Q3 EPS Estimates for Babcock Reduced by Northland Securities

Babcock (NYSE:BW) – Northland Securities cut their Q3 2026 earnings per share (EPS) estimates for Babcock in a report issued on Tuesday, August 11th. Northland Securities analyst J. Grampp now expects that the technology company will post earnings of $0.03 per share for the quarter, down from their previous estimate of $0.07. The consensus estimate for Babcock’s current full-year earnings is $0.31 per share. Northland Securities also issued estimates for Babcock’s Q4 2026 earnings at $0.15 EPS and FY2027 earnings at $0.54 EPS.

Other analysts have also issued research reports about the stock. Weiss Ratings restated a “sell (d-)” rating on shares of Babcock in a research note on Friday, July 17th. Wall Street Zen downgraded shares of Babcock from a “buy” rating to a “hold” rating in a research note on Saturday, May 16th. Three investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $14.25.

Babcock Stock Up 3.0%

Shares of BW opened at $9.15 on Wednesday. The firm has a market cap of $1.36 billion, a price-to-earnings ratio of -50.81 and a beta of 1.22. The business’s 50 day moving average is $12.59 and its two-hundred day moving average is $13.64. Babcock has a 52-week low of $1.17 and a 52-week high of $22.03.

Babcock (NYSE:BW) last issued its quarterly earnings results on Monday, August 10th. The technology company reported $0.04 EPS for the quarter, beating analysts’ consensus estimates of $0.02 by $0.02. Babcock had a negative return on equity of 3.02% and a negative net margin of 2.17%.The firm had revenue of $319.69 million during the quarter, compared to the consensus estimate of $196.95 million.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of BW. Marshall Wace LLP raised its holdings in shares of Babcock by 93.0% during the second quarter. Marshall Wace LLP now owns 395,945 shares of the technology company’s stock worth $380,000 after purchasing an additional 190,814 shares during the period. Nomura Holdings Inc. lifted its holdings in Babcock by 58.2% in the second quarter. Nomura Holdings Inc. now owns 127,382 shares of the technology company’s stock worth $123,000 after acquiring an additional 46,884 shares during the last quarter. Vanguard Group Inc. lifted its holdings in Babcock by 54.3% in the third quarter. Vanguard Group Inc. now owns 4,423,243 shares of the technology company’s stock worth $12,827,000 after acquiring an additional 1,556,692 shares during the last quarter. Jefferies Financial Group Inc. acquired a new position in Babcock in the third quarter valued at approximately $74,000. Finally, Legal & General Group Plc acquired a new position in Babcock in the third quarter valued at approximately $14,086,000. Institutional investors own 83.17% of the company’s stock.

More Babcock News

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: Q2 results beat expectations: Revenue surged 130% year over year to $319.7 million, well above the roughly $197 million consensus estimate. Net income reached $14.3 million, compared with a $58.5 million loss a year earlier, while reported earnings improved to approximately $0.07 per share. Babcock & Wilcox Enterprises Reports Second Quarter 2026 Results
• Positive Sentiment: Profitability outlook improved: Adjusted EBITDA rose to $21.8 million from $13.9 million, prompting management to raise its 2026 adjusted EBITDA target to $80 million-$105 million. The upgraded outlook likely strengthened confidence in the company’s turnaround. Babcock & Wilcox Raises EBITDA Target
• Positive Sentiment: AI infrastructure demand: Babcock signed an agreement with Siemens Energy to begin work on 20 steam turbine generator sets totaling 1 gigawatt for its FastPower data-center program. This adds to previously announced turbine orders and positions BW to benefit from rising electricity demand from artificial-intelligence data centers. Babcock & Wilcox Siemens Energy Turbine Agreement
• Positive Sentiment: Order visibility and capital actions: Bookings increased 38% to $151 million, backlog reached $2.6 billion, and the company cited a pipeline exceeding $14 billion. A $50 million share-repurchase authorization and plans to retire its remaining $61.8 million of 2026 bonds may also support sentiment.
• Neutral Sentiment: Ownership signals were mixed: Several major institutions increased positions, including BlackRock and State Street, while other investors reduced holdings. Recent insider activity included purchases by the CEO and CFO but also a substantially larger sale by Group Holdings.
• Negative Sentiment: Execution risks remain: The stock remains highly volatile, and the large backlog and data-center pipeline will need to convert into profitable revenue. The company also continues to operate with negative trailing earnings, despite the quarterly turnaround.

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.