Bull
$155.74
Scenario price
$137.200
+2.813 (+2.05%)At close
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.
BWX Technologies Inc is a good buy right now due to its strong position in the nuclear energy sector and positive growth outlook. The current price is $143.83, with a forward P/E ratio of 26.95, indicating reasonable valuation compared to its growth potential. Additionally, the stock has shown a 5-day change of +6.65%, suggesting positive momentum. However, the main risk is the insider selling activity, which has increased by 785% over the last month, indicating potential concerns among insiders about the stock's future performance.
Truist
$182
2026-10-06
Truist
2026-10-06
Price Target
$182
BofA
$210
2026-09-30
BofA
2026-09-30
Price Target
$210
Northland
$220
2026-09-30
Northland
2026-09-30
Price Target
$220
Guggenheim
$192
2026-09-15
Guggenheim
2026-09-15
Price Target
$192
Guggenheim
$192
2026-09-14
Guggenheim
2026-09-14
Price Target
$192
Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

Rising Nuclear Demand Raises Questions on Shareholder Returns

BWX Technologies Secures $189 Million Naval Reactor Fuel Contract

Bank of America Sees Strong Buying Opportunities Ahead of Q3 Earnings

Nuclear Market Recovery and Investment Opportunities

BWX Technologies: A Leader in Nuclear Renaissance
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).
BWX Technologies Inc is a good buy right now due to its strong position in the nuclear energy sector and positive growth outlook. The current price is $143.83, with a forward P/E ratio of 26.95, indicating reasonable valuation compared to its growth potential. Additionally, the stock has shown a 5-day change of +6.65%, suggesting positive momentum. However, the main risk is the insider selling activity, which has increased by 785% over the last month, indicating potential concerns among insiders about the stock's future performance.
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
Show moreThis page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.