Q4 EPS Estimates for Babcock Lifted by Northland Securities

Babcock (NYSE:BW) – Stock analysts at Northland Securities raised their Q4 2026 earnings estimates for shares of Babcock in a report issued on Tuesday, May 12th. Northland Securities analyst J. Grampp now anticipates that the technology company will post earnings of $0.19 per share for the quarter, up from their previous forecast of $0.12. The consensus estimate for Babcock’s current full-year earnings is $0.21 per share.

Babcock (NYSE:BW) last released its quarterly earnings data on Monday, May 11th. The technology company reported ($0.60) earnings per share for the quarter, missing the consensus estimate of ($0.03) by ($0.57). The firm had revenue of $214.41 million for the quarter, compared to the consensus estimate of $149.72 million.

Several other analysts have also weighed in on the stock. Zacks Research upgraded shares of Babcock to a “hold” rating in a research note on Friday, January 23rd. Craig Hallum reiterated a “buy” rating and issued a $19.00 price objective on shares of Babcock in a research note on Tuesday, March 17th. Wall Street Zen upgraded shares of Babcock from a “hold” rating to a “buy” rating in a research note on Saturday, March 21st. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Babcock in a research note on Monday, April 20th. Three investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Babcock has an average rating of “Hold” and a consensus target price of $14.25.

Babcock Stock Up 4.4%

NYSE:BW opened at $19.75 on Wednesday. The company has a fifty day moving average of $15.14 and a 200-day moving average of $9.87. The firm has a market capitalization of $2.68 billion, a P/E ratio of -22.44 and a beta of 1.08. Babcock has a twelve month low of $0.60 and a twelve month high of $19.82.

Insider Buying and Selling

In other Babcock news, CEO Kenneth M. Young purchased 7,000 shares of the firm’s stock in a transaction on Wednesday, March 18th. The stock was acquired at an average price of $15.14 per share, for a total transaction of $105,980.00. Following the purchase, the chief executive officer owned 1,656,512 shares of the company’s stock, valued at $25,079,591.68. This trade represents a 0.42% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Company insiders own 2.80% of the company’s stock.

Institutional Trading of Babcock

Hedge funds and other institutional investors have recently bought and sold shares of the business. Citizens Financial Group Inc. RI bought a new stake in Babcock during the 3rd quarter valued at $1,160,000. Bastion Asset Management Inc. bought a new stake in Babcock during the 3rd quarter valued at $450,000. AMH Equity Ltd bought a new stake in Babcock during the 3rd quarter valued at $2,042,000. Thames Capital Management LLC bought a new stake in Babcock during the 3rd quarter valued at $4,033,000. Finally, Palumbo Wealth Management LLC bought a new stake in Babcock during the 3rd quarter valued at $625,000. Institutional investors own 83.17% of the company’s stock.

Key Headlines Impacting Babcock

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: Babcock & Wilcox reported Q1 revenue of $214.4 million, well above expectations, while bookings surged and management highlighted strong demand from large projects and AI data-center opportunities. Article Title
• Positive Sentiment: Management and market commentary suggest the company’s AI-related power pipeline is expanding, with investors reacting to the possibility of more large contract wins and stronger future growth. Article Title
• Neutral Sentiment: The company’s reported EPS missed consensus, but that weakness was largely overshadowed by the revenue beat and upbeat business outlook. Article Title
• Negative Sentiment: Multiple law firms announced or promoted securities class-action lawsuits tied to alleged disclosure issues and contract-risk concerns, adding a legal overhang for the stock. Article Title
• Negative Sentiment: Additional class-action notices and lead-plaintiff deadline reminders may keep investor attention on litigation risk in the near term. Article Title

Babcock Company Profile

Babcock & Wilcox Enterprises, Inc (NYSE: BW) is a specialized provider of energy and environmental technologies and services serving power generation and heavy industrial markets. The company designs, manufactures and maintains critical components and systems that support the safe and efficient operation of both fossil-fuel and renewable power facilities. Its core offerings include industrial and utility boilers, environmental control systems for emissions reduction, and aftermarket support services ranging from inspection and maintenance to spare parts management.

In addition to its boiler and emissions control portfolio, Babcock & Wilcox Enterprises delivers lifecycle solutions aimed at enhancing plant performance and compliance.