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

Baker Hughes

Baker Hughes is a global leader in oilfield services and oilfield equipment, with particularly strong presences in the artificial lift, specialty chemicals, and completions markets. It maintains modest exposure to offshore oil and gas production. The other half of its business focuses on industrial power generation, process solutions, and industrial asset management, with a high exposure to the liquid natural gas market specifically, as well as broader industrials end markets.

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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.

2025 주식 플레이북: 인공지능의 1조 달러 잠재력, 미국 성장 기회 활용

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인공 지능은 금융 시장을 강타하여 2024년 SPDR S&amp;P 500 ETF Trust(NYSE:SPY)를 획기적인 해로 도약시키는 데 큰 역할을 했다. 새로운 데이터에 따르면 현재 AI를 수용하는 기업들은 기존의 용의자들에만 국한되지 않고 있다.데이터: 골드만삭스의 데이터를 사용한 X의 게시물은 인공 지능의 추세를 보여주었다.

인공 지능 혁명은 다음 어디로 닥칠 것인가? 데이터로 나타난 AI의 혜택을 받는 기업들

Baker Hughes Co

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Shares of oil and gas companies are trading lower amid overall market weakness following the Fed's rate decision to cut rates by 25 basis points.

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 raises the price target from $46 to $52.

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Barclays Maintains Overweight on Baker Hughes, Raises Price Target to $52

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2024/12/17/final-trades-baker-hughes-raymond-james-wabtec-and-boeing.html">Halftime Report Final Trades</a>,&#8221; Joshua Brown of Ritholtz Wealth Management said Baker Hughes Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>) is <a href="https://www.benzinga.com/quote/BKR/earnings">going higher</a>.
Baker Hughes will announce the results of the fourth quarter on Thursday, Jan. 30, 2025. Analysts expect the company to report quarterly earnings at 63 cents per share on revenue of $7.09 billion.
Brian Belski of BMO Capital Markets named Raymond James Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RJF#NYSE">RJF</a>) as his final trade.
On Dec. 12, Wells Fargo analyst Michael Brown downgraded Raymond James Finl from Overweight to Equal-Weight and raised the price target from $152 to $169.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a> 
Karen Firestone of Aureus Asset Management picked Westinghouse Air Brake Technologies Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WAB#NYSE">WAB</a>).
On Nov. 13, Keybanc analyst Steve Barger maintained Westinghouse Air Brake with an Overweight rating and raised the price target from $200 to $220.
Stephanie Link of Hightower picked The Boeing Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), saying it's a great set up for 2025.
Boeing has restarted production of all airplane programs previously halted by a machinists' strike in the Pacific Northwest. The company confirmed that it resumed production of its popular 737 MAX jetliner earlier in December, following the conclusion of a seven-week strike involving 33,000 factory workers, <a href="https://www.benzinga.com/news/24/12/42546755/boeing-resumes-production-of-767-and-777-aircraft-after-seven-weeks-long-machinists-strike-comes-to-an-end">Reuters reported on Wednesday.</a>
Price Action:
<ul>
<li>Baker Hughes shares fell by 0.9% to close at $41.41 on Tuesday.</li>
<li>Raymond James Financial shares fell by 1.6% to settle at $157.90 during Tuesday's session.</li>
<li>Westinghouse Air Brake Technologies shares fell 2% to close at $198.19 during Tuesday's session.</li>
<li>Boeing shares slipped by 0.1% to close at $173.03 on Tuesday.</li>
</ul>
Check This Out: 
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<li><a href="https://www.benzinga.com/24/12/42531171/top-2-utilities-stocks-that-could-sink-your-portfolio-this-quarter">Top 2 Utilities Stocks That Could Sink Your Portfolio This Quarter</a></li>
</ul>
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Boeing, Baker Hughes, Wabtec And A Financial Stock On CNBC's 'Final Trades'

During the last three months, 14 analysts shared their evaluations of Baker Hughes (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>), revealing diverse outlooks 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">9</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">1</td>
<td align="right">0</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">1</td>
<td align="right">2</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">3</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">1</td>
<td align="right">4</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 $45.57, a high estimate of $50.00, and a low estimate of $41.00. Witnessing a positive shift, the current average has risen by 6.87% from the previous average price target of $42.64.
<img src="https://www.benzinga.com/files/images/story/2024/1734526919_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
A clear picture of Baker Hughes's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below 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>Saurabh Pant</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$48.00</td>
<td>$42.00</td>
</tr>
<tr>
<td>Roger Read</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$49.00</td>
<td>$42.00</td>
</tr>
<tr>
<td>Keith Mackey</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$49.00</td>
<td>$43.00</td>
</tr>
<tr>
<td>Stephen Gengaro</td>
<td>Stifel</td>
<td>Raises</td>
<td>Buy</td>
<td>$48.00</td>
<td>$45.00</td>
</tr>
<tr>
<td>Scott Gruber</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$50.00</td>
<td>$42.00</td>
</tr>
<tr>
<td>Charles Minervino</td>
<td>Susquehanna</td>
<td>Raises</td>
<td>Positive</td>
<td>$48.00</td>
<td>$46.00</td>
</tr>
<tr>
<td>Keith Mackey</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$43.00</td>
<td>$43.00</td>
</tr>
<tr>
<td>Kurt Hallead</td>
<td>Benchmark</td>
<td>Maintains</td>
<td>Buy</td>
<td>$42.00</td>
<td>$42.00</td>
</tr>
<tr>
<td>David Anderson</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$46.00</td>
<td>$41.00</td>
</tr>
<tr>
<td>David Anderson</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$41.00</td>
<td>$42.00</td>
</tr>
<tr>
<td>Phillip Jungwirth</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$45.00</td>
<td>$43.00</td>
</tr>
<tr>
<td>Connor Lynagh</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$45.00</td>
<td>$42.00</td>
</tr>
<tr>
<td>Scott Gruber</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$42.00</td>
<td>$44.00</td>
</tr>
<tr>
<td>Roger Read</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$42.00</td>
<td>$40.00</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: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Baker Hughes compared to the broader market.</li>
<li>Price Targets: Analysts predict movements in price targets, offering estimates for Baker Hughes's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Baker Hughes's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/BKR/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Baker Hughes analyst ratings.</a>
<h2>Get to Know Baker Hughes Better</h2>
Baker Hughes is a global leader in oilfield services and oilfield equipment, with particularly strong presences in the artificial lift, specialty chemicals, and completions markets. It maintains modest exposure to offshore oil and gas production. The other half of its business focuses on industrial power generation, process solutions, and industrial asset management, with a high exposure to the liquid natural gas market specifically, as well as broader industrials end markets.
<h3>A Deep Dive into Baker Hughes's Financials</h3>
Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.
Revenue Growth: Over the 3 months period, Baker Hughes showcased positive performance, achieving a revenue growth rate of 4.02% as of 30 September, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Energy sector.
Net Margin: Baker Hughes's net margin is impressive, surpassing industry averages. With a net margin of 11.09%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): Baker Hughes's ROE excels beyond industry benchmarks, reaching 4.82%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Baker Hughes's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 2.07% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: With a below-average debt-to-equity ratio of 0.37, Baker Hughes adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
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;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

The Analyst Verdict: Baker Hughes In The Eyes Of 14 Experts

B of A Securities analyst Saurabh Pant maintains Baker Hughes (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>) with a Buy and raises the price target from $42 to $48.

B of A Securities Maintains Buy on Baker Hughes, Raises Price Target to $48

Wells Fargo analyst Roger Read maintains Baker Hughes (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>) with a Overweight and raises the price target from $42 to $49.

Wells Fargo Maintains Overweight on Baker Hughes, Raises Price Target to $49

RBC Capital analyst Keith Mackey maintains Baker Hughes (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>) with a Outperform and raises the price target from $43 to $49.

RBC Capital Maintains Outperform on Baker Hughes, Raises Price Target to $49

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VNOM

Shares of oil and gas companies are lower ahead of OPEC's supply decision on Thursday. The commodity may be falling due to ongoing conflict in the Middle East.

Wall Street eyes 2025 with confidence as JPMorgan declares the <a href="https://www.benzinga.com/trading-ideas/long-ideas">U.S. will remain</a> the global growth leader.
While Europe wrestles with structural woes, the emerging markets face headwinds from high interest rates and a strong dollar. Meanwhile, the U.S. is powering ahead, fueled by an AI-driven spending spree and robust capital market activity.
<h1 class="wp-block-heading">AI Spending: A $1 Trillion Juggernaut</h1>
Artificial intelligence is sparking a capital expenditure boom that dwarfs anything seen in decades. The Magnificent 7 — Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Alphabet Inc (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>), Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) — plan to invest over $500 billion into capex and R&amp;D next year, roughly 25% of their combined sales.
JPMorgan estimates the broader AI ecosystem could surpass $1 trillion in spending by the end of the year. This includes costs for infrastructure, engineering talent and data center upkeep.
While this AI frenzy promises to drive earnings growth, JPMorgan analysts warn of potential pitfalls. Capital misallocation and lofty growth expectations could draw investor skepticism by late 2025. 
Still, the long-term AI opportunity is undeniable, and JPMorgan sees key players poised to capitalize.
Read Also: <a href="https://www.benzinga.com/economics/macro-economic-events/24/11/42137929/2025-us-economy-outlook-cloudier-than-normal-jpmorgan-says-boom-bust-scenarios">2025 US Economy Outlook &#8216;Cloudier Than Normal,&#8217; JPMorgan Says: Boom, Bust Scenarios</a>
<h1 class="wp-block-heading">A Broad Earnings Recovery</h1>
JPMorgan projects a bounce-back year for earnings growth in 2025. S&amp;P 500 companies are projected to achieve an 11.4% earnings increase with all 11 sectors turning positive after 2024&#8217;s uneven performance.
Meanwhile, small-cap Russell 2000 firms should see rebounding with double-digit earnings growth after enduring two years of declines.
Even the Magnificent 7 are expected to sustain a 15% growth rate.
JPMorgan analysts note a surprising upside could emerge if borrowing costs or the U.S. dollar ease. This should boost S&amp;P 500 earnings by 1% for every 2% drop in the dollar.
<h1 class="wp-block-heading">Stock Picks: Who's In JPMorgan's Cart?</h1>
Here are a few of the top picks per theme, from JPMorgan&#8217;s 2025 outlook, which the firm has an Overweight (OW) rating on:
<ul>
<li>AI Winners: Amazon, Microsoft, Nvidia, Alphabet, Meta, Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>).</li>
<li>Deregulation Darlings: Apple, ExxonMobil Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>), Baker Hughes Co (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>), Bank of America Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>).</li>
<li>America First Beneficiaries: Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), Lockheed Martin Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), General Motors Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), Ford Motor Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), Caterpillar Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>), and more.</li>
</ul>
With an AI boom, a broad earnings recovery, and pro-American policies potentially reshaping the landscape, JPMorgan's 2025 vision sets a bold tone for the year ahead. 
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</ul>
Photo: Sutthiphong Chandaeng via Shutterstock

2025 Stock Playbook: Tap Into AI's $1 Trillion Potential, US Growth Opportunities

In the latest quarter, 13 analysts provided ratings for Baker Hughes (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>), showcasing a mix of bullish and bearish perspectives.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing 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">4</td>
<td align="right">8</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</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">1</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">0</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $44.15, a high estimate of $50.00, and a low estimate of $40.00. Surpassing the previous average price target of $42.69, the current average has increased by 3.42%.
<img src="https://www.benzinga.com/files/images/story/2024/1732554042_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
The perception of Baker Hughes by financial experts is analyzed through recent analyst actions. The following summary presents 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>Stephen Gengaro</td>
<td>Stifel</td>
<td>Raises</td>
<td>Buy</td>
<td>$48.00</td>
<td>$45.00</td>
</tr>
<tr>
<td>Scott Gruber</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$50.00</td>
<td>$42.00</td>
</tr>
<tr>
<td>Charles Minervino</td>
<td>Susquehanna</td>
<td>Raises</td>
<td>Positive</td>
<td>$48.00</td>
<td>$46.00</td>
</tr>
<tr>
<td>Keith Mackey</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$43.00</td>
<td>$43.00</td>
</tr>
<tr>
<td>Kurt Hallead</td>
<td>Benchmark</td>
<td>Maintains</td>
<td>Buy</td>
<td>$42.00</td>
<td>$42.00</td>
</tr>
<tr>
<td>David Anderson</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$46.00</td>
<td>$41.00</td>
</tr>
<tr>
<td>David Anderson</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$41.00</td>
<td>$42.00</td>
</tr>
<tr>
<td>Phillip Jungwirth</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$45.00</td>
<td>$43.00</td>
</tr>
<tr>
<td>Connor Lynagh</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$45.00</td>
<td>$42.00</td>
</tr>
<tr>
<td>Scott Gruber</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$42.00</td>
<td>$44.00</td>
</tr>
<tr>
<td>Roger Read</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$42.00</td>
<td>$40.00</td>
</tr>
<tr>
<td>Josh Silverstein</td>
<td>UBS</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$40.00</td>
<td>$42.00</td>
</tr>
<tr>
<td>Connor Lynagh</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$42.00</td>
<td>$43.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction 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: Understanding forecasts, analysts offer estimates for Baker Hughes's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</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?utm_source=Benzinga Insights">Stay up to date on Baker Hughes analyst ratings.</a>
<h2>Get to Know Baker Hughes Better</h2>
Baker Hughes is a global leader in oilfield services and oilfield equipment, with particularly strong presences in the artificial lift, specialty chemicals, and completions markets. It maintains modest exposure to offshore oil and gas production. The other half of its business focuses on industrial power generation, process solutions, and industrial asset management, with a high exposure to the liquid natural gas market specifically, as well as broader industrials end markets.
<h3>Breaking Down Baker Hughes's Financial Performance</h3>
Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.
Revenue Growth: Over the 3 months period, Baker Hughes showcased positive performance, achieving a revenue growth rate of 4.02% as of 30 September, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Energy sector.
Net Margin: Baker Hughes's net margin excels beyond industry benchmarks, reaching 11.09%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Baker Hughes's ROE stands out, surpassing industry averages. With an impressive ROE of 4.82%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Baker Hughes's ROA excels beyond industry benchmarks, reaching 2.07%. This signifies efficient management of assets and strong financial health.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.37.
<h2>How Are Analyst Ratings Determined?</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. 
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;utm_source=benzinga-insights">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

In-Depth Examination Of 13 Analyst Recommendations For Baker Hughes

Stifel analyst Stephen Gengaro maintains Baker Hughes (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>) with a Buy and raises the price target from $45 to $48.

Stifel Maintains Buy on Baker Hughes, Raises Price Target to $48

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<ul>
<li>New liquid mud plant is the largest in Namibia in terms of volume and capacity</li>
<li>Walvis Bay Port location will enhance efficiencies for customers and support local employment</li>
</ul>
WALVIS BAY, Namibia, Nov. 21, 2024 (GLOBE NEWSWIRE) -- Baker Hughes&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>),&nbsp;an energy technology company, announced Thursday the opening of its new liquid mud plant, cement bulk facility and integrated multi-modal facility to support Namibia's burgeoning energy industry and increase localization opportunities.
The facilities, including Namibia's largest liquid mud plant in terms of volume and capacity, will serve as a key infrastructure necessary to supply drilling and completions fluids and cement bulk handling critical to serve offshore oil and gas operations. The integrated multi-modal facility will also house advanced testing and maintenance equipment to support a variety of subsea operations. The Walvis Bay facilities represent a substantial investment in the country from Baker Hughes.

Baker Hughes Announces The Opening Of Its New Liquid Mud Plant, Cement Bulk Facility And Integrated Multi-modal Facility To Support Namibia's Burgeoning Energy Industry And Increase Localization Opportunities

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2024/11/14/final-trades-bitcoin-abbvie-and-baker-hughes.html">Halftime Report Final Trades</a>,&#8221; Jason Snipe of Odyssey Capital Advisors picked AbbVie Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>).
On Monday, AbbVie said two trials investigating emraclidine as a once-daily, oral monotherapy treatment for adults with schizophrenia failed two Phase 2 trials. The studies did not meet their primary endpoint of showing a statistically significant improvement in the change from baseline in the Positive and Negative Syndrome Scale (PANSS) total score compared to the <a href="https://www.benzinga.com/general/biotech/24/11/41915173/abbvies-schizophrenia-failure-disappoints-but-analysts-show-confidence-in-immunology-portfolio">placebo group at week 6</a>
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Stephen L. Weiss of Short Hills Capital Partners named Bitcoin as his <a href="https://www.benzinga.com/trading-ideas/movers/24/11/41998395/bitcoin-ethereum-dogecoin-take-a-u-turn-as-jerome-powells-statements-dampen-rate-cut-expectations-analytics-firm-explains-why-btc-bull-market-has-not-yet-ended">final trade</a>.
Bitcoin prices pulled back as Federal Reserve Chair Jerome Powell&#8217;s remarks poured cold water on rate cut optimism. Bitcoin surged past the key $91,000 level on Thursday.
Joshua Brown of Ritholtz Wealth Management named Baker Hughes Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>).
On Oct. 22, Baker Hughes reported quarterly earnings of 67 cents per share which beat the analyst consensus estimate of 61 cents per share. The company reported quarterly sales of $6.91 billion. It missed the analyst consensus estimate of $7.22 billion. 
On Thursday, Citigroup analyst Scott Gruber maintained Baker Hughes with a Buy and raised the price target from $42 to $50.
Price Action:
<ul>
<li>At the time of writing, Bitcoin prices fell around 1.5%</li>
<li>AbbVie shares fell by 0.4% to settle at $169.63 during Thursday's session.</li>
<li>Baker Hughes gained 0.3% to close at $43.18 during Thursday's session.</li>
</ul>
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Image: Shutterstock

ABBV

AbbVie, Bitcoin And An Energy Stock On CNBC's 'Final Trades'

Citigroup analyst Scott Gruber maintains Baker Hughes (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>) with a Buy and raises the price target from $42 to $50.

Citigroup Maintains Buy on Baker Hughes, Raises Price Target to $50

KLXE

NCSM

NINE

PUMP

RCON

Shares of oil and gas companies are trading higher After Donald Trump wins the 2024 presidential election.

Live On CNBC; Josh Brown Buys Baker Hughes

Former President Donald Trump's four years in the White House offer insights into which stocks and sectors might benefit or suffer if he secures a second term <a href="https://www.benzinga.com/topic/2024-election">in the 2024 election.</a>
Here's a look back at the worst-performing stocks in 2017, Trump's first year in the White House.
Worst Performing 2017 Stocks: The stock markets saw <a href="https://www.benzinga.com/markets/futures/18/01/11066769/the-stock-markets-rally-under-trump-among-the-best-ever-heres-how-his">impressive gains in 2017</a>, which were among the best ever for a president's first year in the White House.
The S&amp;P 500, tracked by the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), gained 21.7% in 2017, an impressive gain compared to the 12.0% increase in 2016. Presidential election years have historically outperformed other years.
While many stocks in the S&amp;P 500 were up in 2017, there were also plenty of names that finished the year in the red. Here's a look back at the 10 worst-performing stocks in the S&amp;P 500 from 2017, as reported previously by Marketwatch.
<ol>
<li>Baker Hughes (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>): -51%, energy</li>
<li>Range Resources (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RRC#NYSE">RRC</a>): -50%, energy</li>
<li>Under Armour (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UA#NYSE">UA</a>)(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UAA#NYSE">UAA</a>): -50%, consumer discretionary</li>
<li>Scana Corp: -46%, utilities</li>
<li>Envision Healthcare Corp: -45%, health care</li>
<li>General Electric (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>): -45%, industrials</li>
<li>Mattel Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAT#NASDAQ">MAT</a>): -44%, consumer discretionary</li>
<li>Chesapeake Energy Corp (NASDSAQ:EXE): -44%, energy</li>
<li>Advance Auto Parts (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AAP#NYSE">AAP</a>): -41%, consumer discretionary</li>
<li>Signet Jewelers (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SIG#NYSE">SIG</a>): -40%, consumer discretionary</li>
</ol>
It's important to note that some of the companies have undergone some changes since this old list. 
<ul>
<li>Baker Hughes previously traded as BHGE and was merged with the oil and gas division of General Electric. </li>
<li>Scana Corp was acquired by Dominion Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/D#NYSE">D</a>) in 2019. </li>
<li>Envision Healthcare underwent Chapter 11 bankruptcy and now is two separate privately owned companies. </li>
<li>Chesapeake Energy changed its name to Expand Energy after merging with Southwestern Energy. The company also underwent bankruptcy protection in 2020, emerging successfully from the protection in 2021.</li>
</ul>
Did You Know?
<ul>
<li>Congress Is Making Huge Investments. <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent102924">Get Tips On What They Bought And Sold Ahead Of The 2024 Election With Our Easy-to-Use Tool</a></li>
</ul>
Why It's Important: The list of the top 10 worst performers in 2017 overlaps with the <a href="https://www.benzinga.com/general/politics/24/10/41584466/these-10-stocks-were-the-best-s-p-500-performers-in-2017-when-trump-was-president-will-history-r">best performing stocks </a>that Benzinga recently shared.
Stocks in utilities, health care, industrials, and consumer discretionary appeared on both the best and worst performer lists. Top-performing stocks included technology and homebuilders, with no overlap among the worst performers.
Energy is likely a potential big loser based on the trends above if Trump wins the 2024 election. What likely happened in 2017 that could happen again is a run-up in stocks during the election year and then a potential selloff in the year after as investors take profits.
While some believe that energy stocks could be winners under Trump, past results could suggest otherwise. A president who supports more drilling and has different foreign policies could also impact the price of oil barrels and lower energy companies&#8217; profits.
With less than two weeks until the 2024 election, investors are likely positioning their portfolio based on a Trump or Kamala Harris victory in some regards. With a close election predicted, investors may want to look to sectors that could benefit under either candidate.
Freedom Capital Markets Chief Global Strategist Jay Woods previously<a href="https://www.benzinga.com/etfs/sector-etfs/24/08/40515453/exclusive-trump-or-harris-12-stocks-2-etfs-could-win-no-matter-whos-president-says-market-strate"> shared some sectors </a>and stocks to watch with Benzinga that could benefit regardless of whether Trump or Harris wins the 2024 election.
Woods named defense stocks and cybersecurity stocks as two of the top sectors to watch ahead of the 2024 election.
"I think you've got to watch this sector closely," Woods said of the defense sector.
Woods said defense stocks could continue to benefit from geopolitical concerns and the world&#8217;s many negative events.
Read Next: 
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<li><a href="https://www.benzinga.com/general/sports-betting/24/10/41534317/if-trump-wins-2024-election-in-landslide-bettors-could-make-5x-20x-their-bets-at-uk-sports">If Trump Wins 2024 Election In Landslide, Bettors Could Make 5X, 20X Their Bets At UK Sportsbook</a></li>
</ul>
Photo: Shutterstock

Politics

10 S&P 500 Stocks Were Worst Performers In First Year Of Trump's Presidency: Will They Sink Again?

<ul>
<li>Company to support projects in Brazil's pre-salt fields, reinforcing position as a leading provider of flexible pipe for deepwater and high CO2 projects</li>
<li>Local manufacturing boost Brazilian economy, strengthen energy supply chain</li>
</ul>
HOUSTON and LONDON, Oct. 28, 2024 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>), an energy technology company, announced Monday significant contracts with Petrobras to provide 77 km of flexible pipe systems to be deployed in Brazil's pre-salt fields. The agreement was signed Oct. 15, 2024, following an open tender.
The multi-year project includes risers and flowlines for hydrocarbon production and associated gas and water injection with support for equipment storage, maintenance and installation. Delivery is scheduled to begin in mid-2026, and the equipment will be utilized across Petrobras' Búzios, Libra, Berbigão, Sururu and Sépia fields.
These systems will also address the critical issue of stress-induced corrosion cracking from CO2 (SCC-CO2), which can affect flexible pipes in pre-salt fields with high concentrations of the gas. Baker Hughes' flexible pipes have proven effective at mitigating this issue, which can arise as gas is reinjected into wells to reduce flaring and enhance oil recovery. Petrobras has committed to limiting CO2 emissions to the atmosphere in their operations, and CO2 storage is an important tool for producing lower-carbon barrels.

Contracts

Baker Hughes Awarded Contracts To Supply Petrobras To Provide 77km Of Flexible Pipe Systems To Be Deployed In Brazil's Pre-Salt Fields

DWSN

SHEL

Shares of oil and oil-related companies are trading lower after Israel reportedly did not damage Iran's oil sites amid strikes over the weekend.

Piper Sandler initiated coverage of Baker Hughes (BKR) with an Overweight rating and $53 price target Published first on TheFly – the ultimate sour...

Baker Hughes initiated with an Overweight at Piper Sandler

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JPMorgan notes that despite reducing the firm's Q4 OFSE revenue estimate for Baker Hughes (BKR) by 2% owing to softness in Mexico, Saudi Arabia, an...

Baker Hughes 2025 estimates remain ahead of consensus at JPMorgan

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Baker Hughes Company (BKR) Receives a Buy from Barclays

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Baker Hughes (BKR) reports the U.S. rig count is unchanged from last week at 589, with oil rigs unchanged at 483, gas rigs unchanged at 102 and mis...

Baker Hughes reports U.S. rig count unchanged at 589 rigs

BBIO

BRKR

CRWD

IONQ

JSPR

NEOG

UNTC

UNTCW

VRDN

WFRD

Press Releases

Baker Hughes Lands Largest Integrated Compressor Line Order in Company's History

Baker Hughes, Repsol to Develop Next Generation Digital Capabilities Through Leucipa™

HMH Appoints New Independent Board Chair Dan Rabun to Board of Directors

Commodities

Akastor ASA: HMH appoints Dan Rabun as Chairman of the Board of Directors

Dividends

Baker Hughes Declares Quarterly Dividend

Earnings

Baker Hughes Company Announces Third-Quarter 2024 Results

General

Baker Hughes Awarded Contracts to Supply Petrobras with Flexible Pipe Systems, Associated Services across Several Fields

Innovative Baker Hughes Emissions Abatement Solution Chosen to Reduce Routine Flaring at SOCAR's Baku Oil Refinery

Baker Hughes Expands Namibian Presence with Liquid Mud Plant, Cement Bulk and Multi-Modal Facilities

Baker Hughes Announces Dates for Fourth-quarter and Full-year 2024 Earnings Release and Webcast

ProFrac Holding Corp. - Class A Common Stock

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ProPetro Holding

Solaris Energy Infrastructure, Inc. Class A Common Stock

Solaris Energy

Schlumberger

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USA Compression Partners, LP Common Units Representing Limited Partner Interests

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B of A Securities

Wells Fargo

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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
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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.
Photo: Shutterstock
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