Babcock & Wilcox Enterprises, Inc. (BW): Leopold Aschenbrenner Likes This Energy Stock

Leopold Aschenbrenner’s bullish stance on Babcock & Wilcox Enterprises, Inc. (BW) signals growing interest in this energy-transition stock. BW entered Situational Awareness LP’s 13F in Q4 2025 with just over 1.3 million shares and kept the stake unchanged in Q1 2026. The company provides energy and emissions-control solutions to utilities, municipalities, and industrial users in the U.S., Canada, the U.K., Indonesia, and the Philippines, while pivoting from legacy boilers to grid infrastructure and AI-ready data centers. Q1 2026 revenue reached $214.4 million, up 44% and above consensus of $157.2 million. Adjusted EBITDA rose to $16.1 million, up 296% from a year earlier. BW’s pivot toward grid and clean-energy demand supports growth amid AI workloads.