Northland Securities Cuts Earnings Estimates for Babcock

Babcock (NYSE:BW) – Stock analysts at Northland Securities reduced their FY2027 earnings per share (EPS) estimates for shares of Babcock in a report issued on Monday, June 8th. Northland Securities analyst J. Grampp now forecasts that the technology company will earn $0.59 per share for the year, down from their prior forecast of $0.64. The consensus estimate for Babcock’s current full-year earnings is $0.29 per share.

Babcock (NYSE:BW) last issued its earnings results on Monday, May 11th. The technology company reported ($0.60) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.03) by ($0.57). The business had revenue of $214.41 million during the quarter, compared to analyst estimates of $149.72 million.

Other equities analysts have also recently issued research reports about the company. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Babcock in a report on Monday, April 20th. Craig Hallum reiterated a “buy” rating and issued a $19.00 price target on shares of Babcock in a research report on Tuesday, March 17th. Finally, Wall Street Zen lowered Babcock from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. 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 stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $14.25.

Babcock Stock Down 2.1%

Shares of BW opened at $15.55 on Wednesday. Babcock has a 12-month low of $0.87 and a 12-month high of $22.03. The business has a 50-day simple moving average of $17.33 and a two-hundred day simple moving average of $11.82. The stock has a market cap of $2.31 billion, a PE ratio of -17.67 and a beta of 1.10.

Insider Activity at Babcock

In related news, CEO Kenneth M. Young purchased 7,000 shares of Babcock stock in a transaction on Wednesday, March 18th. The shares were purchased at an average price of $15.14 per share, for a total transaction of $105,980.00. Following the transaction, the chief executive officer owned 1,656,512 shares of the company’s stock, valued at approximately $25,079,591.68. This represents a 0.42% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this hyperlink. Company insiders own 2.80% of the company’s stock.

Institutional Investors Weigh In On Babcock

Several institutional investors and hedge funds have recently made changes to their positions in the business. NewEdge Advisors LLC bought a new stake in shares of Babcock during the 1st quarter valued at about $162,000. Bank of America Corp DE boosted its position in shares of Babcock by 1,743.7% during the 1st quarter. Bank of America Corp DE now owns 1,096,502 shares of the technology company’s stock valued at $16,108,000 after purchasing an additional 1,037,028 shares in the last quarter. Royal Bank of Canada boosted its position in shares of Babcock by 57.3% during the 1st quarter. Royal Bank of Canada now owns 1,785 shares of the technology company’s stock valued at $26,000 after purchasing an additional 650 shares in the last quarter. SummitTX Capital L.P. boosted its position in shares of Babcock by 34.1% during the 1st quarter. SummitTX Capital L.P. now owns 17,842 shares of the technology company’s stock valued at $262,000 after purchasing an additional 4,538 shares in the last quarter. Finally, Lazard Asset Management LLC bought a new stake in shares of Babcock during the 1st quarter valued at about $1,874,000. Institutional investors own 83.17% of the company’s stock.

Key Headlines Impacting Babcock

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: Babcock & Wilcox announced it will support TerraSpark’s development efforts for a planned 1.6 GW coal-fired power plant project in West Virginia, a potential contract/opportunity that may help the company’s energy-services pipeline. Article Title
• Neutral Sentiment: The company also declared a dividend on its Series A preferred shares, which is generally a routine capital-return update and not likely to materially change the stock’s near-term direction. Article Title
• Negative Sentiment: Multiple law firms announced a class action and repeated deadline reminders for BW investors who bought shares between November 5, 2025 and March 11, 2026, signaling ongoing legal overhang and investor concern about alleged securities-law violations. Article Title

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.