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.
Reminder for B&W Securities Class Action
- Class Action Notice: Rosen Law Firm reminds investors who purchased Babcock & Wilcox Enterprises, Inc. (B&W) securities between November 5, 2025, and March 11, 2026, to apply as lead plaintiffs by June 15, 2026, to participate in the class action without any out-of-pocket fees.
- Lawsuit Background: The lawsuit alleges that B&W made false and misleading statements during the class period, failing to disclose the close ties between its largest shareholder, BRC Group, and its counterparty, leading investors to misunderstand B&W's financial prospects.
- Legal Counsel Recommendation: Rosen Law Firm advises investors to select qualified counsel with a successful track record in securities class actions to avoid choosing firms that merely act as intermediaries, ensuring effective legal support in litigation.
- Historical Performance: The firm has recovered over $438 million for investors in 2019 alone and was ranked first by ISS Securities Class Action Services for the number of settlements in 2017, demonstrating its strong capabilities and influence in the field.
See More
Babcock & Wilcox (BW) Q1 2026 Earnings Transcript
See More
B&W Faces Class Action Lawsuit from Investors
- Class Action Initiated: Bragar Eagel & Squire, P.C. has announced a class action lawsuit against Babcock & Wilcox Enterprises, Inc. on behalf of investors who purchased securities between November 5, 2025, and March 11, 2026, indicating significant legal risks that could impact the company's stock performance.
- Allegations of False Statements: The lawsuit alleges that B&W made false and misleading statements during the class period, failing to disclose the close ties between its largest shareholder, BRC Group Holdings, Inc., and its counterparty, potentially leading investors to misjudge the company's financial prospects.
- Deadline for Claims: Investors must apply by June 15, 2026, to be appointed as lead plaintiff in the lawsuit, highlighting the urgency of the legal process and its potential influence on investor decisions and actions.
- Legal Consultation Offered: Bragar Eagel & Squire is offering free legal consultations to affected investors, encouraging them to reach out to attorneys, which underscores the firm's professionalism and commitment to protecting investor rights.
See More
Babcock & Wilcox Reports Strong Q1 2026 Earnings with Significant Pipeline Growth
- Strong Performance: Babcock & Wilcox reported Q1 2026 revenues of $214.4 million, driven by large project volumes including $31 million from the Base Electron project in North Dakota, reflecting robust performance amid rising electricity demand.
- Debt Reduction: The company paid off $15 million in debt during the quarter and expects to fully retire the remaining $69 million by December 2026, with quarter-end net debt reduced to $42.4 million, below 1x trailing twelve-month adjusted EBITDA, enhancing financial stability.
- Order and Pipeline Growth: The total pipeline grew over 17% to $14 billion, with bookings of $2.5 billion in Q1, indicating strong core business growth and demand from AI data centers, which is expected to drive future revenue increases.
- Future Outlook: Management maintained current guidance, emphasizing that the construction of the Base Electron project scheduled for 2027 and 2028 will be a key milestone, while ongoing discussions with multiple AI data center customers support potential bookings for 2026.
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
Reminder for B&W Securities Class Action
- Class Action Notice: Rosen Law Firm reminds investors who purchased Babcock & Wilcox Enterprises, Inc. (B&W) securities between November 5, 2025, and March 11, 2026, to apply as lead plaintiffs by June 15, 2026, to participate in the class action without any out-of-pocket fees.
- Lawsuit Background: The lawsuit alleges that B&W made false and misleading statements during the class period, failing to disclose the close ties between its largest shareholder, BRC Group, and its counterparty, leading investors to misunderstand B&W's financial prospects.
- Legal Counsel Recommendation: Rosen Law Firm advises investors to select qualified counsel with a successful track record in securities class actions to avoid choosing firms that merely act as intermediaries, ensuring effective legal support in litigation.
- Historical Performance: The firm has recovered over $438 million for investors in 2019 alone and was ranked first by ISS Securities Class Action Services for the number of settlements in 2017, demonstrating its strong capabilities and influence in the field.
See More
Babcock & Wilcox (BW) Q1 2026 Earnings Transcript
See More
B&W Faces Class Action Lawsuit from Investors
- Class Action Initiated: Bragar Eagel & Squire, P.C. has announced a class action lawsuit against Babcock & Wilcox Enterprises, Inc. on behalf of investors who purchased securities between November 5, 2025, and March 11, 2026, indicating significant legal risks that could impact the company's stock performance.
- Allegations of False Statements: The lawsuit alleges that B&W made false and misleading statements during the class period, failing to disclose the close ties between its largest shareholder, BRC Group Holdings, Inc., and its counterparty, potentially leading investors to misjudge the company's financial prospects.
- Deadline for Claims: Investors must apply by June 15, 2026, to be appointed as lead plaintiff in the lawsuit, highlighting the urgency of the legal process and its potential influence on investor decisions and actions.
- Legal Consultation Offered: Bragar Eagel & Squire is offering free legal consultations to affected investors, encouraging them to reach out to attorneys, which underscores the firm's professionalism and commitment to protecting investor rights.
See More
Babcock & Wilcox Reports Strong Q1 2026 Earnings with Significant Pipeline Growth
- Strong Performance: Babcock & Wilcox reported Q1 2026 revenues of $214.4 million, driven by large project volumes including $31 million from the Base Electron project in North Dakota, reflecting robust performance amid rising electricity demand.
- Debt Reduction: The company paid off $15 million in debt during the quarter and expects to fully retire the remaining $69 million by December 2026, with quarter-end net debt reduced to $42.4 million, below 1x trailing twelve-month adjusted EBITDA, enhancing financial stability.
- Order and Pipeline Growth: The total pipeline grew over 17% to $14 billion, with bookings of $2.5 billion in Q1, indicating strong core business growth and demand from AI data centers, which is expected to drive future revenue increases.
- Future Outlook: Management maintained current guidance, emphasizing that the construction of the Base Electron project scheduled for 2027 and 2028 will be a key milestone, while ongoing discussions with multiple AI data center customers support potential bookings for 2026.
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
