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BWBWEN

Broadwind, Inc.

$BWEN·$109M·Industrial - Machinery·Industrials
$4.30-1.6%YTD+77.6%1Y+109.8%
Mentions · last 7 days
2026-08-21: 3 posts2026-08-22: 0 posts2026-08-23: 0 posts2026-08-24: 1 posts40%
Price updated 2h ago·X counts updated 7d ago
BWBWEN
$BWENBroadwind, Inc.
$4.30-1.60%4 posts0%
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.

Comeback attemptAcceleratingAI verdict · as of 2026-08-21

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

Wind-tower maker pivoting to natural-gas turbine and data-center gearing — the first analyst rating since early-2026 lands.

Broadwind is a Cicero, Illinois industrial that makes wind-tower structures plus precision gearing and industrial-solutions equipment. The equity has been in cyclical drawdown; the recent story is a specific pivot toward supplying gearing and industrial components to the top-5 natural-gas turbine OEMs — the same OEMs benefitting from AI-data-center power demand.

  • Q1 revenue was down 7.5% year-on-year to $34M — the underlying business is still contracting, but the recent commentary is about backlog conversion into the natural-gas turbine ecosystem rather than current-quarter numbers.
  • On the Q2 call management indicated BWEN now works with all 5 top natural-gas turbine OEMs across the Gearing and Industrial Solutions segments — a specific customer-count that validates the pivot narrative.
  • Roth Capital reiterated Buy at $6.50 (first analyst rating since early 2026) — sell-side coverage is thin, so a fresh initiation is a real incremental signal in a name where the tape is doing most of the work.
  • Stock is +78% year-to-date and +112% over 12 months, sitting at the 69th percentile of its 52-week range and 38% above the 200-day trend — the tape has been running with the pivot narrative, and the +34% in a recent 3-week strategy update matches the momentum framing.

What sustains the accelerating call is Nov 16 Q3 confirming natural-gas-turbine order flow is materially expanding alongside a specific dollar-value contract award. What invalidates it is a quarter of continued top-line decline without visible turbine-segment backlog growth; the value case only works if the pivot generates a real revenue lift within the next 4 quarters.

Agrees with X sentimentThe bullish X read on Roth's Buy reinstatement, the top-5 turbine OEM validation, and the +34% momentum framing matches the specific catalysts. 'Breakout looks good, I think this goes to $9' is speculative; the analytical case is the pivot into natural-gas turbine supply, which is real.

What to watch: Nov 16 Q3 earnings — natural-gas turbine order flow and Gearing/Industrial Solutions segment growth. Watch for follow-on analyst coverage as a specific catalyst.

On the calendar: 2026-11-16 — Q3 earnings

X sentiment

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

Bullish sentiment6 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 the AI verdict + X sentiment for $BWEN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • 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

Manufacturing reshoring and automation capex are the dual demand drivers; AI-powered robotics and CNC equipment are the fastest-growing segments. Order books remain healthy, though a soft global industrial PMI is a leading risk.

What this means for $BWEN

Partial — upstream oil & gas exposure ties to commodity price cycle; Broadwind, Inc.

Industry benchmark

33-name peer basket
+23.1%YTD
+23.7%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$119.7M$113.3M – $125.2M-$0.13-$0.14 – -$0.122
FY27$99.5M$88.7M – $110.4M-$0.12-$0.27 – $0.032
FY28$98.9M$93.7M – $103.5M-$0.13-$0.14 – -$0.121
FY29$111.0M$105.2M – $116.2M$0.02$0.02 – $0.021
FY30$124.4M$117.8M – $130.2M$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.0.4×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.65%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.-6.0%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.+30.7%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 today1.5% 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.β1.825-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-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
+ 9 other (2 earnings 8-Ks · 2 10-Qs · 2 proxys · 1 SD) in window

Recent news

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

Broadwind: I Like The Pivot, But The Market Is Already Aheadseekingalpha.com·18d agoBroadwind, Inc. (BWEN) Q2 2026 Earnings Call Transcriptseekingalpha.com·20d agoBroadwind Energy Q2 Earnings Call Highlightsmarketbeat.com·20d agoBroadwind Energy, Inc. (BWEN) Reports Q2 Loss, Lags Revenue Estimateszacks.com·21d agoBroadwind Energy, Inc. (BWEN) Suffers a Larger Drop Than the General Market: Key Insightszacks.com·26d ago

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