We just covered the From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Babcock & Wilcox Enterprises, Inc. (NYSE:BW) ranks 25th on this list.
Babcock & Wilcox Enterprises, Inc. (NYSE:BW) first appeared in the 13F portfolio of Situational Awareness LP in the fourth quarter of 2025. Back then, this stake comprised a little over 1.3 million shares. Filings for the first quarter of 2026 show that the fund has made no changes to this stake. The company provides energy and emissions control solutions to industrial, electrical utility, municipal, and other customers in the United States, Canada, the United Kingdom, Indonesia, and the Philippines. Leopold Aschenbrenner is bullish on the stock. Under the hood, the firm is pivoting from a legacy industrial boiler company into a high-margin, grid-infrastructure, and clean-energy powerhouse directly capturing the AI data center boom.
Bulls emphasize that the macro tailwinds for utility and industrial power generation are converting directly into rapid top-line scaling for Babcock & Wilcox Enterprises, Inc. (NYSE:BW), far exceeding Wall Street projections. Total revenue for Q1 2026 reached $214.4 million, jumping 44% year-over-year compared to $148.6 million in Q1 2025. The $214.4 million performance blew past the average consensus analyst forecast of $157.2 million by more than 36%. This beat was driven by high project volumes, including their Base Electron project, and accelerating global utility demand to feed power-hungry AI workloads. The Adjusted EBITDA for Q1 2026 surged to $16.1 million, a 296% increase from the $4 million reported in Q1 2025.
While we acknowledge the potential of BW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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