$BW

Babcock & Wilcox Enterprises, Inc.

Insider trades
8
1
0
$115K
Young Kenneth M
0%
See all $BW insider activity →

AXT, T1 Energy and Babcock & Wilcox Soaring Higher On Friday

Friday’s gains were driven by AI-related capex and policy. Applied Optoelectronics-linked AXT rose about 3% on optical-sector momentum and reported Q2 FY26 revenue of $47.59M (+164.8% YoY). T1 Energy jumped about 9.5% after Q2 FY26 revenue of $250.13M and new US solar tariff expectations. Babcock & Wilcox rose about 11% on a Siemens data-center turbine deal and Ameriprise’s 7.66M-share disclosure.

Young Kenneth M purchased $68K of BW

Young Kenneth M (Chief Executive Officer) purchased 7,000 shares of Babcock & Wilcox Enterprises, Inc. (BW) at $9.65 on 2026-08-12.

BW sentiment & insider activity

Over the past 7 days, alphai's AI scored 9 news stories mentioning BW (Babcock & Wilcox Enterprises, Inc.). Coverage has skewed bullish: 8 bullish, 1 neutral, and 0 bearish.

Recent BW coverage spans earnings, market movers and insider activity.

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.

What's driving BW

  • A director open-market buy can be read as a modest bullish signal, but it is not a fundamental catalyst by itself.

    SEC EDGAR · Aug 14, 2026

  • Catalyst stack (deal plus institutional disclosure) can drive momentum, but the article stresses a weak turnaround chart.

    yahoo.com · Aug 14, 2026

  • The filing is a fresh insider buy, but it is small relative to company size and lacks a 10b5-1 plan disclosure.

    SEC EDGAR · Aug 13, 2026

  • The contract adds a standardized 50 MW turbine block for FastPower, but the lack of disclosed value, delivery timing, and financing limits near-term earnings visibility.

    yahoo.com · Aug 13, 2026

  • Earnings beat plus strong bookings and a new Siemens turbine purchase are likely to support near-term demand expectations and sentiment.

    fool.com · Aug 11, 2026

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.

News on $BW

Score
$AXTIMed

AXT, T1 Energy and Babcock & Wilcox Soaring Higher On Friday

Friday’s gains were driven by AI-related capex and policy. Applied Optoelectronics-linked AXT rose about 3% on optical-sector momentum and reported Q2 FY26 revenue of $47.59M (+164.8% YoY). T1 Energy jumped about 9.5% after Q2 FY26 revenue of $250.13M and new US solar tariff expectations. Babcock & Wilcox rose about 11% on a Siemens data-center turbine deal and Ameriprise’s 7.66M-share disclosure.

$BWMed

Why Babcock & Wilcox Enterprises Stock Popped Today

Babcock & Wilcox Enterprises (BW) shares rose about 8% Tuesday after the company reported Q2 2026 results above expectations. Analysts expected EPS of $0.03 on revenue under $197M; B&W posted EPS of $0.07 and revenue of $319.7M. The company reported $151M bookings, up 38% YoY, and said it will buy 20 steam turbine generator sets from Siemens to supply 1 GW for AI data centers.

$BWHighAI 9/10

The Biggest Premarket Movers: Babcock & Wilcox and Fermi Soar

Babcock & Wilcox (NYSE:BW) rose about 35% premarket after Q2 results beat expectations, with revenue of $319.7M vs $197.0M consensus and GAAP diluted EPS of $0.07. The company raised full-year adjusted EBITDA guidance to $80M-$105M and cited a $14B pipeline. Fermi (NASDAQ:FRMI) gained about 16% after announcing a binding lease with TensorWave for its Project Matador campus.

$BWHighAI 9/10

Why is Babcock & Wilcox stock surging today?

Babcock & Wilcox shares rose 40.5% pre-open to $12.48 after the company reported Q2 2026 results that beat expectations. Adjusted EPS was $0.07 vs $0.03 consensus, revenue was $319.7 million vs $196.97 million forecast. Net income turned to $14.3 million from a $58.5 million loss, guidance raised, and it authorized a $50 million buyback plus plans to redeem $61.4 million notes.

Babcock & Wilcox Enterprises Inc (BW) (Q2 2026) Earnings Call Highlights: Revenue

Babcock & Wilcox Enterprises (NYSE:BW) reported Q2 2026 revenue of $319.7M, up 130% year over year, with net income of $14.3M and adjusted EBITDA of $21.8M. For H1 2026, revenue rose to $534.1M; net loss was $62.7M due to $77.4M non-cash warrant costs. Management cited labor shortages, variable-price construction, and BrightLoop operations expected late 2027, while discussing a Base Electron revenue ramp into early 2027 and bond and share repurchases.

$BWHighAI 9/10

Why Is BW Stock Surging More Than 40% Overnight?

Babcock & Wilcox Enterprises (BW) shares rose over 40% after the company reported Q2 results that beat expectations. According to Fiscal.ai, revenue jumped 130% to $319.7 million versus $196.97 million expected. Net income was $14.3 million, EPS $0.07. BW raised 2026 adjusted EBITDA guidance to $80 million-$105 million and cited strong demand for environmental and power solutions tied to AI data centers.

$PHigh

After-Hours Movers: P, RIOT, BW, RKLB, HIMS, UPWK

After-hours movers followed a slightly lower Wall Street close. Everpure (P) rose 8% on a design win and supply agreement with a second hyperscaler. Riot Platforms (RIOT) gained 10% on a 20-year, 191 MW data center lease and Q2 revenue of $174.2M. Babcock & Wilcox (BW) jumped 27% on Q2 EPS $0.07 and revenue $319.7M. Rocket Lab (RKLB) fell 1% despite $234.1M Q2 revenue and Q3 guidance. Hims (HIMS) dropped 2% on wider Q2 loss. Upwork (UPWK) fell 17% on weak guidance.

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