BWXT BWX Technologies, Inc.

BWX Technologies builds technical talent through training, mentoring and its Technical Fellows program to support long-term nuclear growth.

BWX Technologies (BWXT) is back in focus after recent trading pressure, with the share price near US$138.47 as of the latest close. Investors are reassessing the nuclear specialist’s long run return profile and current valuation. The recent drop, including a 6.1% decline in the 7 day share price return and a 9.4% fall over 30 days, signals fading short term momentum for BWX Technologies, even though the 3 year total shareholder return of 95.1% and 5 year total shareholder return of 161.9%...

BWX Technologies, Mercury Systems, and Howmet Aerospace show strong backlog, revenue growth, and raised guidance as defense spending rises, though their stock performances vary widely.

Investors looking to benefit from nuclear energy's long-term growth may consider NNE, RYCEY and BWXT, which are expanding their nuclear capabilities amid rising demand for reliable, carbon-free power.

Three nuclear stocks are chasing the same industry revival, but only one of them already has a real business to back it up.

Earlier this month, BWX Technologies Inc. (NYSE:BWXT) was awarded an initial $4 million design contract by the National Nuclear Security Administration (NNSA), a semi-autonomous body within the U.S. Department of Energy (DOE). The contract relates to a new Lithium Processing Facility at the Y-12 National Security Complex, and BWXT has been selected to develop a […]

Oklo shares have been crushed over the past year, yet the company just pulled off something no other advanced nuclear startup has done at full scale. Whether that milestone is already priced in or barely noticed depends on which numbers you trust.

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 4.5% has fallen short of the S&P 500’s 14% rise.

Jim Cramer gave two nuclear and AI infrastructure plays completely opposite verdicts on the same night, and the reason comes down to a single number that separates a buy from a pass in a rising rate environment.

The New Jersey-based company said the move was because of “market conditions.” The market is shaky because the nuclear euphoria of the pas two years has worn off.

BWXT expands nuclear manufacturing and advanced technology capabilities across commercial, government and next-generation nuclear markets.

BWX Technologies (NYSE:BWXT) received a competitive contract from the U.S. Department of Energy’s NNSA for conceptual design work. The project covers a new Lithium Processing Facility module at the Y-12 National Security Complex in Oak Ridge, Tennessee. The award reinforces BWX Technologies’ role in U.S. nuclear infrastructure projects and may position it for later project phases. The new Lithium Processing Facility module contract at Y-12 is only one part of the BWX Technologies story. Take...

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

BWX Technologies, Inc. (NYSE:BWXT) announced on September 3 that it had secured a $4 million contract to develop a conceptual design for the first module of a new Lithium Processing Facility for the U.S. National Nuclear Security Administration (NNSA). The planned facility is intended to modernize and replace aging infrastructure used for lithium reprocessing, while […]

On September 11, a caller inquired about Cameco Corporation (NYSE:CCJ), and here’s what Mad Money host Jim Cramer had to say in response: I like uranium. I like BWXT a little more. But I think that this Cameco’s for real. I really do, because I think we are going to embrace nuclear power, but it’s […]

Monday evening, Guggenheim analyst Michael Ciarmoli launched coverage of the Aerospace & Defense sector with a bevy of Buy-rated stocks.

BWX Technologies expands its nuclear services reach through a Canadian laboratory role, backed by Kinectrics' expertise and broader commercial operations.

Jefferies turned bullish on the nuclear energy sector on September 3 and initiated coverage of Cameco Corporation (NYSE:CCJ) and BWX Technologies, Inc. (NYSE:BWXT) with a ‘Buy’ rating and price targets of $138 and $181, respectively. This implies an upside of over 31% for CCJ and 13% for BWXT, reflecting the investment bank’s growing confidence in […]

AI-driven power demand and expiring utility contracts are tightening uranium supply, lifting long-term price targets to $95 per pound and boosting Cameco, NexGen Energy, and BWX Technologies.

BWX Technologies is trading at a discount compared to its peers despite its military moat.

Nuclear energy is regaining popularity, and Cameco and BWX Technologies are two stocks to watch.

During the second quarter earnings announcement, ATI Inc. (NYSE:ATI) management raised its full-year guidance for 2026. It anticipated a favorable momentum to persist during the latter half of the year, after posting results that exceeded the high end of its previous guidance. Extensions of its strategic agreements, including a recent long-term material supply contract with […]

On August 27, David Strauss from Wells Fargo upgraded BWX Technologies Inc. (NYSE:BWXT) from an Underweight to Equal Weight rating. In the process, the analyst cut down his target price from $200 to $170, which equates to an adjusted upside potential of 11.63% as of August 31 closing. Strauss looks forward to the company’s upcoming […]

Shares of aerospace and defense company BWX (NYSE:BWXT) jumped 2.9% in the afternoon session after Jefferies initiated coverage on the company with a Buy rating and a $181 price target.

Investing.com -- Jefferies has launched coverage on several nuclear companies, forecasting roughly $55 trillion of nuclear-related capital spending through 2100 as data center power demand, wider electrification and climate stress on aging plants drive a decades-long investment cycle.

Broadcom upgraded, Ultragenyx downgraded: Wall Street's top analyst calls

Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued. Three very different companies sit between those deals and your portfolio, and treating them as one trade could cost you.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

BWX Technologies, Inc. recently announced it was selected to deploy its 20-megawatt BWXT Advanced Nuclear Reactor microreactor at the U.S. Army’s Fort Campbell under the Janus program, alongside a new senior operations leadership appointment and an upcoming Investor Day. This Army-backed microreactor deployment, paired with fresh institutional interest in BWXT’s nuclear and microreactor capabilities, highlights how defense energy needs and AI-driven power demand are converging on advanced...

BWX Technologies (NYSE:BWXT) has been selected to deploy its Advanced Nuclear Reactor technology for the U.S. Army's Janus program. The company's BANR microreactor is planned for deployment at Fort Campbell, Kentucky, as part of the program. The project marks a key step for BWX Technologies in applying advanced nuclear reactor technology to military energy needs. For readers looking to explore other stocks linked to the wider nuclear power theme, the next logical stop is 91 nuclear energy...

Cathie Wood keeps trimming Roblox while pivoting ARK's capital toward a surprising corner of the energy market, and the pressure on RBLX stock is compounding from a direction most investors are not watching.

Are nuclear energy stocks the hot new way to play the AI trade?

The U.S. nuclear energy revival just got a $2.2 billion boost as the Army announces five sites and vendors for microreactors.

BWX Technologies, Inc. (NYSE:BWXT) supplies precision-manufactured components, services, and fuel for the commercial nuclear power industry across four continents. The company received a significant boost on August 26 when it announced that the US Army had selected its BWXT Advanced Nuclear Reactor (BANR) technology for the Janus program. According to the Army, the first BANR […]

BWX Technologies will build a 20-megawatt reactor at Fort Campbell under the Army's Janus program, shifting toward a vendor-owned power model backed by an $800 million divestiture and $8.39 billion backlog.

The U.S. Army selected five companies to build nuclear microreactors at military bases, with the first one switching on as soon as September 2028.

The U.S. Army selected five companies to build nuclear microreactors at military bases, with the first one switching on as soon as September 2028.

Trump’s Saudi nuclear deal is now before Congress and could create new opportunities for U.S. companies involved in uranium, enrichment, reactors and nuclear fuel.

BWX Technologies deepens its government services role through national laboratory management, adding long-term facility operations to its portfolio.

A number of stocks fell in the afternoon session after the White House pivoted its Iran strategy toward financial sanctions, signaling a de-escalation of military options. President Donald Trump announced the U.S. will launch "Economic Warfare and Isolation on an unprecedented scale" against Iran, CNBC reported.

BWX Technologies has delivered a strong 197.6% gain over the past 5 years, yet its current checks suggest the stock may now be priced at a premium compared with its estimated intrinsic value. At the same time, BWX Technologies is involved in high profile nuclear fuel and enrichment projects that many investors view as important long term drivers. Over 5 years, BWX Technologies has returned 197.6%, which puts extra focus on whether recent gains already reflect its long term cash flow...

BWX Technologies (BWXT) drew fresh attention after Clean Core Thorium Energy chose its Kinectrics division to perform an independent technical review of the ANEEL fuel qualification program ahead of a potential commercial reactor demonstration. See our latest analysis for BWX Technologies. For context, BWX Technologies' share price has eased in the short term, with a 1-day share price return of 1.67% decline and a 90-day share price return of 19.88% decline. Even though the 5-year total...

NuScale just posted quarterly revenue that would embarrass a lemonade stand, yet the company holds something no other SMR developer in America can claim. Here is what that paradox means for investors weighing a stock already down sharply this year.

Free cash flow is one of the most reliable indicators of financial durability. These businesses not only generate cash but reinvest intelligently to sustain momentum.

The only company news on the day was a board appointment, and the results that could test the price do not arrive until later in August.

BWX Technologies expands its nuclear services portfolio through decommissioning, remediation, waste management and nuclear site support.

BWXT expands its commercial nuclear portfolio through nuclear medicine, isotope production and radiopharmaceutical capabilities.

BWX's second quarter performance reflected robust demand across both its government and commercial nuclear businesses, with revenue growth led by increased activity in commercial nuclear power and aftermarket services. Management pointed to strong operational execution and productivity improvements, particularly in Government Operations, as key contributors. CEO Rex Geveden highlighted the company's “position of strength with exposure across the nuclear value chain,” and noted that the recent sa

Babcock (NYSE:BW) reported higher second-quarter revenue, net income and adjusted EBITDA, citing increased project activity and demand for reliable power generation from utility, industrial and data center customers. Chairman and Chief Executive Officer Kenny Young said the company raised its full-