Baker Hughes (BKR)
Expected Upside: 25.8%
Target period: 12 Months
- Record IET backlog, AI-power orders and Chart integration could lift 2027 earnings and support a higher industrial valuation.
- Main Risk: Chart integration problems or weaker LNG and data-center equipment demand could delay deleveraging and compress Baker Hughes' valuation.
- Q3 2026 orders reached $10.8 billion and remaining performance obligations hit $46.4 billion, including record IET RPO of $39.4 billion. A 1.3 book-to-bill ratio supports revenue visibility, while Chart expands the industrial portfolio.
The Golden Tip is a general investment recommendation, not personalized investment advice. Past performance and forecasts do not guarantee future results. It was prepared with the assistance of a third-party provider, subject to review and validation by the 50K Research Team. It does not take into account your portfolio, financial situation, investment objectives, risk tolerance, investment knowledge or experience, ability to bear losses, or trading history. Please always do your own research. Your capital is at risk.