Northland Securities Predicts Stronger Earnings for Babcock

Key Points

• Northland Securities raised its FY2026 EPS forecast for Babcock to $0.79 from $0.27, well above the current consensus estimate of $0.27; it forecasts FY2027 EPS of $0.56.
• Analyst views are mixed: MarketBeat reports an overall Hold rating and an average price target of $19, with three Buy, one Hold, and one Sell rating.
• Babcock reported quarterly EPS of $0.04, beating the $0.02 estimate, and revenue of $319.72 million versus analysts’ $196.95 million forecast.

Babcock (NYSE:BW - Free Report) - Investment analysts at Northland Securities upped their FY2026 earnings per share estimates for shares of Babcock in a research note issued to investors on Tuesday, November 10th. Northland Securities analyst J. Grampp now anticipates that the technology company will earn $0.79 per share for the year, up from their previous estimate of $0.27. The consensus estimate for Babcock's current full-year earnings is $0.27 per share. Northland Securities also issued estimates for Babcock's FY2027 earnings at $0.56 EPS.

Several other equities analysts have also commented on BW. Wall Street Zen lowered Babcock from a "buy" rating to a "hold" rating in a research report on Sunday, August 23rd. Weiss Ratings reaffirmed a "sell (d+)" rating on shares of Babcock in a research report on Wednesday, November 4th. Finally, Needham & Company LLC dropped their price objective on shares of Babcock from $20.00 to $15.00 and set a "buy" rating on the stock in a research note on Tuesday. Three investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Hold" and an average target price of $19.00.

Babcock Price Performance

BW stock opened at $4.85 on Thursday. The firm has a market cap of $706.01 million, a P/E ratio of -10.55 and a beta of 1.24. The company has a debt-to-equity ratio of 2.08, a quick ratio of 1.33 and a current ratio of 1.79. Babcock has a 1 year low of $3.07 and a 1 year high of $22.03. The stock has a 50-day simple moving average of $5.56 and a 200-day simple moving average of $11.25.

Babcock (NYSE:BW - Get Free Report) last released its quarterly earnings data on Monday, August 10th. The technology company reported $0.04 EPS for the quarter, beating the consensus estimate of $0.02 by $0.02. The company had revenue of $319.72 million for the quarter, compared to analyst estimates of $196.95 million. Babcock had a negative return on equity of 36.52% and a net margin of 4.11%.

Institutional Trading of Babcock

Several large investors have recently modified their holdings of the business. Rockefeller Capital Management L.P. acquired a new position in shares of Babcock in the fourth quarter worth about $25,000. Integrated Wealth Concepts LLC acquired a new stake in Babcock during the 2nd quarter valued at approximately $25,000. Royal Bank of Canada grew its stake in Babcock by 57.3% during the 1st quarter. Royal Bank of Canada now owns 1,785 shares of the technology company's stock valued at $26,000 after purchasing an additional 650 shares in the last quarter. State of Alaska Department of Revenue acquired a new stake in Babcock during the 3rd quarter valued at approximately $50,000. Finally, B. Riley Wealth Advisors Inc. increased its holdings in Babcock by 62.0% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 16,460 shares of the technology company's stock worth $96,000 after purchasing an additional 6,300 shares during the last quarter. 83.17% of the stock is currently owned by institutional investors and hedge funds.

Top Babcock Stories

Here are a few of the latest stories about BW:

• Positive Sentiment: Traders bought 14,318 call options on Wednesday—228% above the average daily volume. This may signal increased bullish speculation, though options activity does not guarantee a share-price rise.
• Neutral Sentiment: Northland Securities’ projections show quarterly EPS rising from $0.09 in Q4 2026 to $0.19 in Q4 2027, but these are analyst estimates, not company guidance.
• Negative Sentiment: Northland lowered its Q4 2026 EPS forecast to $0.09 from $0.15, a near-term earnings-estimate cut that may concern investors.

Babcock Company Profile

Babcock & Wilcox Enterprises, Inc. is an energy and environmental technology company serving power, industrial and municipal customers. Its offerings include steam-generation equipment, emissions-control systems and related engineering, construction, maintenance and aftermarket services. The company also develops technologies for renewable and waste-to-energy applications, including systems that use biomass and municipal solid waste to produce energy. Its environmental technologies help customers manage emissions and other byproducts from energy and industrial processes.

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