Babcock & Wilcox Enterprises Inc (BW)

Over the past six months, Babcock & Wilcox completed the full redemption of its 8.125% Senior Notes due 2026 and regained compliance with the NYSE's continued listing standards. The company reported a larger-than-expected loss for Q2 2025 but reported robust Q3 2025 results. Babcock & Wilcox announced its strategic entry into the AI data center power supply market, which caused the stock to surge. The company was awarded a $40 million contract for advanced Wet Gas Scrubbing technology and received a limited notice to proceed to supply CO2 capture technology. Analyst ratings included upgrades to "hold" and "outperform," and price target adjustments, with the stock reaching new 52-week highs.

Babcock & Wilcox Enterprises, Inc. experiences normal seasonality in its parts and services business, with the third and fourth quarters typically performing better.

Babcock & Wilcox Enterprises, Inc. (BW) is an American energy technology and service provider, focusing on renewable, environmental, and thermal technologies for various customers globally. The company operates through three segments: Babcock & Wilcox Renewable, which offers technologies for sustainable power and heat generation; Babcock & Wilcox Environmental, which provides emissions control and environmental technology solutions; and Babcock & Wilcox Thermal, which supplies steam generation equipment and services.

Babcock & Wilcox Enterprises, Inc. has a worldwide geographic footprint, serving customers in international markets, including the United States, Canada, the United Kingdom, Indonesia, and the Philippines. Its corporate headquarters are located in Akron, Ohio.

Babcock & Wilcox Enterprises, Inc.'s brand reputation has been influenced by regaining compliance with NYSE listing standards, reporting a larger-than-expected loss in Q2 2025, strong Q3 2025 results, and expanding into the AI data center power market. Analyst ratings for the stock are mixed, with a consensus "Hold" rating, but also "Buy" and "Sell" recommendations.

Babcock & Wilcox Enterprises, Inc. has 116 institutional owners and shareholders holding a total of 46,687,834 shares. Major institutional owners include Neuberger Berman Group LLC, Legal & General Group Plc and Gendell Jeffrey L. Approximately 83.17% of the stock is owned by institutional investors and hedge funds. Other sources indicate institutional ownership around 6.54% to 12.53%, with insiders owning about 3.80% and public companies and individual investors holding a significant portion.