Nuclear Stock Face-Off: Is NuScale or BWX Technologies the Better Buy Right Now?
Which of these nuclear stocks has a brighter future?
BWXT - BWX Technologies, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$225.00
DETAILS
HIGH:
$255.00
LOW:
$205.00
MEDIAN:
$215.00
CONSENSUS:
$225.00
UPSIDE:
10.89%
Stock News
How Is BWXT Strengthening Revenue Visibility Through Backlog?
BWX Technologies' $8.65 billion backlog and timing of performance obligations boost revenue visibility, supporting planning across Government and Commercial Operations.
The Top 2 Nuclear Energy Stocks to Buy Right Now
Cameco and BWX Technologies will profit from the soaring demand for nuclear energy.
2 Nuclear Stocks That Are Quietly Becoming the Trade of the Year (and Beyond)
The nuclear energy build-out gives investors an opportunity to build lasting wealth as governments embrace nuclear power.
2 Top Energy Growth Stocks to Buy Before It's Too Late
Nextpower and BWX Technologies are growing faster than many other energy companies.
Cameco Sees Path to 20 New US Large-Scale Reactors
Cameco (CCJ) provided a robust outlook for the deployment of Westinghouse's AP1000 reactor technology on its first quarter 2026 earnings call earlier this month. Company leadership now sees a realistic near-term path to as many as 20 of the large-scale reactor units entering construction in the United States.
BWXT Stock Is Up Nearly 100% in a Year and Just Announced a Major Acquisition. Is the Nuclear Rally Just Getting Started?
BWX Technologies isn't as well known as other nuclear stocks. The bulk of its revenue comes from its government segment.
Here Are Friday’s Top Wall Street Analyst Research Calls: Arista Networks, BWX Technologies, Cisco Systems, Danaher, Doximity, Estee Lauder, Illumina, Texas Roadhouse, Workday, and More
Pre-Market Stock Futures: Futures are trading sharply lower as we get set to end one of the most exciting weeks on Wall Street in 25 years. Positive meetings in China with President Trump, who brought his CEO contingent and Elon Musk, and President Xi, massive upside earnings and forward guidance from an OG tech and... Here Are Friday's Top Wall Street Analyst Research Calls: Arista Networks, BWX Technologies, Cisco Systems, Danaher, Doximity, Estee Lauder, Illumina, Texas Roadhouse, Workday, and More
OPG's Darlington Project Proves the SMR Modular Thesis for Investors
The nuclear energy sector reached a pivotal milestone this month as Ontario Power Generation (OPG) successfully installed the first basemat module for the Darlington New Nuclear Project. This development marks a significant leap forward for the G7's first commercial grid-scale Small Modular Reactor (SMR), signaling a tangible shift in the nuclear renaissance for global investors.
This Nuclear Stock Controls the Only Large Reactor Manufacturing Facility in North America, and Its Backlog Grew 50% in 2025. Time to Buy?
BWX Technologies could be one of the best long-term nuclear plays.
BWX Technologies Rises 19.7% YTD: Time to Buy, Sell or Hold the Stock?
BWXT jumps 197% YTD as strong earnings growth, major Navy contracts and solid valuation support its long-term outlook.
Best Nuclear Energy Stock to Buy Right Now: GE Vernova vs. BWX Technologies
Two profitable nuclear energy companies, one winner.
Ananym urges BWX Technologies to commercialize reactor design, says shares could double
Activist investor Ananym Capital Management sees room for BWX Technologies' stock to double in coming years if the defense and energy company commercializes its mothballed nuclear reactor design to help meet ballooning energy demand.
US considering financing billions of dollars in long-lead time parts of nuclear plants, NEI says
The U.S. Department of Energy is considering a plan to finance billions of dollars for components of large nuclear reactors that can take a long time to secure, the head of the industry group Nuclear Energy Institute said on Tuesday.
Partnerships, Positive Sentiment Boost U.S. Nuclear
The nuclear industry has seen a recent flurry of announcements, headlined by two major industry partnerships to rapidly deploy new reactors. These exciting developments come against the backdrop of a new national poll showing increased positive sentiment towards nuclear energy.
BWXT Announces $1.4 Billion in Contracts for Naval Nuclear Propulsion Program
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today the award of U.S. Naval Nuclear Propulsion Program contracts totaling more than $1.4 billion. The first contract, valued at $1.285 billion, supports long-lead material procurement for the program. The base contract is for fiscal year 2026 and is the first of five annual task order awards available through 2030. The second contract, valued at $165 million, is for procurement of long-lead time reactor system comp.
BWX Technologies, Inc. (BWXT) Q1 2026 Earnings Call Transcript
BWX Technologies, Inc. (BWXT) Q1 2026 Earnings Call Transcript
BWX Technologies (BWXT) Tops Q1 Earnings and Revenue Estimates
BWX Technologies (BWXT) came out with quarterly earnings of $1.12 per share, beating the Zacks Consensus Estimate of $0.92 per share. This compares to earnings of $0.91 per share a year ago.
BWX Technologies Reports First Quarter 2026 Results
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) ("BWXT", "we", "us" or the "Company") reported first quarter 2026 results. A reconciliation of non-GAAP results is detailed in Exhibit 1. “We started 2026 with strong results,” said Rex D. Geveden president and chief executive officer. “Our first quarter results were driven by pacing of work, higher throughput and improved operating performance as we executed on our robust backlog and pursued new opportunities across our globa.
How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)
If your electricity bill jumped this year, you're not imagining it. The driver is the server racks humming inside warehouses going up across Virginia, Texas, Ohio, and Arizona, more than summer heat or aging infrastructure alone.
Price Targets
BWX Technologies upgraded to Buy from Hold at Deutsche Bank
$255.00
(was $210.94)
Scott Deuschle
·
Deutsche Bank
BWX Technologies price target raised to $205 from $203 at Deutsche Bank
$205.00
(was $213.51)
Deutsche Bank
BWX Technologies initiated with a Neutral at BNP Paribas
$215.00
(was $204.08)
BNP Paribas
BWX Technologies price target raised to $205 from $200 at Truist
$205.00
(was $193.20)
Michael Ciarmoli
·
Truist Financial
BWX Technologies price target raised to $195 from $185 at Seaport Research
$195.00
(was $175.28)
Seaport Global
BWX Technologies price target raised to $200 from $173 at Truist
$200.00
(was $204.51)
Truist Financial
BWX Technologies price target raised to $225 from $205 at Northland
$225.00
(was $204.56)
Jeff Grampp
·
Northland Securities
BWX Technologies price target raised to $173 from $145 at Truist
$173.00
(was $205.56)
Michael Ciarmoli
·
Truist Financial
BWX Technologies price target raised to $180 from $159 at Deutsche Bank
$180.00
(was $191.39)
Deutsche Bank
BWX Technologies initiated with an Outperform at Northland
$205.00
(was $166.13)
Jeff Grampp
·
Northland Securities
BWX Technologies price target raised to $145 from $114 at Truist
$145.00
(was $182.00)
Michael Ciarmoli
·
Truist Financial
BWX Technologies initiated with a Buy at Seaport Research
$145.00
(was $100.49)
Seaport Global
BWX Technologies price target raised to $140 from $138 at Maxim
$140.00
(was $114.69)
Tate Sullivan
·
Maxim Group
BWX Technologies price target raised to $129 from $113 at Deutsche Bank
$129.00
(was $113.28)
Scott Deuschle
·
Deutsche Bank
BWX Technologies (BWXT) PT Lowered to $107 at Deutsche Bank
$107.00
(was $88.95)
Scott Deuschle
·
Deutsche Bank
BWX Technologies (BWXT) PT Lowered to $110 at Deutsche Bank
$110.00
(was $98.88)
Scott Deuschle
·
Deutsche Bank
Truist Securities Downgrades BWX Technologies (BWXT) to Hold, 'see limited potential for upward estimate revisions'
$95.00
(was $101.47)
Michael Ciarmoli
·
Truist Financial
BWXT Poised For Best-In-Class Results: Analyst Foresees Growth From Microreactors And High-Margin Medical Rev
$83.00
(was $74.00)
Michael Ciarmoli
·
Truist Financial
Maxim Group Maintains Buy on BWX Technologies, Raises Price Target to $70
$70.00
(was $60.26)
Maxim Group