BWX Technologies, Inc.

(New York Stock Exchange)
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Bullish +65

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

AI-generated analysis

πŸ“ˆ Analysts assign a consensus price target of $228.00 with an average 'Moderate Buy' rating across fifteen covering firms.

πŸ“Š Recent analyst actions include Deutsche Bank raising its target to $255.00 and Seaport Research Partners upgrading the stock to a buy.

πŸ“‰ Zacks Research downgraded BWXT from strong-buy to hold, while Truist Financial maintained a hold rating with a $212.00 target.

🏦 Institutional ownership stands at 94.39%, with Cannell & Spears LLC and Wedbush Securities Inc. increasing their stakes in the fourth quarter.

πŸ’° The company reported quarterly EPS of $1.12, beating analyst estimates of $0.92 by $0.20.

πŸ“ˆ Revenue reached $860.22 million, exceeding expectations of $837.47 million and growing 26.1% year-over-year.

πŸ’Ή The firm achieved a net margin of 10.20% and a return on equity of 31.33% during the reported quarter.

πŸ’΅ BWX Technologies declared a quarterly dividend of $0.27 per share, resulting in an annualized yield of 0.6%.

πŸ›‘οΈ The company serves as a primary supplier for U.S. Navy nuclear propulsion systems and naval reactor maintenance.

βš›οΈ BWXT develops small modular reactors (SMRs) and nuclear fuel technologies for commercial power generation applications.

πŸ₯ The business is also a leading producer of medical radioisotopes used in diagnostic imaging and cancer treatment.

Bullish Signals
  • BWX Technologies reported quarterly EPS of $1.12, significantly beating analyst consensus estimates of $0.92 by $0.20.
  • Revenue reached $860.22 million, surpassing expectations of $837.47 million and growing 26.1% year-over-year.
  • The company achieved a strong net margin of 10.20% and a return on equity of 31.33% during the quarter.
  • Deutsche Bank raised its price objective to $255.00 and upgraded its rating from hold to buy.
  • Seaport Research Partners upgraded BWXT from neutral to buy with a $245.00 price target.
  • Institutional investors including Cannell & Spears LLC, Wedbush Securities Inc., and Oppenheimer Asset Management Inc. increased their holdings in the fourth quarter.
  • The company maintains a high institutional ownership level of 94.39%, indicating strong investor confidence.
  • BWX Technologies successfully declared a quarterly dividend of $0.27 per share with an annualized yield of 0.6%.
Risk Factors
  • Zacks Research downgraded BWXT from a strong-buy rating to a hold, reflecting some analyst caution.
  • Truist Financial maintained a hold rating on the stock despite raising its price target to $212.00.
Full 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 actions include Truist Financial raising its target to $212.00 while maintaining a hold, Weiss Ratings reaffirming a buy status, Seaport Research Partners upgrading the stock to a buy with a $245.00 target, and Deutsche Bank increasing its objective to $255.00. Conversely, Zacks Research downgraded the stock from strong-buy to hold. Institutional ownership remains high at 94.39%, with several major funds increasing their stakes in the fourth quarter. Cannell & Spears LLC grew holdings by 4.0% to own 1,312 shares valued at $251,000, while Wedbush Securities Inc. increased its position by 4.3% to 1,263 shares worth $218,000. Other active investors include Oppenheimer Asset Management Inc., Guggenheim Capital LLC, and Stratos Wealth Partners LTD., all of which added to their positions during the reporting period. Financially, BWX Technologies reported strong quarterly results with earnings per share (EPS) of $1.12, beating consensus estimates of $0.92 by $0.20. Revenue reached $860.22 million, surpassing expectations of $837.47 million and representing a 26.1% year-over-year increase. The company posted a net margin of 10.20% and a return on equity of 31.33%. Additionally, the firm declared a quarterly dividend of $0.27 per share, paid on June 5th to shareholders of record as of May 19th. The company operates as a specialized supplier of nuclear components and services, primarily serving the U.S. government and commercial markets. Its core business involves designing, fabricating, and servicing nuclear propulsion systems for the U.S. Navy, supporting the maintenance and overhaul of naval reactors. Beyond defense applications, BWXT develops small modular reactors (SMRs) and nuclear fuel technologies for non-defense power generation, while also producing medical radioisotopes used in diagnostic imaging and cancer treatment.