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BWBW

Babcock & Wilcox Enterprises, Inc.

$BW·$1.3B·Industrial - Machinery·Industrials
$9.87-1.6%YTD+54.3%1Y+855.2%
Mentions · last 7 days
2026-07-10: 17 posts2026-07-11: 14 posts2026-07-12: 22 posts2026-07-13: 62 posts2026-07-14: 34 posts2026-07-15: 59 posts2026-07-16: 48 posts258+23%
Price updated 1m ago·X counts updated 21h ago
BWBW
$BWBabcock & Wilcox Enterprises, Inc.
$9.87-1.65%258 posts+23%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $BW, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

Nuclear-and-power infrastructure story up 855% t12m with $50M buyback but legal cloud growing.

Babcock & Wilcox is a specialist in energy generation and environmental emissions management — steam generators, molten-salt reactor systems, boilers, and increasingly small modular reactor concepts. The AI-power narrative has taken this from range-bound to a monster t12m runner.

Where the setup nets out:

  • Growth is impressive: Q1 revenue up 44% YoY to $214M and Q4 up 143% — real inflection off a low base.
  • Margins are thin: operating margin 4% in Q1 (essentially breakeven), FCFy -3.3% — this is a story-stock still transitioning to profitability.
  • The July 13 $50M share repurchase program authorization is a real capital-return signal.
  • Multiple shareholder class-action investigations announced in July are a real overhang.
  • The TerraSpark Energy Campus (1.6 GW) partnership is a real infrastructure win.
  • Insider action: none disclosed.
  • Position confirms the pause: 43% of 52-week range, YTD +54%, t12m +855% — cooling after the massive run.
  • Today's -8% is a specific market response to the mounting class-action noise.

The forward view: the August 10 Q2 print is the referee. A beat with continued Q1-caliber revenue growth plus commentary on the TerraSpark deployment restarts the coil upward. What keeps it cooling: another quarter with mounting legal noise and no specific project-revenue disclosure. What breaks it lower: a specific court ruling in the class-action cases, or a project-execution issue.

Agrees with X sentimentThe bullish X read on the +1200% t12m and TerraSpark momentum is directionally right on the runway. Our take agrees but flags the class-action cluster as a specific counter-signal deserving weight.

What to watch: August 10 Q2 earnings and TerraSpark commentary; a court ruling in the class-action cases or a project-execution issue would break the coil the wrong way.

On the calendar: 2026-08-10 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-11

Babcock & Wilcox landed a major infrastructure partnership tied to the TerraSpark Energy Campus in West Virginia, anchored by a 1.6 GW power facility and advanced materials integration. Posters note BW is up over 1200% since insider buying started in August, and the chart commentary describes the shorts as being run in. The tongue-in-cheek caveat is that press releases about future power plants are not landing as forcefully as they used to.

Read the AI verdict + X sentiment for $BW

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides boiler, emissions control, and renewable energy technology for utilities, industrial plants, and waste-to-energy facilities.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Machinery sits in its cycle right now — and what that implies for $BW.

Industrial - Machinery · Industrials

No material change from last week — electrical infrastructure for AI power density and robotic warehouse/manufacturing automation are pulling order books in different directions.

What this means for $BW

Neutral — Provides boiler, emissions control, and renewable energy technology for utilities, industrial plants, and waste-to-energy facilities; the AI power density capex and robotic warehouse automation demand does not materially affect this business's near-term earnings.

Industry benchmark

23-name peer basket
+27.5%YTD
+37.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-17.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-3.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
61.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
24.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-1.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 11, 2026$-0.60$-0.03-1900.0%
Q4 2025Mar 4, 2026$-0.05$-0.04-25.0%
Q3 2025Nov 4, 2025$-0.06$-0.09+30.8%
Q2 2025Aug 11, 2025$-0.10$-0.06-66.7%
Next earningsMon, Aug 10·consensus EPS $0.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$214.4M+44.3%20.3%-0.5%$-0.60$10.7M
Q4 FY25$161.0M+142.9%25.7%8.2%$0.05$-7.2M
Q3 FY25$149.0M-29.0%24.9%5.0%$0.30$-37.6M
Q2 FY25$144.1M-38.3%30.0%6.1%$-0.63$-28.1M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$933.6M$905.9M – $975.1M$0.13$0.12 – $0.142
FY27$1.2B$1.2B – $1.3B$0.44$0.42 – $0.462
FY28$1.6B$1.6B – $1.6B$0.76$0.74 – $0.782

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.43%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-37.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-6.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 102.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.175-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMar 18Cameron M FrymyerCFO1.3K sh$19KBuyMar 18Kenneth M YoungCEO7.0K sh$106KSellFeb 11Brc Group Holdings, Inc.10% owner1.2M sh$10.4M
+ 36 other (13 exempts · 11 awards · 7 inkinds · 5 returns) in window

See when $BW insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 138-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Babcock & Wilcox Enterprises' Board authorized a $50 million common stock repurchase program on July 13, 2026, expected to begin after the Q2 2026 Form 10-Q is filed. Simultaneously, the Board approved and issued a notice of redemption for all ~$61.4 million outstanding aggregate principal amount of its 6.50% Senior Notes due 2026. Both announcements were accompanied by press releases. Dual capital allocation event — eliminating near-term debt while initiating a buyback signals management confidence; watch for the redemption terms and timing relative to the repurchase execution.

8-KOfficer or director changeMay 228-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Babcock & Wilcox Enterprises, Inc. (BW) filed an 8-K on May 20, 2026 disclosing a personnel change (Item 5.02) and annual shareholder meeting vote results (Item 5.07). Babcock & Wilcox is an Akron, Ohio-based energy technology company with multiple NYSE-listed securities including preferred stock and senior notes. The excerpt does not detail the executive change or vote tallies; executive transitions merit monitoring for a company navigating energy market shifts.

S-3ASRAuto-shelf registrationMay 21S-3ASR
AI summary

Babcock & Wilcox Enterprises, Inc. (BW) filed an automatic shelf registration statement (S-3ASR) on May 21, 2026, establishing a universal shelf for future securities issuances on an accelerated basis. Babcock & Wilcox is an Akron, Ohio-based energy technology company. Filed concurrently with a separate S-3, this shelf provides B&W flexibility to issue equity, debt, or other securities for future capital needs, which could include debt refinancing or growth financing.

S-3Shelf registrationMay 21S-3
AI summary

Babcock & Wilcox Enterprises, Inc. (BW) filed a Form S-3 registration statement on May 21, 2026, registering securities for potential future issuance on a delayed or continuous basis. Filed concurrently with an S-3ASR, this S-3 establishes a conventional shelf registration; together the two filings provide Babcock & Wilcox maximum flexibility for future capital raises including equity or debt. For a company with historically challenged finances, shelf registration provides important near-term capital access.

8-KMaterial agreementMay 188-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Babcock & Wilcox Enterprises, Inc. (BW) entered into an Underwriting Agreement on May 14, 2026 with B. Riley Securities as representative underwriter for an underwritten public offering of 10,810,811 shares of common stock ($0.01 par value), plus a 30-day overallotment option for additional shares. The company also has 7.75% Series A Cumulative Perpetual Preferred Stock and 6.50% Senior Notes due 2026 outstanding, indicating near-term debt maturity pressure. This is a dilutive equity offering for an industrial energy company, likely aimed at improving liquidity amid the near-term Senior Note maturity.

424B5Prospectus supplement (offering)May 15424B5
AI summary

BW filed a 424B5 prospectus supplement dated 2026-05-15, representing an active capital markets transaction. Priced at $0.01 per share. This represents immediate dilution to existing shareholders.

8-KPress release / Reg FDMay 148-K — Item 7.01: Press release / Reg FD
AI summary

BW filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-14. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

424B5Prospectus supplement (offering)May 14424B5
AI summary

BW filed a 424B5 prospectus supplement dated 2026-05-14, representing an active capital markets transaction. Priced at $0.01 per share. This represents immediate dilution to existing shareholders.

+ 21 other (5 8-Ks · 2 routine 8-Ks · 2 proxys · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Babcock & Wilcox Enterprises, Inc. of Class Action Lawsuit - BWprnewswire.com·1d agoBABCOCK & WILCOX ENTERPRISES, INC. (BW) INVESTIGATION ALERT: Bernstein Liebhard Announces Investigation of Babcock & Wilcox Enterprises, Inc.globenewswire.com·1d agoINVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Babcock & Wilcox Enterprises, Inc. of Class Action Lawsuit - BWglobenewswire.com·3d agoBabcock & Wilcox Announces Full Redemption of Notesbusinesswire.com·5d agoBabcock & Wilcox Board Authorizes Share Repurchase Program of Up to $50 Millionbusinesswire.com·5d ago

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Voices on X · last 7 days

No standout posts about $BW on X in the last 7 days.

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