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Babcock & Wilcox Enterprises, Inc. Stock Price

NYSE:BW Community·US$2.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 25 Fair Values set on narratives written by author

BW Share Price Performance

US$19.04
18.25 (2,310.43%)
US$8.33
Fair Value
US$19.04
18.25 (2,310.43%)
128.5% overvalued intrinsic discount
US$8.33
Fair Value
Price US$19.04
AnalystConsensusTarget US$8.33
AnalystHighTarget US$10.00
AnalystLowTarget US$6.00

BW Community Narratives

·
Fair Value US$8.33 128.5% overvalued intrinsic discount

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

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3users have followed this narrative
·
Fair Value US$10 90.4% overvalued intrinsic discount

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

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·
Fair Value US$6 217.3% overvalued intrinsic discount

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

0users have liked this narrative
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US$8.33
128.5% overvalued intrinsic discount
Profit Margin
2.76%
Future PE
72.79x
Price in 2029
US$11.36
US$6
217.3% overvalued intrinsic discount
Profit Margin
11.82%
Future PE
12.73x
Price in 2029
US$8.26
US$10
90.4% overvalued intrinsic discount
Profit Margin
5.74%
Future PE
37.35x
Price in 2028
US$13.8

Trending Discussion

Updated Narratives

BW logo

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

Fair Value: US$8.33 128.5% overvalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BW logo

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

Fair Value: US$6 217.3% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BW logo

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

Fair Value: US$10 90.4% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential and good value.

3 Risks
3 Rewards

Babcock & Wilcox Enterprises, Inc. Key Details

US$653.5m

Revenue

US$494.0m

Cost of Revenue

US$159.5m

Gross Profit

US$271.2m

Other Expenses

-US$111.7m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.75
24.41%
-17.09%
-160.3%
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 May 18

Babcock & Wilcox: Spectacular Performance Continues

Summary Babcock & Wilcox has experienced a sharp share price rally, prompting a $200M equity raise at $18.50 per share. Q1 revenue surged 44% to $214M, with adjusted EBITDA quadrupling to $16.1M and bookings soaring to $2.5B, driven by a major datacenter project. Net debt has been eliminated, leaving Babcock with a $150M net cash position and a $3.2B market cap, but valuation has expanded to 35x EBITDA. 2026 adjusted EBITDA guidance was raised to $80–$100M, reflecting optimism around AI/datacenter exposure, though modeling contributions remains challenging. Read the full article on Seeking Alpha

Recent updates

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