Northland Securities Comments on Babcock FY2026 Earnings

Babcock (NYSE:BW) – Northland Securities upped their FY2026 earnings estimates for shares of Babcock in a research report issued to clients and investors on Tuesday, November 10th. Northland Securities analyst J. Grampp now expects that the technology company will earn $0.79 per share for the year, up from their prior forecast of $0.27. The consensus estimate for Babcock’s current full-year earnings is $0.27 per share. Northland Securities also issued estimates for Babcock’s FY2027 earnings at $0.56 EPS.

Babcock (NYSE:BW) last announced its quarterly earnings data on Monday, August 10th. The technology company reported $0.04 earnings per share for the quarter, topping the consensus estimate of $0.02 by $0.02. The company had revenue of $319.72 million during the quarter, compared to analyst estimates of $196.95 million. Babcock had a net margin of 4.11% and a negative return on equity of 36.52%.

Several other brokerages have also recently commented on BW. Wall Street Zen cut shares of Babcock from a “buy” rating to a “hold” rating in a research report on Sunday, August 23rd. Needham & Company LLC lowered their price objective on Babcock from $20.00 to $15.00 and set a “buy” rating for the company in a report on Tuesday. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of Babcock in a research note on Wednesday, November 4th. Three investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $19.00.

Babcock Price Performance

BW opened at $4.85 on Thursday. The company has a market capitalization of $706.01 million, a P/E ratio of -10.55 and a beta of 1.24. The company has a 50-day moving average of $5.56 and a 200-day moving average of $11.25. The company has a debt-to-equity ratio of 2.08, a quick ratio of 1.33 and a current ratio of 1.79. Babcock has a 1-year low of $3.07 and a 1-year high of $22.03.

Hedge Funds Weigh In On Babcock

A number of hedge funds have recently added to or reduced their stakes in BW. Integrated Wealth Concepts LLC acquired a new position in Babcock in the second quarter worth $25,000. Royal Bank of Canada raised its holdings in shares of Babcock by 57.3% during the first 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 period. Rockefeller Capital Management L.P. acquired a new stake in shares of Babcock during the fourth quarter worth $25,000. State of Alaska Department of Revenue bought a new position in shares of Babcock in the 3rd quarter worth about $50,000. Finally, NewEdge Advisors LLC bought a new position in shares of Babcock in the 1st quarter worth about $162,000. Institutional investors and hedge funds own 83.17% of the company’s stock.

Trending Headlines about Babcock

These are some of the BW headlines that stood out recently:

• Negative Sentiment: Needham cut its price target to $15 from $20, while maintaining a Buy rating. The reduction may weigh on sentiment despite the firm’s continued positive rating. Read the Needham price-target report
• Negative Sentiment: Northland lowered its Q4 2026 EPS forecast to $0.09 from $0.15, a near-term earnings-estimate cut that may concern investors.
• Negative Sentiment: A law firm reminded investors about a previously announced class-action lawsuit involving Babcock & Wilcox. The notice is not a finding of wrongdoing, but the litigation creates a potential overhang. Read the class-action notice

About Babcock

Babcock & Wilcox Enterprises, Inc. is an energy and environmental technology company serving power, industrial and municipal customers. Its offerings include steam-generation equipment, emissions-control systems and related engineering, construction, maintenance and aftermarket services. The company also develops technologies for renewable and waste-to-energy applications, including systems that use biomass and municipal solid waste to produce energy. Its environmental technologies help customers manage emissions and other byproducts from energy and industrial processes.