Why Baker Hughes (BKR) Is Up 9.1% After New LNG And Data Center Power Deals - And What's Next

Simply Wall St.07-13 08:29

Baker Hughes recently announced multiple major awards, including supplying liquefaction equipment and turbine upgrades for Cheniere’s Sabine Pass LNG expansion and a multi-year power generation ...

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And What's Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-13 08:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/energy/nasdaq-bkr/baker-hughes/news/why-baker-hughes-bkr-is-up-91-after-new-lng-and-data-center><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Baker Hughes recently announced multiple major awards, including supplying liquefaction equipment and turbine upgrades for Cheniere’s Sabine Pass LNG expansion and a multi-year power generation ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/energy/nasdaq-bkr/baker-hughes/news/why-baker-hughes-bkr-is-up-91-after-new-lng-and-data-center\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0154245756.USD","symbol_name":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/energy/nasdaq-bkr/baker-hughes/news/why-baker-hughes-bkr-is-up-91-after-new-lng-and-data-center","article_id":"2651116705","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/1022000-choice1-main-header/1585186551056"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/energy/nasdaq-bkr/baker-hughes/news/why-baker-hughes-bkr-is-up-91-after-new-lng-and-data-center","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2651116705","pubTimestamp":1783902566,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Baker Hughes recently announced multiple major awards, including supplying liquefaction equipment and turbine upgrades for Cheniere’s Sabine Pass LNG expansion and a multi-year power generation agreement with Kodiak Gas Services to support up to 1.8 GW of scalable capacity.\nThese wins highlight how Baker Hughes’ gas turbine and digital service technologies are being embedded in both LNG infrastructure and data center-focused power projects, reinforcing its role across global energy and...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","LYY.SI":"中云集团","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - 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These wins highlight how Baker Hughes’ gas turbine and digital service technologies are being embedded in both LNG infrastructure and data center-focused power projects, reinforcing its role across global energy and industrial systems. We’ll now examine how these new LNG and power-generation contracts, particularly the Sabine Pass Train 7 expansion, affect Baker Hughes’ investment narrative. The future of work is here. Discover the 32 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.AdvertisementBaker Hughes Investment Narrative RecapTo own Baker Hughes, you need to believe in its role as a core equipment and services supplier to LNG, gas infrastructure and power systems, with a growing installed base that can support recurring service revenue. The Sabine Pass Train 7 and Kodiak power awards appear to support the near term catalyst of backlog-driven earnings visibility, while key risks such as policy shifts and cost inflation remain very much in focus and are not removed by these wins. Among the recent announcements, the Sabine Pass LNG expansion stands out as most relevant here. It combines new liquefaction equipment for Train 7, a boil-off gas re liquefaction unit and a four year fleet wide gas turbine upgrade program, adding to Baker Hughes’ LNG equipment and services backlog. For investors focused on contract quality and conversion risk, Sabine Pass provides a concrete example of long duration LNG work that could underpin the current IET backlog story. Yet investors should also weigh how persistent cost inflation and tariffs could still squeeze margins on long dated LNG and power contracts like these awards... Read the full narrative on Baker Hughes (it's free!)Baker Hughes' narrative projects $30.8 billion revenue and $3.3 billion earnings by 2029. This requires 3.3% yearly revenue growth and about a $0.2 billion earnings increase from $3.1 billion today.Uncover how Baker Hughes' forecasts yield a $71.24 fair value, a 24% upside to its current price.Exploring Other PerspectivesBKR 1-Year Stock Price Chart Some of the most optimistic analysts already expected revenue to reach about US$34.6 billion and earnings US$3.6 billion, so this kind of LNG and power backlog could either reinforce that upbeat view or highlight how vulnerable those expectations are if long duration project costs or delays play out differently than they assumed.Explore 4 other fair value estimates on Baker Hughes - why the stock might be worth just $70.86!Decide For YourselfDisagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.A great starting point for your Baker Hughes research is our analysis highlighting 5 key rewards that could impact your investment decision.Our free Baker Hughes research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Baker Hughes' overall financial health at a glance.No Opportunity In Baker Hughes?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:Uncover the next big thing with 20 elite penny stocks that balance risk and reward.Find 45 companies with promising cash flow potential yet trading below their fair value.AI is about to change healthcare. These 41 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Baker Hughes might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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