Baker Hughes (BKR) closed the last trading session at $34.51, gaining 1% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $43.25 indicates a 25.3% upside potential. The mean estimate comprises 20 short-term price targets with a standard deviation of $2.92. While the lowest estimate of $37 indicates a 7.2% increase from the current price level, the most optimistic analyst expects the ...

A combination of good margin growth and well-balanced order growth led investors to buy this energy services stock last month. Shares in oil and gas equipment and services company Baker Hughes (BKR -5.07%) rose by 10.1% in July, according to data provided by S&P Global Market Intelligence. The move comes after an impressive set of earnings that displayed a combination of good progress on operational improvements and margin expansion, alongside broad-based order strength in industrial and energy technology ( ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers. Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by th ...

Baker Hughes (BKR) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. The upward trend in estimate revisions for this oilfield services company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation ...

The Oils-Energy group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Baker Hughes (BKR) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Oils-Energy sector should help us answer this question. Baker Hughes is one of 247 companies in the Oils-Energy group. The Oil ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock. In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end. However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyon ...

Have you been paying attention to shares of Baker Hughes (BKR) ? Shares have been on the move with the stock up 10.2% over the past month. The stock hit a new 52-week high of $38.67 in the previous session. Baker Hughes has gained 11.9% since the start of the year compared to the 5.7% move for the Zacks Oils-Energy sector and the 3.3% return for the Zacks Oil and Gas - Field Services industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it hasn't mi ...

报告公司投资评级 - 报告未提供公司的投资评级 [1] 报告的核心观点 - 贝克休斯2024年第二季度业绩超出市场预期 [2] - 所有部门表现出色,其中工业和能源技术部门同比增长59% [3][4][5] - 油田服务与设备部门收入和营业利润均超出预期 [4] - 工业与能源技术部门收入和营业利润也超出预期 [5] 公司整体表现 - 2024年第二季度营业收入71.39亿美元,同比增长13% [8] - 2024年第二季度经调整EBITDA11.3亿美元,同比增长25% [8] - 2024年第二季度经调整EBITDA利润率为15.8%,达到公司指引范围 [8] - 2024年第二季度经调整摊薄利润0.57美元,同比增长46% [8] 油田服务与设备部门 - 2024年第二季度收入40.11亿美元,同比增长3%,高于预期 [4] - 2024年第二季度营业利润4.93亿美元,同比增长18%,高于预期 [4] - 2024年第二季度EBITDA利润率17.9%,高于预期 [4] 工业与能源技术部门 - 2024年第二季度收入31.28亿美元,同比增长28%,高于预期 [5] - 2024年第二季度营业利润4.42亿美元,同比增长42%,高于预期 [5] - 2024年第二季度EBITDA利润率15.9%,高于预期 [5]

文章核心观点 - 美国油气钻井数量持续上升,预示着未来美国原油和天然气产量将有所增加[2][3][4][5] - 美国已成为全球最大的原油生产国和最大的液化天然气出口国[5] - 美国各地区钻井数量变化不一,其中北达科他州和蒙大拿州钻井数量创下6月以来新高,但主要产区白马盆地钻井数量基本持平[6][8] - 整体来看,美国钻井数量同比去年7月仍有75口(11%)的下降,但已出现月度增加,这可能意味着美国企业正从去年的重视股东回报和减债转向增加产量[9][10][11] - 美国产量增加将对全球油市产生影响,加之OPEC计划今年晚些时候取消减产,预计未来将出现供给过剩[11][12][13][14]

财务表现 - 2024年第二季度，公司营收为713.9亿美元，较2023年同期的631.5亿美元增长13%[144] - 第二季度2024年，公司税前收入为8.24亿美元，较2023年同期的6.14亿美元增长21%[144] - 公司2024年第二季度的净收入为104.4亿美元，较2013年同期增长4.9亿美元[190] - 公司2024年第二季度的净利润为58.1亿美元，较2013年同期增长16.7亿美元[190] - 公司2024年上半年净利润为4.21亿美元，较去年同期增长42万美元[215] 业务展望 - 预计2024年下半年北美活动将保持相对稳定，国际活动将有望比2023年增长[148] - 公司对LNG市场长期持乐观态度，认为天然气是过渡和终极燃料[150] - 公司致力于提供创新、低排放和经济高效的解决方案，以满足客户的需求[152] - 公司承诺到2030年将运营中的二氧化碳排放量减少50%，并在2050年实现净零排放[153] 业务部门表现 - OFSE营收为401.1亿美元，较2023年同期增长3%，主要受SSPS执行增加的推动[193] - IET营收为312.8亿美元，较2023年同期增长28%，主要受GTE和CTS销量增加的推动[195] - OFSE部门2024年上半年营收为77.94亿美元，同比增长5%[206] - IET部门2024年上半年营收为57.63亿美元，同比增长26%[208] 资金状况 - 公司2024年上半年现金及现金等价物为23亿美元，较去年同期减少3亿美元[237] - 公司2024年上半年资本支出为6.25亿美元，较去年同期增加3.8亿美元[230] - 公司2024年上半年经营活动产生的现金为11.32亿美元，较去年同期减少18.8亿美元[224] - 公司2024年上半年投资活动使用现金5.3亿美元，较去年同期增加1.16亿美元[229] - 公司2024年上半年融资活动使用现金9.29亿美元，较去年同期增加3.79亿美元[233]