Added to YB: 2026-03-09
Pitch date: 2026-03-05
BW [neutral]
Babcock & Wilcox Enterprises, Inc.
+0.54%
current return
Author Info
Company Info
Babcock & Wilcox Enterprises, Inc., together with its subsidiaries, provides energy and emissions control solutions to industrial, electrical utility, municipal, and other customers in the United States, Canada, the United Kingdom, Indonesia, and Philippines.
Market Cap
$1.3B
Pitch Price
$12.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
49.15
P/E
-27.05
EV/Sales
2.71
Sector
Electrical Equipment
Category
special_situation
2025 Q4 Earnings Update Part 3: $BW
BW (earnings): Q4 modest YoY improvement. Major catalyst: $2.4B contract w/ APLD for 1.2GW 4-plant cluster, projected $800M rev + $65M net income/yr for 3yrs. RILY owns 24.9% (27.6M shares, ~$326M value) vs RILY's $221M mkt cap—massively mispriced. Risk: uncertain revenue post-datacenter boom; potential RILY selldown could suppress price.
Read full article (2 min)