Northland Securities Raises Earnings Estimates for Babcock

Babcock (NYSE:BW) – Equities research analysts at Northland Securities lifted their FY2026 earnings per share estimates for shares of Babcock in a report issued on Tuesday, March 17th. Northland Securities analyst J. Grampp now forecasts that the technology company will post earnings of $0.21 per share for the year, up from their previous estimate of $0.10. 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 2026 earnings at $0.09 EPS and FY2027 earnings at $1.11 EPS.

A number of other research firms have also recently issued reports on BW. Weiss Ratings reiterated a “sell (d-)” rating on shares of Babcock in a report on Wednesday, January 21st. Craig Hallum reissued a “buy” rating and issued a $19.00 target price on shares of Babcock in a research report on Tuesday. Finally, Zacks Research raised Babcock to a “hold” rating in a research report on Friday, January 23rd. Three research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $11.00.

Babcock Stock Down 5.4%

Shares of BW stock opened at $14.10 on Thursday. The company has a market capitalization of $1.91 billion, a price-to-earnings ratio of -26.11 and a beta of 1.54. Babcock has a 12-month low of $0.22 and a 12-month high of $15.29. The firm has a fifty day moving average of $10.03 and a 200-day moving average of $6.44.

Babcock (NYSE:BW) last announced its earnings results on Wednesday, March 4th. The technology company reported ($0.05) EPS for the quarter, missing the consensus estimate of ($0.04) by ($0.01). The business had revenue of $161.00 million for the quarter, compared to analysts’ expectations of $179.10 million.

Institutional Investors Weigh In On Babcock

Several hedge funds have recently bought and sold shares of BW. Legal & General Group Plc acquired a new stake in shares of Babcock in the third quarter valued at approximately $14,086,000. Marshall Wace LLP boosted its position in Babcock by 497.7% during the third quarter. Marshall Wace LLP now owns 2,366,601 shares of the technology company’s stock worth $6,863,000 after purchasing an additional 1,970,656 shares during the period. Vanguard Group Inc. boosted its position in Babcock by 54.3% during the third quarter. Vanguard Group Inc. now owns 4,423,243 shares of the technology company’s stock worth $12,827,000 after purchasing an additional 1,556,692 shares during the period. Thames Capital Management LLC bought a new position in shares of Babcock in the third quarter valued at about $4,033,000. Finally, Situational Awareness LP bought a new position in Babcock in the 4th quarter valued at about $8,584,000. 83.17% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, major shareholder Brc Group Holdings, Inc. sold 1,155,382 shares of the business’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $9.00, for a total transaction of $10,398,438.00. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Kenneth M. Young purchased 7,000 shares of the company’s stock in a transaction on Wednesday, March 18th. The shares were purchased at an average cost of $15.14 per share, for a total transaction of $105,980.00. Following the completion of the transaction, the chief executive officer directly owned 1,656,512 shares of the company’s stock, valued at approximately $25,079,591.68. This represents a 0.42% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 3.90% of the company’s stock.

More Babcock News

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: CEO purchase — CEO Kenneth M. Young bought 7,000 shares at about $15.14, increasing his stake and signaling insider confidence; filing: CEO Form 4
• Positive Sentiment: CFO purchase — CFO Cameron M. Frymyer acquired 1,285 shares at about $14.76, a smaller but confirming insider buy; filing: CFO Form 4
• Positive Sentiment: Analyst upgrades to near‑term EPS — Northland Securities raised Q1–Q3 2026 EPS forecasts (Q1 to $0.01, Q2 to $0.04, Q3 to $0.06) and keeps an Outperform rating, supporting upside to earnings expectations.
• Positive Sentiment: Big contract and EBITDA target — Company is targeting $80M–$100M adjusted EBITDA for 2026 after winning a reported $2.4B AI data‑center contract, which materially improves medium‑term revenue/EBITDA outlook. Seeking Alpha: AI contract
• Positive Sentiment: Improved operating results — Full‑year 2025 showed $587.7M revenue and a meaningful improvement in operating income, evidence the business is turning the corner. InsiderMonkey: 2025 results
• Neutral Sentiment: Media coverage and price‑target moves have driven volatility — a recent 70% price‑target upgrade and headlines pushed the stock to a multi‑year high, which can increase short‑term trading churn. InsiderMonkey: 7-year high
• Neutral Sentiment: Caution on name confusion — some press items in the feed refer to Babcock International (UK) buybacks; those are a different company and can create noise for BW investors. TipRanks: Babcock International
• Negative Sentiment: Quarterly miss — the company’s latest quarter showed EPS of ($0.05) vs. a ($0.04) consensus and revenue of $161M vs. $179.1M expected, a near‑term disappointment that likely weighed on sentiment despite improving operating income. MarketBeat: Company data
• Negative Sentiment: Profit‑taking after a run-up — the stock’s recent surge to a multi‑year high made it vulnerable to short‑term selling; elevated volume suggests traders are re‑balancing positions.

Babcock Company Profile

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.