Northland Securities Cuts Earnings Estimates for Babcock

Babcock (NYSE:BW) – Stock analysts at Northland Securities cut their FY2027 earnings per share (EPS) estimates for shares of Babcock in a research report issued to clients and investors on Monday, June 8th. Northland Securities analyst J. Grampp now forecasts that the technology company will post earnings of $0.59 per share for the year, down from their previous forecast of $0.64. The consensus estimate for Babcock’s current full-year earnings is $0.29 per share.

Several other equities analysts have also recently weighed in on BW. Wall Street Zen cut Babcock from a “buy” rating to a “hold” rating in a report on Saturday, May 16th. Craig Hallum reaffirmed a “buy” rating and issued a $19.00 price objective on shares of Babcock in a report on Tuesday, March 17th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Babcock in a report on Monday, April 20th. Three equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $14.25.

Babcock Price Performance

BW opened at $15.55 on Wednesday. The business has a fifty day simple moving average of $17.33 and a 200 day simple moving average of $11.82. The company has a market capitalization of $2.31 billion, a PE ratio of -17.67 and a beta of 1.10. Babcock has a 1 year low of $0.87 and a 1 year high of $22.03.

Babcock (NYSE:BW) last released its quarterly earnings results on Monday, May 11th. The technology company reported ($0.60) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.03) by ($0.57). The company had revenue of $214.41 million during the quarter, compared to analyst estimates of $149.72 million.

Hedge Funds Weigh In On Babcock

A number of institutional investors have recently modified their holdings of the business. NewEdge Advisors LLC acquired a new position in shares of Babcock during the 1st quarter worth $162,000. Bank of America Corp DE raised its holdings in shares of Babcock by 1,743.7% during the 1st quarter. Bank of America Corp DE now owns 1,096,502 shares of the technology company’s stock worth $16,108,000 after buying an additional 1,037,028 shares in the last quarter. Royal Bank of Canada raised its holdings in shares of Babcock by 57.3% during the 1st quarter. Royal Bank of Canada now owns 1,785 shares of the technology company’s stock worth $26,000 after buying an additional 650 shares in the last quarter. SummitTX Capital L.P. raised its holdings in shares of Babcock by 34.1% during the 1st quarter. SummitTX Capital L.P. now owns 17,842 shares of the technology company’s stock worth $262,000 after buying an additional 4,538 shares in the last quarter. Finally, Lazard Asset Management LLC acquired a new position in Babcock in the 1st quarter worth about $1,874,000. Institutional investors and hedge funds own 83.17% of the company’s stock.

Insider Activity at Babcock

In other Babcock news, CEO Kenneth M. Young purchased 7,000 shares of the stock in a transaction dated Wednesday, March 18th. The stock was bought at an average price of $15.14 per share, with a total value of $105,980.00. Following the acquisition, the chief executive officer 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 ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. Company insiders own 2.80% of the company’s stock.

Babcock News Roundup

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: Babcock & Wilcox announced it will support TerraSpark’s development efforts for a planned 1.6 GW coal-fired power plant project in West Virginia, a potential contract/opportunity that may help the company’s energy-services pipeline. Article Title
• Neutral Sentiment: The company also declared a dividend on its Series A preferred shares, which is generally a routine capital-return update and not likely to materially change the stock’s near-term direction. Article Title
• Negative Sentiment: Multiple law firms announced a class action and repeated deadline reminders for BW investors who bought shares between November 5, 2025 and March 11, 2026, signaling ongoing legal overhang and investor concern about alleged securities-law violations. Article Title

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.