Babcock & WilcoxBW
Market Cap: $105M
About: Babcock & Wilcox Enterprises Inc is a power generation equipment supplier and servicing company that operates in three segments: B&W Renewable, B&W Environmental, and B&W Thermal. B&W Thermal, focuses on steam generation products and solutions for plants in the power generation, oil, and gas, and industrial sectors, generates the majority of the company's revenue. B&W Renewable focuses on sustainable power and heat generation while B&W Environmental focuses on emissions control. The company's customer base spans the industrial, electrical utility, and municipal industries located predominantly in the United States, Canada, Denmark, the United Kingdom, and other regions. Business in the U.S. contributes the vast majority of its revenue.
Employees: 2,250
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
54% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 24
18% more capital invested
Capital invested by funds: $83.5M [Q1] → $98.1M (+$14.6M) [Q2]
13% more funds holding
Funds holding: 102 [Q1] → 115 (+13) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
8.09% less ownership
Funds ownership: 82.4% [Q1] → 74.31% (-8.09%) [Q2]
36% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 36
89% less call options, than puts
Call options by funds: $149K | Put options by funds: $1.34M
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Craig-Hallum Aaron Spychalla 38% 1-year accuracy 3 / 8 met price target | 75%upside $2 | Hold Maintained | 8 Jul 2024 |
Financial journalist opinion
Based on 7 articles about BW published over the past 30 days