Q3 EPS Estimates for Babcock Raised by Northland Securities

Babcock (NYSE:BW) – Investment analysts at Northland Securities upped their Q3 2026 earnings estimates for Babcock in a research note issued to investors on Tuesday, April 21st. Northland Securities analyst J. Grampp now forecasts that the technology company will earn $0.08 per share for the quarter, up from their previous forecast of $0.06. Northland Securities has a “Outperform” rating and a $10.00 price objective on the stock. The consensus estimate for Babcock’s current full-year earnings is $0.21 per share. Northland Securities also issued estimates for Babcock’s Q4 2026 earnings at $0.12 EPS.

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

BW has been the subject of several other research reports. Weiss Ratings reiterated a “sell (d-)” rating on shares of Babcock in a research note on Monday. Craig Hallum reiterated a “buy” rating and set a $19.00 target price 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, Zacks Research upgraded shares of Babcock to a “hold” rating in a research note on Friday, January 23rd. Three analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $11.00.

Babcock Price Performance

NYSE BW opened at $16.05 on Wednesday. Babcock has a 1 year low of $0.24 and a 1 year high of $18.80. The company has a market capitalization of $2.18 billion, a PE ratio of -29.72 and a beta of 1.09. The company has a fifty day moving average of $13.44 and a two-hundred day moving average of $8.74.

Institutional Investors Weigh In On Babcock

A number of hedge funds have recently added to or reduced their stakes in the company. Wesbanco Bank Inc. acquired a new stake in Babcock in the first quarter valued at about $294,000. Cannon Global Investment Management LLC acquired a new stake in Babcock in the first quarter valued at about $360,000. Rockefeller Capital Management L.P. acquired a new stake in Babcock in the fourth quarter valued at about $25,000. XTX Topco Ltd lifted its position in Babcock by 231.3% in the fourth quarter. XTX Topco Ltd now owns 260,360 shares of the technology company’s stock valued at $1,651,000 after purchasing an additional 181,768 shares during the period. Finally, SummitTX Capital L.P. acquired a new stake in Babcock in the fourth quarter valued at about $84,000. Institutional investors and hedge funds own 83.17% of the company’s stock.

Insider Transactions at Babcock

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 value of $10,398,438.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Kenneth M. Young acquired 7,000 shares of Babcock stock in a transaction that occurred on Wednesday, March 18th. The stock was purchased at an average price of $15.14 per share, with a total value of $105,980.00. Following the transaction, 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 ownership of the stock. The SEC filing for this purchase provides additional information. 3.90% of the stock is owned by company insiders.

Key Headlines Impacting Babcock

Here are the key news stories impacting Babcock this week:

• Neutral Sentiment: Babcock International (GB:BAB) reported continued share‑buyback activity; this is a separate U.K. company and not the U.S. NYSE:BW entity, but may cause market/name‑confusion. Article Title
• Negative Sentiment: Pomerantz LLP announced a class action filed in the U.S. District Court for the Northern District of Ohio (docket 26‑cv‑00886) against B&W and certain officers seeking damages under Sections 10(b)/20(a) and Rule 10b‑5 for the Nov. 5, 2025–Mar. 11, 2026 period. Article Title
• Negative Sentiment: Bronstein, Gewirtz & Grossman issued an investor notice about a class action alleging investor harm for the same class period and inviting claimants to contact the firm. Article Title
• Negative Sentiment: The Schall Law Firm notified BW investors about the securities‑fraud suit and solicited investors interested in serving as lead plaintiff. Article Title
• Negative Sentiment: The Gross Law Firm issued a shareholder alert encouraging investors who bought BW during the class period to contact them about lead‑plaintiff opportunities. Article Title
• Negative Sentiment: Rosen Law Firm announced a class action has been filed and is soliciting affected purchasers for lead‑plaintiff consideration. Article Title
• Negative Sentiment: Robbins LLP reminded investors of the lead‑plaintiff deadline in the securities class action against B&W. Article Title
• Negative Sentiment: Levi & Korsinsky published an investor alert alleging defendants concealed contract risks and invited affected investors to pursue lead‑plaintiff status. Article Title
• Negative Sentiment: The Caledonian-Record covered Pomerantz’s filing, amplifying local/media attention to the litigation. 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.