BKR shares fixed organic pollutants on profits – is defending the next growth play? – Magic Post

BKR shares fixed organic pollutants on profits – is defending the next growth play?

 – Magic Post

Baker Hughes today

Baker Hughes shares logo
BkrBKR performance 90 days

Baker Hughes

46.05 dollars +0.33 (+0.72 %)

As of 07/25/2025 04:00 pm

52 weeks
32.25 dollars

49.40 dollars

Profit
2.00 %

P/E ratio.
15.05

The target price
49.50 dollars

Baker Hughes Nasdak: bkr It will not be a name that comes to mind in the context of the high global defense budgets. However, the company’s last profit report shows why Baker Hughes might have an unrealistic advantage because energy infrastructure, digital automation, and drone warfare have become increasing.

Baker Hughes is known as an provider Energy and oil field services. This makes the company’s profits and stock prices sensitive to the price of oil and natural gas. A closer look at the company’s profit report shows how to convert itself into a technology -based industrial player.

Specifically, Baker Hughes builds adjacent capabilities in digital infrastructure, artificial artificial intelligence, and improve the process. These are the assets that can be quietly compatible with the defense priorities from the next generation.

Defensive spending will increase to meet new threats

After the approval of a “major and beautiful bill” for the Trump administration, the US defense budget for the fiscal year will exceed 2025 $ 900 billion. This dollar number is impressive, but where those dollars that may be more important for Baker Hughes will be allocated.

The US Department of Defense (DOD) intends to provide important allocations to unmanned systems (such as drones), energy flexibility, and digital war. This has many investors looking to traditional defense contractors such as Lockheed Martin Corp. NYSE: LMT And Northrop Grumman Corp. Nyse: noc. However, to achieve its goals, the Ministry of Defense will have to resort to industrial technology providers for an advanced energy source.

Baker Hughes Strategic axis: More technology, less patrol

This is where Baker Hughes may fit. Like most energy stocks, Baker Hughes had a “good” year. BKR rises about 6.8 % year to date. However, the arrow jumped over 9.5 % after the second quarter profit report.

Baker Hughes Market

In general, Marketrank ™
Celsius 84

Analyst classification
Moderate purchase

The upward trend/negative side
7.5 % ascending

The level of short attention
correct

Profit power
moderate

Environmental result
us

Feelings of news
0.96Baker Hughes is mentioned in the last 14 days

Trading from the inside
Selling stocks

Bruges. Profit growth
15.44 %

See full analysis

The main factor was the company Revenue of $ 6.8 billionAlong with a 130-basis point in the operating margin. But the most proliferation is where the growth comes from.

  • The IT Industrial and Technology Sector (IT) has achieved $ 2.8 billion in revenues, and an increase of 13 % on an annual basis.

  • Requests for the canal solutions and automation platforms continue to climb, as CEO Lorenzo Simlley cited “the powerful demand for electrification, automation and asset management tools.”

In short, Baker Hughes is not only about the famous pumps and periodic tubes. The company transforms sensors, programs and diagnoses that are driven by artificial intelligence and standard energy systems.

Defense play options and republic?

It is important to emphasize that this does not happen today. However, there are reasons for belief that Baker Hughes can fit into the Pentagon’s long -term plans. To understand this, it is important to remember that drones are complex systems that require the maintenance and power systems of power and control systems based on artificial intelligence.

These are the areas where you can find the Baker Hughes industrial tools Cross applications. For example:

  • Digital twin technology,, Which BKR publishes for turbine diagnoses, can be reused to simulate the airspace.

  • Monitor the situation that AI drivesOriginally for pipelines and liquefied natural gas stations, they can be applied to the maintenance of drones at the fleet level.

  • Unit electrical systems From the sections of hydrogen and energy in BKR can support mobile energy centers in this field.

“We continue to invest in technologies that support electricity and energy efficiency across industries,” the company’s profit show indicated. Given that the US Department of Defense increases contracts to technical industrial partners, BKR can be in the brief list of unconventional support roles, especially in energy and logistical services.

The bullish trend may not be fully priced in BKR stock

From mid -June to mid -July, the BKR stock shaped ascending triangular style. The collapse above the resistance on strong profits and size confirms this upscale formation. With the sharp increase after profits, the BKR shares pushed much higher than the simple moving average for 50 days. Macd also supports the sharp step above.

BKR stock chart

However, with RSI above 80 to this writing, BKR may be due to a short -term decline. Even without a potential catalyst for defense contracts, Baker Hughes looks good value at this level.

First of all, even after the movement post -sharp profits, Baker Hughes is traded to the price (P/E) from 16.8X. This is a little higher than the historical average of the share, but it is reasonable for the average sector. Moreover, the company agreed 3 billion dollars to purchase License and pays profits with a return of 2.4 %.

Before you think about Baker Hughes, you will want to hear it.

Marketbeat follows the best research analyst at Wall Street, the best performance in Wall Street and the stocks they recommend to their customers on a daily basis. Marketbeat has identified the five shares whom the top analysts quietly whispered to their customers to buy now before hunting the broader market … Baker Hughes was not in the list.

While Baker Hughes currently has a moderate purchase classification among analysts, higher -rated analysts believe that these five stocks buy better.

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