Brokers Issue Forecasts for Babcock FY2025 Earnings

Babcock (NYSE:BW) – Stock analysts at Northland Securities issued their FY2025 earnings estimates for Babcock in a research report issued to clients and investors on Thursday, January 22nd. Northland Securities analyst J. Grampp forecasts that the technology company will post earnings of ($0.58) per share for the year. Northland Securities has a “Outperform” rating and a $10.00 price objective on the stock. Northland Securities also issued estimates for Babcock’s Q4 2025 earnings at ($0.04) EPS, Q1 2026 earnings at ($0.01) EPS, Q2 2026 earnings at $0.03 EPS, Q3 2026 earnings at $0.05 EPS, Q4 2026 earnings at $0.03 EPS, FY2026 earnings at $0.10 EPS and FY2027 earnings at $0.22 EPS.

BW has been the subject of a number of other research reports. DA Davidson lifted their target price on Babcock from $1.50 to $6.00 and gave the stock a “neutral” rating in a report on Wednesday, November 12th. Lake Street Capital reiterated a “buy” rating and issued a $9.00 price objective on shares of Babcock in a report on Wednesday, November 5th. Wall Street Zen raised Babcock from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. Craig Hallum upgraded shares of Babcock from a “hold” rating to a “buy” rating and set a $7.00 price target for the company in a research note on Wednesday, November 5th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Babcock in a report on Wednesday. Three equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $8.00.

Babcock Trading Up 6.9%

BW stock opened at $9.43 on Monday. The stock has a market capitalization of $1.05 billion, a PE ratio of -7.25 and a beta of 1.43. Babcock has a 12-month low of $0.22 and a 12-month high of $9.63. The stock’s 50 day simple moving average is $6.50 and its 200 day simple moving average is $4.00.

Babcock (NYSE:BW) last posted its quarterly earnings results on Tuesday, November 4th. The technology company reported ($0.06) EPS for the quarter, beating analysts’ consensus estimates of ($0.10) by $0.04. The firm had revenue of $149.00 million for the quarter, compared to analysts’ expectations of $155.57 million.

Institutional Investors Weigh In On Babcock

Several hedge funds and other institutional investors have recently made changes to their positions in BW. Palumbo Wealth Management LLC boosted its holdings in shares of Babcock by 38.1% in the fourth quarter. Palumbo Wealth Management LLC now owns 297,681 shares of the technology company’s stock worth $1,887,000 after buying an additional 82,118 shares during the last quarter. Sender Co & Partners Inc. purchased a new stake in Babcock during the third quarter valued at approximately $50,000. Qube Research & Technologies Ltd bought a new position in Babcock in the third quarter worth approximately $69,000. Centiva Capital LP purchased a new position in shares of Babcock during the 3rd quarter worth $31,000. Finally, Bank of America Corp DE boosted its stake in shares of Babcock by 3,605.8% during the 3rd quarter. Bank of America Corp DE now owns 25,496 shares of the technology company’s stock worth $74,000 after acquiring an additional 24,808 shares during the last quarter. Hedge funds and other institutional investors own 83.17% of the company’s stock.

Key Babcock News

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: Northland Securities reiterated an “Outperform” rating and a $10 price target while publishing a series of forward EPS forecasts (FY2026 EPS of $0.10; FY2027 EPS of $0.22 and several positive quarterly EPS projections for 2026). The research note signals a path to profitability and provides clear analyst support that can attract buyers. Northland estimates and MarketBeat summary
• Neutral Sentiment: Yahoo Finance published a piece asking whether Babcock is still sensibly priced after its recent share-price surge; the article raises valuation questions versus the stock’s strong short-term momentum, which may prompt some investors to take profits or re-evaluate entry points. Is Babcock & Wilcox (BW) Still Sensibly Priced…
• Neutral Sentiment: AmericanBankingNews noted the stock trading higher and asked whether now is a buying opportunity — coverage that amplifies visibility and trading volume but offers little new fundamental catalyst. Babcock (NYSE:BW) Trading 5.2% Higher – Time to Buy?
• Negative Sentiment: Risks remain: the company’s recent quarterly report showed an EPS beat but revenue came in below expectations, and trailing fundamentals include prior-year losses (FY2025 guidance in some notes shows a negative base). Those factors mean the stock’s rebound may be vulnerable to any near-term execution or revenue misses. Earnings/revenue context

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.