Northland Securities Lowers Earnings Estimates for Babcock

Babcock (NYSE:BW) – Equities researchers at Northland Securities reduced their Q1 2026 earnings estimates for Babcock in a research report issued on Tuesday, April 21st. Northland Securities analyst J. Grampp now expects that the technology company will earn ($0.03) per share for the quarter, down from their previous estimate of $0.01. Northland Securities has a “Outperform” rating and a $10.00 price target on the stock. The consensus estimate for Babcock’s current full-year earnings is $0.21 per share. Northland Securities also issued estimates for Babcock’s Q2 2026 earnings at $0.03 EPS and FY2027 earnings at $1.10 EPS.

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

Several other equities analysts have also commented on the stock. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Babcock in a research report on Monday. Zacks Research raised shares of Babcock to a “hold” rating in a research report on Friday, January 23rd. Craig Hallum reaffirmed a “buy” rating and set a $19.00 price target on shares of Babcock in a research report on Tuesday, March 17th. Finally, Wall Street Zen raised shares of Babcock from a “hold” rating to a “buy” rating in a research report on Saturday, March 21st. Three research 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 data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $11.00.

Babcock Stock Performance

Shares of BW stock opened at $15.96 on Thursday. Babcock has a one year low of $0.31 and a one year high of $18.80. The company has a 50 day moving average price of $13.56 and a 200 day moving average price of $8.79. The firm has a market capitalization of $2.17 billion, a price-to-earnings ratio of -29.55 and a beta of 1.09.

Insider Buying and Selling at Babcock

In other Babcock news, CEO Kenneth M. Young bought 7,000 shares of Babcock stock in a transaction that occurred on Wednesday, March 18th. The shares were acquired at an average price of $15.14 per share, for a total transaction of $105,980.00. Following the acquisition, the chief executive officer owned 1,656,512 shares of the company’s stock, valued at $25,079,591.68. The trade was a 0.42% increase in their position. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Also, major shareholder Brc Group Holdings, Inc. sold 1,155,382 shares of Babcock stock in a transaction 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 SEC filing for this sale provides additional information. Insiders own 3.90% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in BW. Legal & General Group Plc purchased a new position in Babcock in the third quarter valued at about $14,086,000. Marshall Wace LLP raised its position in Babcock by 497.7% in the third quarter. Marshall Wace LLP now owns 2,366,601 shares of the technology company’s stock valued at $6,863,000 after purchasing an additional 1,970,656 shares during the period. Vanguard Group Inc. raised its position in Babcock by 54.3% in the third quarter. Vanguard Group Inc. now owns 4,423,243 shares of the technology company’s stock valued at $12,827,000 after purchasing an additional 1,556,692 shares during the period. Thames Capital Management LLC purchased a new position in Babcock in the third quarter valued at about $4,033,000. Finally, Situational Awareness LP purchased a new position in Babcock in the fourth quarter valued at about $8,584,000. 83.17% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Babcock

Here are the key news stories impacting Babcock this week:

• Positive Sentiment: Northland Securities raised Q3 and Q4 2026 EPS estimates and keeps an “Outperform” rating with a $10 price target — a near?term fundamental positive that supports upside to earnings expectations. Northland Securities estimate update
• Neutral Sentiment: A TipRanks item notes share buyback activity at Babcock International (GB:BAB) — this is a separate company (U.K. Babcock) and not Babcock & Wilcox Enterprises (NYSE: BW); it’s unlikely to directly affect BW’s fundamentals or legal situation. Babcock International buyback
• Negative Sentiment: Multiple plaintiff firms have filed or are soliciting participants in securities class actions alleging disclosure violations for purchases between Nov. 5, 2025 and Mar. 11, 2026; these notices signal legal risk, potential damages, and management distraction — and likely explain elevated trading volume and negative sentiment. Representative filings/alerts: Pomerantz class action filing Rosen Law Firm notice Berger Montague alert Bronstein, Gewirtz & Grossman notice Levi & Korsinsky investor alert

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.