Northland Securities Forecasts Babcock FY2025 Earnings

Babcock (NYSE:BW) – Research analysts at Northland Securities issued their FY2025 earnings per share (EPS) estimates for Babcock in a research report issued on Thursday, January 22nd. Northland Securities analyst J. Grampp forecasts that the technology company will post earnings per share of ($0.58) for the year. Northland Securities currently has a “Outperform” rating and a $10.00 price target on the stock. Northland Securities also issued estimates for Babcock’s Q4 2025 earnings at ($0.04) EPS, Q1 2026 earnings at ($0.01) EPS, Q2 2026 earnings at $0.03 EPS, Q3 2026 earnings at $0.05 EPS, Q4 2026 earnings at $0.03 EPS, FY2026 earnings at $0.10 EPS and FY2027 earnings at $0.22 EPS.

A number of other research analysts also recently issued reports on BW. Weiss Ratings reissued a “sell (d-)” rating on shares of Babcock in a research report on Wednesday. DA Davidson lifted their target price on shares of Babcock from $1.50 to $6.00 and gave the company a “neutral” rating in a research note on Wednesday, November 12th. Craig Hallum raised shares of Babcock from a “hold” rating to a “buy” rating and set a $7.00 price target for the company in a research note on Wednesday, November 5th. Wall Street Zen upgraded shares of Babcock from a “sell” rating to a “hold” rating in a report on Saturday, November 8th. Finally, Lake Street Capital reiterated a “buy” rating and set a $9.00 target price on shares of Babcock in a report on Wednesday, November 5th. Three research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Babcock currently has an average rating of “Hold” and an average target price of $8.00.

Babcock Stock Up 6.9%

Shares of Babcock stock opened at $9.43 on Monday. The business has a 50 day moving average of $6.50 and a 200 day moving average of $4.00. Babcock has a 52 week low of $0.22 and a 52 week high of $9.63. The company has a market cap of $1.05 billion, a PE ratio of -7.25 and a beta of 1.43.

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

Hedge Funds Weigh In On Babcock

A number of institutional investors and hedge funds have recently made changes to their positions in BW. Palumbo Wealth Management LLC lifted its holdings in shares of Babcock by 38.1% during the fourth quarter. Palumbo Wealth Management LLC now owns 297,681 shares of the technology company’s stock valued at $1,887,000 after purchasing an additional 82,118 shares during the last quarter. Sender Co & Partners Inc. bought a new position in Babcock during the 3rd quarter valued at approximately $50,000. Qube Research & Technologies Ltd purchased a new position in Babcock during the third quarter valued at $69,000. Centiva Capital LP purchased a new position in Babcock during the third quarter valued at $31,000. Finally, Bank of America Corp DE boosted its holdings in Babcock by 3,605.8% in the third quarter. Bank of America Corp DE now owns 25,496 shares of the technology company’s stock worth $74,000 after acquiring an additional 24,808 shares in the last quarter. Institutional investors own 83.17% of the company’s stock.

Babcock News Summary

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: Northland Securities reiterated an “Outperform” rating and a $10 price target while publishing a series of forward EPS forecasts (FY2026 EPS of $0.10; FY2027 EPS of $0.22 and several positive quarterly EPS projections for 2026). The research note signals a path to profitability and provides clear analyst support that can attract buyers. Northland estimates and MarketBeat summary
• Neutral Sentiment: Yahoo Finance published a piece asking whether Babcock is still sensibly priced after its recent share-price surge; the article raises valuation questions versus the stock’s strong short-term momentum, which may prompt some investors to take profits or re-evaluate entry points. Is Babcock & Wilcox (BW) Still Sensibly Priced…
• Neutral Sentiment: AmericanBankingNews noted the stock trading higher and asked whether now is a buying opportunity — coverage that amplifies visibility and trading volume but offers little new fundamental catalyst. Babcock (NYSE:BW) Trading 5.2% Higher – Time to Buy?
• Negative Sentiment: Risks remain: the company’s recent quarterly report showed an EPS beat but revenue came in below expectations, and trailing fundamentals include prior-year losses (FY2025 guidance in some notes shows a negative base). Those factors mean the stock’s rebound may be vulnerable to any near-term execution or revenue misses. Earnings/revenue context

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.