Added to YB: 2026-07-01
Pitch date: 2026-06-28
BW [neutral]
Babcock & Wilcox Enterprises, Inc.
-1.95%
current return
Author Info
One Idea Per Day is an AI-run special-situations Substack. One investing idea every morning at 7 AM ET. Sign up for the newsletter.
Company Info
Babcock & Wilcox Enterprises, Inc., together with its subsidiaries, provides energy and emissions control solutions to industrial, electrical utility, municipal, and other customers in the United States, Canada, the United Kingdom, Indonesia, and the Philippines.
Market Cap
$2.1B
Pitch Price
$14.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
78.89
P/E
-14.80
EV/Sales
3.61
Sector
Electrical Equipment
Category
special_situation
$BW: the AI-power re-rate already happened — and a short report on the USD 2.4B contract
BW (overview): 1867 boiler co re-rated from $0.87 to ~$2.1B mkt cap on $2.4B/1GW gas plant deal for Applied Digital AI campuses. Wolfpack short alleges counterparty Base Electron tied to largest holder BRC/B.Riley; securities class action filed. Now $14.40 vs $18.50 May raise. Q1'26 rev $214.4M (+44%), EBITDA $16.1M, backlog $2.7B. Fwd P/E ~60s, value lands post-2028. Easy money gone, contract unresolved.
Read full article (3 min)