Northland Securities Predicts Increased Earnings for Babcock

Babcock (NYSE:BW) – Analysts at Northland Securities lifted their Q1 2026 earnings per share estimates for Babcock in a report issued on Tuesday, March 17th. Northland Securities analyst J. Grampp now forecasts that the technology company will earn $0.01 per share for the quarter, up from their previous forecast of ($0.01). Northland Securities currently has a “Outperform” rating and a $10.00 target price on the stock. Northland Securities also issued estimates for Babcock’s Q2 2026 earnings at $0.04 EPS and Q3 2026 earnings at $0.06 EPS.

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

Babcock Price Performance

BW opened at $14.90 on Wednesday. The firm has a 50 day simple moving average of $9.87 and a 200 day simple moving average of $6.39. Babcock has a fifty-two week low of $0.22 and a fifty-two week high of $14.93. The company has a market cap of $1.65 billion, a price-to-earnings ratio of -27.59 and a beta of 1.54.

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

Institutional Investors Weigh In On Babcock

Several institutional investors and hedge funds have recently bought and sold shares of BW. Legal & General Group Plc lifted its stake in Babcock by 10.8% during the fourth quarter. Legal & General Group Plc now owns 5,380,991 shares of the technology company’s stock worth $34,115,000 after purchasing an additional 523,776 shares during the last quarter. Gendell Jeffrey L boosted its stake in Babcock by 6.2% in the fourth quarter. Gendell Jeffrey L now owns 5,046,068 shares of the technology company’s stock valued at $31,992,000 after buying an additional 293,245 shares in the last quarter. Vanguard Group Inc. raised its stake 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 acquiring an additional 1,556,692 shares in the last quarter. Marshall Wace LLP lifted its holdings in shares of Babcock by 42.4% in the fourth quarter. Marshall Wace LLP now owns 3,371,134 shares of the technology company’s stock worth $21,373,000 after acquiring an additional 1,004,533 shares during the last quarter. Finally, UBS Group AG lifted its holdings in shares of Babcock by 337.1% in the fourth quarter. UBS Group AG now owns 1,445,218 shares of the technology company’s stock worth $9,163,000 after acquiring an additional 1,114,593 shares during the last quarter. Institutional investors own 83.17% of the company’s stock.

Insider Transactions at Babcock

In other Babcock news, major shareholder Brc Group Holdings, Inc. sold 1,155,382 shares of the company’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $9.00, for a total value of $10,398,438.00. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Company insiders own 3.90% of the company’s stock.

Trending Headlines about Babcock

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: BW says a new ~$2.4B AI data-center contract substantially expands backlog and management is targeting $80M–$100M of adjusted EBITDA for 2026 — a clear near-term profitability signal that helps justify a higher valuation. Babcock & Wilcox targets $80M–$100M 2026 adjusted EBITDA following $2.4B AI data center
• Positive Sentiment: Company investor materials emphasize an energy-transition and AI-power strategy that frames BW as a supplier to growing AI infrastructure demand — narrative support that can attract growth-oriented buyers. Babcock & Wilcox Highlights Energy Transition and AI Power Strategy
• Neutral Sentiment: BW’s Q4 2025 earnings call transcript is available; it provides detail on results and execution plans that investors will parse for confirmation of the new-contract outlook and margin trajectory. The call itself contains both operational color and forward commentary. Babcock & Wilcox Enterprises, Inc. (BW) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: An announced treasury-share purchase referenced in media is for Babcock International Group PLC (GB:BAB), a different company. That report is unrelated to BW but can cause confusion among retail traders. Babcock Adds to Ongoing Buyback With Fresh Treasury Share Purchase
• Negative Sentiment: A class-action/investigative notice from Lowey Dannenberg P.C. alleges potential securities-law violations and encourages investor contact — this raises legal and disclosure risk and likely pressured some selling until details are resolved. Lowey Dannenberg P.C. is Investigating Babcock & Wilcox Enterprises Inc. (NYSE: BW)

About Babcock

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.