Baker Hughes Company

Baker Hughes is an energy technology company. The company's segments are: Oilfield Services, which provides products and services for onshore and offshore operations ranging from drilling, evaluation, completion, production, and intervention; Oilfield Equipment, which provides products and services for the subsea, offshore surface and onshore operating environments; Turbomachinery and Processing Solutions, which provides equipment and related services for mechanical-drive, compression and power-generation applications; and Digital Solutions, which includes condition monitoring, industrial controls, non-destructive technologies, measurement, sensing, and pipeline solutions.
  • TickerBKR
  • ISINUS05722G1004
  • ExchangeNew York Stock Exchange
  • SectorOil Equipment, Services & Distribution
  • CountryUnited States

Baker Hughes Holdings LLC: Update following outlook change to stable - OFS stability and Baker's measures will improve its credit profile

Our credit view of Baker, reflecting its top three global market position and its prospect of improving metrics as services industry stabilizes and the company streamlines itself

Moody's changes Baker Hughes' rating outlook to stable; Affirms A3 rating

Rating Action: Moody's changes Baker Hughes' rating outlook to stable; Affirms A3 rating. Global Credit Research- 25 Mar 2021. Approximately $6.3 billion of rated unsecured debt instruments affected.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Upgrading Financials To Overweight, Downgrading Technology & Consumer Discretionary The recent rate surge has upset the picture for growth stocks and, consequently, the S&P 500 is going through a consolidation phase. While we cannot say precisely how deep this pullback will be or if the lows are already in, ongoing positive market dynamics tell us the pullback is likely to be contained and therefore should be viewed as a buying opportunity. With that said, a break below 3789 would signal additional downside ahead. · S&P 500. As noted in last week's Compass, a break of 3870 on the S&P...

Valens Research

Valens Equity Insights and Inflections - 2021 02 16

Current market expectations for Vista Outdoor (VSTO) don't comprehend the company's macro tailwinds. Markets expect UAFRS-based (Uniform) ROA (ROA') to fall back towards historical lows, even as analysts are forecasting significant ROA' recovery, in line with the tailwinds from the At-Home Revolution. The company has a positive At-Home Revolution macro-trend likely driving strong returns and sustained growth, thanks to surging lifestyle changes around increased interest in gun ownership to protect new homes as people move out of cities and invest more in their homes, and increased trends in t...

Valens Research

BKR - Embedded Expectations Analysis - 2021 02 11

Baker Hughes Company (BKR:USA) currently trades near historical lows relative to UAFRS-based (Uniform) assets, with a 1.5x Uniform P/B. At these levels, the market has bearish expectations for the firm, and management may be concerned about free cash flow, order growth, and natural gas demand Specifically, management may lack confidence in their ability to sustain free cash flow growth, execute on the three pillars of their strategic goals, and further reduce costs. In addition, they may be exaggerating the potential of the C3.ai partnership and the stability of their 2021 oil and gas outlook...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Weakening Dollar, Strengthening Commodities We continue to see increasingly more reasons to be bullish than not, and we believe the path of least resistance is higher for US equities. We also continue to recommend a “buy the dip” strategy. Below we outline new developments, including more signs that the US dollar is rolling over, bullish developments for gold & gold miners, and major breakouts for the Consumer Discretionary Sector. • Weak Dollar, Strong Commodity. The US dollar (DXY) continues to show signs of breaking down just as the Bloomberg Commodity Index (BCOM) makes a bullish i...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • The U.S. dollar is breaking its 16-month uptrend and is declining through its 200-day moving average and Gold is breaking to 6-year price highs. RS appears to be staging a reversal at a support level. (ex. GC00, GDX) • A number of Healthcare Sector names are breaking out or staging reversals. (ex. ITGR, CHE, XRAY, OMCL, MOH, WCG, ARWR, INCY, GILD, VRTX, IQV, MEDP, and CTLT)

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • Property & Casualty Insurance names are staging price and RS reversal and/or breakouts. • Airlines are staging price and SR reversals to the upside and/or are breaking out. • Railroad related names are breaking out. • We have been bearish on much of the Semiconductor and Suppliers industry since February; however we are seeing some near term reversals at support levels. We will keep you posted of any further changes.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Upgrading Financials To Overweight, Downgrading Technology & Consumer Discretionary The recent rate surge has upset the picture for growth stocks and, consequently, the S&P 500 is going through a consolidation phase. While we cannot say precisely how deep this pullback will be or if the lows are already in, ongoing positive market dynamics tell us the pullback is likely to be contained and therefore should be viewed as a buying opportunity. With that said, a break below 3789 would signal additional downside ahead. · S&P 500. As noted in last week's Compass, a break of 3870 on the S&P...

Valens Research

Valens Equity Insights and Inflections - 2021 02 16

Current market expectations for Vista Outdoor (VSTO) don't comprehend the company's macro tailwinds. Markets expect UAFRS-based (Uniform) ROA (ROA') to fall back towards historical lows, even as analysts are forecasting significant ROA' recovery, in line with the tailwinds from the At-Home Revolution. The company has a positive At-Home Revolution macro-trend likely driving strong returns and sustained growth, thanks to surging lifestyle changes around increased interest in gun ownership to protect new homes as people move out of cities and invest more in their homes, and increased trends in t...

Valens Research

BKR - Embedded Expectations Analysis - 2021 02 11

Baker Hughes Company (BKR:USA) currently trades near historical lows relative to UAFRS-based (Uniform) assets, with a 1.5x Uniform P/B. At these levels, the market has bearish expectations for the firm, and management may be concerned about free cash flow, order growth, and natural gas demand Specifically, management may lack confidence in their ability to sustain free cash flow growth, execute on the three pillars of their strategic goals, and further reduce costs. In addition, they may be exaggerating the potential of the C3.ai partnership and the stability of their 2021 oil and gas outlook...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Market Too Good To Be True? Our outlook remains bullish and we continue to recommend adding exposure on pullbacks. At the moment it is difficult to point to any problems in the market aside from increasingly bullish sentiment from market participants and the worry that things are getting overheated and over-extended. Of course, at some point this almost too good to be true scenario is likely to result in a 7-15% pullback, but for now we see no signs of this rally letting up. Additionally, this goldilocks scenario has only been in effect for a week or two, and it can continue for weeks or mont...

MarketLine Department

Patterson-UTI Energy, Inc. - Strategy, SWOT and Corporate Finance Report

Summary Patterson-UTI Energy, Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Patterson-UTI Energy, Inc. (Patterson-UTI or 'the company') is an oilfield services company that provides contract drilling services to exploration and production companies in the North America. It also offers pressure pumping services to oil and natural gas operators primarily in...

Baker Hughes Holdings LLC: Update following outlook change to stable - OFS stability and Baker's measures will improve its credit profile

Our credit view of Baker, reflecting its top three global market position and its prospect of improving metrics as services industry stabilizes and the company streamlines itself

Moody's changes Baker Hughes' rating outlook to stable; Affirms A3 rating

Rating Action: Moody's changes Baker Hughes' rating outlook to stable; Affirms A3 rating. Global Credit Research- 25 Mar 2021. Approximately $6.3 billion of rated unsecured debt instruments affected.

Baker Hughes Holdings LLC - September 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Baker Hughes Holdings LLC - June 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Baker Hughes Holdings LLC - March 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Thanks to a better fundamental star rating, BAKER HUGHES CO sees an upgrade to Neutral

The independent financial analyst theScreener just awarded an improved star rating to BAKER HUGHES CO (US), active in the Oil Equipment & Services industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 3 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date February 5, 2021, the closing price was USD 22.08 and its expected value was estimated at USD 21.34.

37 Stocks for March 2018 (Full Report)

We highlight stocks that demonstrate solid growth at a reasonable price (GARP). Stocks selected for our model portfolio strategies all rank highly for the following metrics, with an emphasis on proxies for cash flow growth and ROIC:  Relative Value Operating Momentum Analyst Revision Momentum Fundamental Quality Pages 7-3 contain brief commentary and highlights of a few stocks that seem particularly attractive.     Page 14 contains rebalancing actions for our long-only model portfolio. Page 16 contains rebalancing actions for our short-only model portfolio. Target and stop prices, ...

37 Stocks for March 2018 (Abbreviated)

This is an update to our logn/short model portfolio strategies that rebalance monthly. This report contains three of our favorite long ideas, and our three favorite short sale ideas. 

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