BWX Technologies

BWXT

Market cap $15.4B

Overview Fund Activity

168.38 USD

-8.27

4.68%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

168.38

0.00

0%

1 day

-4.68%

5 days

0.9%

1 month

-1.5%

3 months

19.32%

6 months

68.38%

Year to date

51.04%

1 year

72.22%

5 years

188.22%

10 years

548.36%

About: BWX Technologies Inc is a specialty manufacturer and service provider of nuclear components, operating in two segments: Government Operations and Commercial Operations. The Government Operations segment produces naval nuclear reactors and fuel for the U.S. Naval Nuclear Propulsion Program, while the Commercial Operations segment designs and manufactures commercial nuclear steam generators, heat exchangers, pressure vessels, reactor components, and other auxiliary equipment, including containers for the storage of spent nuclear fuel and other high-level nuclear waste. The majority of the company's revenue comes from Government Operations, with sales principally in the United States, Canada, and other regions.

Employees: 8,700

Industrials Aerospace & Defense

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 4 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

200% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 15 (+10) [Q2]

162% more call options, than puts

Call options by funds: $203M | Put options by funds: $77.2M

71% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 72

52% more capital invested

Capital invested by funds: $8.29B [Q1] → $12.6B (+$4.3B) [Q2]

7% more funds holding

Funds holding: 603 [Q1] → 648 (+45) [Q2]

0.43% less ownership

Funds ownership: 96.12% [Q1] → 95.7% (-0.43%) [Q2]

13% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 232

See Fund Rankings

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$145

14% downside

Avg. target

$180

7% upside

High target

$220

31% upside

4 analyst ratings

2 positive

50%

2 neutral

50%

0 negative

0%

Northland Capital Markets Jeff Grampp	$205	Outperform Initiated	10 Sep 2025
B of A Securities Ronald Epstein	$220	Buy Maintained	13 Aug 2025
Truist Securities Michael Ciarmoli	$145	Hold Maintained	5 Aug 2025
Deutsche Bank Scott Deuschle	$150	Hold Downgraded	8 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 7 articles about BWXT published over the past 30 days

Investors Business Daily

Donald Trump Is Fueling Uranium Fever And This Nuclear Stock Just Capitalized

BWX Technologies announced Tuesday a $1.5 billion federal contract for domestic uranium enrichment.

Donald Trump Is Fueling Uranium Fever And This Nuclear Stock Just Capitalized

Kinectrics Significantly Increases Isotope Production Capacity to Meet Growing Global Demand

TORONTO--(BUSINESS WIRE)--Kinectrics, a division of BWX Technologies Inc. (NYSE: BWXT), announced today the completion of a major expansion to its isotope production capabilities, reinforcing its role as a global supplier of highly enriched stable isotopes and establishing the only North American source for Yb-176, reducing the reliance on foreign material for life-saving cancer treatments. Kinectrics commissioned four new 2nd generation Electromagnetic Isotope Separator (EMIS) units, which wil.

Kinectrics Significantly Increases Isotope Production Capacity to Meet Growing Global Demand

The Motley Fool

BWX Technologies: A Promising Investment in Nuclear Energy

Explore the exciting world of BWX Technologies (BWXT 1.56%) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!

BWX Technologies: A Promising Investment in Nuclear Energy

BWXT Awarded Contract for NNSA Defense Fuels Program

OAK RIDGE, Tenn.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today that it has been awarded a contract valued at $1.5 billion by the Department of Energy's National Nuclear Security Administration (NNSA) to support the national mission of establishing a domestic uranium enrichment capability for defense purposes. Under the contract, BWXT will initiate requirements to build the Domestic Uranium Enrichment Centrifuge Experiment (DUECE) pilot plant, which includes designing the.

BWXT Awarded Contract for NNSA Defense Fuels Program

BWX Technologies: Robust Q2 And Upgraded Outlook Reinforce Buy Thesis

BWXT's unique supply lead in US Navy reactors and accelerating commercial growth underpin my buy rating, with a 12% upside to a $186 target. Q2 results validated the growth thesis: record $6B backlog, Kinectrics acquisition, and strong beats on revenue and EPS. Premium valuation is justified by stable defense cash flows, rapid commercial expansion, and high visibility into future earnings.

BWX Technologies: Robust Q2 And Upgraded Outlook Reinforce Buy Thesis

BWXT Names Rik Geiersbach Chief Strategy Officer

LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today that Rik Geiersbach has been named chief strategy officer, reporting directly to Rex Geveden, president and chief executive officer. Geiersbach most recently served as vice president of strategy and corporate development at The Boeing Company. “As chief strategy officer, Rik will lead the development, execution and integration of BWXT's enterprise strategy and merger and acquisition initiatives,” said Geveden.

BWXT Names Rik Geiersbach Chief Strategy Officer

BWX Technologies: Nuclear Scale, Space Catalysts And Medical Upside Signal A Buy

Stock has delivered +520% in a decade, yet the latest pullback offers an entry point for long term investors. Smooth uptrend through crises (pandemic, inflation, rate hikes) shows a committed shareholder base. Multi-year government contracts and a $6B backlog give BWXT visibility that most defense peers can't match.

BWX Technologies: Nuclear Scale, Space Catalysts And Medical Upside Signal A Buy

Zacks Investment Research

3 AI-Powered Nuclear Energy OEMs With More Upside Post Solid Q2 Results

MIR, BWXT and GEV delivered upbeat Q2 results and raised outlooks, fueling optimism for nuclear energy OEMs in the AI-driven power boom.

3 AI-Powered Nuclear Energy OEMs With More Upside Post Solid Q2 Results

Nuclear Reactors on the Moon? Why BWX Technologies Is Soaring

Nuclear energy stocks have been all the rage recently. Demonstrating this is the return of the VanEck Uranium and Nuclear ETF NYSEARCA: NLR.

Nuclear Reactors on the Moon? Why BWX Technologies Is Soaring

BWX Technologies president: We are excited to support the nuclear Navy

BWX Technologies President and CEO Rex Geveden discusses supporting the U.S. Navy on 'The Claman Countdown.' #foxbusiness #clamancountdown #economy #navy #politics

BWX Technologies president: We are excited to support the nuclear Navy

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