Cameco vs. Centrus vs. BWX Technologies: Ranking the 3 Nuclear Stocks That Get Paid Before a Reactor Is Built.
Cameco is one of the largest uranium miners. Centrus enriches a lot of that uranium.
BWXT - BWX Technologies, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$206.88
DETAILS
HIGH:
$255.00
LOW:
$170.00
MEDIAN:
$201.00
CONSENSUS:
$206.88
UPSIDE:
57.68%
Stock News
BWX Technologies (BWXT) Earnings Expected to Grow: Should You Buy?
BWX (BWXT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Do Options Traders Know Something About BWXT Stock We Don't?
Investors need to pay close attention to BWX Technologies stock based on the movements in the options market lately.
BWXT Clarifies News Reports Regarding Potential Poland Investment
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) issued the following statement clarifying recent news reports about a potential investment in Poland: While BWXT has been in discussions with government and industry in Poland regarding the deployment of microreactors and small modular reactors, no investment decision has been made and any investment would depend on firm orders and the extent of the opportunity. As Poland pursues energy security and resiliency, BWXT looks forw.
BWX Technologies, Inc. (NYSE:BWXT) Stock Has Average Price Target of $205.00 According to Analysts
BWX Technologies, Inc. (NYSE: BWXT - Get Free Report) has received a consensus rating of "Moderate Buy" from the sixteen brokerages that are presently covering the stock, MarketBeat.com reports. Five investment analysts have rated the stock with a hold recommendation, ten have issued a buy recommendation and one has assigned a strong buy recommendation to the
Centrus vs. BWX Technologies: Which Nuclear Supply Chain Stock Is the Better Buy After the Sell-Off?
Rising electricity demand and growing government support are fueling a nuclear energy resurgence. Centrus Energy aims to become a domestic producer of specialized nuclear fuel and is undergoing a capital-intensive build-out to do so.
The U.S. Army Is Spending $2.2 Billion on Micro Nuclear Reactors. This Stock Could Benefit.
The U.S. Army is spending $2.2 billion on nuclear microreactors to provide power for military bases. BWX Technologies (BWXT) is part of this U.S. Army nuclear energy project.
3 Stocks Set to Benefit From Long-Term AI Tailwinds
The AI revolution continues to create opportunities, with Taiwan Semiconductor (TSM), BWX Technologies (BWXT), and ASML Holding (ASML) each positioned to continue benefiting.
Why BWX (BWXT) Could Beat Earnings Estimates Again
BWX (BWXT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
The Nuclear Renaissance on the U.S. Grid
The quickest way to add nuclear power to the U.S. grid is to get more out of the reactors already running. Over the past month, Google (GOOG) and Amazon (AMZN) signed agreements backing nearly 1.2 GW of uprates at existing plants.
BWX Technologies vs. Rocket Lab: Should You Go Nuclear or Go to Space in Your Portfolio?
BWX Technologies offers stability through critical nuclear infrastructure and strong government relationships. Rocket Lab provides high-growth potential through its vertically integrated launch and satellite service model.
BWX Technologies: Navy, Army And AI To Fuel Demand
BWX Technologies is rated Buy, leveraging its leadership in U.S. naval nuclear components and emerging commercial and military reactor opportunities. BWXT's recent underperformance and multiple compression have brought shares near Base case fair value, with a Bull case offering 32% upside. Key growth drivers include U.S. Navy procurement, data center nuclear fuel partnerships, and military microreactor projects, but risks stem from customer concentration and competitive threats.
Polen 5Perspectives Small-Mid Growth Q3 2026 Portfolio Update
During Q3 2026, the Polen 5Perspectives Small-Mid Growth Composite Portfolio returned -12.5% (net of fees) compared to the -10.4% return of the Russell 2500 Growth Index. The top contributors to the Portfolio's relative performance in the quarter were Twist Bioscience, Twilio, and Embraer. The most significant detractors from the Portfolio's relative performance in the quarter were nLight, Terawulf, and BWX Technologies.
Is BWXT a Buy as Nuclear Growth Meets Execution and Valuation Risk?
BWX Technologies' nuclear growth, $1.4 billion in naval contracts and raised 2026 guidance bolster its outlook, but valuation, margin pressure and execution risks warrant caution.
BWXT Falls 19.8% in 3 Months: Does the Pullback Create Opportunity?
BWX Technologies' 19.8% stock decline offers a more attractive entry point as nuclear demand and backlog grow, but valuation, margin pressure and execution risks warrant caution.
BWXT Raises 2026 Guidance as Commercial Nuclear Growth Accelerates
BWX Technologies raises its 2026 revenue, earnings and cash flow guidance as commercial nuclear growth surges, but margin pressure and fourth-quarter execution pose risks.
BWX Technologies: Upgraded To Buy As Core Business Provides Stable And Predictable Cash Flows
BWX Technologies (BWXT) is upgraded to Buy, with a YE27 price target of $183, offering 25% upside after a valuation reset. BWXT's core defense business provides stable, predictable cash flows, while commercial nuclear operations drive accelerating growth and margin expansion. Commercial segment revenue grew 63% in 2025 and is guided up 45% in 2026, with high-teens CAGR and EBITDA margin expansion targeted through 2030.
Leonardo DRS (NASDAQ:DRS) & BWX Technologies (NYSE:BWXT) Financial Analysis
Leonardo DRS (NASDAQ: DRS - Get Free Report) and BWX Technologies (NYSE: BWXT - Get Free Report) are both industrials companies, but which is the better business? We will contrast the two businesses based on the strength of their dividends, risk, profitability, institutional ownership, valuation, earnings and analyst recommendations. Profitability This table compares Leonardo DRS and BWX
Here's Where These 4 Nuclear Reactor Stocks Could Be in 5 Years
Strong nuclear demand does not eliminate the very different execution risks facing different nuclear reactor stocks. Oklo, NuScale Power, and Nano Nuclear Energy still need execution to catch up with investor expectations.
This Nuclear Stock Doesn't Need a Breakthrough. It Just Won Another $189 Million Contract Doing What It's Always Done.
BWX Technologies has manufactured components of compact naval reactors for decades. It is the only company licensed to provide nuclear components and nuclear fuel for the Navy.
Price Targets
BWX Technologies price target lowered to $182 from $202 at Truist
$182.00
(was $135.35)
Truist Financial
BWX Technologies (BWXT) PT Lowered to $210 at BofA Securities
$210.00
(was $137.00)
Oppenheimer
BWX Technologies price target lowered to $220 from $250 at Northland
$220.00
(was $136.62)
Jeff Grampp
·
Northland Securities
BWX Technologies initiated with a Buy at Guggenheim
$192.00
(was $148.53)
Guggenheim
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