$BWXT

BWX Technologies (BWXT) is expanding its nuclear manufacturing and technology capabilities, investing in facilities and R&D to support advanced and commercial nuclear programs. The company's 2025 revenues grew 18.3% to $3.2 billion. Analysts expect earnings growth of 18.45% and 10.73% for 2026 and 2027, respectively. BWXT's stock is trading at a discount with a forward P/S of 3.31X, compared to the industry average of 7.14X.

Jim Cramer prefers BWX Technologies (BWXT) over Cameco (CCJ) for nuclear power investment, citing BWXT's stronger recent performance and Cameco's longer-term potential. BWXT reported Q2 revenue of $901.6M, up 18% YoY, and raised 2026 guidance. Cameco's Q2 uranium segment revenue fell to C$252M from C$352M YoY, but maintained production outlook. Both companies saw increased hedge fund interest.

Guggenheim initiated coverage on BWX Technologies (BWXT) with a Buy rating and $192 price target, citing its strategic nuclear sector position. GF Value™ indicates BWXT is 4.3% undervalued at $148.53 vs. $155.28 intrinsic value. The company has a GF Score™ of 93/100, strong growth, and profitability but faces insider selling and premium valuation concerns.

BWX Technologies Inc. (BWXT) stock hit a 52-week low of $145.91, down 40% from its high. Q2 2026 earnings beat estimates at $1.07 EPS, but revenue missed at $901.6M. Sales rose 18% YoY, and the company raised full-year free cash flow guidance to $345M-$360M. BWXT's backlog grew to $8.4B, up 40% YoY. Jefferies initiated coverage with a Buy rating, and Wells Fargo upgraded to Equal Weight.

BWX Technologies (BWXT) is expanding its nuclear services through a new Canadian lab management role via a joint venture. The contract began in December 2025, complementing BWXT's broader strategy. The Kinectrics acquisition, completed in May 2025, is key to this expansion. BWXT's commercial revenues grew 62.8% YoY to $853.1M in 2025, with Kinectrics contributing $231M. Analysts expect EPS growth of 18.45% and 10.73% for 2026 and 2027, respectively.

BWX Technologies (NYSE:BWXT) secured two government contracts: a U.S. Department of Energy deal for a Lithium Processing Facility and selection for the U.S. Army's Janus microreactor program. These projects reinforce its role in defense and nuclear energy. Analysts project $4.7B revenue and $531.6M earnings by 2029, with a 45% upside to its current price. Risks include reliance on government spending and high debt.

BWX Technologies (BWXT) director Gerhard F. Burbach received 23.19 Dividend Equivalent Rights (DERs) on September 4, 2026, tied to restricted stock units. He now holds 801.11 DERs, each representing a contingent right to one share of BWXT common stock. The DERs will be delivered proportionately with the related RSUs.

BWX Technologies director Nicole Weyerhaeuser Piasecki received 7.8 dividend equivalent rights on September 4, 2026, tied to deferred restricted stock units. This brings her total to 61.21 rights, each representing one share of BWXT common stock. The rights will be delivered proportionately with the related RSUs.

BWX Technologies (NYSE: BWXT) has delivered a 22.77% annualized return over the past five years, outperforming the broader market by 11.2%. The company's stock is currently trading at $158.00, with a market capitalization of $14.48 billion. BWXT will host an Investor Day on September 29, 2026, featuring presentations by its executives.

Jefferies initiated coverage of Cameco (CCJ) and BWXT (BWXT) with 'Buy' ratings, setting price targets of $138 and $181 respectively, citing strong long-term prospects in nuclear energy. CCJ, a major uranium producer, and BWXT, a nuclear reactor provider, are positioned to benefit from global and U.S. initiatives to expand nuclear capacity. Both companies face risks, including uranium price volatility for CCJ and execution challenges for BWXT.