Babcock (NYSE:BW) Receives $8.00 Consensus Price Target from Analysts

Babcock (NYSE:BW) has been assigned a consensus rating of “Hold” from the five research firms that are covering the stock, Marketbeat Ratings reports. One research analyst has rated the stock with a sell recommendation, one has given a hold recommendation and three have issued a buy recommendation on the company. The average 12-month target price among brokerages that have updated their coverage on the stock in the last year is $8.00.

BW has been the subject of a number of recent research reports. Lake Street Capital reissued a “buy” rating and issued a $9.00 target price on shares of Babcock in a report on Wednesday, November 5th. Craig Hallum upgraded Babcock from a “hold” rating to a “buy” rating and set a $7.00 price objective for the company in a research note on Wednesday, November 5th. Northland Securities initiated coverage on Babcock in a report on Thursday. They set an “outperform” rating and a $10.00 price objective for the company. Wall Street Zen raised shares of Babcock from a “sell” rating to a “hold” rating in a report on Saturday, November 8th. Finally, DA Davidson increased their target price on shares of Babcock from $1.50 to $6.00 and gave the stock a “neutral” rating in a research report on Wednesday, November 12th.

Babcock News Roundup

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: Northland Capital Markets initiated coverage with an “Outperform” rating and a $10 price target, publishing detailed EPS forecasts that show several positive quarters in 2026 and projected FY2026 EPS of $0.10 and FY2027 EPS of $0.22 — a clear bullish catalyst for sentiment and valuation re-rating. Northland initiates coverage
• Neutral Sentiment: Investor commentary and a Seeking Alpha piece argue the market may have over-discounted bankruptcy risk and that asset value could be higher than current pricing — this is a narrative that can support speculative buying but is opinion-based and not new fundamental news. Seeking Alpha asset-pricing piece
• Neutral Sentiment: Recent analyst attention in the press includes coverage about Babcock International (ticker BAB) — separate from Babcock & Wilcox Enterprises (BW). These items (ratings and management news for BAB) can create name confusion in headlines but are not directly material to BW’s fundamentals. TipRanks: BAB rating TipRanks: BAB CEO succession
• Negative Sentiment: Recent quarterly results showed an EPS beat but a revenue shortfall (EPS better than estimates while revenue missed consensus), highlighting that operational recovery remains uneven — a reminder of execution and top-line risk as the company works toward the profitable quarters analysts forecast. BW company page

Babcock Price Performance

Shares of Babcock stock opened at $9.43 on Thursday. Babcock has a 52-week low of $0.22 and a 52-week high of $9.63. The firm has a market capitalization of $1.05 billion, a PE ratio of -7.25 and a beta of 1.43. The company’s fifty day moving average price is $6.50 and its two-hundred day moving average price is $3.98.

Babcock (NYSE:BW) last issued its earnings results on Tuesday, November 4th. The technology company reported ($0.06) earnings per share for the quarter, beating the consensus estimate of ($0.10) by $0.04. The business had revenue of $149.00 million for the quarter, compared to analyst estimates of $155.57 million.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Quinn Opportunity Partners LLC raised its position in Babcock by 200.0% in the 2nd quarter. Quinn Opportunity Partners LLC now owns 90,000 shares of the technology company’s stock valued at $87,000 after purchasing an additional 60,000 shares during the last quarter. Marshall Wace LLP lifted its position in Babcock by 93.0% during the 2nd quarter. Marshall Wace LLP now owns 395,945 shares of the technology company’s stock worth $380,000 after buying an additional 190,814 shares in the last quarter. Gendell Jeffrey L grew its holdings in Babcock by 49.2% during the 2nd quarter. Gendell Jeffrey L now owns 2,574,848 shares of the technology company’s stock worth $2,477,000 after acquiring an additional 849,602 shares during the last quarter. Nomura Holdings Inc. grew its holdings in Babcock by 58.2% during the 2nd quarter. Nomura Holdings Inc. now owns 127,382 shares of the technology company’s stock worth $123,000 after acquiring an additional 46,884 shares during the last quarter. Finally, Shikiar Asset Management Inc. acquired a new stake in Babcock in the 3rd quarter valued at about $138,000. 83.17% of the stock is owned by institutional investors and hedge funds.

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.