BKRBaker Hughes Company
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $0.70Beat
- vs $0.63 expected on Oct 27
- Stock move on it
- −7.36%
- one session
- Typical move
- ±5.0%
- average over 2 reports
- Price
- $48.87
- −1.10% today · $58.3B cap
Past and upcoming reports
2
| Oct 27, 2026 | Sep 30, 2026 | Time not given | $0.63 | Beat$0.70 | −7.36% |
| Jul 21, 2026 | Jun 30, 2026 | Time not given | $0.47 | not recorded | +2.63%2d |
After the report
Jul 21, 2026 report
This covers the Jul 21, 2026 report. The Oct 27, 2026 numbers are in the table above.
BKR Q2 Accepted, $60 Resistance Holds
Baker Hughes reported Q2 results on Jul 21. Actual EPS not available, but the stock traded up 2% on the day, supported by a Wolfe Research upgrade. The print was accepted by the market, but the stock remains capped at $60 resistance. Forward focus is on Iran conflict impact on Middle East operations and Q3 guidance.
Reported against expected
Actual EPS not available. Stock rose 2.07% on Jul 24, three days post-print, with Wolfe Research upgrading to Outperform. The market accepted the results without a clear beat/miss signal.
Guidance
No explicit guidance provided in payload. Stock intelligence indicates Q2 was 'accepted' but $60 cap suggests cautious outlook. Forward catalyst is clarity on Iran conflict impact on Q3.
How the stock reacted
Stock closed at $57.25 on Jul 24, up 2.07% on the day. 90-day price history shows recent decline of -11.23% over three months, but a 1.54% gain over one month. Price is below 50-day SMA ($59.96) but above 20-day ($55.89) and 200-day ($56.16).
What changed
Q2 results accepted. stock +2% post-print, but $60 resistance holds.
What the price now assumes
Upgrade from Wolfe supports, but technical resistance and Iran risk cap upside.
What it means for the business
Maintain neutral bias. watch Q3 guidance for Iran impact on Middle East revenue.
The next one to three months, as we saw it then
Better case25%
Iran conflict de-escalates, oil stabilizes above $60, and Q3 guidance confirms strong Middle East activity. Stock breaks above $60 resistance and re-rates toward analyst target of $73.79.
Base case50%
Iran conflict remains unresolved but contained. Oil trades $55-60. BKR's Q3 guidance in line with estimates. Stock trades in $55-60 range, supported by analyst upgrades but capped by macro uncertainty.
Worse case25%
Iran conflict escalates, reducing drilling activity in Middle East. Oil drops below $55. BKR's revenue and margins hit. Stock breaks below $55 support and tests $50.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.