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← @optionshawk

$BW

BULLISH2026-08-10
Price around the call
↑ 2026-08-10
By horizon✗ miss-20.3%
1d
✓ +6.1%
5d
…
21d
✗ -20.3%
Original post
Joe Kunkle · 2026-08-10

Babcock and Wilcox $BW is one wild stock, $6 to $23.50 Jan-May, back to $7.75, now $12.50 A/H with a 35% earnings move Caught 1K Sep. 9 call buyer today, as well as 2K Sep. 12 calls 7/27 Q2 revenue +130% YoY driven by Base Electron and AI/data center demand; strong project volume. Bookings surged +1,058% YoY in H1 2026, fueled by core business growth and Base Electron. Backlog up +533% YoY in Q2 2026, reflecting strong project pipeline conversion. Pipeline exceeds $14B with 4-6 GW power generation opportunities, including AI data centers. Construction for Base Electron expected to start early 2027 after permit approvals. Pipeline includes 4 to 6 GW of new power generation opportunities, with active discussions for multiple AI data center projects. Secured manufacturing reservation

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