Northland Capital Begins Coverage of Babcock & Wilcox Enterprises Inc. with an Outperform Rating and $10 Price Target
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Should l Buy BW?
Source: moomoo
Company Overview: Northland Capital Initiates coverage on Block & Wilcox with a target price of $10.
Performance Rating: The coverage comes without a performance rating, indicating a neutral stance on the stock's potential.
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Analyst Views on BW
Wall Street analysts forecast BW stock price to fall
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 14.540
Low
9.00
Averages
9.00
High
9.00
Current: 14.540
Low
9.00
Averages
9.00
High
9.00
About BW
Babcock & Wilcox Enterprises, Inc. is a provider of renewable, environmental and thermal technologies for industrial, electrical utility, municipal and other customers. The Company operates through three segments: Babcock & Wilcox Renewable, Babcock & Wilcox Environmental, and Babcock & Wilcox Thermal. Its Babcock & Wilcox Renewable segment offers technologies for environmentally sustainable power and heat generation, including waste-to-energy, oxygen-fired biomass-to-energy and black liquor systems for the pulp and paper industry. Its Babcock & Wilcox Environmental segment provides emissions control and environmental technology solutions for utility, waste-to-energy, biomass-to-energy, carbon black, and industrial steam generation applications around the world. Its Babcock & Wilcox Thermal segment provides steam generation equipment, aftermarket parts, construction, maintenance and field services for plants in the power generation, oil and gas, and industrial sectors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Chinese Trade Data: China's April exports rose 14.1% year-on-year, significantly exceeding expectations of 8.4%, while imports increased by 25.3%, indicating positive signals for global economic recovery that could benefit global markets.
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- Middle East Impact: The failure of the US and Iran to reach a peace agreement has led to rising global bond yields, with the 10-year T-note yield increasing by 3 basis points to 4.39%, raising concerns that elevated energy prices could force central banks to tighten monetary policy.
- Chinese Trade Data: China's April exports rose by 14.1% year-on-year and imports increased by 25.3%, both exceeding market expectations, indicating positive signals for global economic recovery that could benefit global markets.
- Earnings Reports: So far, 83% of the 446 S&P 500 companies that reported earnings have beaten estimates, with Q1 earnings projected to climb by 12% year-on-year, although excluding the technology sector, the growth is only 3%, marking the weakest performance in two years.
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- Earnings Miss: Despite the sales beat, the company posted a loss of $0.60 per share, far worse than the anticipated $0.04 loss, primarily due to an $81.8 million non-cash accounting charge, highlighting challenges in cost management.
- Significant Order Growth: The report indicated a 17% increase in the global pipeline, a 483% rise in backlog, and a nearly 2000% surge in new orders, suggesting substantial sales growth potential that is expected to enhance profitability.
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See More
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- Surge in Orders: The company experienced a nearly 2000% increase in new orders this quarter, leading to a 483% rise in backlog and a 17% growth in its global pipeline, indicating substantial potential for future sales growth and profitability.
- Accounting Charge Impact: An accounting charge for non-cash warrants and stock appreciation rights subtracted $81.8 million from profits, suggesting that without these charges, Babcock would have reported a small profit, highlighting the resilience of its core operations.
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See More
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- Middle East Impact: The failure of the U.S. and Iran to reach a peace agreement has led to rising global bond yields, with the 10-year Treasury yield increasing to 4.39%, potentially forcing central banks to tighten monetary policy, which could affect market liquidity.
- Chinese Trade Data: China's April exports rose 14.1% year-on-year and imports increased by 25.3%, both exceeding market expectations, providing a positive signal for global economic growth and potentially boosting international investment sentiment.
- Corporate Earnings Situation: So far, 83% of the 446 S&P 500 companies have exceeded earnings expectations, with Q1 earnings projected to grow by 12% year-on-year, demonstrating corporate resilience in the economic recovery, although growth in the tech sector has slowed to 3%.
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Babcock & Wilcox Reports Significant Q1 Performance Improvement
- Performance Reversal: Babcock & Wilcox reported Q1 revenue of $214.4 million, exceeding analysts' expectations of $149.72 million, demonstrating strong market performance amid surging demand from AI data centers.
- Booking Surge: The company achieved first-quarter bookings of $2.5 billion, a staggering 1,971% year-over-year increase, while backlog also surged 483% year-over-year to $2.7 billion, indicating robust demand for energy solutions.
- Cash Flow Improvement: The operating cash flow for Q1 was $17.8 million, reversing from an outflow of $8.5 million year-over-year, showcasing positive progress in financial management.
- Market Sentiment Shift: Retail investor sentiment towards Babcock & Wilcox has turned bullish, with message volume significantly increasing, reflecting growing confidence in the company's future growth potential.
See More
US Stocks Rise Slightly, Led by Tech Gains
- Market Performance: The S&P 500 and Nasdaq 100 indices both reached all-time highs, rising 0.19% and 0.29% respectively, reflecting strong corporate earnings and optimism around artificial intelligence, although gains were limited by rising oil prices and bond yields.
- Middle East Impact: The failure of the US and Iran to reach a peace agreement led to an increase in global bond yields, with the 10-year T-note yield rising 5 basis points to 4.41%, raising concerns that sustained high energy prices could force central banks to tighten monetary policy.
- Chinese Trade Data: China's April exports rose 14.1% year-on-year, significantly exceeding expectations of 8.4%, while imports increased by 25.3%, indicating positive signals for global economic recovery that could benefit global markets.
- Earnings Reports: As of Monday, 83% of the 450 S&P 500 companies that reported earnings exceeded expectations, with Q1 earnings projected to grow 12% year-on-year, but only 3% when excluding the technology sector, highlighting disparities in profitability across industries.
See More
US Stocks Rise Slightly, Nasdaq Hits All-Time High
- Market Performance: The S&P 500 Index rose by 0.25% and the Nasdaq 100 Index increased by 0.17%, reaching all-time highs, reflecting strong corporate earnings and optimism around artificial intelligence, although rising oil prices and bond yields limited gains.
- Middle East Impact: The failure of the US and Iran to reach a peace agreement has led to rising global bond yields, with the 10-year T-note yield increasing by 3 basis points to 4.39%, raising concerns that elevated energy prices could force central banks to tighten monetary policy.
- Chinese Trade Data: China's April exports rose by 14.1% year-on-year and imports increased by 25.3%, both exceeding market expectations, indicating positive signals for global economic recovery that could benefit global markets.
- Earnings Reports: So far, 83% of the 446 S&P 500 companies that reported earnings have beaten estimates, with Q1 earnings projected to climb by 12% year-on-year, although excluding the technology sector, the growth is only 3%, marking the weakest performance in two years.
See More
Babcock & Wilcox Stock Soars 24.9% Despite Earnings Miss
- Strong Sales Performance: Babcock & Wilcox reported Q1 sales of $214.4 million, a 44% year-over-year increase, significantly exceeding analyst expectations of $157.2 million, indicating robust market demand that is likely to drive future revenue growth.
- Earnings Miss: Despite the sales beat, the company posted a loss of $0.60 per share, far worse than the anticipated $0.04 loss, primarily due to an $81.8 million non-cash accounting charge, highlighting challenges in cost management.
- Significant Order Growth: The report indicated a 17% increase in the global pipeline, a 483% rise in backlog, and a nearly 2000% surge in new orders, suggesting substantial sales growth potential that is expected to enhance profitability.
- Positive Market Reaction: Investors reacted positively despite the losses, with analysts forecasting that Babcock will become profitable this year and triple its earnings next year, reflecting confidence in the company's long-term strategy.
See More
Babcock & Wilcox Misses Earnings but Sees Order Surge
- Earnings Miss: Babcock reported a Q1 loss of $0.60 per share, significantly worse than the expected loss of $0.04, although sales reached $214.4 million, reflecting a strong 44% year-over-year growth in revenue.
- Surge in Orders: The company experienced a nearly 2000% increase in new orders this quarter, leading to a 483% rise in backlog and a 17% growth in its global pipeline, indicating substantial potential for future sales growth and profitability.
- Accounting Charge Impact: An accounting charge for non-cash warrants and stock appreciation rights subtracted $81.8 million from profits, suggesting that without these charges, Babcock would have reported a small profit, highlighting the resilience of its core operations.
- Positive Market Reaction: Despite the earnings miss, Babcock's stock soared 24.9% following the report, indicating investor optimism regarding the company's growth potential, with analysts generally believing it will achieve profitability this year and significantly increase earnings next year.
See More
U.S. Stocks Rise Slightly Amid Strong Corporate Earnings
- Market Performance: The S&P 500 rose by 0.17% and the Nasdaq 100 reached an all-time high, reflecting strong corporate earnings and optimism around AI, although rising oil prices and bond yields limited gains.
- Middle East Impact: The failure of the U.S. and Iran to reach a peace agreement has led to rising global bond yields, with the 10-year Treasury yield increasing to 4.39%, potentially forcing central banks to tighten monetary policy, which could affect market liquidity.
- Chinese Trade Data: China's April exports rose 14.1% year-on-year and imports increased by 25.3%, both exceeding market expectations, providing a positive signal for global economic growth and potentially boosting international investment sentiment.
- Corporate Earnings Situation: So far, 83% of the 446 S&P 500 companies have exceeded earnings expectations, with Q1 earnings projected to grow by 12% year-on-year, demonstrating corporate resilience in the economic recovery, although growth in the tech sector has slowed to 3%.
See More
Babcock & Wilcox Reports Significant Q1 Performance Improvement
- Performance Reversal: Babcock & Wilcox reported Q1 revenue of $214.4 million, exceeding analysts' expectations of $149.72 million, demonstrating strong market performance amid surging demand from AI data centers.
- Booking Surge: The company achieved first-quarter bookings of $2.5 billion, a staggering 1,971% year-over-year increase, while backlog also surged 483% year-over-year to $2.7 billion, indicating robust demand for energy solutions.
- Cash Flow Improvement: The operating cash flow for Q1 was $17.8 million, reversing from an outflow of $8.5 million year-over-year, showcasing positive progress in financial management.
- Market Sentiment Shift: Retail investor sentiment towards Babcock & Wilcox has turned bullish, with message volume significantly increasing, reflecting growing confidence in the company's future growth potential.
See More
