Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
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?
Babcock & Wilcox Enterprises Inc. (NYSE:BW) is one of the 12 best industrial stocks with more than 50% upside. On June 8, Babcock & Wilcox Enterprises Inc. (NYSE:BW) shared that it has formed an alliance with TerraSpark regarding its scheduled energy project based in West Virginia. The project is referred to as the TerraSpark Energy […]
NuScale Power (SMR) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
If you are wondering whether Babcock & Wilcox Enterprises at US$18.04 still offers value after a big run, the next step is to check how its current price stacks up against a grounded valuation view. The stock has been volatile recently, with the share price down 8.2% over the past week, up 28.2% over the past month, and showing a very large gain year to date and over the last year, which can change how the market is pricing its risk and potential. Recent headlines have focused on Babcock &...
We just covered the From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Babcock & Wilcox Enterprises, Inc. (NYSE:BW) ranks 25th on this list. Babcock & Wilcox Enterprises, Inc. (NYSE:BW) first appeared in the 13F portfolio of Situational Awareness LP in the fourth quarter of 2025. Back then, […]
Babcock & Wilcox delivers energy and emissions control solutions to industrial and utility clients worldwide.
Babcock & Wilcox Enterprises Inc. (NYSE:BW) is one of the best performing NYSE stocks so far in 2026. On May 11, Babcock & Wilcox Enterprises reported revenue of $214.4 million for Q1 2026, a 44% increase compared to the same period in 2025. This growth beat consensus street expectations, driven by a rise in large […]
Babcock & Wilcox Enterprises, Inc. (NYSE:BW) was among the stocks Jim Cramer looked at as he explained the need for a tame bond market for the stock market to go higher. Cramer highlighted the company’s role in the data center buildout, as he commented: Even on an ugly day like this, when some data center-related […]
Babcock & Wilcox Enterprises has recently completed an underwritten follow-on equity offering of its common stock, raising about US$200 million in gross proceeds at US$18.50 per share to help prepay debt and fund project-related capital needs. The capital raise, backed by institutional and strategic investors including Applied Digital Corporation, is set to support AI data center power projects and commercialization of the company’s BrightLoop technology while reshaping its balance...
The AI buildout is colliding with a power supply problem, and capital is rotating into companies that can solve it. Fluence Energy (NASDAQ:FLNC) just illustrated the appetite: shares closed at $24.16 on May 8, 2026, up 98.2% in a single week after the company disclosed master supply agreements with two hyperscalers and a record $5.6 ... Fluence Energy Just Ran 98% in One Week. These 4 AI Power Stocks Under $20 Have Not Had Their Moment Yet
Babcock & Wilcox Enterprises (NYSE:BW) reported a record first quarter, with revenues, bookings, and backlog all reaching new highs. Management highlighted strong demand from AI data centers and major project wins, including the Base Electron power project, as key drivers. The company reported a project pipeline of more than $14b, with AI related opportunities representing a significant share. For investors tracking power infrastructure and energy technology, NYSE:BW has moved firmly onto...
Wondering whether Babcock & Wilcox Enterprises at US$19.75 is starting to look expensive or still offers value? This article focuses on what the numbers say about the stock's price. The stock shows sharp recent moves, with returns of 27.7% over the past week, 13.2% over the past month, 211.0% year to date, and a very large gain over the past year. These moves have come as the market reacts to ongoing interest in Babcock & Wilcox Enterprises as an established player in capital goods and...
BW tops Q1 estimates as revenues jump 44% on large-project demand, AI data center momentum and a 1,971% surge in bookings.
Despite a significant increase in revenue and bookings, Babcock & Wilcox Enterprises Inc (BW) faces challenges with net losses and project execution uncertainties.
Babcock (NYSE:BW) reported a sharply stronger first quarter of 2026, with management pointing to rising demand for power generation from utilities, industrial customers and AI data centers as a key driver of growth. Chairman and CEO Kenneth Young said on the company’s earnings call that the quarter
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.