Northland Securities Lifts Earnings Estimates for Babcock

Babcock (NYSE:BW) – Research analysts at Northland Securities upped their FY2026 earnings per share (EPS) 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 $0.21 for the year, up from their prior forecast of $0.10. Northland Securities has a “Outperform” rating and a $10.00 price objective on the stock. Northland Securities also issued estimates for Babcock’s Q4 2026 earnings at $0.09 EPS and FY2027 earnings at $1.11 EPS.

Babcock (NYSE:BW) last posted its quarterly earnings data on Wednesday, March 4th. The technology company reported ($0.05) earnings per share (EPS) 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 the consensus estimate of $179.10 million.

Several other analysts have also weighed in on the company. Zacks Research raised Babcock to a “hold” rating in a report on Friday, January 23rd. Craig Hallum reiterated a “buy” rating and issued a $19.00 price target on shares of Babcock in a report on Tuesday. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Babcock in a research note on Wednesday, January 21st. Three equities research 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. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $11.00.

Babcock Stock Performance

BW opened at $15.11 on Thursday. The company has a market capitalization of $2.04 billion, a P/E ratio of -27.98 and a beta of 1.54. The company has a 50-day moving average of $10.34 and a 200-day moving average of $6.60. Babcock has a 1-year low of $0.22 and a 1-year high of $16.24.

Insider Activity

In other Babcock news, major shareholder Brc Group Holdings, Inc. sold 1,155,382 shares of the business’s stock in a transaction dated 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 document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Kenneth M. Young bought 7,000 shares of the firm’s stock in a transaction on Wednesday, March 18th. The stock was purchased at an average price of $15.14 per share, with a total value of $105,980.00. Following the transaction, the chief executive officer owned 1,656,512 shares in the company, valued at $25,079,591.68. The trade was a 0.42% increase in their position. The SEC filing for this purchase provides additional information. 3.90% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Babcock

Several hedge funds and other institutional investors have recently made changes to their positions in BW. Rockefeller Capital Management L.P. acquired a new stake in Babcock in the 4th quarter valued at approximately $25,000. Huntington National Bank boosted its position in Babcock by 400,000.0% during the 4th quarter. Huntington National Bank now owns 4,001 shares of the technology company’s stock worth $25,000 after acquiring an additional 4,000 shares during the period. State of Wyoming boosted its position in Babcock by 88.7% during the 4th quarter. State of Wyoming now owns 10,499 shares of the technology company’s stock worth $67,000 after acquiring an additional 4,936 shares during the period. Centiva Capital LP bought a new position in shares of Babcock in the third quarter worth $31,000. Finally, Raymond James Financial Inc. grew its stake in shares of Babcock by 11,311.3% in the third quarter. Raymond James Financial Inc. now owns 12,096 shares of the technology company’s stock worth $35,000 after purchasing an additional 11,990 shares in the last quarter. 83.17% of the stock is currently owned by institutional investors and hedge funds.

Babcock News Roundup

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: Company announced a sizable AI‑power related contract and a preferred dividend that sparked a sharp intraday rally, boosting investor expectations for near‑term revenue and long‑term backlog growth. Why Babcock & Wilcox (BW) Is Up 20.1% After Massive AI Power Deal And Preferred Dividend
• Positive Sentiment: Insider buying by senior executives (CFO and CEO purchases disclosed March 18–19) has reinforced a confidence signal to the market and supported momentum into a new multi‑week high. Insider Buying: Babcock (NYSE:BW) CFO Purchases 1,285 Shares of Stock Babcock Hits New 52-Week High After Insider Buying Activity
• Positive Sentiment: Northland Securities raised near‑term and FY2026–FY2027 EPS estimates sharply and kept an Outperform rating, giving sell‑side support for higher forward valuation expectations. Q1 EPS Estimates for Babcock Raised by Northland Securities
• Neutral Sentiment: Broader media coverage and analyst chatter around price‑target upgrades and multi‑year highs is amplifying volatility — supportive for liquidity but not new company guidance. Analysts Offer Insights on Industrial Goods Companies
• Neutral Sentiment: Reports referencing a large share buyback relate to Babcock International (GB:BAB), a different company; some headline overlap may have confused momentum and should be discounted by BW shareholders. Babcock Tightens Free Float with Ongoing £103m Share Buyback
• Negative Sentiment: Most recent quarter missed expectations (Q4: EPS -$0.05 vs. -$0.04 est.; revenue $161M vs. $179M est.), a tangible execution risk that tempers the rally and likely drives short‑term selling/position trimming. Babcock Stock & Earnings Summary

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.