Is Baker Hughes Company (BKR) A Good Stock To Buy Now?
Is BKR a good stock to buy? We came across a bullish thesis on Baker Hughes Company on r/AIPortfolios by manojs. In this article, we will summarize the bulls’ thesis on BKR.
Baker Hughes Co (BKR)
Market is closed
Sector: Energy
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Marshall Wace LLP Paul Marshall And Ian Wace | 1,969,688 | $89,699,592 | -10% | 0.08% |
| 2. | Leucadia National Ian Cumming And Joseph Steinberg | 1,315,175 | $59,893,070 | 0.31% | |
| 3. | AQR Capital Management Cliff Asness | 1,279,732 | $58,279,030 | +4% | 0.03% |
| 4. | AltraVue Capital Touk Sinantha | 1,009,510 | $45,973,085 | 3.79% | |
| 5. | Palo Duro Investment Partners Matt Dougherty | 911,471 | $41,508,389 | +53% | 12.45% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $22.34 | 4,000 | $89,368.40 | 17,343 | 2019-09-11 | Filing | |
| $24.39 | 10,000 | $243,900.00 | 24,977 | 2022-07-21 | Filing | |
| $14.12 | 71,275 | $1,006,103.65 | 287,096 | 2020-09-02 | Filing | |
| $17.80 | 5,000 | $88,993.50 | 17,466 | 2020-02-26 | Filing | |
| $18.05 | 3,000 | $54,151.20 | 66,876 | 2020-02-26 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $54.47 | 60,626 | $3,302,298.22 | 92,035 | 2026-03-16 | Filing | |
| $58.79 | 272,594 | $16,025,801.26 | 866,444 | 2026-03-11 | Filing | |
| $59.04 | 5,063 | $298,919.52 | 15,555 | 2026-03-11 | Filing | |
| $61.13 | 272,593 | $16,663,610.09 | 672,810 | 2026-03-04 | Filing | |
| $61.19 | 18,102 | $1,107,661.38 | 0 | 2026-02-12 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 20,236 | $1,235,408 | 0.06% | |
| 2. | 2,175 | $132,784 | 0.03% | |
| 3. | 1,423 | $86,874 | 0.02% | |
| 4. | 608 | $37,118 | 0% | |
| 5. | 325 | $19,639 | 0.02% |
News See All
US Drillers Add Oil and Gas Rigs for the First Time in Four Weeks, Baker Hughes (BKR) says
On March 6, 2026, Reuters reported that Baker Hughes Company (NASDAQ:BKR) said US energy businesses added oil and natural gas rigs for the first time in four weeks, increasing the overall rig count by...
Goldman Sachs Energy Stocks: 10 Stocks to Buy
On March 9, 2026, Reuters cited various sources as saying that Donald Trump is considering lifting oil sanctions on Russia and releasing emergency crude reserves to help control rising world prices during...
Baker Hughes Secures Contract for 25 Generators to Power AI Data Center
Baker Hughes Company (NASDAQ:BKR) announced on February 24 that it had secured an award to supply 25 BRUSH Power Generation electric generators to Boom Supersonic for use in AI data center infrastructure...
14 Best LNG Stocks to Buy Now
According to the International Energy Agency, global LNG supply grew by almost 7% last year, with new LNG capacity coming online in North America being the largest driver.
Baker Hughes Company (NASDAQ:BKR) Q4 2025 Earnings Call Transcript
Operator: Good day, ladies and gentlemen, and welcome to the Baker Hughes Company Fourth Quarter and Full Year 2025 Earnings Call.
Baker Hughes (BKR) Maintains Outperform Rating Amid Hydrogen and LNG Project Wins
Baker Hughes Company (NASDAQ:BKR) ranks among the best hydrogen and fuel cell stocks to buy for 2026.
8 Best Hydrogen and Fuel Cell Stocks to Buy for 2026
Market watchers and investors that paid attention to policy back in 2020 likely envisaged a future in which hydrogen will be a propellant for the economy as a whole.
UBS, Citi Raise Baker Hughes (BKR) Targets Ahead of Energy Recovery
Baker Hughes Company (NASDAQ:BKR) is one of the best hydrogen stocks to buy right now.
11 Best Hydrogen Stocks to Buy Right Now
The International Energy Agency’s Global Hydrogen Review 2025 revealed that hydrogen production capacity rose again in the second half of the year.
Hedge Fund Resource Center