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    Babcock & Wilcox (BW) Is Up 9.8% After Data Center FastPower Deal And Q2 Profit Return

    Simply Wall St·08/14/2026 23:33:18
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    • In August 2026, Babcock & Wilcox Enterprises, Inc. reported second-quarter sales of US$319.72 million and net income of US$14.26 million, alongside a separate agreement with Siemens Energy AG to commence work on 20 steam turbine generator sets totaling 1 GW for its FastPower program serving data center projects.
    • Together, the return to profitability and the Siemens Energy turbine agreement highlight Babcock & Wilcox’s push to supply fast-to-deploy power solutions for energy-hungry data centers and other power producers.
    • We’ll now examine how the Siemens Energy turbine agreement for data center FastPower projects influences Babcock & Wilcox’s broader investment narrative.

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    Babcock & Wilcox Enterprises Investment Narrative Recap

    To own Babcock & Wilcox, you need to believe its power equipment and services can convert a large AI data center and energy project pipeline into profitable, on time execution. The return to quarterly profitability and the new Siemens Energy agreement reinforce the near term catalyst of backlog conversion, while also reminding you that the biggest current risk is still project timing and execution across large, multi year contracts.

    The Siemens Energy deal for 20 steam turbine generator sets sits alongside Q2 2026 results that showed US$319.72 million in sales and a swing to US$14.26 million in net income. That earnings improvement matters for the FastPower story, because it gives investors a recent snapshot of Babcock & Wilcox actually generating profits while it commits to more data center focused capacity.

    Yet even with fast growing AI power demand, investors should still be aware of how project delays, cancellations or weaker terms could...

    Read the full narrative on Babcock & Wilcox Enterprises (it's free!)

    Babcock & Wilcox Enterprises' narrative projects $1.7 billion revenue and $168.9 million earnings by 2029. This requires 38.0% yearly revenue growth and a $280.6 million earnings increase from -$111.7 million today.

    Uncover how Babcock & Wilcox Enterprises' forecasts yield a $24.67 fair value, a 140% upside to its current price.

    Exploring Other Perspectives

    BW 1-Year Stock Price Chart
    BW 1-Year Stock Price Chart

    Some of the lowest analysts were already cautious, assuming revenue of about US$1.7 billion and earnings near US$154.9 million by 2029, so you should weigh how this Siemens Energy agreement and the reliance on turbine supply might either challenge or support that more pessimistic view compared with the consensus pipeline story.

    Explore 4 other fair value estimates on Babcock & Wilcox Enterprises - why the stock might be worth just $20.00!

    Reach Your Own Conclusion

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.