couter

The Read

BW's stock historically saw a median absolute move of ~10%.
Oct 6, 2026 — Assessment of Supply Chain Margins Amid Trade Policy Tariffs
Chart by TradingView

The schedule

  • Tue6Oct
  • Mon9Nov
  • Tue9Feb
  • Mon10May

Past

  • Tue8Sep
  • Sun9Aug

    Actual outcome: Mixed · $9.11 at outcome

    Babcock & Wilcox reported Q2 earnings that met consensus estimates and announced a significant agreement with Siemens Energy to supply 20 steam turbines for data center power generation. Despite these positive fundamental developments and the full redemption of its 2026 senior notes, ongoing scrutiny from securities class action lawsuits weighed on investor sentiment. As a result, the stock's reaction was muted, rising just 2.6% by the outcome date before fading, leading to a mixed outcome.

    Q2 earnings will be heavily scrutinized as Babcock & Wilcox updates the street on margin realization and defends against recent securities class action lawsuits stemming from Q1.

  • Wed15Jul

    Actual outcome: Bear · $9.62 at outcome

    Despite Babcock & Wilcox announcing a $50 million share repurchase program and the full redemption of $61.4 million of its 6.50% Senior Notes due 2026, the stock declined 8.0% following the event. The positive debt restructuring and capital return initiatives were overshadowed by negative sentiment from a barrage of class action lawsuits and investigations regarding potential securities fraud, driving the stock lower.

    Market evaluation of BW's debt restructuring terms following a reduction in long-term debt levels.

  • Mon11May

    Actual outcome: Bear · $15.49 at outcome

    Stock fell 18.1% from event to outcome date, aligning with the bear trajectory.

    Q1 2026 results and guidance at a $17.75 share price, with the market focused on whether BW can sustain 2025’s revenue acceleration while stabilizing margins and cash burn; a clean quarter could support a move toward $22.00, while any slip in project execution or cash usage could drive a reset toward $22.00.

Scouting Reports