Q1 EPS Estimates for Babcock Raised by Northland Securities

Babcock (NYSE:BW) – Research analysts at Northland Securities lifted their Q1 2026 earnings per share estimates for shares of Babcock in a note issued to investors on Tuesday, March 17th. Northland Securities analyst J. Grampp now forecasts that the technology company will post earnings per share of $0.01 for the quarter, up from their prior estimate 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.

BW has been the topic of several other research reports. Weiss Ratings restated a “sell (d-)” rating on shares of Babcock in a research report on Wednesday, January 21st. Craig Hallum reiterated 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 note on Friday, January 23rd. Three investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $11.00.

Babcock Price Performance

BW stock opened at $15.69 on Wednesday. The firm has a 50 day simple moving average of $10.19 and a two-hundred day simple moving average of $6.51. The stock has a market cap of $2.12 billion, a PE ratio of -29.05 and a beta of 1.54. Babcock has a one year low of $0.22 and a one year high of $15.71.

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

Insider Activity at Babcock

In other Babcock news, major shareholder Brc Group Holdings, Inc. sold 1,155,382 shares of Babcock stock in a transaction that occurred 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 transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Kenneth M. Young acquired 7,000 shares of the business’s stock in a transaction dated Wednesday, March 18th. The stock was acquired at an average cost of $15.14 per share, with a total value of $105,980.00. Following the purchase, the chief executive officer directly owned 1,656,512 shares in the company, valued at $25,079,591.68. This represents a 0.42% increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 3.90% of the company’s stock.

Institutional Trading of Babcock

Several institutional investors have recently added to or reduced their stakes in the business. Citizens Financial Group Inc. RI bought a new stake in shares of Babcock in the 3rd quarter valued at about $1,160,000. AMH Equity Ltd bought a new position in Babcock during the 3rd quarter worth approximately $2,042,000. Thames Capital Management LLC bought a new position in Babcock during the 3rd quarter worth approximately $4,033,000. Bastion Asset Management Inc. purchased a new position in Babcock in the 3rd quarter worth approximately $450,000. Finally, Palumbo Wealth Management LLC purchased a new position in Babcock in the 3rd quarter worth approximately $625,000. 83.17% of the stock is currently owned by hedge funds and other institutional investors.

More Babcock News

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: Northland Securities materially raised forward EPS estimates across 2026–2027 and reiterated an “Outperform” rating, boosting Q4 2026 to $0.09 (from $0.03), FY2026 to $0.21 (from $0.10) and FY2027 to $1.11 (from $0.22) — this lifts forward profitability expectations and is a clear bullish catalyst. Read More.
• Positive Sentiment: Insider accumulation: CEO Kenneth Young purchased 7,000 shares (~$15.14 avg) and CFO Cameron Frymyer bought 1,285 shares (~$14.76 avg) on March 18 — management buying is being read as a strong confidence signal by investors. Read More. Read More. Read More.
• Positive Sentiment: Momentum and media attention: recent coverage noting a large price‑target upgrade and a multi‑year high following stronger operating results has amplified buying interest and momentum trading. Read More.
• Neutral Sentiment: Improved 2025 results provide supporting context: full‑year revenue and operating income showed improvement year‑over‑year, underpinning the bullish narrative but not new guidance. Read More.
• Neutral Sentiment: Be aware of reporting errors in press: a cited share‑buyback article refers to Babcock International (GB:BAB), a different company, and is not directly relevant to BW holders. Read More.
• Negative Sentiment: Near‑term execution caution: Q4 2025 missed consensus (EPS of ($0.05) vs. ($0.04) expected; revenue $161M vs. $179.1M consensus), showing revenue headwinds that could limit near‑term upside if top‑line trends don’t accelerate. Read More.

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.