Forget NuScale: This Nuclear Energy Stock Is the Smarter Bet Right Now
NuScale's stock has taken a round trip back to its debut price. BWX's scale, diversification, and rising profits make it a safer nuclear play.
BWXT - BWX Technologies, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$210.60
DETAILS
HIGH:
$255.00
LOW:
$170.00
MEDIAN:
$202.00
CONSENSUS:
$210.60
UPSIDE:
40.29%
Stock News
Can BWXT's Canadian Lab Role Strengthen Nuclear Services Growth?
BWX Technologies expands its nuclear services reach through a Canadian laboratory role, backed by Kinectrics' expertise and broader commercial operations.
2 Nuclear Energy Stocks to Buy Before 2026 Ends
Uranium Energy and BWX Technologies will both profit from the nuclear market's recovery.
Construction Firms Powering the Nuclear Renaissance
Investors usually focus on reactor developers and uranium miners when deciding on allocations for investing in the nuclear renaissance. A narrow view on the nuclear sector could result in missed opportunities for investment returns in nuclear-adjacent companies.
Powering the AI Boom: Uranium's $95 Spark
Wall Street expects a structural supply bottleneck as tech hyperscalers secure multi-decade nuclear agreements to power advanced artificial intelligence data centers. With long-term uranium targets upgraded to about $95 per pound and a confidential Westinghouse IPO on the horizon, institutional capital is systematically front-running utility companies before legacy supply contracts fully expire.
BWX Technologies Already Builds Reactors for the Navy. Why Is It Still the Cheapest Nuclear Stock?
BWX Technologies anticipates double-digit revenue and EPS growth this year. It is the primary source of nuclear reactors and high-assay enriched fuel for the U.S. Navy's submarine and aircraft carrier fleet.
9,544 Shares in BWX Technologies, Inc. $BWXT Purchased by AXQ Capital LP
AXQ Capital LP acquired a new stake in BWX Technologies, Inc. (NYSE: BWXT) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 9,544 shares of the technology company's stock, valued at approximately $1,858,000. Other large investors have also recently modified their
BWXT Selected to Develop Conceptual Design for NNSA Lithium Processing Facility
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today a contract award from the U.S. Department of Energy's National Nuclear Security Administration (DOE/NNSA) to deliver a conceptual design for the first module of a new Lithium Processing Facility to be constructed at the Y-12 National Security Complex. Lithium reprocessing is an ongoing function currently conducted in aging facilities. NNSA's national security mission requires modernization in order to continue.
Microsoft and Meta Signed Multi-Decade Nuclear Power Deals. These 3 Stocks Supply That Power
Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued.
The Nuclear Energy Boom: Where the Industry Really Stands Heading Into Q4 2026
The nuclear boom is real, but commercialization is the ultimate test.
Cathie Wood's Ark Just Bought $7.6 Million of Nuclear Supplier BWX Technologies While Continuing to Dump Roblox Stock. Is Nuclear Power Ark's Next Big AI-Adjacent Bet?
Cathie Wood's Ark Invest recently purchased shares of BWX Technologies. BWX is a leader in nuclear energy tech, and it's manufacturing microreactors that could power data centers.
BWX Technologies: A Hidden Nuclear Monopoly Trading Below Its Potential
BWX Technologies is rated buy, driven by its unique government relationships, expanding commercial nuclear opportunities, and being the sole manufacturer of nuclear reactors and fuel for the U.S. Navy. BWXT's government segment, 67% of revenue, offers long-term visibility, while commercial operations are accelerating with 45% FY26 growth guidance. Strong backlog ($8.4B), robust cash flow, and strategic acquisitions (PCG, Kinectrics) position BWXT to capitalize on nuclear and AI-driven power demand.
BWX Technologies to Hold Investor Day on September 29, 2026
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) will host an Investor Day with financial analysts and institutional investors on Tuesday, September 29, 2026, beginning at 8:30 a.m. EDT. The event will be held live in New York City and feature presentations by BWXT's President and Chief Executive Officer Rex D. Geveden, Senior Vice President and Chief Financial Officer Mike T. Fitzgerald and other leaders from across the company, followed by a live question and answer sessio.
Nuclear Energy Scaling Up Through New Federal Projects
Two of the most significant government-led nuclear energy programs are illustrating how quickly the advanced nuclear field is expanding. The Nuclear Energy Launch Pad added 13 reactor and fuel cycle technology projects to its development pipeline.
6,490 Shares in BWX Technologies, Inc. $BWXT Purchased by Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC purchased a new stake in BWX Technologies, Inc. (NYSE: BWXT) in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 6,490 shares of the technology company's stock, valued at approximately $1,265,000. Several other hedge funds have also recently modified
BWX Technologies' Army Reactor Win Could Redraw Its Nuclear Growth Story
BWX Technologies TodayBWXTBWX Technologies$153.88 -1.97 (-1.26%) As of 10:33 AM Eastern52-Week Range$147.74▼$241.82Dividend Yield0.70%P/E Ratio39.87Price Target$224.20Add to WatchlistThe Department of Defense faces a structural energy problem, and its latest solution is quietly reshaping the commercial nuclear landscape. The U.S. Army recently selected BWX Technologies, Inc. NYSE: BWXT to deploy a 20-megawatt Advanced Nuclear Reactor at Fort Campbell as part of the Janus program.
U.S. Army Chooses BWXT Advanced Nuclear Reactor (BANR) for Janus Program
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today its selection to deploy its BWXT Advanced Nuclear Reactor (BANR) technology in support of the Janus program. Janus is a next-generation nuclear energy initiative led by the U.S. Army in partnership with the Defense Innovation Unit (DIU) to deliver reliable, resilient energy to support national defense missions and critical installations. The Janus Program launched in October 2025. The Army announced the first B.
Can BWXT's National Laboratory Role Expand Its Government Services?
BWX Technologies deepens its government services role through national laboratory management, adding long-term facility operations to its portfolio.
Why the Nuclear Sector Still Has Room to Grow
Since the announcement of Microsoft (MSFT) working with Constellation Energy (CEG) to restart a reactor at the Three Mile Island plant, publicly traded companies in the nuclear sector have seen significant stock price changes.
Danske Bank A S Buys Shares of 5,891 BWX Technologies, Inc. $BWXT
Danske Bank A S bought a new position in shares of BWX Technologies, Inc. (NYSE: BWXT) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 5,891 shares of the technology company's stock, valued at approximately $1,147,000. Several other institutional investors
Price Targets
Jefferies Starts BWX Technologies (BWXT) at Buy
$181.00
(was $155.67)
Laurence Alexander
·
Jefferies
BWX Technologies upgraded to Equal Weight from Underweight at Wells Fargo
$170.00
(was $153.16)
David Strauss
·
Wells Fargo
BWX Technologies price target lowered to $202 from $212 at Truist
$202.00
(was $172.43)
Truist Financial
BWX Technologies upgraded to Buy from Neutral at Seaport Research
$245.00
(was $205.40)
Seaport Global
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