Babcock & Wilcox Enterprises Inc (BW)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-14
$7.03-11.46%
Close 2026-09-14 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-14
Research Workspace
Put BW beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrial Machinery & Supplies & Components is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisManagement screens weak on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 4% on a typical day and fell roughly 69% in its worst 12-month stretch.
View RiskBabcock & Wilcox's growth in AI data center power generation projects must continue to justify the price. Revenue grew 130% year over year, and the last quarter beat expectations. It trades at 21× P/E versus a peer median of 25×, indicating that the price reflects less growth than we forecast. If BW reverses and cuts guidance after recently raising, it could harm credibility. Peer multiples imply a price about 17% above where it trades. Our read remains intact.
Trailing returns as of 2026-09-14. BW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering BW (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare BW with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BW Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 5 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Industrial Machinery & Supplies & Components — fair value, gap to price, and forward P/E.
Compare the value case
Put BW next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Advance AI data center power generation projects
Strengthens growth through AI data center projects.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Advance AI data center power generation projects
Securing turbines supports AI data center power generation projects.
Advances: Advance AI data center power generation projects
Secures deal aligns with AI power generation projects.
Advances: Achieve $80M-$105M Adjusted EBITDA in 2026
Q2 results and guidance boost confidence in EBITDA target.
Advances: Achieve $80M-$105M Adjusted EBITDA in 2026
Revenue surge supports achieving $80M-$105M Adjusted EBITDA.
Advances: Achieve $80M-$105M Adjusted EBITDA in 2026
Targets $80M-$105M EBITDA aligns with growth objective.
Advances: Achieve $80M-$100M Adjusted EBITDA in 2026
Earnings beat indicates positive momentum for EBITDA.
Advances: Achieve $80M-$100M Adjusted EBITDA in 2026
Strong revenue and earnings performance boosts growth outlook.
