BWX Technologies
BWXT
Market cap $12.8B

139.90 USD

+0.23

0.16%

Updated Jun 17, 10:25 AM EDT

1 day

0.16%

5 days

6.12%

1 month

27.19%

3 months

39.90%

6 months

18.49%

Year to date

25.49%

1 year

53.38%

5 years

132.20%

10 years

329.27%

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 primarily in the United States, Canada, and other regions.

Employees: 8,700

Industrials Aerospace & Defense

0

Funds holding %

of 7,299 funds

0

Analysts bullish %

of 4 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

140% more call options, than puts

Call options by funds: $83.5M | Put options by funds: $34.7M

31% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 70

31% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 185

2% more funds holding

Funds holding: 591 [Q4 2024] → 603 (+12) [Q1 2025]

0.78% less ownership

Funds ownership: 96.5% [Q4 2024] → 95.72% (-0.78%) [Q1 2025]

12% less capital invested

Capital invested by funds: $9.37B [Q4 2024] → $8.25B (-$1.12B) [Q1 2025]

17% less funds holding in top 10

Funds holding in top 10: 6 [Q4 2024] → 5 (-1) [Q1 2025]

See Fund Rankings

Research analyst outlook

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

Low target

$135

4%

downside

Avg. target

$148

6%

upside

High target

$178

27%

upside

4 analyst ratings

4 positive

100%

0 neutral

0%

0 negative

0%

CLSA Max Hopkins	27%upside $178	Outperform Maintained	27 May 2025
Maxim Group Tate Sullivan	3%downside $136	Buy Maintained	8 May 2025
Seaport Global Jeff Campbell	4%upside $145	Buy Initiated	1 Apr 2025
B of A Securities Ronald Epstein	4%downside $135	Buy Maintained	26 Mar 2025

See Analyst Rankings

Financial journalist opinion

Based on 10 articles about BWXT published over the past 30 days

BWXT Announces Leadership Changes

LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today the appointment of Kevin M. McCoy as the company's chief nuclear officer. In this role, McCoy will support the Department of Defense and Department of the Navy to accelerate the pace of Columbia and Virginia Class submarine production programs for the U.S. Navy. Since 2022, McCoy has served as president of BWXT's Government Operations segment where he was responsible for overseeing BWXT's Nuclear Operations and.

BWXT Announces Leadership Changes

BWX Technologies: A Premium Name With Unlocked Commercial Leverage

BWXT's unique position in defense, energy, and medicine, plus a $5B order book, underpins stable growth and diversification beyond government contracts. Commercial segment is set for rapid expansion, especially post-Kinectrics acquisition, driving projected 50% annual revenue growth and margin improvement. Valuation models show 14-30% upside with limited downside; shares remain undervalued despite recent outperformance, supporting a 'buy' recommendation.

BWX Technologies: A Premium Name With Unlocked Commercial Leverage

These defense stocks offer the best growth prospects, as the Israel-Iran conflict fuels new interest in the sector

RTX's stock gains 1.3% on top of a 22% year-to-date rise, but other sector stocks offer stronger revenue-growth prospects.

These defense stocks offer the best growth prospects, as the Israel-Iran conflict fuels new interest in the sector

BWXT-Led Team Awarded Canadian Nuclear Laboratories Contract from Atomic Energy of Canada Limited

LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today an Atomic Energy of Canada Limited award for the management and operation of Canadian Nuclear Laboratories Ltd. (CNL). Nuclear Laboratory Partners of Canada Inc. (NLPC) is a Canadian joint venture that has been selected as the preferred bidder for managing CNL after a competitive procurement process that began in 2023. The NLPC team is led by three primary joint venture partners, BWXT, Kinectrics, and Amentum,.

BWXT-Led Team Awarded Canadian Nuclear Laboratories Contract from Atomic Energy of Canada Limited

Zacks Investment Research

Watch 5 Nuclear Energy Stocks Set to Surge on Huge Data Center Growth

Surging data center power demand and fresh U.S. nuclear policies put CEG, VST, MIR, BWXT, and CCJ in sharp investor focus.

Watch 5 Nuclear Energy Stocks Set to Surge on Huge Data Center Growth

Schaeffers Research

Aerospace Stock with Support in Place

Subscribers to Schaeffer's Weekend Trader options recommendation service received this BWXT commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.

Aerospace Stock with Support in Place

Trump Orders Nuclear Overhaul: These 3 Stocks Stand to Benefit

Nuclear stocks erupted higher last Friday after President Donald Trump signed new executive orders aimed at hastening the development of nuclear energy sites. The orders contain decrees to reduce the licensing approval process to 18 months and allow new construction on federal land.

Trump Orders Nuclear Overhaul: These 3 Stocks Stand to Benefit

Investors Business Daily

Trump's 'Consequential Shift In Energy Policy' Fuels Upgrades For These Nuclear Stocks

President Donald Trump signed executive orders to support the nuclear industry last week.

Trump's 'Consequential Shift In Energy Policy' Fuels Upgrades For These Nuclear Stocks

Investment strategist picks 5 nuclear energy stocks to watch after Trump's order

After President Donald Trump signed an executive order on nuclear energy, investment strategist Shay Boloor outlined a roadmap for capitalizing on what he called the “energy rails of the Fourth Industrial Revolution.”

Investment strategist picks 5 nuclear energy stocks to watch after Trump's order

BWXT Closes Acquisition of Kinectrics

LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced that it has successfully completed its acquisition of Kinectrics, Inc. as of May 20, 2025. “Since we announced our intention to acquire Kinectrics in January, we have been looking forward to this day, when the complementary nature of our organizations begins to take shape,” said John MacQuarrie, BWXT president of Commercial Operations. “From the commercial nuclear power market to medical isotopes, we are enhancing ou.

BWXT Closes Acquisition of Kinectrics

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