BWX Technologies

BWXT

Market cap $18.7B

At about $174.37 a share, BWX Technologies (BWXT) is trading roughly 19% below its 52-week high as investors digest valuation concerns after a strong run, and weigh near-term uncertainty against long-term nuclear tailwinds. That pullback puts the stock back on the radar for patient investors.

Don't Be Afraid of Mid-Term Years Chances are you've heard – and maybe even believed – the old claim that we only use 10% of our brains. It's catchy.

GE Vernova and BWX Technologies will build a small modular reactor in Tennessee. The U.S. Department of Energy will contribute $400 million to the effort.

IDAHO FALLS, Idaho--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) joined today with Idaho National Laboratory, the U.S. Army and the Department of War Strategic Capabilities Office to announce the arrival at INL of TRISO nuclear fuel for the Project Pele microreactor. The full Pele prototype will be tested at INL. Project Pele is the pathfinder for advanced microreactors and is focused on designing, building and testing a 1.5-megawatt transportable power system. Pele is a Generation IV h.

CAMBRIDGE, Ontario--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today that it will provide Owner's Engineer (OE) services at Bulgaria's New Build Kozloduy Nuclear Power Plant, Units 7 & 8, as part of a three-party consortium. The other parties are Laurentis Energy Partners and its subsidiary Canadian Nuclear Partners S.A. The full contract spans approximately ten years and is valued at hundreds of millions of euros. The Bulgarian government is proposing to build two Westi.

BWX Technologies delivered a strong Q3, beating expectations and raising FY25 guidance, driven by robust demand and successful Kinectrics integration. BWXT's $7.4B backlog, major NNSA contracts, and growing civilian segment support income diversification justify its premium valuation. Despite higher debt post-Kinectrics, BWXT maintains solid cash flow, but near-term shareholder payouts will remain limited as debt reduction is prioritized.

BWX Technology's surging revenues and major defense wins give it a stronger near-term edge over NuScale Power's early-stage revenues and years-out project milestones.

Investors seeking to build a nuclear-focused portfolio may find compelling opportunities in companies like Dominion Energy, Ameren Corporation and BWX Technologies.

Solar is a proven moneymaker with real profits and fast-growing demand. Nuclear is just getting started.

FIX, VRT, MIR, BWXT and EME have surged in 2025 and are set to gain further from the accelerating AI-fueled data center boom in 2026.