BKR · News · 20260807N

Customer Dynamics

Baker Hughes Co · 2026-08-07 · Importance 26 · Surprise 24

Kodiak Gas Services secured 1.8 gigawatts of power-generation capacity by 2030, including a significant agreement with Baker Hughes. The arrangement supports Kodiak’s expansion into power infrastructure alongside its gas-compression business. Kodiak described behind-the-meter power solutions as increasingly important for addressing the U.S. power-supply shortfall and supporting energy infrastructure customers.

Key facts

• Morgan Stanley designated Baker Hughes (BKR) as its Top Pick in the energy services and equipment sector, reiterated an Overweight rating, and set a $70 price target; the announcement was made on August 7, 2026. source