Babcock & Wilcox (BW)

Published 2026-03-15 • by thebearcave

Energy and Environmental TechnologiesShortEnergyGovernance
Original Post ↗SEC:
[All][10-K][10-Q]
Market Intel:
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Thesis Summary

Allegations that a major contract is with a related party linked to the largest shareholder, raising questions about deal credibility.

Quantitative Overlay

Detailed Deep Dive

Wolfpack Research published on Babcock & Wilcox (NYSE: BW — $1.37 billion), an energy and environmental technologies company. Wolfpack alleged that Babcock & Wilcox’s recent multi-billion-dollar deal to provide power-generating boilers is with an entity created by its largest shareholder, BRC Group (formerly B. Riley). As such, Wolfpack believes the deal lacks credibility, noting that BRC’s CEO, Bryant Riley, sold $10.4 million of BW stock last month.