Seeking Alpha2026. 8. 18.Neutral
Babcock & Wilcox: Buying 20 Steam Turbines From Siemens Further Solidifies The Growth Pipeline
Babcock & Wilcox is rated STRONG BUY, leveraging speed-to-market power solutions for data centers amid surging demand and grid constraints. BW's $2.4B Base Electron contract and $14B sales pipeline position it for significant growth, with a second major deal anticipated by year-end. The FastPower deal with Siemens secures 20 steam turbines, enabling BW to deliver 1GW of modular, flexible power for multiple data center projects.
