BWBabcock & Wilcox Enterprises, I

On August 10, Babcock & Wilcox (NYSE:BW) reported second-quarter results that turned a story about power generation into a story about artificial intelligence. Revenue jumped 130% year over year to $319.7 million, and executives raised the full-year adjusted EBITDA target to a range of $80 million to $105 million. The bigger surprise sat further down […]

Revenue surged 130% as data center demand drove record backlog growth.

AI's hunger for power and bandwidth is lifting stocks you would never expect, pulling a semiconductor substrate maker, a domestic solar upstart, and a restructured industrial into the same orbit as the chip giants.

Babcock & Wilcox Enterprises has delivered a very large 1 year gain, yet its valuation checks and recent pullback raise the question of whether the stock still offers value at current levels. Over the past year the share price is up about 7x, which puts recent weakness into context and means many investors may now be sitting on sizable gains. The Siemens Energy agreement to supply steam turbines for AI data centers can support expectations for future projects. At the same time, execution...

Babcock & Wilcox Enterprises (BW) moved into focus after its Q2 2026 report showed a return to profit, strong year over year sales growth, record backlog, and higher full year guidance. See our latest analysis for Babcock & Wilcox Enterprises. Babcock & Wilcox Enterprises has been volatile, with the share price down 21% over the past month and 53% over the past quarter, yet still showing a 45% year to date share price return and a very large 1 year total shareholder return that reflects...

Babcock & Wilcox announced an agreement with Siemens Energy to begin work on 20 steam turbine generator sets totaling 1 GW of capacity targeting data center projects.

Babcock & Wilcox Enterprises flipped from a loss to a profit in Q2.

On this episode of Stock Movers: - Anthropic PBC has struck a $9.1 billion deal with Riot Platforms (RIOT), a Bitcoin mining company that recently began selling AI data center capacity. Riot disclosed it had secured a 20-year deal to supply 191 megawatts of capacity from its Rockdale, Texas, campus to a "leading frontier AI" company. - Rocket Lab (RKLB) shares drop as much as 5.7% after the company's Neutron timeline softened, with an analyst saying that while Neutron remains on track to reach launch pad in the fourth quarter, it could push an initial launch to 2027. - Babcock & Wilcox Enterprises (BW) rose in premarket after the company signed an agreement with Siemens Energy to produce steam turbine generator sets. - US-listed shares in On Holding (ONON) drop as much as 17% in premarket trading after the Swiss sneaker maker's second-quarter sales were lower than expected.

The 20-unit agreement advances equipment work for accelerated data-center power projects, but B&W has not disclosed the customers, delivery schedule, contract value or financing terms.

Two AI power infrastructure stocks are surging in premarket trade after separate catalysts raised the same urgent question: how much runway is left in the race to lock up gigawatts for hyperscale AI.

Moby summary of Babcock & Wilcox Enterprises, Inc.'s Q2 2026 earnings call

Babcock & Wilcox (NYSE:BW) shares surged 40. 5% to $12.

Babcock & Wilcox Enterprises Inc (BW) raises full-year 2026 adjusted EBITDA target to $80-$105 million amid record bookings and strong demand from AI data centers.

Babcock (NYSE:BW) reported higher second-quarter revenue, net income and adjusted EBITDA, citing increased project activity and demand for reliable power generation from utility, industrial and data center customers. Chairman and Chief Executive Officer Kenny Young said the company raised its full-

The company posted a 130% increase in quarterly revenue, which far exceeded Wall Street’s expectations.

Babcock & Wilcox (BW) delivered earnings and revenue surprises of +33.33% and +54.15%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

NuScale Power (SMR) delivered earnings and revenue surprises of 0.00% and -92.50%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?