BWX Technologies, Inc.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Very Bullish +85

BWX Technologies Targets $6B Revenue by 2030 as Nuclear Backlog Surges

Capacity expansion Government funding Regulatory approval AI-generated analysis

BWX Technologies (NYSE: BWXT) significantly raised its long-term growth outlook at its 2026 Investor Day, targeting total revenue between $5.5 billion and $6 billion by 2030. The company projects adjusted EBITDA of $1.1 billion to $1.2 billion and free cash flow of $525 million to...

Bullish Signals

  • Raised long-term revenue target to $5.5B-$6B by 2030.
  • Backlog more than doubled to $8.4 billion.
  • Margins expected to expand from 17.5% to 20% by 2030.
  • Commercial Operations projected for high-teens annual revenue growth.
  • Secured $1.63B depleted uranium and $1.5B centrifuge contracts.
2
Bullish +72

BWX Technologies: 3 Key Takeaways for Long-Term Investors

Capacity expansion Earnings report Regulatory approval AI-generated analysis

On November 2, 2026, BWX Technologies (NYSE:BWXT) reported third-quarter 2026 results showing 10% top-line growth to $953 million. Management raised the low end of its full-year free cash flow guidance and highlighted strong performance across both Government and Commercial Operations segments driven by rising global...

Bullish Signals

  • Revenue grew 10% to $953M in Q3 2026.
  • Management raised full-year free cash flow guidance.
  • Government Operations segment hit 22.6% adjusted EBITDA margin.
  • Secured $1.6B contract for depleted uranium production.
  • Commercial revenue surged 25% amid nuclear demand.
3
Bullish +65

Q3 Earnings Season Winners: 3 Companies Raising Guidance

Guidance raised AI-generated analysis

BWX Technologies (BWXT) reported solid third-quarter results, driven by significant growth in its commercial operations segment. Revenue increased 18% year-over-year to $901.6 million, with commercial sales surging 72% to $302.5 million. This strong performance reflects growing demand for the company's nuclear components and specialized services...

Bullish Signals

  • Revenue grew 18% YoY to $901.6M.
  • Commercial sales jumped 72% to $302.5M.
  • FY26 EPS guidance raised to $4.70–$4.80.
  • Free cash flow outlook upgraded to $345–$360M.
4
Bullish +65

JPMorgan Chase & Co. Initiates Coverage on BWX Technologies (NYSE:BWXT)

AI-generated analysis

JPMorgan Chase & Co. initiated coverage on BWX Technologies (NYSE:BWXT) with an 'overweight' rating and a $230.00 price target, suggesting potential upside of 35.89% from the current price. This follows a mixed analyst landscape where other firms like Weiss Ratings and Seaport Research Partners have...

Bullish Signals

  • JPMorgan set $230 price target with overweight rating.
  • EPS beat consensus at $1.12 vs $0.92 estimate.
  • Revenue grew 26.1% to $860.22 million.
  • Net margin of 10.20% and ROE of 31.33%.
  • FY 2026 EPS guidance ranges from $4.60 to $4.75.

Bearish Signals

  • CFO sold 2,417 shares ($505,757), down 25.99%.
  • CEO sold 10,000 shares ($2.05M), down 4.71%.
5
Bullish +65

BWX Technologies, Inc. (NYSE:BWXT) Receives $228.00 Consensus PT from ...

AI-generated analysis

BWX Technologies, Inc. (NYSE:BWXT) has received a consensus price target of $228.00 from fifteen analysts covering the firm, with an average rating of 'Moderate Buy.' Broker recommendations are mixed, ranging from one sell and four holds to eight buys and two strong buys. Recent analyst...

Bullish Signals

  • EPS beat estimates at $1.12 vs $0.92 consensus.
  • Revenue grew 26.1% YoY to $860.22 million.
  • Net margin reached 10.20% with ROE of 31.33%.
  • Deutsche Bank upgraded to buy with $255 target.
  • Institutional ownership stands at a high 94.39%.

Bearish Signals

  • Zacks Research downgraded BWXT from strong-buy to hold.
  • Truist Financial maintains hold with $212.00 price target.
6
Bullish +65

BWX Technologies issues $500.0 million notes and retires old debt

Debt refinancing AI-generated analysis

BWX Technologies (NYSE: BWXT) executed a significant debt restructuring on November 13, 2026, by issuing $500 million in new 6.500% senior notes due 2034. The company utilized the proceeds from this issuance along with existing cash reserves to fund a tender offer aimed at retiring...

Bullish Signals

  • Refinanced $500M debt at +50bps over Treasuries due 2034.
  • Retired early old debt via 92.7% tender offer success.
  • Eliminated restrictive covenants by depositing U.S. government securities.
  • Gains flexibility to redeem 2034 notes starting November 2029.
7
Bullish +65

BWXT or OKLO: Which Nuclear Stock Should You Choose and Why?

Regulatory approval AI-generated analysis

The article compares BWXT and OKLO as investment options in the nuclear sector, concluding that BWXT offers a stronger immediate investment case due to its established revenue streams and positive earnings. BWXT generates income through naval propulsion, commercial equipment sales, and services for advanced reactor...

Bullish Signals

  • $8.4B backlog exceeds sales by 1.7x.
  • Expected 2026 free cash flow: $345M-$360M.
  • Acquisition boosts U.S. manufacturing capacity.
  • Multiyear Antares deal diversifies revenue stream.
  • Outperformed OKLO by 22.4 percentage points.

Bearish Signals

  • Expansion spending may temporarily delay margin improvement.
  • Risks include higher costs or late deliveries.
8
Slightly Bullish +25

BWX Technologies: Cheaper After the 43% Drawdown, Still Priced on Cash ...

Acquisition Dividend AI-generated analysis

BWX Technologies (BWXT) shares have declined approximately 40% from their yearly highs, trading near $139 despite possessing a robust backlog of roughly $8.4 billion for U.S. Navy nuclear reactors. The company is the sole domestic manufacturer of these critical defense systems, holding a unique non-competitive...

Bullish Signals

  • Sole U.S. nuclear reactor manufacturer for Navy vessels.

Bearish Signals

  • Free cash flow shrank 12% despite 23% revenue rise due to heavy capex.
9
Bullish +65

BWX Technologies stock jumps on New Brunswick reactor selection

Offtake agreement Reactor approval AI-generated analysis

BWX Technologies Inc. (NYSE: BWXT) shares surged approximately 8% on Tuesday following the announcement that its BANR microreactor technology was selected for a Transportable Nuclear Power Plant project in Belledune, New Brunswick. The facility, led by Prodigy Clean Energy and Indigenous partners Pabineau First Nation...

Bullish Signals

  • Shares rose 8% after reactor selection win in New Brunswick.
10
Bullish +65

BWX Technologies Stock (BWXT) Opinions on Nuclear Renaissance and Analyst Upgrades - Quiver Quantitative

AI-generated analysis

BWX Technologies (BWXT) is receiving renewed attention from Wall Street analysts and investors as a key beneficiary of the nuclear renaissance. Jefferies initiated coverage with a Buy rating and an $181 price target, citing the company's strong position in nuclear components and U.S. Navy contracts....

Bullish Signals

  • Jefferies initiated Buy with $181 target citing strong nuclear positioning.
  • Q2 2026 revenues surged 18.01% YoY to $901.6 million.
  • Company holds substantial $8.4 billion backlog validating market position.
  • Deutsche Bank set high $255 target on technical barriers.
  • JPMorgan added $516M holdings signaling strong institutional demand.

Bearish Signals

  • CEO sold $1.7M shares; no buys in 6 months.
  • Hedge funds like Arrowstreet fully exited Q2 2026.
11
Somewhat Bullish +45

BWX Technologies, Inc. $BWXT Shares Sold by Allspring Global ...

AI-generated analysis

Allspring Global Investments Holdings LLC reduced its stake in BWX Technologies (NYSE:BWXT) by 7.2% in the first quarter, selling 14,604 shares to hold a remaining position of 187,870 shares valued at approximately $39.98 million. While Allspring decreased its holdings, several other institutional investors initiated new...

Bullish Signals

  • EPS $1.12 beat estimates by $0.20.
  • Revenue up 26.1% to $860.22 million.
  • BofA raised target to $250, 'buy' rating.
  • Seaport upgraded to 'buy' with $245 target.
  • Net margin 10.20%, ROE 31.33%.
  • ORG Partners holdings surged 143.2%.

Bearish Signals

  • Zacks Research downgraded stock from strong-buy to hold.
  • Wells Fargo set underweight rating with $200 price target.
12
Bullish +65

TD Securities Initiates Coverage of BWX Technologies (BWXT) with a Buy Rating

AI-generated analysis

TD Securities initiated coverage of BWX Technologies (NYSE:BWXT) with a Buy rating and a $230 price target on March 12, 2026. The analyst highlighted the company's strong nuclear heritage and its technology-agnostic service model as key drivers for future value creation. BWX Technologies reported a...

Bullish Signals

  • TD Securities initiates Buy rating with $230 price target.
  • Q4 adjusted EPS of $1.08 beat 88 cents consensus.
  • Revenue of $885.8M surpassed $837.47M consensus estimate.
  • Backlog grew 50% in 2025 via acquisitions and awards.
  • FY26 adjusted EPS guidance of $4.55 to $4.70 exceeds $4.30 consensus.

Bearish Signals

  • Analyst suggests lower short-term returns vs. AI stocks.
  • Highly regulated nuclear industry carries inherent risks.
13
Bullish +65

BWX Technologies (BWXT) Wins Upgrade as Nuclear Expansion Gains Momentum

AI-generated analysis

BWX Technologies (NYSE: BWXT) received analyst upgrades from both Seaport Research and Deutsche Bank, reflecting growing confidence in its commercial nuclear expansion. Seaport Research upgraded the stock to Buy with a $245 price target on June 22, citing strong first-quarter performance and higher 2026 guidance....

Bullish Signals

  • Seaport Research upgraded stock to Buy with $245 target.
  • Deutsche Bank raised target to $255, implying 20% upside.
  • Acquisition establishes US commercial nuclear component manufacturing capabilities.
  • Favorable industry conditions support significant commercial nuclear growth.
  • Advanced TRISO fuels enable next-generation fusion and reactor tech.
14
Bullish +60

Better Nuclear Energy Stock to Buy After the Sell-Off: Oklo vs. BWX ...

Regulatory submission AI-generated analysis

BWX Technologies (NYSE: BWXT) is being evaluated as a potential buy following a significant sell-off in the nuclear energy sector, which has been impacted by rising AI electricity demand. While Oklo has fallen 86%, BWX Technologies has declined 45% but maintains a more established position...

Bullish Signals

  • Navy contracts provide reliable multi-decade revenue streams.

Bearish Signals

  • Stock down 45% amid nuclear sector sell-off.
  • Commercial SMR growth remains distant.
15
Somewhat Bullish +45

Jim Cramer Weighs In on BWX Technologies After 27% Pullback

Capacity expansion Defense contract AI-generated analysis

Jim Cramer addressed the recent 27% pullback in BWX Technologies (BWXT) stock during a Mad Money segment, attributing the decline to a weaker-than-expected August quarter rather than structural flaws. Despite the volatility, Cramer highlighted the company's bullish long-term targets for 2030 presented at its September...

Bullish Signals

  • Holds naval nuclear reactor monopoly for U.S. Navy stability.

Bearish Signals

  • Stock fell from $241 highs to $130-$140 range.
  • Government Operations margins face constant structural volatility.
  • SMR scaling depends on unproven lines and alloy bottlenecks.
  • CEO Rex Geveden sold shares via Rule 10b5-1.
16
Somewhat Bullish +45

Jim Cramer Weighs In on BWX Technologies After 27% Pullback

Acquisition Divestiture AI-generated analysis

Jim Cramer highlighted a significant 27% pullback in BWX Technologies (NYSE:BWXT) stock over the past three months, attributing the decline to a weaker-than-expected Q2 report released on August 3rd. Despite the short-term volatility and broader industrial selloff driving prices down from 52-week highs above $241...

Bullish Signals

  • Naval nuclear reactor monopoly provides sovereign defense moat.
  • Defense backlog doubled to $8.4 billion.
  • Selling medical unit for up to $800 million.
  • Targets $5.5B-$6B revenue by 2030.
  • EBITDA margins projected to expand to 20%.

Bearish Signals

  • Stock fell from $241 highs to $130-$140 range.
  • Government Operations margins face structural volatility limits.
  • EBITDA expansion relies on unproven SMR scaling.
  • CEO Rex Geveden sold shares via Rule 10b5-1.
  • Market prices commercial nuclear at 36x TTM P/E.
17
Somewhat Bullish +35

BWX Technologies stock gains on a new nuclear contract

AI-generated analysis

BWX Technologies (BWXT) secured a USD 4 million design contract from the National Nuclear Security Administration for a lithium processing facility at the Y-12 National Security Complex. This award represents an early-stage engineering milestone where BWXT is tasked with developing the conceptual design for the...

Bullish Signals

  • Secured USD 4M design contract for lithium facility at Y-12.
  • Q2 2026 revenue rose 18% YoY to USD 901.62M.
  • Beat EPS expectations with USD 1.07 vs USD 1.04.

Bearish Signals

  • FY2026 guidance of $4.70-$4.80 misses analyst consensus of $4.75.
18
Bullish +65

Bwx (BWXT) Stock Forecast & Price Target (2026)

AI-generated analysis

BWX Technologies, Inc. (BWXT) is currently trading at $145.66 as of September 17, 2026, presenting a significant upside potential according to Wall Street consensus. Analysts maintain a 'Buy' rating with a median price target of $230.00, suggesting approximately 57.9% growth from current levels. The stock...

Bullish Signals

  • ROE is 28.29% with profit margin of 10.11%.
  • Revenue forecast grows 19% this year and 10% next.
  • Wall Street consensus Buy rating targets $230.00.
  • Stock outperformed S&P 500 since Sept 2016.

Bearish Signals

  • Stock trades below 50-day and 200-day moving averages.
  • Insiders sold $14.4M with no significant purchases.
19
Bullish +65

BWXT Stock Price Prediction

AI-generated analysis

24/7 Wall St. has issued a price target of $230.64 for BWX Technologies Inc (BWXT), representing a 33.22% upside from the current trading price of $173.13 over the next 12 months. The analysis categorizes the stock as attractively valued with a favorable risk-reward profile, noting...

Bullish Signals

  • 75% of analysts rate stock as Buy.

Bearish Signals

  • Competition or margin pressure limits upside potential.
  • Long-term projections depend on execution and market conditions.
20
Bullish +65

BWX Technologies (BWXT): Among the Best American Defense Stocks to Buy Now

AI-generated analysis

The article evaluates BWX Technologies (NYSE:BWXT) as a top American defense stock, ranking it 9th among 11 selected peers. Despite recent volatility in the US defense sector due to political uncertainty regarding potential spending cuts and geopolitical tensions, analysts like Citi's Jason Gursky argue that...

Bullish Signals

  • Q4 revenue hit $746.3M with net income of $71.1M.
  • Secured $2.1B contract for US Navy Ford-class carriers.
  • Won over C$1B in nuclear energy project contracts.
  • Balyasny Asset Management holds a $102M stake.
  • Operates 15 sites across US, UK, and Canada.

Bearish Signals

  • Political uncertainty risks military expenditure cuts.
  • High uncertainty surrounds future government programs.
  • Severe workforce cuts likely in defense sector.
  • AI stocks may outperform BWXT.