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TickerTalks›$BWEN
BWBWEN

Broadwind, Inc.

Trending onWhy it's trendingX mentions rising faster than the marketPrice and volume picking upBullish-leaning chatter
$BWEN·$103M·Industrial - Machinery·Industrials
$4.61-6.3%YTD+64.1%1Y+78.7%
Mentions · last 7 days
2026-07-09: 3 posts2026-07-10: 7 posts2026-07-11: 2 posts2026-07-12: 2 posts2026-07-13: 4 posts2026-07-14: 15 posts2026-07-15: 6 posts39+50%
Price updated 5h ago·X counts updated 1d ago
BWBWEN
$BWENBroadwind, Inc.
$4.61-6.30%39 posts+50%
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 $BWEN, 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 hypeAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Broadwind is up 126% over twelve months on precision-gearing supply for GEV natural-gas turbine deployment.

Broadwind manufactures structures, equipment, and components for the utility and industrial power markets, $103M market cap and micro-cap, with Q2 2026 earnings due 2026-08-11.

  • Q1 revenue was $34.1M, down 7.5% year-over-year and 9.8% sequentially, and EPS -$0.02 topped -$0.07 consensus by 71% — the fourth consecutive positive surprise in a series (71%, 20%, 33%, -300%).
  • Gross margin sits at 10.3% trailing, operating margin 0.5%, and free-cash-flow yield -11.2% — the operating economics remain undemanding with modest capacity utilization.
  • Consensus models 2026 revenue at $120M rising to $99M in 2027 and $99M in 2028, with EPS losses running -$0.13 to -$0.12 to -$0.13 through the modeling window.
  • Recent insider activity: July 1 three executives received A-Awards totaling $306K (Blashford 41,251, Ciccone 16,289, Mayo 8,348) — routine alignment.
  • The stock is up 126% over twelve months and 75% year-to-date, at 86% of the 52-week range and 23% above the 50-day.
  • A July 15 Zacks piece asked whether BWEN is worth investing based on Wall Street's bullish views — sell-side thesis-alignment.
  • Multiple Zacks pieces tracked BWEN's tape response to news flow.

The setup is a wind-and-industrial component operator with GEV precision-gearing partnership — August 11 tests whether Q2 reflects the natural-gas turbine cadence.

Agrees with X sentimentX posters describe Broadwind Energy CEO and CFO discussing targeting historical best margins in both segments in a 1x1 interview, and note the 2.7 GW deployment of natural-gas turbines for MSFT supplied by GEV as another tailwind for BWEN as the precision-gearing partner of GEV. That aligns with the fundamental turnaround narrative supported by the 126% twelve-month gain and the Zacks sell-side coverage — the community is anchored on visible supply-chain economics.

What to watch: August 11 Q2 earnings — revenue trajectory versus the -7.5% Q1 pace, gross-margin trajectory versus the 10.3% trailing base (management targets historical best margins), operating-margin trajectory, and full-year 2026 revenue guide versus the $120M consensus. Any commentary on GEV precision-gearing partnership order cadence is a durable qualitative signal.

On the calendar: 2026-08-11 Q2 2026 earnings; gross-margin trajectory and GEV partnership drive the print.

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-06-29

Broadwind Energy CEO and CFO discussed targeting historical best margins in both segments in a 1x1 interview. The 2.7 GW deployment of nat gas turbines for MSFT supplied by GEV is another tailwind for BWEN as the precision gearing partner of GEV. Tone is bullish on the GEV precision-gearing pipeline and margin expansion.

Read the AI verdict + X sentiment for $BWEN

  • 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.

Fabricates large steel wind turbine towers and precision gearing for clean energy and defense applications.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $BWEN

Partial — Fabricates large steel wind turbine towers and precision gearing for clean energy and defense applications; this segment overlaps with the AI power density capex and robotic warehouse automation demand but is not the dominant revenue driver.

Industry benchmark

23-name peer basket
+27.0%YTD
+66.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
17.4How 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
0.7%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
0.5%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
-11.2%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
0.6Same 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
7.9%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
10.3%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
0.4Total 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 12, 2026$-0.02$-0.07+71.4%
Q4 2025Mar 11, 2026$-0.04$-0.05+20.0%
Q3 2025Nov 13, 2025$0.04$0.03+33.3%
Q2 2025Aug 12, 2025$-0.04$0.02-300.0%
Next earningsTue, Aug 11·consensus EPS $-0.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$34.1M-7.5%13.8%1.1%$-0.02$107K
Q4 FY25$37.7M+12.4%8.3%-0.2%$-0.04$-187K
Q3 FY25$44.2M+24.6%9.8%1.3%$0.32$3.8M
Q2 FY25$39.2M+7.6%9.7%-0.4%$-0.04$-13.7M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$119.7M$112.8M – $125.9M-$0.13-$0.14 – -$0.122
FY27$99.5M$88.7M – $110.4M-$0.12-$0.27 – $0.032
FY28$98.9M$93.2M – $104.1M-$0.13-$0.14 – -$0.121
FY29$111.0M$104.6M – $116.8M$0.02$0.02 – $0.021
FY30$124.4M$117.2M – $130.9M$0.17$0.16 – $0.181

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.0.7×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.78%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.+14.0%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.+55.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 20.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.7% 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.β1.755-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

No open-market buys or sells in the last 180 days.

+ 19 other (10 awards · 9 inkinds) in window

See when $BWEN 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-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
AI summary

Broadwind, Inc. held its 2026 Annual Meeting of Stockholders on May 28, 2026 and voted on three matters: election of five directors, an advisory vote on named executive officer compensation, and ratification of RSM US LLP as independent auditor. The filing reports final vote results for each proposal. All are routine annual meeting governance matters with no material corporate actions taken.

8-KPress release / Reg FDMay 128-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

BWEN reported period ending 2026-05-12 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KMaterial agreementMay 68-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 2.02: Earnings release
AI summary

BWEN reported period ending 2026-05-06 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KOfficer or director changeApr 68-K — Item 5.02: Officer or director change
AI summary

BWEN disclosed a personnel change (8-K Item 5.02, dated 2026-04-06). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KPress release / Reg FDMar 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KMaterial agreementFeb 58-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 2.03: Material debt obligation
+ 8 other (2 proxys · 1 SD · 1 10-Q · 1 earnings 8-K) in window

Recent news

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

Broadwind Energy, Inc. (BWEN) Stock Drops Despite Market Gains: Important Facts to Notezacks.com·1d agoIs It Worth Investing in Broadwind Energy (BWEN) Based on Wall Street's Bullish Views?zacks.com·2d agoBroadwind Energy, Inc. (BWEN) Surpasses Market Returns: Some Facts Worth Knowingzacks.com·7d agoWhy Broadwind Energy, Inc. (BWEN) Dipped More Than Broader Market Todayzacks.com·15d agoWhy Broadwind Energy, Inc. (BWEN) Dipped More Than Broader Market Todayzacks.com·23d ago

In themes

Explore the broader themes this ticker is being talked about under.

The Power Grid

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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