Babcock (NYSE:BW) Receives $8.00 Average PT from Brokerages

Babcock (NYSE:BW) has been given an average rating of “Hold” by the six research firms that are currently covering the stock, MarketBeat Ratings reports. One research analyst has rated the stock with a sell rating, two have assigned a hold rating and three have issued a buy rating on the company. The average 12 month price objective among brokerages that have issued ratings on the stock in the last year is $11.00.

A number of brokerages have commented on BW. Zacks Research raised Babcock to a “hold” rating in a report on Friday, January 23rd. Craig Hallum restated a “buy” rating and issued a $19.00 target price on shares of Babcock in a report on Tuesday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Babcock in a research report on Wednesday, January 21st. Finally, Northland Securities assumed coverage on Babcock in a report on Thursday, January 22nd. They set an “outperform” rating and a $10.00 price target for the company.

Babcock Price Performance

Shares of NYSE BW opened at $15.69 on Friday. The company has a 50-day moving average price of $10.19 and a 200-day moving average price of $6.51. The stock has a market capitalization of $2.12 billion, a P/E ratio of -29.05 and a beta of 1.54. Babcock has a 1 year low of $0.22 and a 1 year high of $15.71.

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

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 document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Kenneth M. Young purchased 7,000 shares of the company’s stock in a transaction that occurred on Wednesday, March 18th. The shares were purchased at an average cost of $15.14 per share, for a total transaction of $105,980.00. Following the completion of the transaction, the chief executive officer directly owned 1,656,512 shares of the company’s stock, valued at $25,079,591.68. This represents a 0.42% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 3.90% of the stock is owned by insiders.

Institutional Investors Weigh In On Babcock

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Mariner LLC lifted its position in shares of Babcock by 10.8% during the 4th quarter. Mariner LLC now owns 16,608 shares of the technology company’s stock worth $105,000 after buying an additional 1,620 shares in the last quarter. Rockefeller Capital Management L.P. purchased a new position in shares of Babcock in the 4th quarter worth approximately $25,000. Huntington National Bank grew its holdings in shares of Babcock by 400,000.0% in the fourth quarter. Huntington National Bank now owns 4,001 shares of the technology company’s stock valued at $25,000 after acquiring an additional 4,000 shares in the last quarter. Janney Montgomery Scott LLC grew its holdings in shares of Babcock by 29.3% in the fourth quarter. Janney Montgomery Scott LLC now owns 19,400 shares of the technology company’s stock valued at $123,000 after acquiring an additional 4,400 shares in the last quarter. Finally, State of Wyoming increased its position in shares of Babcock by 88.7% during the fourth quarter. State of Wyoming now owns 10,499 shares of the technology company’s stock valued at $67,000 after acquiring an additional 4,936 shares during the last quarter. Hedge funds and other 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: Northland Securities materially raised forward EPS estimates across 2026–2027 and reiterated an “Outperform” rating, boosting Q4 2026 to $0.09 (from $0.03), FY2026 to $0.21 (from $0.10) and FY2027 to $1.11 (from $0.22) — this lifts forward profitability expectations and is a clear bullish catalyst. Read More.
• Positive Sentiment: Insider accumulation: CEO Kenneth Young purchased 7,000 shares (~$15.14 avg) and CFO Cameron Frymyer bought 1,285 shares (~$14.76 avg) on March 18 — management buying is being read as a strong confidence signal by investors. Read More. Read More. Read More.
• Positive Sentiment: Momentum and media attention: recent coverage noting a large price‑target upgrade and a multi‑year high following stronger operating results has amplified buying interest and momentum trading. Read More.
• Neutral Sentiment: Improved 2025 results provide supporting context: full‑year revenue and operating income showed improvement year‑over‑year, underpinning the bullish narrative but not new guidance. Read More.
• Neutral Sentiment: Be aware of reporting errors in press: a cited share‑buyback article refers to Babcock International (GB:BAB), a different company, and is not directly relevant to BW holders. Read More.
• Negative Sentiment: Near‑term execution caution: Q4 2025 missed consensus (EPS of ($0.05) vs. ($0.04) expected; revenue $161M vs. $179.1M consensus), showing revenue headwinds that could limit near‑term upside if top‑line trends don’t accelerate. Read More.

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.