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BWBWMN

Bowman Consulting Group Ltd.

$BWMN·$743M·Engineering & Construction·Industrials
$42.30+0.2%1Y+7.2%
Mentions · last 7 days
2026-08-08: 0 posts2026-08-09: 1 posts2026-08-10: 95 posts2026-08-11: 16 posts2026-08-12: 1 posts2026-08-13: 2 posts2026-08-14: 6 posts121+1%
Price updated 16h ago·X counts updated 15h ago
BWBWMN
$BWMNBowman Consulting Group Ltd.
$42.30+0.24%121 posts+1%
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 $BWMN, 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.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-15

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Engineering-consulting compounder now in a live take-private process — the chart says the market thinks a bid is coming and shareholder-rights firms are pressuring for a fairer price.

Bowman Consulting has quietly become a small-cap M&A situation. Multiple shareholder-rights firms have publicly announced investigations into the adequacy of the proposed sale price and process — the classic sign that a bid exists and lawyers are trying to force it higher.

  • Q2 revenue $146M, +20% YoY; Q2 EPS surprise +33% versus consensus.
  • Stock trades 42% above the 50DMA and 30% above the 200DMA — the market has already priced in significant premium expectations.
  • Volume multiplier 3.9x normal — unusually large options activity flagged, consistent with M&A speculation.
  • 30-day options volume, price above trend, and the shareholder-litigation announcements together read as a deal in progress being negotiated up.
  • PE 101 is not the number that matters here — takeout multiple is what decides the trade.

The fundamental business (civil engineering across real estate, energy, infrastructure) is a solid mid-cycle earnings compounder — analyst 2026 EPS $1.71 rising to $2.39 in 2027 is a real acceleration. But this is now a special situation, not a fundamentals trade.

What to watch: Any announcement of a definitive sale agreement, or a bump in the offer price. Litigation-firm activity is the tell — new firms piling on typically means the initial bid is under-priced. If the deal breaks, expect a violent gap down.

Read the AI verdict + X sentiment for $BWMN

  • 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.

US engineering and consulting firm delivering civil, environmental, and infrastructure services for real estate and energy clients.

Industry overviewAI analysisGenerated by AI from underlying data

Where Engineering & Construction sits in its cycle right now — and what that implies for $BWMN.

Engineering & Construction · Industrials

No material change from last week — hyperscaler campus builds requiring mission-critical electrical, mechanical, and plumbing contractors have pushed PWR's backlog to $50B, with FIX (Comfort..

Industry benchmark

19-name peer basket
+42.8%YTD
+59.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
101.0How 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
3.8%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
3.9%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
1.6%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
1.4Same 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
2.7%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
46.5%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
1.1Total 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$0.62$0.47+33.2%
Q1 2026May 5, 2026$0.14$0.21-33.3%
Q4 2025Mar 4, 2026$0.45$0.38+18.4%
Q3 2025Nov 5, 2025$0.61$0.38+60.5%
Next earningsWed, Nov 4·consensus EPS $0.53

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$146.1M+19.7%53.2%5.6%$0.15$-15.6M
Q1 FY26$126.5M+12.0%45.5%3.1%$-0.22$9.3M
Q4 FY25$129.0M+13.9%39.0%2.9%$0.11$8.1M
Q3 FY25$126.0M+10.6%47.6%3.9%$0.38$10.1M

Forward consensus

2-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$525.6M$507.7M – $554.0M$1.71$1.51 – $1.985
FY27$583.5M$494.1M – $681.4M$2.39$1.90 – $2.635

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.3.9×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.83%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.+41.5%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.+30.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 14.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today8.8% 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.β1.375-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

SellAug 10Patricia MulroyDirector883 sh$37KSellAug 7Daniel SwayzeCOO914 sh$25KSellJun 2Grebbien Virginia LeeDirector7.5K sh$237KSellMay 12Vicks Raymond Jr.Director1.2K sh$41KSellApr 22Gary BowmanCEO20.0K sh$614KSellFeb 18Gary BowmanCEO20.0K sh$652K
+ 8 other (5 awards · 3 inkinds) in window

See when $BWMN 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-KMaterial agreementAug 108-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Bowman Consulting Group Ltd. (BWMN) reported earnings and disclosed a material agreement on 2026-08-10, reporting financial results details in attached press release. Additional items: Item 1.01, Item 5.02, Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

3New insider — initial holdingsJun 253
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for BWMN (BWMN) dated 2026-06-25. The filing reports initial beneficial ownership of 141,210 shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsJun 253
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for BWMN (BWMN) dated 2026-06-25. The filing reports initial beneficial ownership of 9,785 shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

8-KShareholder voteJun 38-K — Item 5.07: Shareholder vote
3New insider — initial holdingsMay 73
8-KOfficer or director changeApr 178-K — Item 5.02: Officer or director change
8-KOfficer or director changeFeb 178-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 12 other (4 proxys · 2 10-Qs · 2 13Gs · 2 earnings 8-Ks) in window

Recent news

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

Here Are Thursday’s Top Wall Street Analyst Research Calls: Abbott Labs, AbbVie, Akamai Technologies, Five Below, Keurig Dr. Pepper, Salesforce, Stryker, StubHub, and More247wallst.com·2d agoBowman Consulting Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Bowman Consulting Group Ltd. - BWMNgurufocus.com·4d agoBowman Consulting Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Bowman Consulting Group Ltd. - BWMNbusinesswire.com·4d agoBowman Consulting Group (NASDAQ:BWMN) Shares Gap Up After Strong Earningsdefenseworld.net·5d agoBowman Consulting Group Sees Unusually Large Options Volume (NASDAQ:BWMN)defenseworld.net·5d ago

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