Northland Securities Boosts Earnings Estimates for Babcock

Babcock (NYSE:BW) – Equities researchers at Northland Securities raised their Q1 2026 earnings estimates for Babcock in a report issued on Tuesday, March 17th. Northland Securities analyst J. Grampp now forecasts that the technology company will earn $0.01 per share for the quarter, up from their previous estimate of ($0.01). Northland Securities currently has a “Outperform” rating and a $10.00 target price on the stock. Northland Securities also issued estimates for Babcock’s Q2 2026 earnings at $0.04 EPS and Q3 2026 earnings at $0.06 EPS.

BW has been the subject of a number of other research reports. Zacks Research upgraded shares of Babcock to a “hold” rating in a report on Friday, January 23rd. Weiss Ratings reiterated a “sell (d-)” rating on shares of Babcock in a report on Wednesday, January 21st. Finally, Craig Hallum restated a “buy” rating and issued a $19.00 price target on shares of Babcock in a report on Tuesday. Three equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $11.00.

Babcock Trading Up 26.9%

Babcock stock opened at $14.90 on Wednesday. The stock has a 50-day moving average price of $9.87 and a two-hundred day moving average price of $6.39. Babcock has a 12 month low of $0.22 and a 12 month high of $14.93. The company has a market capitalization of $1.65 billion, a PE ratio of -27.59 and a beta of 1.54.

Babcock (NYSE:BW) last released its quarterly earnings data on Wednesday, March 4th. The technology company reported ($0.05) earnings per share for the quarter, missing the consensus estimate of ($0.04) by ($0.01). The company had revenue of $161.00 million during the quarter, compared to the consensus estimate of $179.10 million.

Hedge Funds Weigh In On Babcock

Hedge funds have recently made changes to their positions in the stock. Marshall Wace LLP lifted its holdings in Babcock by 93.0% during the 2nd quarter. Marshall Wace LLP now owns 395,945 shares of the technology company’s stock worth $380,000 after purchasing an additional 190,814 shares in the last quarter. Gendell Jeffrey L lifted its holdings in shares of Babcock by 49.2% in the second quarter. Gendell Jeffrey L now owns 2,574,848 shares of the technology company’s stock worth $2,477,000 after buying an additional 849,602 shares in the last quarter. Nomura Holdings Inc. boosted its position in shares of Babcock by 58.2% in the second quarter. Nomura Holdings Inc. now owns 127,382 shares of the technology company’s stock valued at $123,000 after acquiring an additional 46,884 shares during the period. Shikiar Asset Management Inc. purchased a new position in Babcock during the third quarter valued at approximately $138,000. Finally, Global Retirement Partners LLC purchased a new position in Babcock during the third quarter valued at approximately $71,000. 83.17% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, major shareholder Brc Group Holdings, Inc. sold 1,155,382 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $9.00, for a total transaction of $10,398,438.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 3.90% of the company’s stock.

Babcock News Summary

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: BW says a new ~$2.4B AI data-center contract substantially expands backlog and management is targeting $80M–$100M of adjusted EBITDA for 2026 — a clear near-term profitability signal that helps justify a higher valuation. Babcock & Wilcox targets $80M–$100M 2026 adjusted EBITDA following $2.4B AI data center
• Positive Sentiment: Company investor materials emphasize an energy-transition and AI-power strategy that frames BW as a supplier to growing AI infrastructure demand — narrative support that can attract growth-oriented buyers. Babcock & Wilcox Highlights Energy Transition and AI Power Strategy
• Neutral Sentiment: BW’s Q4 2025 earnings call transcript is available; it provides detail on results and execution plans that investors will parse for confirmation of the new-contract outlook and margin trajectory. The call itself contains both operational color and forward commentary. Babcock & Wilcox Enterprises, Inc. (BW) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: An announced treasury-share purchase referenced in media is for Babcock International Group PLC (GB:BAB), a different company. That report is unrelated to BW but can cause confusion among retail traders. Babcock Adds to Ongoing Buyback With Fresh Treasury Share Purchase
• Negative Sentiment: A class-action/investigative notice from Lowey Dannenberg P.C. alleges potential securities-law violations and encourages investor contact — this raises legal and disclosure risk and likely pressured some selling until details are resolved. Lowey Dannenberg P.C. is Investigating Babcock & Wilcox Enterprises Inc. (NYSE: BW)

About Babcock

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.