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BWBW

Babcock & Wilcox Enterprises, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 44% YoY2 insiders buyingQuiet on X (50 mentions/wk)
$BW·$1.4B·Industrial - Machinery·Industrials
$7.69-7.1%YTD+56.0%1Y+336.9%
Mentions · last 7 days
2026-08-17: 14 posts2026-08-18: 7 posts2026-08-19: 7 posts2026-08-20: 8 posts2026-08-21: 7 posts2026-08-22: 3 posts2026-08-23: 4 posts50-8%
Price updated 3h ago·X counts updated 1d ago
BWBW
$BWBabcock & Wilcox Enterprises, Inc.
$7.69-7.13%50 posts-8%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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.

Comeback attemptCooling offAI verdict · as of 2026-08-22

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

Babcock & Wilcox is up 418% in a year on the AI-data-center-power thesis — pulling back today with directors quietly buying.

Babcock & Wilcox is a specialty energy-and-environmental industrial company — boilers, environmental emissions control, and increasingly natural-gas-and-power infrastructure for data-center customers. The setup right now is a specific AI-power-tailwind turnaround taking a name-specific pullback.

  • The operating base is genuinely accelerating: Q1 revenue grew 44% YoY to $214M, and Q4 was up 143% YoY — with the last four EPS surprises averaging huge beats off low base, and analysts modeling $933M FY26 revenue rising to $1.21B FY27.
  • The AI-power-specific setup is real and dated: management raised the upper end of 2026 adjusted EBITDA outlook on Q2, and bulls point to a Base Electron contract ramping faster than projected plus a reported 1 GW data-center project close — the specific commercial validation of the AI-adjacent pivot.
  • The insider print is directional-positive: director Moeller bought $48K and officer Young $68K on Aug 13-14 alongside routine A-Award and F-InKind activity — small but directionally buying rather than selling into the pullback.

This is a turnaround cooling below the 50-day MA on the post-run digestion; a Q3 print (Nov 3) that confirms the 1 GW data-center project close and extends the EBITDA-guide restarts the trade. What extends the cooling is a Pomerantz-style class-action complaint filing or a specific project-delay disclosure — both are the discrete overhangs the pullback is currently pricing.

Agrees with X sentimentThe X very-bullish tone reads the Q2 revenue-up-130% and 1 GW data-center speculation correctly; the AI-infrastructure/power-shortage-theme alongside VST and NVDA framing tracks the specific narrative-setup accurately.

What to watch: Q3 earnings Nov 3 — 1 GW data-center project close and EBITDA-guide trajectory. A class-action complaint filing or a project-delay disclosure extends the cooling.

On the calendar: 2026-11-03 — Q3 earnings

X sentiment

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

Bullish sentiment11 posts analyzed · as of 2026-08-18

Chatter is very bullish on Babcock & Wilcox after Q2 revenue up ~130% blew past estimates, management raised the upper end of the 2026 adjusted EBITDA outlook, and shares popped ~40-41% in pre-market. Bulls point to the Base Electron contract ramping faster than projected and the company reportedly close to signing another 1 GW data-center project. The setup ties into the AI-infrastructure/power-shortage theme alongside VST and NVDA; a few tacticians trimmed half their common on the pop while others advise owning it for a multi-year hold.

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; limited read-through from industrial - machinery macro dynamics to this specific revenue mix.

Industry benchmark

33-name peer basket
+23.8%YTD
+24.5%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
Q2 2026Aug 10, 2026$0.04$0.02+63.3%
Q1 2026May 11, 2026$-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%
Next earningsTue, Nov 3·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$882.1M – $1.0B$0.13$0.12 – $0.142
FY27$1.2B$1.1B – $1.3B$0.44$0.41 – $0.482
FY28$1.6B$1.4B – $1.8B$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.33%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.-28.1%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.-28.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 143.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.0% 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.β1.235-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.

Insider activity

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

Recent transactions

BuyAug 13Philip D MoellerDirector5.0K sh$48KBuyAug 12Kenneth M YoungCEO7.0K sh$68KBuyMar 18Cameron M FrymyerCFO1.3K sh$19KBuyMar 18Kenneth M YoungCEO7.0K sh$106K
+ 48 other (18 exempts · 12 inkinds · 12 awards · 5 returns · 1 gift) 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
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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 FDAug 108-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

BABCOCK & WILCOX ENTERPRISES, INC. (BW) reported Q2 2026 financial results on 2026-08-10, reporting financial results details in attached press release. Additional items: Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

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.

+ 22 other (4 8-Ks · 3 13Gs · 2 10-Qs · 2 routine 8-Ks) 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 - BWglobenewswire.com·4d agoBabcock & Wilcox: A Confused Market Has Created Another Opportunityseekingalpha.com·4d agoINVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Babcock & Wilcox Enterprises, Inc. of Class Action Lawsuit - BWprnewswire.com·5d agoINVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Babcock & Wilcox Enterprises, Inc. of Class Action Lawsuit - BWglobenewswire.com·6d agoBabcock & Wilcox: Buying 20 Steam Turbines From Siemens Further Solidifies The Growth Pipelineseekingalpha.com·7d ago

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