Energy Transition And New Energy PortfolioAnalyst sees enhanced value in Baker Hughes' diverse and defensive characteristics, including its rapidly growing new energy portfolio.
Gas/LNG Growth OpportunitiesBaker Hughes' outsized gas/LNG exposure is seen as a major growth opportunity, supporting the analyst's rating of the stock as a top play.
International MarketsInternational markets showed better-than-expected results in regions like the North Sea, Sub-Saharan Africa, and Asia-Pacific.