Northland Securities Forecasts Higher Earnings for Babcock

Babcock (NYSE:BW) – Equities researchers at Northland Securities raised their FY2026 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 anticipates that the technology company will post earnings of $0.21 per share for the year, up from their previous estimate of $0.10. Northland Securities currently has a “Outperform” rating and a $10.00 target price on the stock. Northland Securities also issued estimates for Babcock’s Q4 2026 earnings at $0.09 EPS and FY2027 earnings at $1.11 EPS.

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

A number of other research analysts also recently issued reports on the company. Craig Hallum reiterated a “buy” rating and issued a $19.00 price target on shares of Babcock in a report on Tuesday. Zacks Research upgraded Babcock to a “hold” rating in a research note on Friday, January 23rd. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Babcock in a research report on Wednesday, January 21st. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Babcock presently has a consensus rating of “Hold” and an average price target of $11.00.

Babcock Stock Up 10.7%

Shares of NYSE:BW opened at $15.69 on Thursday. The company has a market capitalization of $2.12 billion, a price-to-earnings ratio of -29.05 and a beta of 1.54. Babcock has a 52 week low of $0.22 and a 52 week high of $15.71. The firm has a 50 day moving average of $10.19 and a 200 day moving average of $6.51.

Hedge Funds Weigh In On Babcock

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Huntington National Bank lifted its position in Babcock by 400,000.0% during the 4th quarter. Huntington National Bank now owns 4,001 shares of the technology company’s stock worth $25,000 after acquiring an additional 4,000 shares during the period. Rockefeller Capital Management L.P. acquired a new position in shares of Babcock in the fourth quarter valued at about $25,000. Centiva Capital LP acquired a new position in shares of Babcock in the third quarter valued at about $31,000. Raymond James Financial Inc. raised its stake in shares of Babcock by 11,311.3% in the third quarter. Raymond James Financial Inc. now owns 12,096 shares of the technology company’s stock worth $35,000 after purchasing an additional 11,990 shares during the last quarter. Finally, Sender Co & Partners Inc. acquired a new stake in shares of Babcock during the third quarter worth about $50,000. Hedge funds and other institutional investors own 83.17% of the company’s stock.

Insider Activity at Babcock

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

More Babcock News

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: Northland Securities materially raised forward EPS estimates across 2026–2027 and reiterated an “Outperform” rating, boosting Q4 2026 to $0.09 (from $0.03), FY2026 to $0.21 (from $0.10) and FY2027 to $1.11 (from $0.22) — this lifts forward profitability expectations and is a clear bullish catalyst. Read More.
• Positive Sentiment: Insider accumulation: CEO Kenneth Young purchased 7,000 shares (~$15.14 avg) and CFO Cameron Frymyer bought 1,285 shares (~$14.76 avg) on March 18 — management buying is being read as a strong confidence signal by investors. Read More. Read More. Read More.
• Positive Sentiment: Momentum and media attention: recent coverage noting a large price‑target upgrade and a multi‑year high following stronger operating results has amplified buying interest and momentum trading. Read More.
• Neutral Sentiment: Improved 2025 results provide supporting context: full‑year revenue and operating income showed improvement year‑over‑year, underpinning the bullish narrative but not new guidance. Read More.
• Neutral Sentiment: Be aware of reporting errors in press: a cited share‑buyback article refers to Babcock International (GB:BAB), a different company, and is not directly relevant to BW holders. Read More.
• Negative Sentiment: Near‑term execution caution: Q4 2025 missed consensus (EPS of ($0.05) vs. ($0.04) expected; revenue $161M vs. $179.1M consensus), showing revenue headwinds that could limit near‑term upside if top‑line trends don’t accelerate. Read More.

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.