Babcock & Wilcox
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 Q4 regulatory filings by fund managers ($100M+ AUM)
237% more call options, than puts
Call options by funds: $2.31M | Put options by funds: $685K
200% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 9
38% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 26
18% more funds holding
Funds holding: 96 [Q3] → 113 (+17) [Q4]
0.79% more ownership
Funds ownership: 73.62% [Q3] → 74.42% (+0.79%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]
17% less capital invested
Capital invested by funds: $138M [Q3] → $115M (-$23.2M) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Lake Street Rob Brown 50% 1-year accuracy 3 / 6 met price target | 992%upside $5 | Buy Maintained | 1 Apr 2025 |
Financial journalist opinion
Based on 4 articles about BW published over the past 30 days
