Baker Hughes (BKR) Following Its Big Turbine Order, Is The Growth Story Already Priced In?

Simply Wall St.08-01 19:25

Baker Hughes (BKR) is back in focus after Dynamis Power Solutions placed a major order for 76 NovaLT16 gas turbines, targeting about 1.3GW of hypermobile power for data center and oil & gas projects. ...

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Over a longer horizon, total shareholder return sits at 41.43%...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4588":"碎股","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0154245673.USD":"BNP PARIBAS US MID CAP \"C\" (USD) INC","IEZ":"iShares Dow Jones U.S. Oil Equip","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4179":"石油天然气设备与服务","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","OIH":"石油服务ETF","LU0251142724.SGD":"Fidelity America A-SGD","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU2463526074.USD":"NORDEA 1 - GLOBAL CLIMATE ENGAGEMENT \"BP\" (USD) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0256331488.USD":"SCHRODER ISF GLOBAL ENERGY \"A\" ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","BK4585":"ETF&股票定投概念","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","BK4566":"资本集团","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","BKR":"Baker Hughes Co","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC"},"translate_title":"贝克休斯 (BKR) 继订购大型涡轮机后，增长故事是否已经被定价？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BKR":1.5,"OIH":0.6,"IEZ":0.6},"content_text":"Baker Hughes (BKR) is back in focus after Dynamis Power Solutions placed a major order for 76 NovaLT16 gas turbines, targeting about 1.3GW of hypermobile power for data center and oil & gas projects. See our latest analysis for Baker Hughes. Baker Hughes has seen firm momentum recently, with a 7 day share price return of 5.66% and a 30 day share price return of 12.39%, even though the 90 day share price return declined 12.49%. Over a longer horizon, total shareholder return sits at 41.43% over 1 year and 221.75% over 5 years. This suggests investors have been rewarded through both price gains and dividends as new LNG and power orders keep the story in focus. If this kind of data center and power demand theme interests you, it can be worth widening your search to other infrastructure linked opportunities through the 35 power grid technology and infrastructure stocks Baker Hughes now has a clear story, with strong technology orders in LNG and power on one side and a sharp share price run on the other. Are you paying a fair price for that strength today? AdvertisementMost Popular Narrative: 15.1% Undervalued The most followed narrative currently places Baker Hughes fair value at $71.24, compared with the last close of $60.49, framing a clear valuation gap for investors to test.  Baker Hughes is actively expanding into fast-growing markets like distributed power solutions for data centers and new energy infrastructure (hydrogen, CCS, geothermal). The company is capitalizing on the robust increase in global energy demand, especially from digital infrastructure and emerging markets, which positions it for long-term recurring revenue opportunities and potentially higher-margin offerings.  Read the complete narrative. Want to see what is baked into that $71.24 fair value? The narrative leans heavily on steady revenue gains, resilient margins and a richer earnings multiple. Curious which assumptions really move the model. Result: Fair Value of $71.24 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Baker Hughes still faces clear swing factors, including potential margin pressure from tariffs and supply chain costs, as well as policy shifts that could curb LNG and gas power demand. Find out about the key risks to this Baker Hughes narrative. Next Steps Given the generally positive tone around Baker Hughes, it makes sense to check the underlying data yourself and not just rely on sentiment. To see what investors are currently optimistic about, review the 4 key rewards Looking for more investment ideas beyond Baker Hughes? If you stop with Baker Hughes, you could miss other opportunities that fit your style. Use the Simply Wall St screener tools to spot ideas that match your priorities.  Start building a cash flow focused watchlist with 55 high quality undervalued stocks that combine quality fundamentals with pricing that may appeal to value driven investors. Strengthen your core holdings by focusing on resilience through the 81 resilient stocks with low risk scores, which highlights companies with lower risk scores based on key fundamentals. Get ahead of the crowd by searching the screener containing 19 high quality undiscovered gems and see which lesser known stocks still show solid underlying metrics.   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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