에 대한 최신 뉴스 Baker Hughes (NASDAQ:BKR) 주식

BAKER HUGHES CO

Baker Hughes

Following a 2022 reorganization, Baker Hughes operates across two segments: oilfield services and equipment, and industrial and energy technology. The firm's oilfield services and equipment segment, or OFSE, is one of the Big Three oilfield service players, along with SLB and Halliburton, and mostly supplies to hydrocarbon developers and producers, including national oil companies, major integrated firms, and independents. Markets outside of North America buy roughly three quarters of the firm's OFSE. Baker Hughes' industrial and energy technology segment manufactures and sells turbines, compressors, pumps, valves, and related testing and monitoring services across various energy and industrial applications.

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케이티 허버티(Katy Huberty)는 모건 스탠리의 글로벌 리서치 책임자로, 인공지능(AI) 도입으로 인해 상당한 이점을 얻을 가능성이 있는 20개의 주식을 주목했다. 무슨 일이 있었나: 허버티는 현재 AI 도입을 위한 &#34;전환점&#34;에 있다고 언급했다. 그녀는 AI를 활용하여 수익을 증대시키는 기업들이 상당한 혜택을 누릴 준비가 되어 있다고 강조했다.

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지난주 금융계는 다양한 뉴스로 북적였다. 백악관부터 월가까지 주요 개발들이 경제 환경을 형성하고 있다. 헤드라인을 장식한 주요 이야기를 간단히 정리해 보겠다.

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월스트리트는 JP모건이 미국이 글로벌 성장 리더로 남을 것이라고 선언한 후 2025년을 자신 있게 바라보고 있다. 유럽이 구조적 문제로 씨름하는 동안, 신흥 시장은 높은 금리와 강한 달러의 역풍에 직면해 있다. 한편, 미국은 인공지능(AI) 주도 소비 증가와 강력한 자본 시장 활동으로 힘차게 나아가고 있다.

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Shares of energy stocks are trading lower as oil prices fall after OPEC+ producers accelerated output hikes. Additionally, President Trump's recent tariff announcements and China's retaliatory tariffs on the US have driven further demand uncertainty.

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Shares of energy companies are trading lower as markets react to President Trump's announcement of sweeping tariffs.

Baker Hughes (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>) has outperformed the market over the past 5 years by 14.5% on an annualized basis producing an average annual return of 30.69%. Currently, Baker Hughes has a market capitalization of $44.37 billion. 
Buying $100 In BKR: If an investor had bought $100 of BKR stock 5 years ago, it would be worth $430.77 today based on a price of $44.80 for BKR at the time of writing.
<h3>Baker Hughes's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743541221_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $100 In This Stock 5 Years Ago, You Would Have This Much Today

Baker Hughes's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NYSE">BKR</a>) short percent of float has risen 6.3% since its last report. The company recently reported that it has 22.00 million shares sold short, which is 2.87% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.66 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Baker Hughes Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743529520_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Baker Hughes has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Baker Hughes's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Baker Hughes's peer group average for short interest as a percentage of float is 8.41%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

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Short Ideas

Looking Into Baker Hughes's Recent Short Interest

In the last three months, 13 analysts have published ratings on Baker Hughes (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>), offering a diverse range of perspectives from bullish to bearish.
Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">5</td>
<td align="right">8</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">2</td>
<td align="right">6</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Baker Hughes, revealing an average target of $53.38, a high estimate of $57.00, and a low estimate of $50.00. This current average reflects an increase of 4.67% from the previous average price target of $51.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1743447630_0.png" alt="price target chart" />
<h2>Exploring Analyst Ratings: An In-Depth Overview</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive Baker Hughes. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>David Anderson</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$54.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>Kurt Hallead</td>
<td>Benchmark</td>
<td>Maintains</td>
<td>Buy</td>
<td>$57.00</td>
<td>$57.00</td>
</tr>
<tr>
<td>David Anderson</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$55.00</td>
<td>$51.00</td>
</tr>
<tr>
<td>Charles Minervino</td>
<td>Susquehanna</td>
<td>Raises</td>
<td>Positive</td>
<td>$55.00</td>
<td>$53.00</td>
</tr>
<tr>
<td>Stephen Gengaro</td>
<td>Stifel</td>
<td>Raises</td>
<td>Buy</td>
<td>$54.00</td>
<td>$48.00</td>
</tr>
<tr>
<td>Derek Podhaizer</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$55.00</td>
<td>$53.00</td>
</tr>
<tr>
<td>Keith Mackey</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$53.00</td>
<td>$49.00</td>
</tr>
<tr>
<td>Roger Read</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$54.00</td>
<td>$49.00</td>
</tr>
<tr>
<td>Arun Jayaram</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$52.00</td>
<td>$50.00</td>
</tr>
<tr>
<td>Neil Mehta</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Buy</td>
<td>$52.00</td>
<td>$51.00</td>
</tr>
<tr>
<td>James West</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>Outperform</td>
<td>$52.00</td>
<td>$46.00</td>
</tr>
<tr>
<td>Marc Bianchi</td>
<td>TD Cowen</td>
<td>Lowers</td>
<td>Buy</td>
<td>$51.00</td>
<td>$53.00</td>
</tr>
<tr>
<td>Lloyd Byrne</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Buy</td>
<td>$50.00</td>
<td>$48.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Baker Hughes. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Baker Hughes compared to the broader market.</li>
<li>Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.</li>
</ul>
For valuable insights into Baker Hughes's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/BKR/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Baker Hughes analyst ratings.</a>
<h2>About Baker Hughes</h2>
Following a 2022 reorganization, Baker Hughes operates across two segments: oilfield services and equipment, and industrial and energy technology. The firm's oilfield services and equipment segment, or OFSE, is one of the Big Three oilfield service players, along with SLB and Halliburton, and mostly supplies to hydrocarbon developers and producers, including national oil companies, major integrated firms, and independents. Markets outside of North America buy roughly three quarters of the firm's OFSE. Baker Hughes' industrial and energy technology segment manufactures and sells turbines, compressors, pumps, valves, and related testing and monitoring services across various energy and industrial applications.
<h3>Key Indicators: Baker Hughes's Financial Health</h3>
Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.
Revenue Growth: Baker Hughes's remarkable performance in 3 months is evident. As of 31 December, 2024, the company achieved an impressive revenue growth rate of 7.74%. This signifies a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Energy sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 16.01%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Baker Hughes's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 7.13% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): Baker Hughes's ROA stands out, surpassing industry averages. With an impressive ROA of 3.11%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Baker Hughes's debt-to-equity ratio is below the industry average. With a ratio of 0.36, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

What 13 Analyst Ratings Have To Say About Baker Hughes

Barclays analyst David Anderson maintains Baker Hughes (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>) with a Overweight and lowers the price target from $55 to $54.

Price Target

Barclays Maintains Overweight on Baker Hughes, Lowers Price Target to $54

Baker Hughes Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>) shares are trading lower on Wednesday after it secured a multi-year contract with Dubai Petroleum Establishment (DPE) on behalf of <a href="https://www.benzinga.com/pressreleases/25/03/g44490272/baker-hughes-awarded-integrated-coiled-tubing-drilling-contract-for-dubai-petroleum-establishments" target="_blank" rel="noreferrer noopener">Dubai Supply Authority</a>.
As per the deal, it will deliver integrated coiled-tubing drilling services for the Margham Gas storage project.
By delivering coiled-tubing drilling services, Baker Hughes expands its role in the Margham Gas project, which leverages the mature Margham field.
In addition to supplying Integrated Compressor Line (ICL) units for gas storage, injection, and export, Baker Hughes&#8217; comprehensive solutions contribute to building a more reliable and lower-emission power system.
This initiative aims to enhance Dubai's energy stability by improving the system's flexibility to switch between natural gas and solar power.
The project leverages Baker Hughes&#8217; proficiency in integrating coiled-tubing drilling, under-balanced drilling, and its advanced CoilTrak bottomhole assembly (BHA) system.
CoilTrak enhances horizontal drilling by improving navigation through subsurface formations, optimizing reservoir contact, an essential factor for efficient underground gas storage.
Amerino Gatti, executive vice president of Oilfield Services &amp; Equipment at Baker Hughes said, &#8220;Our integrated solutions approach combines industry-leading technology and expertise across the energy value chain to help DPE scale-up and develop reliable, secure and lower-carbon power solutions for their country.&#8221;
Investors can gain exposure to the stock via iShares U.S. Oil Equipment &amp; Services ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IEZ#NYSE">IEZ</a>) and VanEck Oil Services ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OIH#NYSE">OIH</a>).
Price Action: BKR shares are down 1.15% at 444.66 at the last check Wednesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/contracts/25/03/44304280/baker-hughes-novalt-gas-turbines-to-power-data-centers-amid-growing-ai-demand" target="_blank" rel="noreferrer noopener">Baker Hughes&#8217; NovaLT Gas Turbines To Power Data Centers Amid Growing AI Demand</a></li>
</ul>

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Baker Hughes Lands Multi-Year Deal For Dubai Gas Project

The contract is for and on behalf of Dubai Supply Authority (DUSUP), to provide integrated coiled-tubing drilling services for the company's Margham Gas storage project.

Contracts

Baker Hughes Enters Multi-year Contract With Dubai Petroleum Establishment

The award followed an open tender and will leverage Baker Hughes' completions technology portfolio and extensive experience in Brazil to optimize production across multiple deepwater fields.

Baker Hughes Enters Multi-year Fully Integrated Completions Systems Contract With Petrobras

<ul>
<li>Next-generation flexible pipes to offer 30-year service life in high CO2 environment</li>
</ul>
HOUSTON and LONDON –&nbsp;March 18, 2025&nbsp;– Baker Hughes, an energy technology company, announced Tuesday a joint technology development&nbsp;program with Petrobras to provide a definitive solution for stress corrosion cracking due to CO2 (SCC-CO2) in flexible pipe systems.&nbsp;
The pre-commercial agreement encompasses development and testing, as well as a purchase option of the resulting next-generation flexible pipes, which will have an extended service life of 30 years in high-CO2 environments. The collaborative effort between Baker Hughes and Petrobras will be primarily executed at Baker Hughes' Rio de Janeiro Energy Technology Innovation Center and nearby flexible pipe systems manufacturing plant.

Baker Hughes Awarded First Technology Agreement With Petrobras To Develop Definitive Solution For Pipeline Corrosion

On Thursday, Baker Hughes Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>) received a contract from TURBINE-X Energy Inc. to supply its <a href="https://www.benzinga.com/pressreleases/25/03/g44300005/baker-hughes-secures-order-to-provide-reliable-and-efficient-power-to-u-s-data-centers" target="_blank" rel="noreferrer noopener">NovaLT gas turbine technology</a>.
The NovaLT gas turbine is a versatile multi-fuel solution capable of starting up and operating on a range of fuels, including natural gas, hydrogen blends, and 100% hydrogen.
As part of the deal, Baker Hughes will supply equipment, such as gears and power generation generator technology, for several data center projects throughout North America.
This technology is aimed at meeting the growing power demands from the data center industry.
Baker Hughes executive vice president Ganesh Ramaswamy credits &#8220;surging demand for generative AI&#8221; for increasing opportunities for the company&#8217;s power generation solutions to support behind-the-meter power requirements for data centers.
This announcement comes after Baker Hughes disclosed a partnership with&nbsp;Frontier Infrastructure&nbsp;to accelerate large-scale carbon capture and storage <a target="_blank" href="https://www.benzinga.com/news/contracts/25/03/44084457/baker-hughes-partners-with-frontier-on-carbon-capture-push-details" rel="noreferrer noopener">(CCS)&nbsp;and power solutions in the U.S this month</a>.
Last week, the company said today that it has been&nbsp;selected&nbsp;by the U.S. Air Force and the Department of Defense's Chief Digital and Artificial Intelligence Office to explore opportunities <a target="_blank" href="https://www.benzinga.com/news/contracts/25/03/44277984/whats-going-on-with-baker-hughes-stock-today" rel="noreferrer noopener">in geothermal energy development</a>.
The company will announce the results of the first quarter <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">on&nbsp;Tuesday, April 22, 2025</a>.
Investors can gain exposure to the stock via iShares U.S. Oil Equipment &amp; Services ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IEZ#NYSE">IEZ</a>) and VanEck Oil Services ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OIH#NYSE">OIH</a>).
Price Action: BKR shares are up 0.38% at $42.64 premarket at the last check Thursday.
Read Next:
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<li><a href="https://www.benzinga.com/news/contracts/25/03/44084457/baker-hughes-partners-with-frontier-on-carbon-capture-push-details" target="_blank" rel="noreferrer noopener">Baker Hughes Partners with Frontier On Carbon Capture Push: Details</a></li>
</ul>

Baker Hughes' NovaLT Gas Turbines To Power Data Centers Amid Growing AI Demand

<ul>
<li>Award features NovaLT&#x2122;&nbsp;gas turbine technology to be provided to TURBINE-X Energy Inc., part of Baker Hughes' network of authorized data center packagers &nbsp;</li>
</ul>
HOUSTON and LONDON, March 13, 2025 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>), an energy technology company, announced Thursday an award from TURBINE-X Energy Inc. for its NovaLT&#x2122;&nbsp;gas turbine technology to address power demand growth from the data center market. This follows an announcement earlier this month that <a href="https://www.globenewswire.com/Tracker?data=pyyZspzmcXId64xDL7T9fn4017pKs5yTpYtU0GxB47rqv459a2dpZa6_nbKmUnD3EsfK9_hwPEAZw96TZ_S-Cy9PcqL3iu1C00vwnx4LU9ZR5XIMqKjeISIRQRHKPLHKsx_4RvJB4JFgtaM3vVEfZNtHvxYL-MsLGt7SM3Ssha3zDvuebFNn44UwSi_Q5poa6vKFpNvhdej7TkI1Ce_jSZMfg9x77iQltrDDLmwMSK_E4-8_kYc9hrBFYjiZanIwhWUn5jMg-uHnG-uC-TPbeNWIKHKJTfMp18gRwRDMD9ybMM5JZFAF20AomKRktJBCsQI1YQw0a8zi3ItEYWeamwweZYmj_nI5h4zAmpPonrOYlaAOclbObIluNRwn5PbjyLJe64XPevAqZDrux95ARv_1-iTSRHuHn74kBSIcRFC_sbHR_FZLFuPdRyej7-8Q">Baker Hughes will partner with Frontier Infrastructure to provide key carbon capture and storage (CCS) and power generation technologies for data centers and industrial customers</a>.
Part of Baker Hughes established global network of strategic packagers, TURBINE-X Energy Inc. is a supplier of industrial gas turbine packages in combined cycle configurations for U.S. data center project developers and power producers. As part of the award, Baker Hughes is providing TURBINE-X Energy Inc. with its NovaLT&#x2122;&nbsp;gas turbine technology and associated equipment – including gears and power generation generator technology – for multiple data center projects across North America.
The NovaLT&#x2122; gas turbine is a multi-fuel solution that can start-up and run on different fuels including natural gas, various blends of natural gas and hydrogen, and 100% hydrogen, providing customers with the flexibility to adapt and meet their specific reliable and sustainable power requirements.

Baker Hughes Secures Order From TURBINE-X Energy To Provide Reliable And Efficient Power To U.S. Data Centers

Baker Hughes (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>) has outperformed the market over the past 5 years by 13.24% on an annualized basis producing an average annual return of 30.44%. Currently, Baker Hughes has a market capitalization of $42.04 billion. 
Buying $100 In BKR: If an investor had bought $100 of BKR stock 5 years ago, it would be worth $365.89 today based on a price of $42.48 for BKR at the time of writing.
<h3>Baker Hughes's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741816809_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$100 Invested In Baker Hughes 5 Years Ago Would Be Worth This Much Today

Baker Hughes Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>) shares are <a target="_blank" href="https://www.benzinga.com/movers" rel="noreferrer noopener">trading slightly higher on Wednesday.</a>
The company said today that it has been <a target="_blank" href="https://www.bakerhughes.com/company/news/us-department-defense-grants-baker-hughes-awardable-status-development-geothermal" rel="noreferrer noopener">selected </a>by the U.S. Air Force and the Department of Defense&#8217;s Chief Digital and Artificial Intelligence Office to explore opportunities in geothermal energy development.
Baker Hughes has achieved &#8220;Awardable&#8221; status, enabling it to develop utility-scale geothermal power plants to supply U.S. military bases with reliable, cost-effective electricity, even during grid outages.
This initiative is part of the U.S. military&#8217;s effort to secure resilient energy sources and enhance national security.
&#8220;The ability of geothermal to provide reliable, secure baseload power makes it an ideal addition to America&#8217;s energy mix,&#8221; said Ajit Menon, vice president of Geothermal, Oilfield Services &amp; Equipment at Baker Hughes.&nbsp;
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44272657/alibaba-chairperson-says-everyone-is-concerned-about-tariffs-as-he-expects-levies-on-chinese-evs" rel="noreferrer noopener">Alibaba&#8217;s Joseph Tsai Says &#8216;Everyone Is Concerned About Tariffs,&#8217; As He Expects Levies On Chinese EVs</a>
&#8220;Baker Hughes has been a pioneer in this field for more than 40 years and our unique subsurface-to-surface expertise and advanced technology across the geothermal value chain will help the U.S. military unlock this critical domestic energy source, while simultaneously driving economic growth and energy independence,&#8221; Menon added.
The selection of Baker Hughes came through the CDAO&#8217;s Tradewinds Solutions Marketplace, which aims to accelerate the adoption of mission-critical technologies like artificial intelligence, machine learning, and resilient energy solutions.
&#8220;The U.S. Air Force leveraged the Tradewinds solicitation process to quickly collaborate with innovative American companies to build resilient, next-generation geothermal technologies at our bases, using private capital instead of taxpayer dollars,&#8221; said Kirk Philips, director of Air Force Office of Energy Assurance.
Price Action: BKR shares are trading higher by 1.65% to $42.54 at last check Wednesday.
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Image via Shutterstock.

General

What's Going On With Baker Hughes Stock Today?

<a href="https://www.bakerhughes.com/company/news/us-department-defense-grants-baker-hughes-awardable-status-development-geothermal">https://www.bakerhughes.com/company/news/us-department-defense-grants-baker-hughes-awardable-status-development-geothermal</a>
&nbsp;
<ul>
<li>Baker Hughes now eligible to develop utility-scale geothermal power plants to supply U.S. military bases</li>
<li>U.S military leveraged Tradewinds procurement process for adoption of resilient energy technologies&nbsp;</li>
</ul>
HOUSTON and LONDON – March 12, 2025 – Baker Hughes, an energy technology company, announced Wednesday that it was selected by the U.S. Air Force and the Department of Defense's Chief Digital and Artificial Intelligence Office (CDAO) to explore opportunities to tap into America's abundant geothermal energy supply to enhance the country's national security.
Having achieved "Awardable" status, Baker Hughes can now explore developing utility-scale geothermal power plants to supply U.S. military bases around the globe with reliable and cost-effective electricity, even during a grid outage. &nbsp;

"U.S. Department Of Defense Grants Baker Hughes 'Awardable' Status For Development Of Geothermal Power Solutions" - Baker Hughes

Baker Hughes (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>), an energy technology company, and NextDecade Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NEXT#NASDAQ">NEXT</a>) and announced Tuesday that they have entered into a framework agreement whereby NextDecade plans to utilize Baker Hughes' gas turbine and refrigerant compressor technology (Equipment Packages) and enter into contractual services agreements to perform maintenance work for these Equipment Packages for Trains 4 through 8 at the Rio Grande LNG Facility.

Baker Hughes, NextDecade Have Entered Into A Framework Agreement Whereby NextDecade Plans To Utilize Baker Hughes' Gas Turbine And Refrigerant Compressor Technology And Enter Into Contractual Services Agreements To Perform Maintenance Work For These Equipment Packages For Trains 4 Through 8 At The Rio Grande LNG Facility

BWLP

HAFN

LTBR

PROP

VIST

WFRD

Shares of energy companies are trading lower. The sector may be seeing weakness due to recession worries because of the uncertainty surrounding tariffs and trade policy.

KLXE

NINE

PTEN

Shares of energy companies are trading higher amid ongoing volatility, possibly concerning tariff delays, global conflict and recent OPEC+ production.

Baker Hughes's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NYSE">BKR</a>) short percent of float has risen 24.72% since its last report. The company recently reported that it has 16.97 million shares sold short, which is 2.22% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.23 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Baker Hughes Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741276839_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Baker Hughes has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Baker Hughes's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Baker Hughes's peer group average for short interest as a percentage of float is 8.15%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Peering Into Baker Hughes's Recent Short Interest

Investors with a lot of money to spend have taken a bearish stance on Baker Hughes (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>).
And retail traders should know.
We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with BKR, it often means somebody knows something is about to happen.
Today, Benzinga's options scanner spotted 10 options trades for Baker Hughes.
This isn't normal.
The overall sentiment of these big-money traders is split between 20% bullish and 50%, bearish.
Out of all of the options we uncovered, there was 1 put, for a total amount of $56,260, and 9, calls, for a total amount of $344,064.
<h3>Predicted Price Range</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $40.0 to $47.0 for Baker Hughes during the past quarter. 
<h3>Insights into Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of Baker Hughes stands at 140.5, with a total volume reaching 21,036.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Baker Hughes, situated within the strike price corridor from $40.0 to $47.0, throughout the last 30 days.
<h3>Baker Hughes Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741026675_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>BKR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$6.2</td>
<td>$6.1</td>
<td>$6.19</td>
<td>$40.00</td>
<td>$69.4K</td>
<td align="right">138</td>
<td>4.1K</td>
</tr>
<tr>
<td>BKR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$5.9</td>
<td>$5.8</td>
<td>$5.8</td>
<td>$40.00</td>
<td>$63.8K</td>
<td align="right">138</td>
<td>4.2K</td>
</tr>
<tr>
<td>BKR</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$5.9</td>
<td>$5.7</td>
<td>$5.8</td>
<td>$47.00</td>
<td>$56.2K</td>
<td align="right">143</td>
<td>98</td>
</tr>
<tr>
<td>BKR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$6.1</td>
<td>$6.0</td>
<td>$6.07</td>
<td>$40.00</td>
<td>$36.5K</td>
<td align="right">138</td>
<td>3.1K</td>
</tr>
<tr>
<td>BKR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$5.9</td>
<td>$5.8</td>
<td>$5.85</td>
<td>$40.00</td>
<td>$33.6K</td>
<td align="right">138</td>
<td>1.5K</td>
</tr>
</tbody>
</table>

<h3>About Baker Hughes</h3>
Baker Hughes Company is an energy technology company with a portfolio of technologies and services that span the energy and industrial value chain. Baker Hughes is an energy technology company with two main segments: Oilfield Services and Equipment (OFSE) and Industrial and Energy Technology (IET). OFSE offers products and services for oilfield operations throughout a well's lifecycle. IET provides solutions for mechanical-drive, compression, and power-generation applications across energy industries, including oil, gas, LNG, refining, and petrochemicals. It also focuses on lower-carbon solutions for broader energy and industrial sectors. Key revenue is generated from non USA regions.
<h3>Present Market Standing of Baker Hughes</h3>
<ul>
<li>With a trading volume of 2,331,461, the price of BKR is down by -0.31%, reaching $44.45.</li>
<li>Current RSI values indicate that the stock is may be approaching oversold.</li>
<li>Next earnings report is scheduled for 50 days from now.</li>
</ul>
<h3>Expert Opinions on Baker Hughes</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $54.4.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from Stifel keeps a Buy rating on Baker Hughes with a target price of $54. 
&#x2A; An analyst from JP Morgan has decided to maintain their Overweight rating on Baker Hughes, which currently sits at a price target of $52. 
&#x2A; An analyst from Wells Fargo has decided to maintain their Overweight rating on Baker Hughes, which currently sits at a price target of $54. 
&#x2A; Maintaining their stance, an analyst from Barclays continues to hold a Overweight rating for Baker Hughes, targeting a price of $55. 
&#x2A; An analyst from Benchmark downgraded its action to Buy with a price target of $57. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Baker Hughes with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

Baker Hughes's Options: A Look at What the Big Money is Thinking

Press Releases

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Management

Baker Hughes Appoints Ahmed Moghal Chief Financial Officer

Baker Hughes, Frontier Infrastructure Announce Partnership to Accelerate Development of Carbon Capture and Storage, Data Center Projects in the U.S.

Baker Hughes and Woodside Energy Announce Collaboration Framework to Develop Small-Scale Decarbonization Solution Utilizing Net Power Platform

Baker Hughes, NextDecade Enter Framework Agreement for Rio Grande LNG Expansion Trains

NextDecade, Baker Hughes Enter Framework Agreement for Rio Grande LNG Expansion Trains

Baker Hughes Announces Dates for First-quarter 2025 Earnings Release and Webcast

Baker Hughes Secures Order to Provide Reliable and Efficient Power to U.S. Data Centers

Baker Hughes to Provide Fully Integrated Completions for Petrobras' Offshore Fields

Baker Hughes Awarded Integrated Coiled-Tubing Drilling Contract for Dubai Petroleum Establishment's Margham Gas Storage Project

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케이티 허버티(Katy Huberty)는 모건 스탠리의 글로벌 리서치 책임자로, 인공지능(AI) 도입으로 인해 상당한 이점을 얻을 가능성이 있는 20개의 주식을 주목했다.
무슨 일이 있었나: 허버티는 현재 AI 도입을 위한 &#8220;전환점&#8221;에 있다고 언급했다. 그녀는 AI를 활용하여 수익을 증대시키는 기업들이 상당한 혜택을 누릴 준비가 되어 있다고 강조했다.
허버티는 이번 달 초 <a href="https://www.businessinsider.com/ai-adopters-stocks-to-buy-beneficiaries-pricing-power-morgan-stanley-2025-1#home-depot-1">비즈니스 인사이더</a>와의 인터뷰에서 강력한 가격 결정력을 가진 기업, 즉 높은 수요로 인해 가격을 유지하거나 인상할 수 있는 기업들이 가장 큰 수익성 향상을 경험할 것이라고 지적했다.
그녀는 &#8220;가격 결정력은 기업들이 이러한 투자로 인한 생산성 향상을 고객에게 전가하지 않고 유지할 수 있게 해 줄 것&#8221;이라고 설명했다.
또한, 허버티는 그녀의 팀이 고객 노트에서 작성한 주식 목록을 언급했다. 이 주식들은 모두 AI를 도입하고 높은 가격 결정력을 가진 기업들로, 시가총액이 200억 달러 이상이다. 목록에는 홈디포(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>), 써모 피셔 사이언티픽(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>), 인튜이티브 서지컬(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>), 디어 앤 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DE#NYSE">DE</a>), 스포티파이 테크놀로지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>), 메르카도리브레(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MELI#NASDAQ">MELI</a>), 메리어트 인터내셔널(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAR#NASDAQ">MAR</a>), 힐튼 월드와이드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLT#NYSE">HLT</a>), 파카(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>), 슐럼버거 NV(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLB#NYSE">SLB</a>), 존슨 컨트롤스 인터내셔널 PLC(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>), 엑슨 엔터프라이즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>), 쿠팡(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPNG#NYSE">CPNG</a>), 베이커 휴즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>), 익스피리언 PLC, 델타 항공(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>), 아이덱스 래버러토리스(NASDAQ:<a class="ticker" style="font-size: revert;" href="https://www.benzinga.com/stock/IDXX#NASDAQ">IDXX</a>), 유나이티드 에어라인 홀딩스(NASDAQ:<a class="ticker" style="font-size: revert;" href="https://www.benzinga.com/stock/UA#NASDAQ">UA</a>) 및 할리버튼(NYSE:<a class="ticker" style="font-size: revert;" href="https://www.benzinga.com/stock/HAL#NYSE">HAL</a>) 등이 포함되어 있다.
왜 중요한가요: AI 도입은 최근 몇 년간 뜨거운 주제가 되었으며, 많은 산업에서 비즈니스 운영을 혁신하고 수익성을 높일 수 있는 잠재력을 인식하고 있다.
허버티가 이러한 20개 주식을 지적한 것은 비즈니스 환경에서 AI의 중요성이 커지고 있음을 강조한다. AI 기술을 성공적으로 활용하는 기업들은 경쟁 우위를 얻을 수 있으며, 특히 강력한 가격 결정력을 가진 기업들이 그렇다.
이러한 발전은 투자 전략의 변화를 시사할 수 있으며, 투자자들이 강력한 AI 도입을 가진 기업들을 유망한 투자 기회로 보게 될 가능성이 있다.
다음 읽을거리:
<a href="https://www.benzinga.com/markets/25/01/43217038/aoc-says-democrats-in-congress-are-doing-insider-trading-people-think-that-everyday-people-are-stupid">AOC, &#8220;의회 민주당원들이 내부자 거래를 하고 있다&#8221;: &#8216;사람들은 일반 사람들이 바보라고 생각한다&#8217;</a>
이미지: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

지난주 금융계는 다양한 뉴스로 북적였다. 백악관부터 월가까지 주요 개발들이 경제 환경을 형성하고 있다. 헤드라인을 장식한 주요 이야기를 간단히 정리해 보겠다.
트럼프의 &#8216;드릴, 베이비, 드릴&#8217; 시대 시작
백악관으로 돌아온 도널드 트럼프 대통령은 국가 에너지 비상사태를 선언하며 시간을 낭비하지 않았다. 취임 연설에서 그는 화석 연료에 대한 의지를 재확인하고 &#8220;드릴, 베이비, 드릴&#8221;을 외치며 전기차 의무화를 폐지하겠다고 약속했다. 이러한 정책 변화는 베이커 휴즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>)와 걸프포트 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GPOR#NYSE">GPOR</a>)와 같은 기업들에 중대한 영향을 미칠 수 있다.
<a href="https://www.benzinga.com/government/regulations/25/01/43097430/trumps-drill-baby-drill-era-begins-oil-prices-tumble-us-energy-stocks-edge-up">전체 기사를 여기서 읽어보세요.</a>
넷플릭스, 인플레이션 우려 속 가격 인상 발표
스트리밍 거인 넷플릭스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>)는 표준 스트리밍 요금을 16% 인상한다고 발표하며 지속적인 인플레이션 위험에 대한 우려를 불러일으켰다. 가격 인상은 넷플릭스의 강력한 4분기 실적 발표와 동시에 이루어졌으며, 이는 매출과 가입자 성장의 큰 증가를 보여준다.
<a href="https://www.benzinga.com/markets/equities/25/01/43119464/netflix-raises-prices-16-peter-schiff-warns-of-escalating-inflation-risks-ahead-of-trump-policies">전체 기사를 여기서 읽어보세요.</a>
커피 가격 급등, 스타벅스는 마진 압박에 직면할 수 있어
아라비카 커피 선물 가격이 수십 년 만에 최고가로 급등하면서 스타벅스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>)의 마진에 대한 투자자들의 우려가 커지고 있으며, 이 회사의 가치 평가 배수에도 압박을 가하고 있다. 2025년 1분기 평균 커피 가격 인플레이션이 75.5%로 예상됨에 따라, 이 커피 거인은 상당한 도전에 직면할 수 있다.
<a href="https://www.benzinga.com/news/global/25/01/43135622/coffee-prices-soar-to-record-highs-could-starbucks-face-margin-squeeze">전체 기사를 여기서 읽어보세요.</a>
트럼프, 다보스에서 경제 리셋을 제시하다
두 번째 임기의 4일째에 도널드 트럼프 대통령은 2025 세계 경제 포럼에서 연설하며 기업 세금 인하, 규제 완화, 에너지 확장, 글로벌 무역에 대한 강경 입장을 포함한 공격적인 경제 어젠다를 제시했다. 그의 미국 우선 접근법은 오라클(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>)과 같은 기업들에 중대한 영향을 미칠 수 있다.
<a href="https://www.benzinga.com/news/global/25/01/43170854/trump-outlines-economic-reset-at-davos-5-things-you-need-to-know">전체 기사를 여기서 읽어보세요.</a>
파월은 기다릴 것
제롬 파월이 신중하게 카드를 숨기고 있는 가운데, 금리 인하를 빠르게 기대하는 투자자들은 긴장을 풀어야 할 수도 있다. 위즈덤트리(WisdomTree)의 고정 수익 전략 책임자인 케빈 플래너건(Kevin Flanagan)에 따르면, 최근 수치들은 &#8220;조기 금리 인하의 기준에 미치지 않는다&#8221;고 한다.
<a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43101541/exclusive-powell-co-will-wait-wisdomtree-expert-says-on-why-investors-need-smarter-bond-strategy">전체 기사를 여기서 읽어보세요.</a>
다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/25/01/43215468/apple-shakes-up-ai-division-taps-veteran-kim-vorrath-to-bolster-siri">애플, AI 부서 개편, 킴 보라스를 시리 강화 위해 영입</a></li>
</ul>
사진 제공: Shutterstock
이 기사는 <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>에 의해 생성되었고, <a href="https://www.benzinga.com/author/ananya-gairola" target="_blank" rel="noreferrer noopener">Ananya Gairola</a>에 의해 편집되었습니다.
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

월스트리트는 JP모건이 <a href="https://www.benzinga.com/trading-ideas/long-ideas">미국이 글로벌 성장 리더로 남을 것</a>이라고 선언한 후 2025년을 자신 있게 바라보고 있다.
유럽이 구조적 문제로 씨름하는 동안, 신흥 시장은 높은 금리와 강한 달러의 역풍에 직면해 있다. 한편, 미국은 인공지능(AI) 주도 소비 증가와 강력한 자본 시장 활동으로 힘차게 나아가고 있다.
<h2 class="wp-block-heading">AI 지출: 1조 달러의 거대한 물결</h2>
인공지능은 수십 년간 볼 수 없었던 자본 지출 붐을 촉발하고 있다. &#8216;매그니피센트 7&#8217; — 아마존닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), 메타 플랫폼스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), 알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) 및 애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) —은 내년에 5,000억 달러 이상을 자본 지출 및 연구 개발에 투자할 계획이며, 이는 이들의 총 매출의 약 25%에 해당다.
JP모건은 AI 생태계 전체가 올해 말까지 1조 달러 이상의 지출을 초과할 수 있다고 추정한다. 여기에는 인프라, 엔지니어링 인력 및 데이터 센터 유지 비용이 포함된다.
AI 열풍이 실적 성장으로 이어질 것으로 기대되는 반면, JP모건의 애널리스트들은 잠재적인 함정에 대해 경고한다. 자본의 잘못된 배분과 높은 성장 기대치는 2025년 말 투자자 회의론을 불러일으킬 수 있다.
그럼에도 불구하고 장기적인 AI 기회는 부인할 수 없으며, JP모건은 주요 기업들이 이를 활용할 준비가 되어 있다고 보고 있다.
추가 읽기: <a href="https://kr.benzinga.com/news/usa/economy/2025%EB%85%84-%E7%BE%8E-%EA%B2%BD%EC%A0%9C-%EC%A0%84%EB%A7%9D%EC%9D%80-%EB%B3%B4%ED%86%B5%EB%B3%B4%EB%8B%A4-%ED%9D%90%EB%A6%AC%EB%8B%A4%EA%B3%A0-jp%EB%AA%A8%EA%B1%B4%EC%9D%B4-%EC%98%88%EC%B8%A1/" target="_blank" rel="noopener">2025년 미국 경제 전망 ‘정상보다 흐림,' JP모건 보고서: 호황, 불황 시나리오</a>
<h2 class="wp-block-heading">광범위한 실적 회복</h2>
JP모건은 2025년 실적 성장이 반등할 것으로 예상한다. S&amp;P 500 기업들은 11.4%의 실적 증가를 달성할 것으로 예상되며, 모든 11개 부문이 2024년의 불균형적 성과 이후 긍정적으로 전환될 것이다.
한편, 소형주 러셀 2000 기업들은 2년 간의 하락을 겪은 후 두 자릿수 실적 성장으로 반등할 것으로 보인다.
매그니피센트 7조차도 15%의 성장률을 지속할 것으로 예상된다.
JP모건의 애널리스트들은 차입 비용이나 미국 달러가 완화되면 놀라운 상승세가 나타날 수 있다고 언급한다. 이는 S&amp;P 500 실적을 달러가 2% 하락할 때마다 1% 증가시킬 것이다.
<h2 class="wp-block-heading">주식 추천: JP모건의 선택은?</h2>
다음은 JP모건이 2025년 전망에서 테마별로 선정한 주요 주식들로, 이들에 대해 비중확대(OW) 등급을 부여했다:
<ul>
<li>AI 수혜주: 아마존, 마이크로소프트, 엔비디아, 알파벳, 메타, 퀄컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), 세일즈포스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>).</li>
<li>규제 완화 수혜주: 애플, 엑슨모빌(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>), 베이커 휴즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>), 뱅크 오브 아메리카(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>).</li>
<li>미국 우선 수혜주: 보잉(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), 록히드 마틴(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), 제너럴 모터스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), 포드 자동차(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), 캐터필러(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>) 등.</li>
</ul>
AI 붐, 광범위한 실적 회복 및 친미 정책이 잠재적으로 환경을 재편할 것으로 보이는 가운데, JP모건의 2025년 비전은 앞으로의 해에 대해 대담한 톤을 설정한다.
다음 읽기: 
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/jp%EB%AA%A8%EA%B1%B4%EC%9D%98-%EB%B3%80%EB%8F%99%EC%84%B1-%EC%A0%84%EB%9E%B5-vix-%EC%BD%9C-%EC%98%B5%EC%85%98-%EB%A7%A4%EC%88%98-spy-%ED%92%8B-%EC%98%B5%EC%85%98-%EB%A7%A4%EB%8F%84/" target="_blank" rel="noopener">JP모건의 변동성 전략: VIX 콜 매수, SPY 풋 매도</a></li>
</ul>
사진: Sutthiphong Chandaeng via Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

인공 지능은 금융 시장을 강타하여 2024년 SPDR S&amp;P 500 ETF Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)를 획기적인 해로 도약시키는 데 큰 역할을 했다. 새로운 데이터에 따르면 현재 AI를 수용하는 기업들은 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/23/07/33477455/artificial-intelligence-is-being-name-checked-by-tech-more-than-ever-this-earnings-">기존의 용의자들</a>에만 국한되지 않고 있다.
데이터: 골드만삭스의 데이터를 사용한 X의 <a href="https://x.com/KobeissiLetter/status/1800154336388878522">게시물</a>은 인공 지능의 추세를 보여주었다.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter">
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
AI is changing the investing landscape:
2024년 1분기 S&amp;P 500의 실적 통화 중 &#8216;AI&#8217;라는 단어가 언급된 기업이 사상 최대 수준인 41%의 기록을 세웠다.
즉, 이번 분기에 이 통화에서 &#8216;AI&#8217;를 언급한 회사는 모두 205곳으로, 이전 분기에 비해 25곳, 지난해 4분기에 비해 50곳 증가했다. <a href="https://t.co/zZyQ5oFv5t">pic.twitter.com/zZyQ5oFv5t</a>
— The Kobeissi Letter (@KobeissiLetter) <a href="https://twitter.com/KobeissiLetter/status/1800154336388878522?ref_src=twsrc%5Etfw">2024년 6월 10일</a></blockquote>
</div><figcaption class="wp-element-caption"> 
이 데이터에 따르면 S&amp;P 500 지수에 포함된 기업 중 41%가 1분기 실적 발표에서 AI를 언급했다. 이는 지난 2분기 동안 AI를 언급한 기업이 각각 180개, 155개사보다 높았다. 2년 전보다 4배 가까이 늘어난 규모이기도 하다.</figcaption></figure>
왜 중요한가 (Why it Matters): 이전에는 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), 미이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)와 알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)와 같은 거대 기술 기업들이 인공 지능을 가장 많이 언급한 것으로 <a href="https://www.benzinga.com/markets/equities/23/09/34252913/ais-growing-influence-over-7-000-mentions-in-q2-earnings-calls-boost-stocks">보고</a>되었다. 이러한 기업들 모두 최근 몇 달 동안 눈에 띄게 좋은 성과를 거두었다.
이는 사실이지만 이 데이터에 따르면 AI 중심 S&amp;P 구성 요소가 전체 지수에서 더 작은 부분을 차지하기 때문에 점점 더 많은 수의 기술 인접 기업들이 실적 발표에서 AI를 수용하고 있는 것으로 나타났다.
예를 들어 월마트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>)는 이 소매업체 웹사이트에 생성형 AI 기반 검색 도우미가 궁극적으로 확산될 것이라고 언급했다. 에너지 회사인 베이커 휴즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>)는 C3.ai Inc(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AI#NYSE">AI</a>)와의 AI 파트너십을 홍보했다. 전문 서비스 회사인 액센츄어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>)의 최근 실적 발표에서는 이 회사의 비즈니스 모델 내에서 AI 진화의 중요성을 반복해서 강조했다.
이러한 언급이 늘어나면서 AI의 순풍은 곧 기술에만 국한되지 않고 다양한 산업에 영향을 미칠 것이라는 사실이 드러났다.
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