Baker Hughes Co vs Dell Technologies Inc — how do they compare? Baker Hughes Co trades at $64.89 (market cap $63.60B), while Dell Technologies Inc trades at $448 (market cap $295.86B). The key difference: Dell Technologies Inc is far larger — about 4.7× Baker Hughes Co's market cap, and Baker Hughes Co pays the higher dividend (1.44%). Which is the better fit depends on your goals.
| BKR | DELL | |
|---|---|---|
Market Cap | $63.60B | $295.86B |
Sector | Energy | Technology |
52-Week High | $69.67 | $467.27 |
52-Week Low | $42.51 | $111.10 |
Enterprise Value | $64.13B | $315.44B |
Dividend Yield | 1.44% | 0.55% |
Signals from Pluang's Aura AI — not financial advice
Baker Hughes (BKR) trades at $61.55, down 1.91% on the day, with strong technical momentum indicated by bullish moving averages. The company demonstrates solid fundamentals with Q2 2026 EPS of $0.64 beating estimates and robust cash flow generation. Recent contract wins in subsea systems and LNG technology highlight growth opportunities in energy infrastructure.
The outlook remains positive with 66.7% analyst buy ratings and a $73.25 consensus target suggesting 19% upside. Key risks include oil producer spending volatility and integration challenges from the Chart acquisition. Strong institutional interest and consistent earnings beats support the bullish case for this energy technology leader.
Dell Technologies stock trades at $453.78, up 3.69% in the last 24 hours, reflecting strong momentum driven by AI server demand and consistent earnings beats. The technical outlook is bullish with support at $428 and resistance at $467. Recent quarterly EPS results exceeded expectations, with Q1 2026 actual EPS of $4.86 beating the $2.96 estimate, signaling robust operational performance. Revenue for 2025 reached $95.57 billion, with a net income margin of 6.28%, while analyst consensus leans bullish with a $503.76 price target.
The outlook for Dell is positive, supported by growth in AI infrastructure and a solid financial trajectory, but risks include competitive pressures and reliance on tech spending cycles. Investment opportunities center on expanding profit margins and market share in servers, though investors should monitor debt levels and macroeconomic factors that could impact stock volatility.
Trailing returns across standard periods
Latest headlines on both assets
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. The other half of its business focuses on industrial power generation, process solutions, and industrial asset management, with high exposure to the liquid natural gas market specifically, as well as broader industrials end markets.
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