BKR
Baker Hughes CoEvidence as of 2026-09-02Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.2 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The desk’s evidence balance is Mixed (+ 0.2 of a possible + 2; was + 0.2 before debate) · confidence high. Revenue by quarter sits in a narrow band: USD 6,427,000,000 for the fiscal quarter ended 2026-04-16 (Q1 2026) and the quarter ended 2025-03-31, USD 6,742,000,000 for the fiscal quarter ended 2026-07-23 (Q2 2026) and USD 6,910,000,000 for the quarter ended 2025-06-30. Net income rose from USD 402,000,000 in Q1 2026 to USD 681,000,000 in Q2 2026, implying net margins of about 6.3% and 10.1% for those quarters respectively.
Balance-sheet items reported growth over the sampled periods: total assets moved from USD 37,530,000,000 as of 30 September 2024 to USD 52,620,000,000 as of 30 June 2026, and stockholders’ equity rose from USD 16,189,000,000 to USD 19,908,000,000 over the same checkpoints. Trailing twelve-month free cash flow is USD 1,175,000,000 (FCF per share USD 1.4578), operating cash flow TTM is USD 2,454,000,000, capex TTM is USD 1,279,000,000, reported DDA TTM is USD 1,262,000,000, reported cash is USD 5,631,000,000 and reported long-term debt is USD 27,000,000.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue by quarter has been in a relatively narrow range: USD 6,427,000,000 for the quarter ended 31 March 2025, USD 6,427,000,000 for the quarter ended 31 March 2026, USD 6,742,000,000 for the quarter ended 30 June 2026 and USD 6,910,000,000 for the quarter ended 30 June 2025.
XBRL companyfacts · 0001701605-26-000014Net income increased from USD 402,000,000 in the quarter ended 31 March 2026 (3mo) to USD 681,000,000 in the quarter ended 30 June 2026 (3mo); those same two quarters’ revenues were USD 6,427,000,000 and USD 6,742,000,000 respectively, implying a net margin of about 6.3% in the quarter ended 31 March 2026 and about 10.1% in the quarter ended 30 June 2026 (calculated as net income / revenue for each quarter).
XBRL companyfacts · 0001701605-26-000014Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, Baker Hughes Co (BKR) was a constituent holding in the IVV ETF with a weight of 0.09% of the fund.
ETF constituents · market dataThe 0.09% weight in the IVV ETF equals 9 basis points of fund weight as of 2026-09-02T13:45:47.228469+00:00.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Coverage reports that Baker Hughes secured an order to supply 76 NovaLT16 gas turbines to Dynamis Power Solutions for hypermobile power generation projects (order highlighted as roughly 1.3 GW of capacity in one outlet).
News · simplywall.st · 2026-09-01A separate outlet also reported Baker Hughes agreed to supply 76 NovaLT16 gas turbines to Dynamis Power Solutions for fast-deployable, low-emissions modular power for data centers and oil & gas operations.
News · finance.yahoo.com · 2026-08-29Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Trailing twelve-month free cash flow (FCF) is $1,175,000,000 and FCF per share is $1.4578.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month EPS is negative $0.77.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several items in the provided evidence jointly support a favorable operational and cash-generation read: sequential quarterly net income and implied net margin improvement (fundamentals-1) is backed by stable revenue (fundamentals-0) and rising period-end assets and equity (fundamentals-4), while trailing twelve-month cash metrics show positive free cash flow and operating cash flow exceeding capex (valuation-0, valuation-3). Large reported cash on the balance sheet relative to the disclosed long-term debt line item (valuation-5) and sizable trailing EBITDA and operating income (valuation-2) strengthen the cash/coverage picture; third-party coverage showing an order for 76 NovaLT16 turbines (news-0, news-1) provides corroborating commercial activity that could underpin future revenue/cash generation. Evidence strength: the accounting and cash-flow metrics (valuation-0, valuation-2, valuation-3, fundamentals-1, fundamentals-4) are moderate-to-strong because they are sourced to financial statements and aggregated TTM calculations; the turbine order news is moderate (press coverage from multiple outlets).
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.35
19 surviving claims rest on 10 distinct sources; the heaviest analyst carries 37% of them, and 100% of what the desk raised survived the debate.
The read draws on a moderate breadth of sources but shows notable concentration risk: a single analyst thread accounts for over a third of surviving claims and everything the desk raised survived, which raises the chance that alternative interpretations were under-explored. Many claims rest on company filings and a small set of outlets, so this read is informative about reported recent history but should carry limited evidentiary weight when used to support stronger inferences.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
18 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.4 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
5 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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Educational analysis of published data. Moneyta does not give investment advice or make recommendations.