Babcock & Wilcox Enterprises, Inc.
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See all $BW insider activity →Jim Cramer commented on Babcock & Wilcox Enterprises (BW), calling it a speculative investment at its current price. BW secured a $2.4B contract for AI data center infrastructure, reporting Q2 revenue of $319.7M, up 130% YoY. The company raised its adjusted EBITDA guidance and reduced near-term debt. BW trades at 20.1x forward earnings, with significant short interest.
Babcock & Wilcox (NYSE:BW) shares rose 9.21% on a $130M utility contract and AI data center power deals. The company also eliminated $61.4M in debt. Q2 revenue was $319.72M, beating estimates. Investors reacted positively to these developments.
Babcock & Wilcox (NYSE:BW) won a $130M air-quality project for a U.S. coal plant, but shares fell 0.94% to $7.36. The company expects its subsidiary to handle construction. Analysts maintain a Buy consensus with a $9 avg. target. BW trades below key moving averages, signaling weakness.
Recent BW coverage spans financial news, earnings and market movers.
Cramer's endorsement may generate modest buying pressure but the recommendation is cautious and limited in size.
The contract expands BW's pipeline and the debt redemption improves balance sheet strength.
The contract adds a sizable new revenue stream and may improve BW's order backlog.
Analyst upgrade may lift sentiment and support price appreciation toward the $20 target.
Buy rating reflects repaired balance sheet.
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.
Jim Cramer commented on Babcock & Wilcox Enterprises (BW), calling it a speculative investment at its current price. BW secured a $2.4B contract for AI data center infrastructure, reporting Q2 revenue of $319.7M, up 130% YoY. The company raised its adjusted EBITDA guidance and reduced near-term debt. BW trades at 20.1x forward earnings, with significant short interest.
2 min readBabcock & Wilcox (NYSE:BW) shares rose 9.21% on a $130M utility contract and AI data center power deals. The company also eliminated $61.4M in debt. Q2 revenue was $319.72M, beating estimates. Investors reacted positively to these developments.
2 min readBabcock & Wilcox (NYSE:BW) won a $130M air-quality project for a U.S. coal plant, but shares fell 0.94% to $7.36. The company expects its subsidiary to handle construction. Analysts maintain a Buy consensus with a $9 avg. target. BW trades below key moving averages, signaling weakness.
2 min readBabcock & 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.
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