Stock IdeasStrong Buy Stocks

Strong Buy Stocks from Top Wall Street Analysts

Latest stocks with a Strong Buy rating from the top performing 25% of analysts tracked by WallStreetZen

Barclays's David Anderson raised their price target on Baker Hughes Co (NASDAQ: BKR) by 3.6% from $55 to $57 on 2026/01/27. The analyst maintained their Strong Buy rating on the stock.

Baker Hughes reported its Q4 and FY 2025 earnings.

Raising their price target, Anderson summarized the results as "strong with orders exceeding consensus."

Earnings Report

Baker Hughes reported:

For Q4 2025:

• EPS of $0.78, which beat the Zacks Consensus Estimate of $0.67 and Q4 2024's $0.70.
• Revenue of $7.386M, which beat the Zacks Consensus Estimate of $7.056B and Q4 2024's $7.364B.

For FY 2025:

• EPS of $2.60, which beat FY 2024s' $2.35.
• Revenue of $27.7B, flat Y/Y.

Other than in the comments below, management did not provide financial guidance in its press release.

Chairman & CEO Lorenzo Simonelli commented: "Baker Hughes delivered exceptional performance in 2025.

"We continued to execute at a high level, delivering another quarter of strong results contributing to a record full‑year Adjusted EBITDA.

"This achievement demonstrates sustained momentum from our Business System, active portfolio management, and positive performance in IET, which more than offset continued macro‑driven softness in OFSE, where margins remained resilient through disciplined cost actions.

"IET delivered strong fourth‑quarter bookings of $4 billion, contributing to a record full‑year total of $14.9 billion, exceeding the high end of our guidance range.

"IET achieved a record backlog of $32.4 billion at year‑end, and book-to-bill exceeded 1x.

"For the second consecutive year, non-LNG equipment orders represented approximately 85% of total IET orders, which highlights the end‑market diversity and versatility of our IET portfolio.

"Following our strong free cash flow performance in prior years, we generated record annual free cash flow of $2.7 billion in 2025, enhanced by working capital efficiency and customer down payments.

"Looking ahead, we expect IET orders to remain at robust levels, supported by continued momentum in LNG, a stronger year of FPSO and gas infrastructure awards, and sustained strength for power systems.

"Against this favorable backdrop, we project similar levels of organic IET orders in 2026.

"In addition, we anticipate overall organic Adjusted EBITDA growth in the mid-single digits range, with IET expanding margins to our 20% target and OFSE remaining relatively flat."