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BWBWEN

Broadwind, Inc.

Rising onWhy it's trendingMoving on elevated volumeBullish-leaning chatter
$BWEN·$91M·Industrial - Machinery·Industrials
$3.56-2.5%YTD+26.7%1Y+59.4%
Price updated 11h ago·X counts updated 4d ago
BWBWEN
$BWENBroadwind, Inc.
$3.56-2.47%3 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BWEN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

3X posts · last 7 days
Sep 28Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-19

Broadwind (BWEN) sentiment is loudly bullish. Roth Capital reiterated Buy with a $6.5 PT — 'first analyst rating since early 2026 (and before that early 2025).' BWEN now works with all of the top 5 natural gas turbine OEMs in both its Gearing and Industrial Solutions segments — 'might just be a reason why the stock is where it is.' Bulls call BWEN 'breakout looks good, I think this goes to $9.' BWEN +34% in a 3-week strategy update biggest winners list. The revised base and bull case estimates for FY27 are described as 'good.' Zero material bearish voice.

Read what X is saying about $BWEN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BWEN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

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

Industrial-structures maker up 101% trailing-12m with gas-turbine OEM diversification, Roth $6.50 PT and Q1 revenue -7.5% YoY on comp lap.

Broadwind pivoted from wind-tower-centric fabrication toward natural-gas-turbine component gearing and industrial solutions, so revenue depends on all five top gas-turbine OEM programs being supplied through its Gearing and Industrial Solutions segments.

  • Q1 FY26 revenue $34.1M, -7.5% YoY with 1.1% operating margin; prior four quarters: +7.6%, +24.6%, +12.4%, -7.5% — three-quarter growth streak with Q1 reversal
  • TTM: 17x earnings, 0.57x sales, 7.9% ROE, 10% gross margin, 0.5% operating margin, FCF yield -11%, debt-to-equity 0.42 — thin margins with cash-flow pressure
  • 2026 estimate: $107.2M revenue, -$0.11 EPS; 2027 $111.6M, $0.03 EPS — modeling EPS flipping positive
  • YTD +49%, trailing-12m +101% at $4.19 against a $99M market cap
  • Aug 11: Q2 FY26 results reported; Roth Capital reiterated Buy with $6.50 PT

The fundamental signal is the gas-turbine OEM pivot — BWEN works with all top-5 natural-gas-turbine OEMs across both operating segments, matching the AI-power infrastructure buildout. The chart has already rallied 101% trailing-12m against the operating thesis.

Agrees with X sentimentX cites Roth reiterating Buy with $6.50 PT, BWEN working with all top-5 natural-gas turbine OEMs across both segments, breakout to $9 framing, and 3-week-strategy biggest-winner designation. The attention aligns with the operating pivot visible in the segment commentary.

What to watch: Nov 16 Q2 earnings and gas-turbine order-flow commentary — whether revenue growth returns to positive and operating margin extends past 1%.

On the calendar: 2026-11-16 Q2 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — GE Vernova gas turbines remain a gating input for hyperscaler power procurement as data-center buildout accelerates.

What this means for $BWEN

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

Industry benchmark

32-name peer basket
+16.2%YTD
-14.2%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
Q2 2026Aug 11, 2026$-0.03$-0.01-200.0%
Q1 2026May 12, 2026$-0.02$-0.07+71.4%
Q4 2025Mar 11, 2026$-0.04$-0.05+20.0%
Q3 2025Nov 13, 2025$0.32$0.03+966.7%
Next earningsMon, Nov 16·consensus EPS $-0.04

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$107.2M$104.5M – $109.8M-$0.11-$0.13 – -$0.082
FY27$111.6M$104.7M – $118.5M$0.03-$0.01 – $0.052
FY28$114.2M$108.9M – $118.3M$0.12$0.11 – $0.131
FY29$128.2M$122.2M – $132.7M$0.25$0.23 – $0.261
FY30$143.6M$136.9M – $148.7M$0.40$0.38 – $0.421

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.2.0×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.44%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.-17.5%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.+0.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.775-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-KPress release / Reg FDAug 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Broadwind Inc. (BWEN) issued a press release on August 11, 2026 announcing Q2 2026 financial results as of and for the quarter ended June 30, 2026. Specific figures are in Exhibit 99.1.

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-KAcquisition completedMay 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.

+ 5 other (2 earnings 8-Ks · 2 10-Qs · 1 SD) in window

Recent news

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

Broadwind Energy, Inc. (BWEN) Dips More Than Broader Market: What You Should Knowzacks.com·4d agoBroadwind Energy, Inc. (BWEN) Stock Sinks As Market Gains: Here's Whyzacks.com·11d agoBroadwind Energy (NASDAQ:BWEN) & MSA Safety Incorporporated (NYSE:MSA) Head to Head Surveydefenseworld.net·14d agoBroadwind Energy (BWEN) Is Considered a Good Investment by Brokers: Is That True?zacks.com·16d agoBroadwind Energy, Inc. (BWEN) Declines More Than Market: Some Information for Investorszacks.com·17d ago

In themes

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Voices on X · last 7 days

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

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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