Babcock (NYSE:BW – Free Report) – Northland Securities decreased their FY2026 earnings per share estimates for shares of Babcock in a research note issued to investors on Tuesday, August 11th. Northland Securities analyst J. Grampp now expects that the technology company will earn $0.30 per share for the year, down from their prior estimate of $0.31. The consensus estimate for Babcock’s current full-year earnings is $0.31 per share.
Babcock (NYSE:BW – Get Free Report) last issued its quarterly earnings results on Monday, August 10th. The technology company reported $0.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.02 by $0.02. Babcock had a negative return on equity of 3.02% and a negative net margin of 2.17%.The company had revenue of $319.69 million for the quarter, compared to the consensus estimate of $196.95 million.
View Our Latest Analysis on Babcock
Babcock Price Performance
Babcock stock opened at $9.78 on Thursday. The stock has a market capitalization of $1.46 billion, a PE ratio of -54.33 and a beta of 1.21. The business has a 50 day simple moving average of $12.43 and a 200-day simple moving average of $13.64. Babcock has a 12 month low of $1.40 and a 12 month high of $22.03.
Institutional Trading of Babcock
Several large investors have recently made changes to their positions in BW. Huntington National Bank raised its stake in Babcock by 400,000.0% in the 4th quarter. Huntington National Bank now owns 4,001 shares of the technology company’s stock valued at $25,000 after purchasing an additional 4,000 shares during the last quarter. Rockefeller Capital Management L.P. purchased a new position in Babcock in the 4th quarter valued at $25,000. Royal Bank of Canada boosted its stake in Babcock by 57.3% during the 1st quarter. Royal Bank of Canada now owns 1,785 shares of the technology company’s stock worth $26,000 after purchasing an additional 650 shares during the last quarter. Centiva Capital LP acquired a new stake in Babcock during the 3rd quarter worth $31,000. Finally, Raymond James Financial Inc. grew its holdings in shares of Babcock by 11,311.3% during the third quarter. Raymond James Financial Inc. now owns 12,096 shares of the technology company’s stock worth $35,000 after buying an additional 11,990 shares in the last quarter. 83.17% of the stock is currently owned by hedge funds and other institutional investors.
Trending Headlines about Babcock
Here are the key news stories impacting Babcock this week:
- Positive Sentiment: Siemens Energy agreement expands data-center opportunity. Babcock & Wilcox will begin work on 20 Siemens steam turbine-generator sets totaling 1 gigawatt of capacity for its FastPower program. The deal strengthens BW’s positioning in the rapidly growing market for power infrastructure serving data centers and artificial-intelligence demand, although financial terms were not disclosed. Babcock & Wilcox Siemens Energy agreement
- Positive Sentiment: Q2 results materially beat expectations. Revenue reached approximately $319.7 million, while the company swung to a profit and adjusted EBITDA rose to $21.8 million from $13.9 million a year earlier. Management also raised its 2026 adjusted EBITDA target to $80 million-$105 million, increased bookings 38% to $151 million and reported a $2.6 billion backlog. Babcock & Wilcox Q2 results
- Positive Sentiment: Northland Securities gave BW a Buy rating, adding analyst support following the earnings report. Northland Securities Buy rating
- Neutral Sentiment: Capital-return plans may provide additional support. The company has a previously announced $50 million share-repurchase authorization and plans to repurchase its remaining 2026 bonds, but the timing and financial impact remain uncertain.
- Negative Sentiment: Northland reduced its EPS forecasts for Q3 2026, Q4 2026 and FY2027 to $0.03, $0.15 and $0.54, respectively, from $0.07, $0.17 and $0.59. The cuts temper the bullish impact of the Buy rating and suggest analysts expect a slower earnings ramp than previously projected. Northland EPS estimate changes
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.
Featured Articles
- Five stocks we like better than Babcock
- GE Vernova’s AI Power Boom Faces a Profit Test
- Cardinal Health Earnings: Can Perfection Get Priced In Twice?
- Nebius’ Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand
- Legacy Jet Builders Stall While Embraer Accelerates to New Highs
Receive News & Ratings for Babcock Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Babcock and related companies with MarketBeat.com's FREE daily email newsletter.
