BW Babcock & Wilcox Enterprises Inc

$BW is selling shovels in a gold rush. Forward p/e fy 2026 below 7, and according to their guidance, Q3 and Q4 should generate earnings of $65-90M (not counting the $70M in gains from the APLD warrants). These prices are a bargain, and the share price will not continue to defy fundamentals for long, imo.

$BW Interesting new job opening at Base Electron in the area where APLD has a lot of goodwill and 900 acres, and its near a gas compresser facility... Cass County will be interesting to watch.

$BW there is so much uncertainty in life at least I can always count on BW to disappoint on a daily basis.

$BW I'm expecting some news here in the next month... As they said about 5 months ago that they were getting interest from other parties...

$BW I've worked for them several times rebuilding their old boilers etc. They know how to get boots on the ground and build stuff. They've been designing, manufacturing and building power generation for many decades

$BW There were two important meetings last night in Oliver County pertaining to the Apld and BE and BW project. One to approve bw gas powered plant and the second one to ask for increase in fees by the developers to compensate the county. Regarding the outcome of the two meetings. The county comission meeting did not decide on the fee increaase but will meet on Sept 29th and likely raise the fees. The county planning and zoning meeting tabled approval for further discussion to Oct 29th pending further outreach by apld and be and answering specific questions. It seems likely there will be an increase in the fees before the 28th Oct meeting and that will help to gain public support for the Oct 29th meeting.

$BW So far all thesis on this broken and it was a “pump & dump” brought to you by B. Rily, just like XELA and others. Hopefully this dump phase is ending and BW gets clear of these bozos!

$BW I love how are the shorts are attacking me, the price is at a level now that ignore the data center contract completely. This is the same level for their normal business prior to the debt issue. These shorts are all new and know nothing about the history of the company. I can't wait for the ER in November when the results will be spectacular like last ER and these shorts will disappear as usual.

$BW easiest waiting game ever. Demand isn’t the problem with A.I…. It’s power. $BW struts in. Hello beautiful people. Buy buy buy.

$BW ugh, this pullback is getting insane… clearly last Qtr growth showed would be an AI winner, hopefully, this Qtr confirms & fully reversal of this recent trend

$BW I like the mid 5’s here. It turned profitable this year with good increases in revenue and earnings. I’ll take some.

$BW this can be a major short squeeze if they get the municipal permit for the data center at any time. Fingers crossed.

$BW let's talk fundamentals and ignore the data center project, they paid their debt, raised cash through offering and they are buying back shares at lower price and they are getting new business $130M contract. No doubt this short attack is manipulation. So even without the data center, they are doing great

$BW unless a meteor hits the earth no way this data project gets turned down. Yes it might be another six months and stock could easily go to $4 but I’m ok owning a bunch.

$BW $SPY grumpy today with $USO & rates keep rising but that $APLD Qtr shows $APLD winning on the AI side & huge growth continues which should bode well for $BW Qtr

$BW grabbed 5000 shares of this yesterday and looking for a combination bump up with $APLD earnings call after hours today. Hope we get some great news.

$BW hopefully this eps release brings back the confidence, the selling since last Qtr crazy

$BW Run a free ChatGBT search: The September 29, 2026 Oliver County Commission meeting on the county’s official website. The posted schedule shows: 1:00 PM — Call to Order 1:01 PM — Pledge of Allegiance 1:05 PM — Public Budget Hearing 2:00 PM — Budget Review 3:00 PM — Final Budget Approval The county posted both a “2027 Estimated Budget and Recap” and “2027 Estimated Expenditures.” Importantly, this is more than just a meeting notice: the county has now posted the underlying 2027 budget documents, which should let us trace the numbers rather than relying on meeting descriptions. I can next dig into those two budget documents and cross-reference them with the Applied Digital/data-center project, including the $1.4217 million permit-revenue figure, Planning & Zoning records, project permits, property taxes, and county road/emergency costs. That should give us a much clearer picture of how much of Oliver County's 2027 fiscal position is attributable to the data-center development.

$BW you have to wonder why ' newsfeed regarding the company includes the ambulance chasing law firms' 'INVESTOR ALERT's as news. It's the same notice published every week by a law firm struggling to find a new lead plaintiff for their attempted class action law suit, which is right now dead in the water after the US District Court denied the only lead plaintiff the law firms could find. It seems so dramatic.

$BW - MM/Specialist will use bear days to increase their inventory by going through stops and pushing margin calls on retail, understand, not too many shares are available and what they load up on now will be sold at a much higher price plus big tentative orders need to be filled…. the jungle is a business, buy low and sell high, greed is their religion … too many novice retail investors think everyone should play nice but thats far from the truth, look up BreX and thats just one bug ugly case of wall street grifting… buyback, high backlog in hot industry, high institutional holdings, insiders are not selling and some are buying, company has a long history … if all this is a ruse then they got me but I'm gambling and bought a lot today and will hold till next ER.., good luck to all