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NYSE:BW 5 November 2025 - 5 March 2026

BW stock jumps after Babcock & Wilcox gets $2.4 billion green light to build AI data-center power project

BW stock jumps after Babcock & Wilcox gets $2.4 billion green light to build AI data-center power project

Babcock & Wilcox received full notice to proceed on a $2.4 billion contract to supply equipment for Applied Digital’s AI data center campuses. The deal includes four 300-megawatt natural gas-fired boiler and generator systems. Shares rose nearly 31% after B&W reported fourth-quarter revenue of $161 million, beating analyst estimates. A securities filing set a fixed fee of about $434.8 million plus variable charges.
5 March 2026
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Applied Digital (APLD) Stock on November 30, 2025: AI Data Center Milestones, $2.35B Debt Deal and a 1GW Power Project

Applied Digital (APLD) Stock on November 30, 2025: AI Data Center Milestones, $2.35B Debt Deal and a 1GW Power Project

Applied Digital shares traded near $27 as of November 30, 2025, giving the company a market cap of about $7–8 billion after a year of 220% gains. The company brought its first 100MW AI data center fully online in North Dakota and secured a $5 billion lease with a major U.S. hyperscaler. Options trading volume has surged, with high volatility and a negative trailing P/E around -24x.
30 November 2025
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Applied Digital (APLD) Soars on Nov. 20 as Babcock & Wilcox Power Deal, $2.35B Notes Offering and AI “Factory” Buildout Collide

Applied Digital (APLD) Soars on Nov. 20 as Babcock & Wilcox Power Deal, $2.35B Notes Offering and AI “Factory” Buildout Collide

Applied Digital shares rose about 10% to $25–26 on Thursday after news of a $1.5 billion power agreement with Babcock & Wilcox for an AI data center project. The deal includes plans for a 300-megawatt natural-gas plant slated for 2028. The stock is now up over 200% year-to-date amid heavy trading and recent financing headlines.
20 November 2025
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Babcock & Wilcox (BW) Stock Skyrockets on AI Power Deal – Key Facts, Q3 Earnings & 2025 Outlook

Babcock & Wilcox (BW) Stock Skyrockets on AI Power Deal – Key Facts, Q3 Earnings & 2025 Outlook

Babcock & Wilcox shares jumped nearly 40% to $5.19 on Nov. 5 after announcing a $1.5 billion AI data center power project with Applied Digital. The company posted a smaller Q3 net loss of $2.3 million and sold its A-S-H business for $29 million, using proceeds to redeem $26 million in debt. BW also launched a $200 million at-the-market stock sale. Analysts upgraded the stock but flagged ongoing liquidity risks.
5 November 2025
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Stock Market Today

  • Amcor (AMCR) Faces Valuation Uncertainty Amid Share Price Decline and Divergent DCF Models
    March 20, 2026, 10:44 AM EDT. Amcor's stock has fallen about 22% over the past month and roughly 7% in three months, reflecting waning momentum. The packaging firm closed recently at $38.69, yet two discounted cash flow (DCF) valuations show stark contrast: one estimates fair value at $4.85, suggesting overvaluation, while another places it at $75.62, indicating significant undervaluation. The cautious DCF assumes zero growth and higher leverage pressures, while the optimistic model factors potential earnings uplift from merger integration and deleveraging improving returns. Investors face a tough call on which assumptions to trust amid conflicting signals. Overall, Amcor's valuation remains uncertain as market dynamics and internal performance factors evolve.
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