BWXT · Company research
BWX Technologies, Inc. (BWXT): Stock News & Events
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| title | summary | url | source | published at | sentiment | sentiment score | relevance score |
|---|---|---|---|---|---|---|---|
| 3 Stocks Set to Benefit From Long-Term AI Tailwinds | The AI infrastructure boom continues to benefit semiconductor manufacturers and equipment suppliers. Taiwan Semiconductor Manufacturing (TSM), ASML Holding, and BWX Technologies (BWXT) have all posted strong quarterly results with positive guidance. TSM and ASML see immediate near-term benefits from AI chip demand, while BWXT benefits from increased electricity demand for AI data centers driving nuclear energy adoption. | View source ↗ | Zacks Investment Research | Oct 20, 2026 | bullish | 1 | 1 |
| Why BWX (BWXT) Could Beat Earnings Estimates Again | BWX Technologies (BWXT), a supplier of nuclear fuel and components to the U.S. government, is highlighted as a stock likely to beat earnings estimates in its upcoming November 2, 2026 report. The company has demonstrated a strong earnings-beat streak with an average surprise of 13.84% over the last two quarters and currently has a positive Earnings ESP of +0.22% combined with a Zacks Rank #3 (Hold), suggesting a high probability of another earnings beat. | View source ↗ | Zacks Investment Research | Oct 19, 2026 | bullish | 1 | 1 |
| BWX Technologies vs. Rocket Lab: Should You Go Nuclear or Go to Space in Your Portfolio? | The article compares BWX Technologies and Rocket Lab as investment options, presenting a value versus growth dilemma. BWX offers stability through nuclear infrastructure contracts with the U.S. government and benefits from the nuclear power renaissance, trading at a reasonable 28.6x forward P/E with positive cash flow. Rocket Lab provides high-growth potential with 38% revenue growth but currently burns cash and trades at a premium 191.8x forward P/E, with its $8 billion Iridium acquisition adding complexity. The author recommends BWX Technologies as the better 2026 investment due to its essential role in Navy contracts, reasonable valuation, and predictable profitability. | View source ↗ | The Motley Fool | Oct 16, 2026 | bullish | 0.25 | 1 |
| 3 Companies Raising Guidance This Earnings Season | BWX Technologies, Johnson & Johnson, and UnitedHealth Group have all raised their FY26 outlooks following solid quarterly earnings. BWX Technologies saw strong commercial nuclear operations growth, J&J benefited from pharmaceutical portfolio strength, and UnitedHealth Group showed improving cost trends with a lower medical care ratio. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bullish | 1 | 1 |
| 3 Companies Raising Guidance This Earnings Season | BWX Technologies, Johnson & Johnson, and UnitedHealth Group have all raised their FY26 outlooks following solid quarterly earnings. BWX Technologies saw strong commercial nuclear operations growth, J&J benefited from pharmaceutical portfolio strength, and UnitedHealth Group showed improving cost trends with a lower medical care ratio. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bullish | 1 | 1 |
| Lobbying Update: $230,000 of BWX TECHNOLOGIES INC lobbying was just disclosed - Quiver Quantitative | Lobbying Update: $230,000 of BWX TECHNOLOGIES INC lobbying was just disclosed Quiver Quantitative | View source ↗ | Quiver Quantitative | Oct 15, 2026 | neutral | 0 | 0.6 |
| Is BWX Technologies Inc (BWXT) a Bargain After 3.2% Drop? GF Val - GuruFocus | Is BWX Technologies Inc (BWXT) a Bargain After 3.2% Drop? GF Val GuruFocus | View source ↗ | GuruFocus | Oct 14, 2026 | neutral | 0 | 0.6 |
| BWX Technologies, Inc. (BWXT) Stock Forecasts - Yahoo Finance | BWX Technologies, Inc. (BWXT) Stock Forecasts Yahoo Finance | View source ↗ | Yahoo Finance | Oct 14, 2026 | neutral | 0 | 0.6 |
| Is BWXT a Buy as Nuclear Growth Meets Execution and Valuation Risk? | BWX Technologies is expanding in defense and commercial nuclear markets with $1.4 billion in naval contracts and raised 2026 guidance to $3.80 billion revenue. However, the stock trades at a 27.10X forward P/E near its five-year median, leaving limited room for execution errors. Margin pressure in commercial operations and concentration of earnings in Q4 present risks, warranting a balanced approach. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | neutral | 0 | 1 |
| Is BWXT a Buy as Nuclear Growth Meets Execution and Valuation Risk? | BWX Technologies is expanding in defense and commercial nuclear markets with $1.4 billion in naval contracts and raised 2026 guidance to $3.80 billion revenue. However, the stock trades at a 27.10X forward P/E near its five-year median, leaving limited room for execution errors. Margin pressure in commercial operations and concentration of earnings in Q4 present risks, warranting a balanced approach. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | neutral | 0 | 1 |
| Is BWXT a Buy as Nuclear Growth Meets Execution and Valuation Risk? - TradingView | Is BWXT a Buy as Nuclear Growth Meets Execution and Valuation Risk? TradingView | View source ↗ | TradingView | Oct 14, 2026 | neutral | 0 | 0.6 |
| BWXT Falls 19.8% in 3 Months: Does the Pullback Create Opportunity? | BWX Technologies shares have declined 19.8% over three months despite 18% revenue growth, a $8.4 billion backlog (up 40% YoY), and raised 2026 guidance. While the pullback improves valuation to 27.10X forward earnings, execution risks remain due to margin pressure, capital intensity in commercial operations, and Q4-heavy earnings concentration. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | neutral | 0 | 1 |
| BWXT Falls 19.8% in 3 Months: Does the Pullback Create Opportunity? | BWX Technologies shares have declined 19.8% over three months despite 18% revenue growth, a $8.4 billion backlog (up 40% YoY), and raised 2026 guidance. While the pullback improves valuation to 27.10X forward earnings, execution risks remain due to margin pressure, capital intensity in commercial operations, and Q4-heavy earnings concentration. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | neutral | 0 | 1 |
| BWXT Falls 19.8% in 3 Months: Does the Pullback Create Opportunity? - TradingView | BWXT Falls 19.8% in 3 Months: Does the Pullback Create Opportunity? TradingView | View source ↗ | TradingView | Oct 14, 2026 | neutral | 0 | 0.6 |
| BWXT Raises 2026 Guidance as Commercial Nuclear Growth Accelerates | BWX Technologies raised its 2026 revenue outlook to $3.80 billion and adjusted EPS guidance to $4.70-$4.80 following strong Q2 results. Commercial revenues surged 71.7% to $302.5 million, driving full-year growth forecast to 45%. However, the company faces execution risks with 55% of second-half earnings concentrated in Q4 and increased capital spending pressuring Commercial margins. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 0.667 | 1 |
| BWXT Raises 2026 Guidance as Commercial Nuclear Growth Accelerates | BWX Technologies raised its 2026 revenue outlook to $3.80 billion and adjusted EPS guidance to $4.70-$4.80 following strong Q2 results. Commercial revenues surged 71.7% to $302.5 million, driving full-year growth forecast to 45%. However, the company faces execution risks with 55% of second-half earnings concentrated in Q4 and increased capital spending pressuring Commercial margins. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 0.667 | 1 |
| BWXT Raises 2026 Guidance as Commercial Nuclear Growth Accelerates - TradingView | BWXT Raises 2026 Guidance as Commercial Nuclear Growth Accelerates TradingView | View source ↗ | TradingView | Oct 14, 2026 | neutral | 0 | 0.6 |
| BWX Technologies, Inc. $BWXT Shares Purchased by Copeland Capital Management LLC - MarketBeat | BWX Technologies, Inc. $BWXT Shares Purchased by Copeland Capital Management LLC MarketBeat | View source ↗ | MarketBeat | Oct 14, 2026 | neutral | 0 | 0.6 |
| BWX Technologies (NYSE:BWXT) Stock Price Target Cut by JPMorgan Chase & Co. - MarketBeat | BWX Technologies (NYSE:BWXT) Stock Price Target Cut by JPMorgan Chase & Co. MarketBeat | View source ↗ | MarketBeat | Oct 13, 2026 | neutral | 0 | 0.6 |
| BWX Technologies (BWXT) Stock Dropped, What Is Driving Attention Now? - Simply Wall Street | BWX Technologies (BWXT) Stock Dropped, What Is Driving Attention Now? Simply Wall Street | View source ↗ | Simply Wall Street | Oct 13, 2026 | neutral | 0 | 0.6 |
| BWX Technologies (BWXT) Stock May Be Near Fair Value As $1.4B Contracts Land - Simply Wall Street | BWX Technologies (BWXT) Stock May Be Near Fair Value As $1.4B Contracts Land Simply Wall Street | View source ↗ | Simply Wall Street | Oct 11, 2026 | neutral | 0 | 0.6 |
| BWX Technologies (BWXT) Stock May Be 9% Overvalued Following $1.4B Contract Wins - Yahoo Finance | BWX Technologies (BWXT) Stock May Be 9% Overvalued Following $1.4B Contract Wins Yahoo Finance | View source ↗ | Yahoo Finance | Oct 10, 2026 | neutral | 0 | 0.6 |
| Can BWX Technologies' Uranium Processing Capabilities Drive Growth? | BWX Technologies (BWXT) is expanding its nuclear materials processing capabilities through uranium recovery, purification, and downblending activities. The company's Uranium Processing and Nuclear Services segment revenues grew significantly to $406.6 million in 2025 from $287 million in 2024, with $68.1 million attributed to higher uranium processing and downblending activity. BWXT trades at a discount to industry peers with a forward P/S ratio of 3.23X versus 6.89X industry average, though shares have declined 23.6% over three months. The company holds a Zacks Rank #3 (Hold) with projected EPS growth of 18.45% in 2026 and 10.10% in 2027. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 0.333 | 1 |
| Can BWX Technologies' Uranium Processing Capabilities Drive Growth? - TradingView | Can BWX Technologies' Uranium Processing Capabilities Drive Growth? TradingView | View source ↗ | TradingView | Oct 9, 2026 | neutral | 0 | 0.6 |
| Can BWX Technologies' Uranium Processing Capabilities Drive Growth? | BWX Technologies (BWXT) is expanding its nuclear materials processing capabilities through uranium recovery, purification, and downblending activities. The company's Uranium Processing and Nuclear Services segment revenues grew significantly to $406.6 million in 2025 from $287 million in 2024, with $68.1 million attributed to higher uranium processing and downblending activity. BWXT trades at a discount to industry peers with a forward P/S ratio of 3.23X versus 6.89X industry average, though shares have declined 23.6% over three months. The company holds a Zacks Rank #3 (Hold) with projected EPS growth of 18.45% in 2026 and 10.10% in 2027. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 0.333 | 1 |
| 3 Nuclear Energy Stocks Down 40% or More From Their Highs -- Only 1 Is a Real Opportunity Right Now. | Three nuclear energy stocks have fallen significantly from their highs due to market headwinds. NuScale and Oklo, which develop innovative small modular reactors, have plummeted 86% and 79% respectively but lack commercial deployment and trade at extremely high valuations. BWX Technologies, a more established and profitable nuclear supplier with defense contracts, has only pulled back 40% and offers a more balanced opportunity in the resurgent nuclear market. | View source ↗ | The Motley Fool | Oct 8, 2026 | bearish | -0.333 | 1 |
| 3 Nuclear Energy Stocks Down 40% or More From Their Highs -- Only 1 Is a Real Opportunity Right Now. | Three nuclear energy stocks have fallen significantly from their highs due to market headwinds. NuScale and Oklo, which develop innovative small modular reactors, have plummeted 86% and 79% respectively but lack commercial deployment and trade at extremely high valuations. BWX Technologies, a more established and profitable nuclear supplier with defense contracts, has only pulled back 40% and offers a more balanced opportunity in the resurgent nuclear market. | View source ↗ | The Motley Fool | Oct 8, 2026 | bearish | -0.333 | 1 |
| 3 Nuclear Energy Stocks Down 40% or More From Their Highs -- Only 1 Is a Real Opportunity Right Now. | Three nuclear energy stocks have fallen significantly from their highs due to market headwinds. NuScale and Oklo, which develop innovative small modular reactors, have plummeted 86% and 79% respectively but lack commercial deployment and trade at extremely high valuations. BWX Technologies, a more established and profitable nuclear supplier with defense contracts, has only pulled back 40% and offers a more balanced opportunity in the resurgent nuclear market. | View source ↗ | The Motley Fool | Oct 8, 2026 | bearish | -0.333 | 1 |
| BWX Technologies, Inc. (BWXT) Stock Forecasts - Yahoo Finance | BWX Technologies, Inc. (BWXT) Stock Forecasts Yahoo Finance | View source ↗ | Yahoo Finance | Oct 7, 2026 | neutral | 0 | 0.6 |
| A Look at BWX Technologies Inc (BWXT) After 7.7% Gain -- GF Value $156.77 vs Price $145.70 - GuruFocus | A Look at BWX Technologies Inc (BWXT) After 7.7% Gain -- GF Value $156.77 vs Price $145.70 GuruFocus | View source ↗ | GuruFocus | Oct 6, 2026 | neutral | 0 | 0.6 |
| Why Is BWX (BWXT) Stock Rocketing Higher Today - Yahoo Finance | Why Is BWX (BWXT) Stock Rocketing Higher Today Yahoo Finance | View source ↗ | Yahoo Finance | Oct 6, 2026 | neutral | 0 | 0.6 |
| BWX Technologies (BWXT) Stock Rises 7.5% on New Microreactor Pro - GuruFocus | BWX Technologies (BWXT) Stock Rises 7.5% on New Microreactor Pro GuruFocus | View source ↗ | GuruFocus | Oct 6, 2026 | neutral | 0 | 0.6 |
| BWX Technologies (NYSE:BWXT) Shares Climb 8.2% - Still a Buy? - MarketBeat | BWX Technologies (NYSE:BWXT) Shares Climb 8.2% - Still a Buy? MarketBeat | View source ↗ | MarketBeat | Oct 6, 2026 | neutral | 0 | 0.6 |
| A reactor has been selected for a planned Indigenous-owned nuclear plant in New Brunswick. - Stock Titan | A reactor has been selected for a planned Indigenous-owned nuclear plant in New Brunswick. Stock Titan | View source ↗ | Stock Titan | Oct 5, 2026 | neutral | 0 | 0.6 |
| BWX Technologies: This Nuclear Growth Engine Is Still Underestimated (NYSE:BWXT) - Seeking Alpha | BWX Technologies: This Nuclear Growth Engine Is Still Underestimated (NYSE:BWXT) Seeking Alpha | View source ↗ | Seeking Alpha | Oct 5, 2026 | neutral | 0 | 0.6 |
| Prediction: This Nuclear Stock Outperforms Oklo and NuScale Through 2030 (Hint: It Already Has Revenue) | BWX Technologies is positioned to outperform nuclear peers Oklo and NuScale through 2030 due to its established $3.2 billion revenue base and decades of nuclear manufacturing experience. While Oklo and NuScale are still commercializing reactor technologies, BWXT generates revenue from U.S. Navy contracts, TRISO fuel production, medical isotopes, and is developing advanced reactors and microreactors. The company raised its 2026 revenue guidance to $3.8 billion with 19% growth expected. | View source ↗ | The Motley Fool | Oct 2, 2026 | bullish | 0.333 | 1 |
| Prediction: This Nuclear Stock Outperforms Oklo and NuScale Through 2030 (Hint: It Already Has Revenue) | BWX Technologies is positioned to outperform nuclear peers Oklo and NuScale through 2030 due to its established $3.2 billion revenue base and decades of nuclear manufacturing experience. While Oklo and NuScale are still commercializing reactor technologies, BWXT generates revenue from U.S. Navy contracts, TRISO fuel production, medical isotopes, and is developing advanced reactors and microreactors. The company raised its 2026 revenue guidance to $3.8 billion with 19% growth expected. | View source ↗ | The Motley Fool | Oct 2, 2026 | bullish | 0.333 | 1 |
| GE Vernova's BWRX-300 Secures First US Construction Permit | GE Vernova received the first U.S. construction permit for its 300-MW BWRX-300 small modular reactor design from the NRC for a Tennessee Valley Authority project in Tennessee. The approval removes a major regulatory hurdle and establishes a foundation for standardized deployment across multiple projects in the U.S. and Canada. The company expects long-term revenue opportunities from fuel, maintenance, and services across the reactor lifecycle. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | bullish | 0.5 | 1 |
| GE Vernova's BWRX-300 Secures First US Construction Permit | GE Vernova received the first U.S. construction permit for its 300-MW BWRX-300 small modular reactor design from the NRC for a Tennessee Valley Authority project in Tennessee. The approval removes a major regulatory hurdle and establishes a foundation for standardized deployment across multiple projects in the U.S. and Canada. The company expects long-term revenue opportunities from fuel, maintenance, and services across the reactor lifecycle. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | bullish | 0.5 | 1 |
| A 5 p.m. ET call follows BWX Technologies' Nov. 2 results release. - Stock Titan | A 5 p.m. ET call follows BWX Technologies' Nov. 2 results release. Stock Titan | View source ↗ | Stock Titan | Oct 1, 2026 | neutral | 0 | 0.6 |
| X-Energy Just Went Public in 2026. Here's How It Stacks Up Against Oklo, NuScale, and BWX Technologies. | X-Energy, a small modular reactor (SMR) developer, went public at $23 per share in April 2026 but has since dropped to $14, trading 40% below its IPO price. While the company has secured major deals with Amazon and Dow, it faces significant challenges including unproven TRISO fuel technology, regulatory hurdles with the NRC, and a premium valuation at 19x sales despite ongoing losses. The analyst recommends avoiding X-Energy in favor of more established nuclear players like BWX Technologies. | View source ↗ | The Motley Fool | Oct 1, 2026 | neutral | 0 | 1 |
| X-Energy Just Went Public in 2026. Here's How It Stacks Up Against Oklo, NuScale, and BWX Technologies. | X-Energy, a small modular reactor (SMR) developer, went public at $23 per share in April 2026 but has since dropped to $14, trading 40% below its IPO price. While the company has secured major deals with Amazon and Dow, it faces significant challenges including unproven TRISO fuel technology, regulatory hurdles with the NRC, and a premium valuation at 19x sales despite ongoing losses. The analyst recommends avoiding X-Energy in favor of more established nuclear players like BWX Technologies. | View source ↗ | The Motley Fool | Oct 1, 2026 | neutral | 0 | 1 |
| Updated financial goals are on the agenda as BWX Technologies holds its investor event today. - Stock Titan | Updated financial goals are on the agenda as BWX Technologies holds its investor event today. Stock Titan | View source ↗ | Stock Titan | Sep 29, 2026 | neutral | 0 | 0.6 |
| BWX Technologies (BWXT) Stock Looks Fully Priced On Cash Flow - Simply Wall Street | BWX Technologies (BWXT) Stock Looks Fully Priced On Cash Flow Simply Wall Street | View source ↗ | Simply Wall Street | Sep 26, 2026 | neutral | 0 | 0.6 |
| BWX Technologies (BWXT) Stock Price Lags Backlog Surge and Premium P E - Simply Wall Street | BWX Technologies (BWXT) Stock Price Lags Backlog Surge and Premium P E Simply Wall Street | View source ↗ | Simply Wall Street | Aug 4, 2026 | neutral | 0 | 0.6 |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.