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: 1,950
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
550% more call options, than puts
Call options by funds: $722K | Put options by funds: $111K
19% less funds holding
Funds holding: 113 [Q4 2024] → 92 (-21) [Q1 2025]
32.99% less ownership
Funds ownership: 74.42% [Q4 2024] → 41.43% (-32.99%) [Q1 2025]
46% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 39
67% less funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 1 (-2) [Q1 2025]
76% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 25
77% less capital invested
Capital invested by funds: $115M [Q4 2024] → $26.3M (-$88.8M) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Lake Street Rob Brown | 367%upside $5 | Buy Maintained | 1 Apr 2025 |
Financial journalist opinion
Based on 4 articles about BW published over the past 30 days









