Babcock & Wilcox Enterprises, Inc.
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No enriched coverage for $BW in the last 7 days.
Babcock & Wilcox (BW) received a 'Buy' rating and $20 price target from Needham. GuruFocus values the stock at $2.30, suggesting it's 211.3% overvalued. BW's GF Score is 50/100, indicating average performance. Insiders have bought $115,050 in shares recently. The company focuses on energy technologies and has a market cap of $1.07B.
Analysts made several calls on Monday. Morgan Stanley initiated Attovia Therapeutics with an overweight rating and $39 target. UBS upgraded Kaiser Aluminum to buy with an $184 target. Baird upgraded Deere to outperform. Jefferies reiterated Apple as underperform, citing potential downside risks. Bernstein reiterated SpaceX as outperform but noted uncertainty in its direct-to-device mobile business. Melius reiterated Nvidia as buy, suggesting potential upside. Goldman Sachs initiated Braveheart B
Babcock & Wilcox Enterprises (BW) stock rose 4.1% after Needham initiated coverage with a Buy rating and $20 price target, citing its FastPower program. The company reported Q2 2026 EPS of $0.07, up from a loss of $0.63 a year earlier, and raised its full-year Adjusted EBITDA target to $80M–$105M. BW also authorized a $50M share repurchase program and redeemed $61.4M in senior notes. The broader market is slightly lower due to Fed rate hike concerns and geopolitical tensions.
Recent BW coverage spans earnings, financial news and market movers.
In the last 30 days, BW insiders filed 2 SEC Form 4 transactions — 2 purchases ($115K) and no sales. The most active reporter was Young Kenneth M, Chief Executive Officer, with 1 filing.
Analyst upgrade may lift sentiment and support price appreciation toward the $20 target.
Buy rating reflects repaired balance sheet.
Analyst initiation and large contract award boost upside potential.
Mixed earnings: strong top-line growth vs weak cash generation may keep the stock volatile.
The contract adds a large, multi‑year revenue stream and validates BW's AI‑related infrastructure capabilities.
alphai scores every news story that mentions BW with an AI model for sentiment and relevance, and aggregates insider trades from Babcock & Wilcox Enterprises, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Babcock & Wilcox (BW) received a 'Buy' rating and $20 price target from Needham. GuruFocus values the stock at $2.30, suggesting it's 211.3% overvalued. BW's GF Score is 50/100, indicating average performance. Insiders have bought $115,050 in shares recently. The company focuses on energy technologies and has a market cap of $1.07B.
2 min readAnalysts made several calls on Monday. Morgan Stanley initiated Attovia Therapeutics with an overweight rating and $39 target. UBS upgraded Kaiser Aluminum to buy with an $184 target. Baird upgraded Deere to outperform. Jefferies reiterated Apple as underperform, citing potential downside risks. Bernstein reiterated SpaceX as outperform but noted uncertainty in its direct-to-device mobile business. Melius reiterated Nvidia as buy, suggesting potential upside. Goldman Sachs initiated Braveheart B
2 min readBabcock & Wilcox Enterprises (BW) stock rose 4.1% after Needham initiated coverage with a Buy rating and $20 price target, citing its FastPower program. The company reported Q2 2026 EPS of $0.07, up from a loss of $0.63 a year earlier, and raised its full-year Adjusted EBITDA target to $80M–$105M. BW also authorized a $50M share repurchase program and redeemed $61.4M in senior notes. The broader market is slightly lower due to Fed rate hike concerns and geopolitical tensions.
2 min readJim Cramer revised his stance on Babcock & Wilcox Enterprises (BW), noting the company's financial struggles despite earlier optimism. BW reported Q2 revenue of $319.7M, net income of $14.3M, and adjusted EBITDA of $21.8M. The company faces challenges in converting backlog into profits and generating cash flow, with short interest at 12.8% of the float.
2 min readBabcock & Wilcox (BW) shares rose 33% after announcing a $2.4B power generation project for Base Electron, with Q4 revenue of $161M exceeding estimates. The company reported narrowed losses and a strong project pipeline. CEO Kenneth Young highlighted growing demand for AI and data center support.
2 min readBabcock & Wilcox (BW) reported Q2 revenue of $319.7M, up 130% YoY, and raised its full-year adjusted EBITDA target to $80M-$105M. The company's project pipeline now exceeds $14B, driven by AI and data center demand, with significant increases in bookings and backlog. However, labor shortages and noncash charges pose challenges, and growth remains sensitive to execution risks.
3 min readBabcock & Wilcox (BW) reported Q2 2026 results in an earnings call transcript. Q2 revenue rose to $319.7M (+130% YoY), net income to $14.3M, and adjusted EBITDA to $21.8M. Pipeline exceeded $14B, with Q2 backlog $2.6B. Base Electron and BrightLoop progress; labor shortages raised costs on one project.
7 min readBW ESS acquired the 250 MW/1,000 MWh Yanco BESS from ACEnergy, moving it into long-term operations in New South Wales. ACEnergy developed it to financial close with land, approvals, grid connection and contracts. Construction starts later in 2026, with operation planned for 2028. Revenues are supported by a capacity swap and it will provide NEM services.
3 min readBabcock & Wilcox Enterprises (NYSE: BW) said it completed the Aug. 14, 2026 redemption of all $61.4 million principal of its 6.50% senior notes due 2026. The company redeemed at 100% of principal plus accrued interest, and no notes remain outstanding, according to the release.
1 min readMoeller Philip D purchased 5,000 shares of Babcock & Wilcox Enterprises, Inc. (BW) at $9.50 on 2026-08-13.
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