Market Cap
$870.0M
BW
Babcock & Wilcox Enterprises, Inc.
$5.70 ▼ -1.55%
Prev close $5.79Market cap$870.0M
ConsensusStrong Buy
12-mo target$22.00 (+286.0%)
▲ Bullish
Analyst conviction 9/10
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on BW right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (92%)
Inst. Holders
50 funds
Inst. Value
$1.3B
Inst. Activity
32 buys / 18 sells
Insider Activity
$240.0K buy / $0.00 sell
Insider Net $
$240.0K
Social Sentiment
64° Warm
SEC Reports
11
Price chart 30d -20.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 24, 2026 other
Aug 20, 2026 SEC INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Babcock & Wilcox Enterprises, Inc. of Class Action Lawsuit - BW
NEW YORK, Sept. 24, 2026 /PRNewswire/ -- Pomerantz LLP. If you are an investor who believes that you
Babcock & Wilcox CEO Kenneth Young and Director Philip Moeller made open-market purchases totaling $115K (0.008% of mark
CLUSTER — Impact 4/10
A large institutional cluster in BW shows 12 buyers (net +$101.4M) vs 6 sellers (net -$68.9M) in Q2 2026, dominated by m
INST-CLUSTER — Impact 5/10
Aug 18, 2026 Insider
Aug 14, 2026 SEC Howe Alan B gifted 165,994 shares
Director
Two BW insiders — CEO Kenneth Young and Director Philip Moeller — made open-market purchases totaling $115K over two day
CLUSTER — Impact 5/10
Aug 13, 2026 Insider
Moeller Philip D bought 5,000 shares
Director @ $9.50 ($47.5K)
Aug 12, 2026 Insider
Young Kenneth M bought 7,000 shares
Chief Executive Officer @ $9.65 ($67.5K)
Jun 30, 2026 Inst.
BlackRock, Inc. — DOUBLED
11,350,106 shares ($160.0M)
Analyst ratings buy % +12.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
92% rate it Buy or better · 12 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 31, 2026 | Needham | INITIATE | Buy | 50% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 8 | 1 | 0 | 0 | 92% | |
| Aug 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Jul 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Jun 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| May 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Apr 1, 2026 | 3 | 7 | 2 | 0 | 0 | 83% | |
| Mar 1, 2026 | 3 | 7 | 2 | 0 | 0 | 83% | |
| Feb 1, 2026 | 3 | 7 | 2 | 0 | 0 | 83% |
Price targets
Where 4 covering analysts think BW trades over the next 12 months.
$22.00 +286.0% upside Strong Buy
Current$5.70 Low$20.00 Median$21.50 High$25.00 4 analysts
$20.00$25.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood -16.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
64°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 6 bullish, 0 bearish, 1 mixed, 4 neutral · avg impact 4.8/10.
BULLISHCLUSTER4/10
Babcock & Wilcox CEO Kenneth Young and Director Philip Moeller made open-market purchases totaling $
Aug 20, 2026
MIXEDINST-CLUSTER5/10
A large institutional cluster in BW shows 12 buyers (net +$101.4M) vs 6 sellers (net -$68.9M) in Q2
Aug 18, 2026
BULLISHCLUSTER5/10
Two BW insiders — CEO Kenneth Young and Director Philip Moeller — made open-market purchases totalin
Aug 14, 2026
NEUTRAL25-NSE2/10
The NYSE filed a Form 25-NSE to delist and deregister Babcock & Wilcox Enterprises, Inc.'s 6.50% Sen
Aug 13, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 24, 2026
other
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Babcock & Wilcox Enterprises, Inc. of Class Action Lawsuit - BW
NEW YORK, Sept. 24, 2026 /PRNewswire/ -- Pomerantz LLP. If you are an investor who believes that you may have incurred a loss regarding your Babcock &
Sep 15, 2026
short_volume
Short Volume: BW — 55.2% short (0.8M / 1.4M)
Short: 752,109 | Exempt: 174,345 | TRF Vol: 1,362,918 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
short_volume
Short Volume: BW — 57.0% short (1.4M / 2.5M)
Short: 1,448,596 | Exempt: 55,069 | TRF Vol: 2,539,785 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
short_volume
Short Volume: BW — 61.7% short (0.7M / 1.2M)
Short: 745,839 | Exempt: 29 | TRF Vol: 1,207,919 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
short_volume
Short Volume: BW — 68.2% short (1.1M / 1.6M)
Short: 1,079,967 | Exempt: 15,103 | TRF Vol: 1,584,288 | Short Ratio: 68.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.03 | $0.00–$0.05 | -91.8% | -25.0% | 0↑ 2↓ | $0.2B | 4 |
| Next Q | $0.10 | $0.05–$0.15 | 510.5% | -4.5% | 0↑ 2↓ | $0.3B | 4 |
| Current FY | $0.14 | $0.12–$0.17 | 157.6% | -8.9% | 0↑ 1↓ | $1.0B | 3 |
| Next FY | $0.45 | $0.30–$0.58 | 227.4% | -5.5% | 0↑ 2↓ | $1.3B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.028 | — |
| 7d ago | $0.028 | — |
| 30d ago | $0.037 | -0.009 |
| 60d ago | $0.070 | -0.043 |
| 90d ago | $0.070 | -0.043 |
Institutional ownership
Which big funds own BW (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.3B total value (90,434,400 shares) as of 2026-Q2. Top holders: Hood, BlackRock,, AMERIPRISE. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Hood River Capital Management LLC | 13,689,679 | $193.0M | 15.2% | — |
| BlackRock, Inc. | 11,350,106 | $160.0M | 12.6% | DOUBLED +601.5% |
| AMERIPRISE FINANCIAL INC | 7,659,376 | $108.0M | 8.5% | DOUBLED +112.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,987,572 | $84.4M | 6.6% | ADD +34.5% |
| GENDELL JEFFREY L | 5,142,978 | $72.5M | 5.7% | — |
| MARSHALL WACE, LLP | 3,913,419 | $55.2M | 4.3% | — |
| Neuberger Berman Group LLC | 3,282,114 | $46.3M | 3.6% | TRIM -35.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,209,585 | $45.3M | 3.6% | DOUBLED +237.5% |
| STATE STREET CORP | 2,960,292 | $41.7M | 3.3% | DOUBLED +617.3% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 2,337,212 | $33.0M | 2.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 1,618,007 | 11,350,106 | +601.5% | $160.0M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 3,603,551 | 7,659,376 | +112.6% | $108.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | 4,452,636 | 5,987,572 | +34.5% | $84.4M |
| Neuberger Berman Group LLC | TRIM | 5,053,037 | 3,282,114 | -35.0% | $46.3M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | 951,127 | 3,209,585 | +237.5% | $45.3M |
| STATE STREET CORP | DOUBLED | 412,714 | 2,960,292 | +617.3% | $41.7M |
| Value Aligned Research Advisors, LLC | NEW | — | 2,238,024 | — | $31.6M |
| Situational Awareness LP | ADD | 1,353,900 | 2,027,451 | +49.7% | $28.6M |
| Legal & General Group Plc | ADD | 1,041,405 | 1,619,975 | +55.6% | $22.8M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 3,368,684 | 1,346,695 | -60.0% | $19.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 50 transactions. Net $240.0K — $240.0K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 18, 2026 | Howe Alan B | Director | GIFT | 165,994 | — | — |
| Aug 13, 2026 | Moeller Philip D | Director | BUY | 5,000 | $9.50 | $47.5K |
| Aug 12, 2026 | Young Kenneth M | Chief Executive Officer | BUY | 7,000 | $9.65 | $67.5K |
| Aug 7, 2026 | Young Kenneth M | Chief Executive Officer | EXERCISE | 50,000 | $9.38 | $469.0K |
| Aug 7, 2026 | Young Kenneth M | Chief Executive Officer | TAX W/H | 25,050 | $9.38 | $235.0K |
| Aug 7, 2026 | Frymyer Cameron M | Chief Financial Officer | EXERCISE | 38,333 | $9.38 | $359.6K |
| Aug 7, 2026 | Frymyer Cameron M | Chief Financial Officer | TAX W/H | 17,096 | $9.38 | $160.4K |
| Aug 6, 2026 | Young Kenneth M | Chief Executive Officer | AWARD | 125,000 | — | — |
| Aug 6, 2026 | Frymyer Cameron M | Chief Financial Officer | AWARD | 100,000 | — | — |
| Aug 5, 2026 | Frymyer Cameron M | Chief Financial Officer | EXERCISE | 33,333 | $10.14 | $338.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BW.
Shares short
24,086,463
Settlement Sep 15, 2026
Change vs prior
+12.4%
Semi-monthly cycle
Days to cover
5.4
At avg daily volume
Of shares outstanding
≈16.2%
Estimate — not % of float
All BW filing & press-release reports (11)
- CLUSTER reportAug 20, 2026
- INST-CLUSTER reportAug 18, 2026
- CLUSTER reportAug 14, 2026
- 25-NSE reportAug 13, 2026
- 8-K reportAug 11, 2026
- 8-K reportJul 13, 2026
- INST-CLUSTER reportJun 11, 2026
- 424B5 reportMay 15, 2026
- 8-K reportMay 11, 2026
- CLUSTER reportMar 18, 2026
- INST-CLUSTER reportFeb 28, 2026