Babcock (NYSE:BW) Receives $14.25 Consensus PT from Brokerages

Babcock (NYSE:BW) has been given an average rating of “Hold” by the six ratings firms that are covering the company, MarketBeat reports. One research analyst has rated the stock with a sell recommendation, two have issued a hold recommendation and three have given a buy recommendation to the company. The average 1 year price objective among brokerages that have updated their coverage on the stock in the last year is $14.25.

A number of equities research analysts have commented on the stock. Wall Street Zen downgraded shares of Babcock from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. Northland Securities set a $23.00 price target on Babcock in a report on Tuesday, May 12th. Finally, Weiss Ratings upgraded Babcock from a “sell (d-)” rating to a “sell (d+)” rating in a research note on Tuesday.

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

Institutional Trading of Babcock

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Royal Bank of Canada raised 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 acquiring an additional 650 shares during the period. Rockefeller Capital Management L.P. purchased a new position in Babcock during the fourth quarter valued at approximately $25,000. Huntington National Bank boosted its position 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 worth $25,000 after purchasing an additional 4,000 shares during the period. State of Wyoming increased its stake in shares of Babcock by 88.7% in the fourth quarter. State of Wyoming now owns 10,499 shares of the technology company’s stock worth $67,000 after purchasing an additional 4,936 shares in the last quarter. Finally, Centiva Capital LP purchased a new stake in shares of Babcock in the third quarter worth $31,000. Hedge funds and other institutional investors own 83.17% of the company’s stock.

Babcock Price Performance

Shares of NYSE:BW opened at $9.78 on Monday. The business has a fifty day moving average price of $12.43 and a 200-day moving average price of $13.64. The company has a market capitalization of $1.46 billion, a PE ratio of -54.33 and a beta of 1.21. Babcock has a 1-year low of $1.40 and a 1-year high of $22.03.

Babcock (NYSE:BW) last posted its quarterly earnings results on Monday, August 10th. The technology company reported $0.04 EPS for the quarter, beating analysts’ consensus estimates of $0.02 by $0.02. Babcock had a negative net margin of 2.17% and a negative return on equity of 3.02%. The firm had revenue of $319.69 million for the quarter, compared to analysts’ expectations of $196.95 million. On average, sell-side analysts anticipate that Babcock will post 0.31 earnings per share for the current fiscal year.

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.