Piotroski Score of 9 and impressive 50.59% one-year return according to InvestingPro, the company’s strong financial health supports this positive outlook.

Hallead’s assessment suggests that Baker Hughes is well-positioned for future growth, with a backlog that provides visibility into the company’s revenue stream. The analyst’s comments indicate that the company’s efforts to improve efficiency and cut costs are expected to drive EBITDA growth, which currently stands at $4.337 billion. This, coupled with the generation of meaningful FCF and solid revenue growth of 11.08%, is seen as a positive sign for investors. InvestingPro data reveals 10+ additional investment insights available for subscribers, including detailed analysis of the company’s growth trajectory and valuation metrics.

Baker Hughes has been focusing on self-help initiatives, which include measures to enhance operational efficiency and reduce expenses. These initiatives are expected to contribute to the company’s EBITDA growth, demonstrating the company’s proactive approach to improving its financial health. The company’s attractive PEG ratio of 0.57 suggests it’s trading at a reasonable valuation relative to its growth prospects.

The analyst’s reiteration of the Buy rating and price target reflects confidence in Baker Hughes’ ability to maintain its current investor positioning. With short interest remaining low, it suggests that market sentiment towards the company is positive and that investors are holding onto their shares in anticipation of future gains.

In summary, Benchmark’s analysis indicates that Baker Hughes is in a strong position to continue its growth trajectory, supported by a solid backlog, effective self-help initiatives, and healthy free cash flow. The firm’s maintained Buy rating and price target of $42.00 underscore a steady outlook for the company’s stock.

In other recent news, Baker Hughes has made significant strides in its operations and financial performance. The company’s total revenue reached $27.3 billion, with an EBITDA of $4.3 billion over the last twelve months. The company’s Gas Tech Services segment has been a significant contributor, accounting for approximately 25% of the Industrial Energy Technology (IET) revenue.

Baker Hughes also secured a contract for a liquefied natural gas (LNG) project in Louisiana and expanded operations in Namibia with a new liquid mud plant at Walvis Bay Port. Notably, the company secured substantial contracts with Petrobras, a Brazilian state-run oil company, to supply flexible pipe systems for Brazil’s pre-salt oilfields.

JPMorgan maintained its Overweight stock rating for Baker Hughes with a steady price target of $50.00, while Goldman Sachs and RBC Capital Markets raised their stock targets to $52 and $49, respectively. These adjustments reflect the company’s diverse portfolio and robust revenue growth. These are recent developments that investors should consider.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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