Q3 EPS Estimates for Babcock Reduced by Northland Securities

Babcock (NYSE:BW) – Analysts at Northland Securities decreased their Q3 2026 earnings per share estimates for shares of Babcock in a research report issued on Monday, June 8th. Northland Securities analyst J. Grampp now anticipates that the technology company will post earnings per share of $0.07 for the quarter, down from their previous forecast of $0.08. The consensus estimate for Babcock’s current full-year earnings is $0.29 per share. Northland Securities also issued estimates for Babcock’s Q4 2026 earnings at $0.17 EPS and FY2026 earnings at $0.31 EPS.

BW has been the topic of several other reports. Weiss Ratings restated a “sell (d-)” rating on shares of Babcock in a research report on Monday, April 20th. Craig Hallum reiterated a “buy” rating and set a $19.00 price objective on shares of Babcock in a research note on Tuesday, March 17th. Finally, Wall Street Zen lowered shares of Babcock from a “buy” rating to a “hold” rating in a research note on Saturday, May 16th. Three analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $14.25.

Babcock Price Performance

BW opened at $14.70 on Thursday. Babcock has a 12 month low of $0.87 and a 12 month high of $22.03. The stock has a market cap of $2.19 billion, a P/E ratio of -16.70 and a beta of 1.10. The stock’s 50 day moving average price is $17.36 and its 200 day moving average price is $11.88.

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

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. NewEdge Advisors LLC acquired a new position in shares of Babcock during the first quarter valued at approximately $162,000. Bank of America Corp DE increased its stake in shares of Babcock by 1,743.7% during the first quarter. Bank of America Corp DE now owns 1,096,502 shares of the technology company’s stock valued at $16,108,000 after acquiring an additional 1,037,028 shares during the period. Royal Bank of Canada increased its stake 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 valued at $26,000 after acquiring an additional 650 shares during the period. SummitTX Capital L.P. boosted its holdings in Babcock by 34.1% during the first quarter. SummitTX Capital L.P. now owns 17,842 shares of the technology company’s stock worth $262,000 after buying an additional 4,538 shares in the last quarter. Finally, Lazard Asset Management LLC bought a new stake in Babcock during the first quarter worth approximately $1,874,000. Institutional investors and hedge funds own 83.17% of the company’s stock.

Insider Activity at Babcock

In related news, CEO Kenneth M. Young acquired 7,000 shares of the stock in a transaction that occurred on Wednesday, March 18th. The shares were acquired at an average price of $15.14 per share, for a total transaction of $105,980.00. Following the completion of the purchase, the chief executive officer directly owned 1,656,512 shares of the company’s stock, valued at $25,079,591.68. The trade was a 0.42% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. 2.80% of the stock is owned by corporate insiders.

Babcock News Roundup

Here are the key news stories impacting Babcock this week:

• Neutral Sentiment: Multiple law firms, including Rosen Law Firm, Berger Montague, Pomerantz, Bronstein Gewirtz & Grossman, Portnoy, and The Gross Law Firm, issued reminders about the June 15 lead-plaintiff deadline in a securities class action covering Babcock & Wilcox shares purchased between November 5, 2025 and March 11, 2026. Article: Rosen Deadline Notice
• Neutral Sentiment: Pomerantz announced that a class action has been filed against Babcock & Wilcox Enterprises and certain officers, alleging violations of federal securities laws and seeking damages for investors in the same class period. Article: Pomerantz Class Action Filing
• Neutral Sentiment: Northland Securities cut its FY2027 EPS estimate for Babcock & Wilcox to $0.59 from $0.64, signaling somewhat lower earnings expectations ahead. Article: Northland Estimate Cut

About Babcock

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.