Q1 EPS Estimates for Babcock Raised by Northland Securities

Babcock (NYSE:BW) – Investment analysts at Northland Securities increased their Q1 2026 earnings per share (EPS) estimates for shares of Babcock in a research report issued to clients and investors on Tuesday, March 17th. Northland Securities analyst J. Grampp now expects that the technology company will earn $0.01 per share for the quarter, up from their prior estimate of ($0.01). Northland Securities currently has a “Outperform” rating and a $10.00 price objective on the stock. Northland Securities also issued estimates for Babcock’s Q2 2026 earnings at $0.04 EPS and Q3 2026 earnings at $0.06 EPS.

Several other brokerages have also commented on BW. Craig Hallum reissued a “buy” rating and set a $19.00 price objective on shares of Babcock in a research report on Tuesday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Babcock in a research report on Wednesday, January 21st. Finally, Zacks Research upgraded shares of Babcock to a “hold” rating in a research note on Friday, January 23rd. Three investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $11.00.

Babcock Stock Down 5.4%

Shares of BW stock opened at $14.10 on Wednesday. The stock has a market cap of $1.91 billion, a price-to-earnings ratio of -26.11 and a beta of 1.54. The business’s fifty day moving average is $10.03 and its 200 day moving average is $6.44. Babcock has a twelve month low of $0.22 and a twelve month high of $15.29.

Babcock (NYSE:BW) last announced its earnings results on Wednesday, March 4th. The technology company reported ($0.05) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.04) by ($0.01). The firm had revenue of $161.00 million during the quarter, compared to analysts’ expectations of $179.10 million.

Hedge Funds Weigh In On Babcock

A number of hedge funds have recently bought and sold shares of the company. Citizens Financial Group Inc. RI purchased a new position in Babcock in the third quarter worth about $1,160,000. AMH Equity Ltd purchased a new stake in shares of Babcock during the third quarter valued at approximately $2,042,000. Thames Capital Management LLC purchased a new stake in shares of Babcock during the third quarter valued at approximately $4,033,000. Bastion Asset Management Inc. bought a new stake in shares of Babcock during the third quarter valued at approximately $450,000. Finally, Palumbo Wealth Management LLC bought a new stake in shares of Babcock during the third quarter valued at approximately $625,000. Institutional investors own 83.17% of the company’s stock.

Insiders Place Their Bets

In other Babcock news, major shareholder Brc Group Holdings, Inc. sold 1,155,382 shares of Babcock stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $9.00, for a total transaction of $10,398,438.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Kenneth M. Young bought 7,000 shares of the company’s stock in a transaction on Wednesday, March 18th. The stock was bought at an average cost of $15.14 per share, for a total transaction of $105,980.00. Following the completion of the acquisition, the chief executive officer directly owned 1,656,512 shares of the company’s stock, valued at approximately $25,079,591.68. This represents a 0.42% increase in their position. The SEC filing for this purchase provides additional information. 3.90% of the stock is currently owned by insiders.

Babcock News Roundup

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: CEO purchase — CEO Kenneth M. Young bought 7,000 shares at about $15.14, increasing his stake and signaling insider confidence; filing: CEO Form 4
• Positive Sentiment: CFO purchase — CFO Cameron M. Frymyer acquired 1,285 shares at about $14.76, a smaller but confirming insider buy; filing: CFO Form 4
• Positive Sentiment: Analyst upgrades to near‑term EPS — Northland Securities raised Q1–Q3 2026 EPS forecasts (Q1 to $0.01, Q2 to $0.04, Q3 to $0.06) and keeps an Outperform rating, supporting upside to earnings expectations.
• Positive Sentiment: Big contract and EBITDA target — Company is targeting $80M–$100M adjusted EBITDA for 2026 after winning a reported $2.4B AI data‑center contract, which materially improves medium‑term revenue/EBITDA outlook. Seeking Alpha: AI contract
• Positive Sentiment: Improved operating results — Full‑year 2025 showed $587.7M revenue and a meaningful improvement in operating income, evidence the business is turning the corner. InsiderMonkey: 2025 results
• Neutral Sentiment: Media coverage and price‑target moves have driven volatility — a recent 70% price‑target upgrade and headlines pushed the stock to a multi‑year high, which can increase short‑term trading churn. InsiderMonkey: 7-year high
• Neutral Sentiment: Caution on name confusion — some press items in the feed refer to Babcock International (UK) buybacks; those are a different company and can create noise for BW investors. TipRanks: Babcock International
• Negative Sentiment: Quarterly miss — the company’s latest quarter showed EPS of ($0.05) vs. a ($0.04) consensus and revenue of $161M vs. $179.1M expected, a near‑term disappointment that likely weighed on sentiment despite improving operating income. MarketBeat: Company data
• Negative Sentiment: Profit‑taking after a run-up — the stock’s recent surge to a multi‑year high made it vulnerable to short‑term selling; elevated volume suggests traders are re‑balancing positions.

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.