Needham Starts Babcock & Wilcox at Buy With $20 Target on Data Center Power
Needham initiates BW at Buy and $20 PT, citing a repaired balance sheet, $2.6B backlog, and FastPower as a repeatable data-center platform.
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Babcock & Wilcox Beats Expectations, Raises Guidance as AI Power Demand Drives Record Backlog
Babcock & Wilcox posts blowout Q2 results with 130% revenue growth, $2.6B backlog, raised 2026 outlook, and new Siemens deal for AI power.
Wolfpack Short Report Crushes BW: Shady $2.4B Deal With RILY Insider Corp
Wolfpack Research released a critical short report questioning Babcock & Wilcox's $2.4 billion deal with Base Electron, a new RILY-backed company. APLD contradicts BW's claims and already has grid power agreements, casting major doubt on the project.
BW Lands Massive $2.4 Billion AI Data Center Power Contract – Shares Surge
Babcock & Wilcox secures full $2.4B contract to build 1.2GW natural gas power capacity for Applied Digital's AI data centers.
Babcock & Wilcox Expands into AI Data Center Power Market with $1.5B Project
Babcock & Wilcox secures a $1.5 billion agreement to supply one gigawatt of power for Applied Digital’s AI Factory, marking a major step into AI data center energy solutions.