Seaport Global downgrades Baker Hughes stock to Neutral on Chart Industries acquisition

Published 30/07/2025, 09:22
Seaport Global downgrades Baker Hughes stock to Neutral on Chart Industries acquisition

Investing.com - Seaport Global Securities downgraded Baker Hughes (NASDAQ:BKR) from Buy to Neutral following the company’s announcement to acquire Chart Industries (NYSE:GTLS). The downgrade comes despite Baker Hughes’ strong financial health score of "GREAT" according to InvestingPro data, with the stock trading near its 52-week high of $49.40.

Baker Hughes, currently valued at $45.1 billion in market capitalization, agreed to pay $210.00 per share in an all-cash transaction for Chart Industries, placing an enterprise value of $13.6 billion on the acquisition target, including net debt.

The offer represents a 22% premium to Chart Industries’ closing price of $171.65 on July 28, 2025, but stands at a 4% discount to the company’s 52-week high close of $218.35.

Based on consensus estimates, the deal values Chart Industries at enterprise value to EBITDA multiples of 11.7x for calendar year 2025 and 10.4x for 2026 before synergies. These multiples would compress to 9.1x and 8.3x respectively when accounting for Baker Hughes’ targeted annual cost synergies of $325 million.

Baker Hughes management expects the acquisition to be double-digit accretive to earnings in calendar year 2027.

In other recent news, Baker Hughes reported better-than-expected financial results for the second quarter of 2025. The company achieved an adjusted earnings per share (EPS) of $0.63, surpassing the forecast of $0.56. Additionally, Baker Hughes exceeded revenue expectations, reporting $6.91 billion against a projected $6.63 billion. These strong results have contributed to a positive outlook for the company. Stifel raised its price target for Baker Hughes to $50.00 from $49.00, maintaining a Buy rating. The investment firm highlighted the company’s robust order flow and better-than-expected guidance as key factors in its decision. These developments reflect a continued positive sentiment around Baker Hughes’ performance and future prospects.

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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