Back to News
Jan 7, 2026 4:00 PM

Baker Hughes Stays Resilient As LNG And Power Orders Stack Up, Says Analyst

Baker Hughes Company (NASDAQ:BKR) is set to report fourth-quarter and full-year earnings on January 25, 2025, with investor attention focused on the performance of its Industrial & Energy Technology and Oilfield Services & Equipment segments.

JP Morgan analyst Arun Jayaram maintained an Overweight rating with a price forecast of $53.

The analyst expects the company to focus on Industrial & Energy Technology’s (IET) strong performance and Oilfield Services & Equipment’s (OFSE) resilience in the conference call, highlighted by key fourth-quarter Middle East contract wins.

The analyst expects the company to close 2025 with strong IET momentum driven by mix, including improvements in the aero-derivative supply chain, boosting higher-margin ...