Leopold Aschenbrenner Invests in Babcock & Wilcox Enterprises Amid Strong Q1 Performance
Babcock & Wilcox Enterprises (NYSE:BW) reported a 44% year-over-year revenue increase to $214.4 million for Q1 2026, driven by high project volumes and growing demand from AI-related power needs. The stock is being backed by investor Leopold Aschenbrenner after Situational Awareness LP added BW to its portfolio in late 2025.
Topics: ai-infrastructure clean-energy ebitda energy revenue-growth