Q4 EPS Estimates for Babcock Lifted by Northland Securities

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

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

A number of other equities analysts also recently issued reports on the stock. Zacks Research raised shares of Babcock to a “hold” rating in a report on Friday, January 23rd. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Babcock in a report on Monday, April 20th. Wall Street Zen raised shares of Babcock from a “hold” rating to a “buy” rating in a report on Saturday, March 21st. Finally, Craig Hallum reissued a “buy” rating and issued a $19.00 price target on shares of Babcock in a report on Tuesday, March 17th. 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 presently has a consensus rating of “Hold” and an average price target of $14.25.

Babcock Price Performance

BW opened at $19.75 on Wednesday. The company has a market capitalization of $2.68 billion, a price-to-earnings ratio of -22.44 and a beta of 1.08. The firm’s fifty day moving average price is $15.14 and its two-hundred day moving average price is $9.87. Babcock has a 1 year low of $0.60 and a 1 year high of $19.82.

Institutional Investors Weigh In On Babcock

Several institutional investors have recently added to or reduced their stakes in BW. Huntington National Bank lifted its holdings in Babcock by 400,000.0% during the fourth 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 stake in Babcock during the fourth quarter valued at about $25,000. Centiva Capital LP purchased a new stake in Babcock during the third quarter valued at about $31,000. Raymond James Financial Inc. lifted its holdings in Babcock by 11,311.3% during the third quarter. Raymond James Financial Inc. now owns 12,096 shares of the technology company’s stock valued at $35,000 after purchasing an additional 11,990 shares during the last quarter. Finally, Sender Co & Partners Inc. purchased a new stake in Babcock during the third quarter valued at about $50,000. 83.17% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Babcock news, CEO Kenneth M. Young acquired 7,000 shares of the company’s stock in a transaction on Wednesday, March 18th. The shares were acquired at an average cost of $15.14 per share, with a total value of $105,980.00. Following the completion of the acquisition, the chief executive officer directly owned 1,656,512 shares in the company, valued at $25,079,591.68. This trade represents a 0.42% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 2.80% of the stock is currently owned by company insiders.

Key Babcock News

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.