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Stock impact report

Babcock & Wilcox: Providing Speed-To-Market Options For AI Power Generation [Seeking Alpha]

Babcock & Wilcox Enterprises, Inc. (BW) 
Last babcock & wilcox enterprises, inc. earnings: 3/1 04:42 pm Check Earnings Report
US:NYSE Investor Relations: babcockwinery.com
Company Research Source: Seeking Alpha
BW's solution offers the most competitive $1,250/kW cost for rapid power deployment, outpacing combined cycle and modular engine alternatives. BW is poised for 100% EBITDA growth in 2027–2028, with the contract potentially doubling EBITDA and shifting valuation to 6.5–7x 2027 EBITDA. I rate BW a STRONG BUY, citing robust growth prospects, a stable balance sheet, and significant upside if additional data center contracts are secured. Digital Vision./DigitalVision via Getty Images Thesis Babcock and Wilcox ( BW ) has historically been a provider of coal fueled boiler technology. As one can imagine, this business has struggled in recent years. However, the company also offers services for converting older This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivat Show less Read more
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