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Babcock & Wilcox Enterprises, Inc. Stock Price

NYSE:BW Community·US$1.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 37 Fair Values set on narratives written by author
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BW Share Price Performance

US$7.94
4.99 (169.15%)
​
US$22.67
Fair Value
US$7.94
4.99 (169.15%)
65.0% undervalued intrinsic discount
US$22.67
Fair Value
Price US$7.94
AnalystConsensusTarget US$22.67
AnalystLowTarget US$20.00
AnalystHighTarget US$26.00
Wed, 26 Aug 26
Fair ValueUS$22.67
Share Pricen/a

BW Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$22.67 69.0% undervalued intrinsic discount

AI Data Center Power Demand Will Support A Fairly Valued Long Term Story

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$20 64.9% undervalued intrinsic discount

AI Data Center Power And Carbon Capture Will Eventually Justify A Stable Outlook

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$26 73.0% undervalued intrinsic discount

AI Power Demand And Carbon Capture Will Drive Major Long Term Upside

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
BW logo
Babcock & Wilcox Enterprises
69.0% undervalued intrinsic discount

AI Data Center Power Demand Will Support A Fairly Valued Long Term Story

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 26 Aug
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BW logo
Babcock & Wilcox Enterprises
64.9% undervalued intrinsic discount

AI Data Center Power And Carbon Capture Will Eventually Justify A Stable Outlook

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 11 Aug
Read Narrative
BW logo
Babcock & Wilcox Enterprises
73.0% undervalued intrinsic discount

AI Power Demand And Carbon Capture Will Drive Major Long Term Upside

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 24 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
BW logo

BW: FastPower AI Projects And Q2 Execution Will Drive Strong Future Upside

Fair Value: US$22.67 69.0% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
BW logo

BW: Global CCS Recognition And Coal Conversion Projects Will Drive Upside

Fair Value: US$20 64.9% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
BW logo

BW: Future Capital Moves And Contracts May Support Repricing Potential

Fair Value: US$26 73.0% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Excellent balance sheet and good value.

2 Risks
3 Rewards
View Full Analysis

Babcock & Wilcox Enterprises, Inc. Key Details

US$834.4m

Revenue

US$669.6m

Cost of Revenue

US$164.7m

Gross Profit

US$254.7m

Other Expenses

-US$90.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.60
19.74%
-10.79%
482.6%
View Full Analysis

About BW

Founded
1867
Employees
1625
CEO
Kenneth Young
WebsiteView website
www.babcock.com

Babcock & Wilcox Enterprises, Inc., together with its subsidiaries, provides energy and emissions control solutions to industrial, electrical utility, municipal, and other customers in the United States, Canada, the United Kingdom, Indonesia, and the Philippines. The company offers BrightLoop chemical looping technology, which produces steam, hydrogen, or syngas for applications in the energy, industrial, and agricultural sectors. It also provides steam generation equipment, including aftermarket parts, construction, maintenance, and field services; steam generation systems, such as package boilers, watertube and firetube waste heat boilers, and other boilers to medium and heavy industrial customers. The company was founded in 1867 and is headquartered in Akron, Ohio.

Recent BW News & Updates

Seeking Alpha • Sep 03

Babcock & Wilcox Enterprises: Looks Cheap, But The Situation Is Ambiguous

Summary Babcock & Wilcox's shares have plunged 60% since May, driven by concerns over reliance on a single data center project and weak margins. BW's Q2 sales surged 130% to $320M, but operating margins remain thin at just over 3%, with adjusted EBITDA guidance of $80-105M for the year. Order intake outside the Base Electron project is soft, raising questions about sustainability despite a $2.6B backlog and strong topline growth. Valuation now appears attractive at 11-15x EBITDA and 0.5x backlog, but conviction is hampered by execution risks, margin ambiguity, and management credibility. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 26

BW: FastPower AI Projects And Q2 Execution Will Drive Strong Future Upside

Analysts have trimmed their price target for Babcock & Wilcox Enterprises from about $24.67 to about $22.67, reflecting updated assumptions around revenue growth, profit margins and future P/E expectations. What’s in the News for Babcock & Wilcox Enterprises Babcock & Wilcox shares moved up more than 40% after Q2 2026 results that exceeded analyst expectations, with adjusted EPS of US$0.07 and revenue of US$319.7 million, according to recent coverage.

Recent updates

No updates

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