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Babcock & Wilcox Company ( (BW) ) just unveiled an announcement.
On February 26, 2026, Babcock & Wilcox, through The Babcock & Wilcox Company, signed a $2.4 billion definitive design-build agreement with Base Electron, an Applied Digital company, to design and install four 300-megawatt natural gas-fired boilers and steam turbine systems to power an AI data center, converting an earlier limited notice to proceed into a full notice and lifting its backlog to $2.8 billion. On March 4, 2026, the company reported that fourth-quarter 2025 operating income rose to $12.2 million with adjusted EBITDA up 53% year over year, full-year 2025 adjusted EBITDA more than doubled to $43.7 million while losses from continuing operations narrowed sharply, and debt was significantly reduced, positioning B&W to capitalize on surging baseload power demand from data centers and increased coal utilization while it continues to strengthen its balance sheet.
The most recent analyst rating on (BW) stock is a Hold with a $10.00 price target. To see the full list of analyst forecasts on Babcock & Wilcox Company stock, see the BW Stock Forecast page.
Spark’s Take on BW Stock
According to Spark, TipRanks’ AI Analyst, BW is a Neutral.
The score is held back primarily by weak financial performance (losses, negative cash flows, and negative equity). This is partially offset by a strong earnings-call outlook (backlog growth, debt-reduction plans, and upbeat 2026 EBITDA guidance) and an uptrending price above major moving averages, though technical indicators are stretched. Valuation remains less supportive given the loss-driven negative P/E and no dividend yield provided.
To see Spark’s full report on BW stock, click here.
More about Babcock & Wilcox Company
Babcock & Wilcox Enterprises, Inc. is an energy and industrial technology company focused on providing steam generation equipment, natural gas-fired boilers, coal power technologies, and related parts and services. It targets baseload power generation markets globally, with growing exposure to North American utilities and the rapidly expanding artificial intelligence data center sector, supported by a global project pipeline exceeding $12 billion.
Average Trading Volume: 2,882,533
Technical Sentiment Signal: Buy
Current Market Cap: $999.9M
See more data about BW stock on TipRanks’ Stock Analysis page.