Alcista
$155.74
Precio del escenario
$130.700
-6.849 (-5.24%)Al cierre
BWX Technologies, Inc. is a specialty manufacturer of nuclear components, a developer of nuclear technologies and a service provider. The Company also provides special nuclear materials processing, environmental site restoration services, products, and services. Its Government Operations segment manufactures naval nuclear reactors, including related nuclear fuel, for the United States Naval Nuclear Propulsion Program for use in submarines and aircraft carriers. It also fabricates fuel-bearing precision components that range in weight from a few grams to hundreds of tons, manufactures electromechanical equipment, and performs design, manufacturing, inspection, assembly, and testing activities. The Company is also a provider of advanced specialty materials, fabrication, and high-strength alloy manufacturing. Its Commercial Operations segment designs and manufactures commercial nuclear steam generators, heat exchangers, pressure vessels, reactor components, and other auxiliary equipment.
Given the current price of $127.19 and a forward P/E ratio of 26.95, BWX Technologies appears to be fairly valued but carries risks that may deter long-term investment. The RSI is at 21.15, indicating the stock is oversold, which could suggest a potential rebound. However, insider selling has increased by 785%, indicating a lack of confidence among insiders. Additionally, the stock has seen a significant decline of 30.06% year-to-date, which raises concerns about its near-term performance. Therefore, while there are positive catalysts such as $1.4 billion in contracts with the U.S. Navy, the current market sentiment and technical indicators suggest it may be prudent to hold rather than buy at this time.
Truist
$182
2026-10-06
Truist
2026-10-06
Precio objetivo
$182
BofA
$210
2026-09-30
BofA
2026-09-30
Precio objetivo
$210
Northland
$220
2026-09-30
Northland
2026-09-30
Precio objetivo
$220
Guggenheim
$192
2026-09-15
Guggenheim
2026-09-15
Precio objetivo
$192
Guggenheim
$192
2026-09-14
Guggenheim
2026-09-14
Precio objetivo
$192
Los precios por escenario son la última banda de previsión mensual del año en curso. Las probabilidades son pesos fijos del modelo (25 / 50 / 25), no garantías.
BWXT Selected by U.S. Army for Nuclear Microreactor Project
Nuclear Power Market Update: Tech Giants Sign Contracts
Analysis of Three Key Players in the Resurgent Nuclear Energy Market

BWXT Clarifies Reports on Potential Investment in Poland

Nuclear Energy Revival Drives Market Changes
BWX Technologies, Inc. is a specialty manufacturer of nuclear components, a developer of nuclear technologies and a service provider. The Company also provides special nuclear materials processing, environmental site restoration services, products, and services. Its Government Operations segment manufactures naval nuclear reactors, including related nuclear fuel, for the United States Naval Nuclear Propulsion Program for use in submarines and aircraft carriers. It also fabricates fuel-bearing precision components that range in weight from a few grams to hundreds of tons, manufactures electromechanical equipment, and performs design, manufacturing, inspection, assembly, and testing activities. The Company is also a provider of advanced specialty materials, fabrication, and high-strength alloy manufacturing. Its Commercial Operations segment designs and manufactures commercial nuclear steam generators, heat exchangers, pressure vessels, reactor components, and other auxiliary equipment. It operates in the Industrials sector (ENGINES & TURBINES industry).
Given the current price of $127.19 and a forward P/E ratio of 26.95, BWX Technologies appears to be fairly valued but carries risks that may deter long-term investment. The RSI is at 21.15, indicating the stock is oversold, which could suggest a potential rebound. However, insider selling has increased by 785%, indicating a lack of confidence among insiders. Additionally, the stock has seen a significant decline of 30.06% year-to-date, which raises concerns about its near-term performance. Therefore, while there are positive catalysts such as $1.4 billion in contracts with the U.S. Navy, the current market sentiment and technical indicators suggest it may be prudent to hold rather than buy at this time.
8 analysts cover BWXT: 7 rate it Buy, 1 Hold and 0 Sell. The average price target is 216.00.

This nine-month-old post is now even more interesting. Yesterday's announcement said that the US would "immediately begin" building its own "large military presence." (Note it did not say immediately begin rare earth mining.) Today I would add $AVAV for laser components and $NOC for space integration roles. And $OKLO maybe rather than NNE. btw Serco Group plc (SRP.L) already has a power modernization contract for Pituffik Space Base (formerly known as Thule Air Base). $RTX $BWXT
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