Cathie Wood’s ARK stock trades: Cerebras and BWX Technologies lead buys
Cathie Wood's ARK ETFs made significant trades on October 2, 2026, with major purchases in Cerebras Systems Inc. (CBRS) and BWX Technologies Inc. (BWXT). ARK also added shares of Amazon.com Inc. (AMZN), Airbnb, Inc. (ABNB), DoorDash, Inc. (DASH), and Intellia Therapeutics, Inc. (NTLA). Sales included 10X Genomics, Inc. (TXG) and a reduced position in Zillow Group, Inc. (Z).
BWX Technologies Targets $6B Revenue by 2030 as Nuclear Backlog Surges
BWX Technologies (NYSE: BWXT) aims to achieve $5.5 billion to $6 billion in revenue by 2030, supported by a surging nuclear backlog which has more than doubled to $8.4 billion. The company's growth strategy focuses on expanding commercial nuclear equipment and services, government nuclear programs, special materials, and advanced reactor initiatives, with adjusted EBITDA margins projected to expand to approximately 20% by 2030. BWXT anticipates significant contributions from commercial operations, naval propulsion, and advanced nuclear programs like Project Pele and Janus, capitalizing on increasing demand for nuclear solutions.
Cathie Wood’s ARK stock trades include Rocket Lab and BWX Technologies
Cathie Wood's ARK ETFs executed a mix of buys and sells on Thursday, October 1st, 2026, investing significantly in Rocket Lab Corp, BWX Technologies Inc, Intellia Therapeutics, Inc., and Veracyte, Inc. Simultaneously, ARK reduced its holdings in established tech companies like Alphabet Inc., Palantir Technologies Inc., and Zillow Group, Inc., aligning with its strategy of reallocating resources towards emerging technologies.
A 5 p.m. ET call follows BWX Technologies' Nov. 2 results release.
BWX Technologies (NYSE: BWXT) announced it will release its third-quarter 2026 results after market close on Monday, November 2, 2026. The company will host a conference call at 5:00 p.m. ET on the same day to discuss the results. Interested participants can join via dial-in numbers or an internet webcast.
BWXT Awarded $189M Naval Nuclear Fuel Contract
BWX Technologies, Inc. (BWXT) has been awarded a $189 million contract to manufacture naval nuclear reactor fuel for the U.S. Naval Nuclear Propulsion Program. BWXT's subsidiary, Nuclear Fuel Services, Inc., will produce the fuel for various U.S. Navy submarines and aircraft carriers, with work scheduled for completion by August 2027. This contract highlights the Navy's continued confidence in BWXT's critical role in national security through its long-standing expertise in naval nuclear fuel production.
Net income before discontinued operations of BWX Technologies, Inc. – HAN:4BW
The article focuses on the "Net income before discontinued operations" for BWX Technologies, Inc. (HAN:4BW), traded on the Hannover Stock Exchange. It provides a financial data point for a specific period without detailing the value or change. The content appears to be a stub or a section from a larger financial data platform.
BWX Technologies wins about US$189M Navy nuclear fuel contract
BWX Technologies Inc. (NYSE: BWXT) has secured an approximately US$189 million contract to supply nuclear fuel for the U.S. Navy's Naval Nuclear Propulsion Program. The work, to be performed by its subsidiary Nuclear Fuel Services, Inc. in Erwin, Tennessee, is scheduled for completion in August 2027. This contract reinforces BWXT's long-standing role as a critical supplier for naval nuclear reactors, powering various U.S. Navy vessels.
BofA cuts BWX Technologies stock price target to $210 on valuation
BofA Securities has lowered its price target for BWX Technologies (NYSE:BWXT) to $210 from $250, while maintaining a Buy rating. The adjustment comes despite the company's Investor Day revealing 2030 financial targets that surpassed BofA's and consensus estimates, highlighting opportunities in nuclear energy, AI, and defense fuels. Despite the reduced price target, the firm reiterated its Buy rating, noting the stock's current trading at $137, near its 52-week low.
FY2027 EPS Estimate for BWX Technologies Lowered by Analyst
Northland Securities has lowered its FY2027 EPS estimate for BWX Technologies (NYSE:BWXT) to $5.02 from $5.17, while maintaining an "Outperform" rating and a $220 price target. Despite this reduction and recent stock weakness, the consensus analyst rating remains a "Moderate Buy" with an average price target of $210. The company reported strong Q2 earnings, exceeding expectations with $1.07 EPS and an 18% year-over-year revenue increase to $901.6 million.
Can BWXT's Technical Talent Support Long-Term Nuclear Growth?
BWX Technologies (BWXT) is actively strengthening its technical workforce to support its expanding nuclear solutions across various sectors like defense, clean energy, and nuclear medicine. The company focuses on robust talent pipelines, competitive compensation, employee development programs, and a Technical Fellows program to maintain its specialized expertise. This strategy is crucial for BWXT to handle complex nuclear programs and develop new solutions, a need also recognized by peers like Curtiss-Wright and Huntington Ingalls Industries.
BWX Technologies' (BWXT) "Buy" Rating Reiterated at Guggenheim
Guggenheim reiterated its "Buy" rating for BWX Technologies (BWXT) with a $192 price target, indicating a 38% upside despite the stock trading near its 52-week low. The company recently surpassed quarterly EPS expectations and maintained its fiscal 2026 EPS guidance. Other analysts have also issued "Buy" or "Overweight" ratings, contributing to a "Moderate Buy" consensus, though some technical indicators suggest investor caution.
BTIG Research Reaffirms Buy Rating for BWX Technologies (NYSE:BWXT)
BTIG Research has reaffirmed its "Buy" rating for BWX Technologies (NYSE:BWXT) and maintained a $235 price target, suggesting a potential 69% upside. This comes despite the stock trading near its 52-week low, as analysts largely rate it a "Moderate Buy" with an average target of $213.33. The company also exceeded quarterly EPS estimates and saw an 18% year-over-year revenue increase, with management providing FY 2026 EPS guidance broadly in line with expectations.
BWXT: Doubling backlog and targeting 20% EBITDA margins, the company is set for strong nuclear-driven growth
BWX Technologies (BWXT) is experiencing significant growth in both commercial and government nuclear markets, with its backlog doubling to $8.4 billion. The company aims for $5.5B–$6B in revenue and 20% EBITDA margins by 2030, driven by investments in automation, digitalization, and M&A. This growth is fueled by global demand for decarbonization, energy security, and AI-driven power needs.
BWX Technologies CEO Rex Geveden sits down with Jim Cramer
BWX Technologies President and CEO Rex Geveden appeared on "Mad Money" with Jim Cramer. They discussed the company's quarterly results, the current state of nuclear energy, and new construction projects in the sector. The interview focused on the future of nuclear power and BWX Technologies' role within it.
BWX Technologies, Inc. (BWXT) Analyst/Investor Day - Slideshow (NYSE:BWXT) 2026-09-29
BWX Technologies, Inc. (BWXT) published a slide deck in conjunction with its Analyst/Investor Day. This article, written by SA Transcripts, announces the availability of these slides. SA Transcripts is responsible for publishing thousands of quarterly earnings calls and other transcript-related content on Seeking Alpha.
Bwxt stock hits 52-week low at 133.66 USD
BWX Technologies Inc. (BWXT) stock has hit a new 52-week low of $133.66, marking a significant drop over the past year and six months. Despite this, the company has recently secured a contract with the U.S. Army and received "buy" ratings from several analysts, suggesting potential for future recovery. Analysts cite BWXT's strategic position as a sole-source provider of nuclear reactors and fuels to the U.S. Navy and its established merchant supplier operating model as strong investment opportunities.
BWXT: Record backlog and strategic investments drive double-digit growth outlook through 2030
BWXT, a global nuclear leader, projects robust double-digit growth through 2030, driven by a record $8.4 billion backlog and strategic investments. The company aims for $5.5B–$6.0B in revenue by 2030 with approximately 20% EBITDA margins and strong free cash flow, following 2026 revenue guidance of about $3.8 billion. This growth strategy includes digital transformation, capacity expansion, and acquisitions.
Updated financial goals are on the agenda as BWX Technologies holds its investor event today.
BWX Technologies (NYSE: BWXT) is hosting an Investor Day on September 29, 2026, for analysts and institutional investors. The event will cover the company's business, strategic direction, and updated medium-term financial targets, with presentations from key management including President and CEO Rex Geveden. A live Q&A session will follow the prepared remarks, and the event materials will be available virtually and for replay on BWXT's investor relations website.
BWX Technologies (NYSE:BWXT) Sets New 52-Week Low - Here's Why
BWX Technologies (NYSE:BWXT) stock reached a new 52-week low of $135.26, trading below its 50-day and 200-day moving averages. Despite recent analyst downgrades, the company maintains a "Moderate Buy" consensus rating with an average price target of $213.75. BWXT reported strong quarterly results, beating EPS estimates and seeing an 18% year-over-year revenue increase, while also maintaining its FY 2026 EPS guidance and paying a quarterly dividend.
BWX Technologies, Inc. (NYSE:BWXT) Stock Now Rated "Moderate Buy" by Wall Street Analysts
BWX Technologies (NYSE:BWXT) has received a "Moderate Buy" consensus rating from Wall Street analysts, with an average 12-month price target of $213.75. This comes despite the stock pulling back significantly, trading near its 52-week low. The company recently reported adjusted EPS of $1.07, exceeding estimates, and revenue increased by 18% year-over-year.
BNP Paribas Exane Has Lowered Expectations for BWX Technologies (NYSE:BWXT) Stock Price
BNP Paribas Exane has reduced its price target for BWX Technologies (NYSE:BWXT) from $190 to $165, while maintaining a "neutral" rating. Despite several recent downgrades, analysts generally have a "Moderate Buy" rating for BWXT, with an average price target of $213.75. The stock recently traded down 0.9% to $140.57, close to its 52-week low, even as the company reported strong quarterly EPS and 18% year-over-year revenue growth.
BWX Technologies (NYSE:BWXT) Offers Dividend Quality for Income Investors Despite Modest Yield
BWX Technologies (NYSE:BWXT) is presented as a strong dividend candidate for income investors, clearing ChartMill's quality tests with a dividend rating of 7, profitability of 6, and health score of 5. Despite a modest 1.17% yield, its dividend quality is highlighted by over 10 consecutive years of payments, consistent 5.74% annual growth, and a sustainable 27.06% payout ratio. While recent price declines and some financial health metrics warrant monitoring, the company's growth outlook and sustainable dividend record make it attractive for investors prioritizing reliability over high headline yields.
BWX Technologies Inc. R (4BW.DE) interactive stock chart
This Yahoo Finance page provides an interactive stock chart for BWX Technologies Inc. R (4BW.DE), along with current stock performance, summary, statistics, historical data, and recent news articles related to the company. The stock closed at 121.20 EUR on September 25, 2026, showing a -1.02% change. Recent news highlights include Fitch Ratings giving BWX Technologies a BBB investment grade rating and the company securing a $4 million design contract.
BWX Technologies Inc. R (4BW.DE) Interactive Stock Chart
This page provides an interactive stock chart and related news for BWX Technologies Inc. (4BW.DE). It shows the stock's current performance, a range of chart display options, and a list of recent news articles concerning the company, including Fitch ratings, contract wins, and market analysis.
BWX Technologies Inc. R (4BW.DE) options chain
This page from Yahoo Finance provides information on the options chain for BWX Technologies Inc. (4BW.DE). It shows the stock's current price, the market close time, and indicates that there are no calls or puts available, with options data delayed by 15 minutes. The page also includes related market data and trending tickers.
BWX Technologies earnings estimate cut at BNP Paribas ahead of investor day (BWXT:NYSE)
BNP Paribas has cut its earnings estimate for BWX Technologies (BWXT) by 3-4% ahead of the company's investor day on September 29. The revised estimates are now closer to the Wall Street consensus. The bank's decision was attributed to lower valuation multiples across the defense and nuclear sectors, rather than fundamental issues with BWXT.
BWX Technologies Receives BBB Investment Grade Rating from Fitch Ratings
BWX Technologies, Inc. (BWXT) announced it has received an inaugural investment-grade credit rating of BBB with a Stable Outlook from Fitch Ratings, Inc. The company's revolving credit facility was rated BBB+, and its senior notes due in 2028 and 2029 received BBB ratings. Fitch cited BWXT's critical role in nuclear solutions for national security and commercial power, strong financial position, and disciplined capital allocation as key factors for the rating.
BWX Technologies Receives BBB Investment Grade Rating from Fitch Ratings
BWX Technologies, Inc. announced it has received an inaugural investment grade credit rating of BBB with a Stable Outlook from Fitch Ratings, Inc. This rating reflects BWXT's critical role in nuclear solutions for national security and commercial power, its strong financial position, and disciplined capital allocation. Fitch cited BWXT's strong position in providing critical nuclear components and fuel, multi-year revenue visibility, cash flow stability, and conservative financial policy.
BWX Technologies stock closes at USD 147.12 near its yearly low
BWX Technologies (BWXT) stock closed at $147.12 on September 21, 2026, just $2.79 above its 52-week low of $144.33, with a market capitalization of $13.51 billion. Despite trading near its annual floor and a reported P/E ratio of 37.71, the stock has an analyst consensus price target of $207.50, suggesting a potential upside of 41.04%. Recent news of a new nuclear contract for BWXT meets a market weighing execution against its current valuation.
Oklo vs. NuScale vs. BWX Technologies: Ranking the 3 Popular Nuclear Stocks From Worst to First
This article ranks three popular nuclear stocks—Oklo, NuScale Power, and BWX Technologies—from worst to first based on their current commercial operational status and future potential. NuScale has certified reactor designs but lacks signed commercial deals, while Oklo is making progress on its compact reactor technology but has yet to deploy commercially. BWX Technologies is highlighted as the strongest investment, already operating a revenue-generating nuclear business with established contracts and expanding into advanced reactors.
BWX Technologies (BWXT) Wins New Nuclear Contract, Is It Still 38% Undervalued?
BWX Technologies recently secured a US$4 million design contract from the National Nuclear Security Administration, underscoring its critical role in nuclear manufacturing for U.S. defense. Despite a significant share price decline over the past three months, the company is still considered 38% undervalued based on a prevailing narrative driven by a record $6 billion backlog and strong growth in defense and nuclear energy sectors. However, its P/E ratio is higher than the industry average, suggesting potential valuation risk if growth expectations diminish.
BWX Technologies stock hits 52-week low at $144.06
BWX Technologies Inc. (BWXT) stock has reached a new 52-week low, trading at $144.14, just above its low of $144.06. Despite a nearly 26% decline in the past six months and an overvalued assessment by InvestingPro, the company has consistently raised dividends for 10 years and received optimistic analyst ratings, ranging from $170 to $290. Recent positive developments include its selection for the U.S. Army’s Janus program and several 'buy' ratings from analysts, underscoring its growing role in the nuclear sector.
BWX Technologies stock hits 52-week low at $144.06 By Investing.com
BWX Technologies (BWXT) stock has reached a new 52-week low of $144.06, reflecting a nearly 26% decline over the past six months, with InvestingPro indicating it may be overvalued. Despite the recent downturn and a 1-year change of -18.69%, analysts remain optimistic with price targets up to $290, and the company has consistently raised its dividend for 10 consecutive years. Recent developments include selection for the U.S. Army’s Janus program and buy ratings from Guggenheim and Jefferies, highlighting its strategic position in the nuclear sector.
BWX Technologies stock gains on a new nuclear contract
BWX Technologies (BWXT) stock saw gains after securing a new USD 4 million design contract from the National Nuclear Security Administration for a lithium processing facility at the Y-12 National Security Complex. This award represents an early-stage engineering milestone. The company also reported strong Q2 2026 results with an 18% revenue increase and set positive fiscal-year earnings guidance, despite its stock trading near the lower end of its 52-week range.
BWX Technologies (BWXT) Wins $4 Million Y-12 Design Contract. Could Construction Follow?
BWX Technologies (BWXT) has secured an initial $4 million design contract from the NNSA for a new Lithium Processing Facility at the Y-12 National Security Complex. While this initial four-month contract is for conceptual design, it positions BWXT to potentially compete for future construction phases, expanding its presence in commercial nuclear manufacturing. However, the company faces competitive risks as NNSA is evaluating two companies, and funding for full-scale construction is subject to government appropriations.
Can BWX Technologies' Nuclear Manufacturing Expansion Support Growth?
BWX Technologies (BWXT) is investing in expanding its nuclear manufacturing and technology capabilities to meet growing demand across advanced nuclear, commercial nuclear, and government programs. The company is enhancing facilities, advanced manufacturing, and R&D, including expanding its Cambridge, Ontario plant and developing its Innovation Campus. These strategic investments aim to strengthen BWXT's position in the nuclear market, which is experiencing increased demand, and support its continued revenue growth.
BWX Technologies (NYSE:BWXT) Raised to Strong-Buy at Guggenheim
Guggenheim upgraded BWX Technologies (NYSE:BWXT) to a "strong-buy" rating, with the company currently holding a "Moderate Buy" consensus and an average price target of $217.92. BWXT shares opened near their 12-month low despite exceeding quarterly EPS expectations and reporting an 18% year-over-year revenue increase. The company's management projects fiscal 2026 EPS to be between $4.70 and $4.80.
Jim Cramer Picks Nokia as AI Supercycle Winner While Dumping on BWX Technologies' 30x Multiple
Jim Cramer recently offered contrasting opinions on Nokia and BWX Technologies, favoring Nokia due to its lower forward P/E of 22x and strong AI & Cloud revenue growth, which more than doubled year-on-year. He dismissed BWX Technologies despite its large backlog, citing its high 30x multiple as too expensive in a rising interest rate environment. Cramer's stance highlights a preference for companies with more immediate cash flow visibility over long-duration stories during tightening financial cycles.
Guggenheim initiates BWX Technologies stock with buy on nuclear growth
Guggenheim initiated coverage on BWX Technologies (NYSE:BWXT) with a buy rating and a $192 price target, citing the company's strong position in the global nuclear market. Analyst Michael Ciarmoli highlighted BWXT's monopolistic positioning with the U.S. Navy and growth opportunities in both government and commercial nuclear sectors. The company recently reported strong Q2 2026 earnings, surpassing expectations, and increased its full-year free cash flow guidance.
BWX Technologies (BWXT) Lands Key Y 12 Nuclear Design Role
BWX Technologies (BWXT) secured a contract from the U.S. Department of Energy's NNSA for conceptual design work on a new Lithium Processing Facility module at the Y-12 National Security Complex. This award strengthens BWXT's role in U.S. nuclear infrastructure and positions it for future project phases. The article highlights that this contract supports BWXT's strategy to leverage its nuclear engineering capabilities for recurring, high-margin programs in defense, fuel, and advanced reactors, aligning with its growth narrative despite inherent concentration risks from government reliance.
Jim Cramer Favors BWX Technologies (BWXT) Over Cameco (CCJ)
Jim Cramer prefers BWX Technologies (BWXT) over Cameco (CCJ) as a play on nuclear power, despite acknowledging Cameco's potential. He notes that the nuclear industry's significant growth will take three to five years. The article compares the businesses, recent results, and risks of both companies, highlighting BWXT's stronger operating momentum and Cameco's direct exposure to uranium demand.
Bwxt stock hits 52-week low at 146.1 USD
BWX Technologies Inc. (BWXT) stock has hit a 52-week low at $145.91, representing a 10.3% decline over the past year and a 22% drop in the last six months, despite raising its dividend for 10 consecutive years. The company recently reported adjusted EPS exceeding estimates, though revenue fell slightly short, but its backlog increased significantly, and it secured a key contract for its Advanced Nuclear Reactor technology. Jefferies initiated a "Buy" rating, and Wells Fargo upgraded the stock, highlighting BWXT's strong position in the nuclear sector.
TDEC issues BWXT violation notice over 900-gallon spill
The Tennessee Department of Environment and Conservation (TDEC) has issued a violation notice to BWXT for a 900-gallon spill. The article title confirms the event, but the body content provides no further details about the incident or the specific nature of the violation. The rest of the content includes website navigation, subscription prompts, and unrelated news headlines.
Here’s How Much You Would Have Made Owning BWX Technologies Stock In The Last 5 Years
BWX Technologies (NYSE: BWXT) has significantly outperformed the market over the last five years, with an average annual return of 22.77%. An initial investment of $100 in BWXT five years ago would now be worth $277.11, demonstrating the powerful effect of compounded returns. The company currently has a market capitalization of $14.48 billion.
Jefferies Sees Cameco (CCJ) and BWXT as Winners in the Nuclear Boom
Jefferies has initiated 'Buy' ratings for Cameco (CCJ) and BWX Technologies (BWXT), citing their strong positions in the growing nuclear energy sector. The firm expects significant upside for both companies, driven by global efforts to triple nuclear capacity by 2050 and the U.S. executive order to quadruple capacity. While Cameco benefits from uranium mining and reactor ownership, and BWXT from naval reactors and microreactor technology, both face risks such as commodity price volatility and execution challenges.
Powering the AI Boom: Uranium’s $95 Spark
The article highlights how increasing artificial intelligence electricity demands are driving tech companies like Microsoft, Amazon, and Meta to secure long-term nuclear power agreements. This demand, combined with expiring legacy utility contracts and rising production costs, has led Wall Street analysts to raise long-term uranium price forecasts to about $95 per pound. Key beneficiaries identified include Cameco Corporation (CCJ), NexGen Energy (NXE), and BWX Technologies (BWXT), as they are well-positioned to capitalize on the uranium supply squeeze and the nuclear infrastructure buildout.
BWX Technologies, Inc. Receives Contract From U.S. Department Of Energy?s National Nuclear Security Administration
BWX Technologies, Inc. has been awarded a contract by the U.S. Department of Energy’s National Nuclear Security Administration. The contract involves delivering a conceptual design for the first module of a new Lithium Processing Facility at the Y-12 National Security Complex. This is part of a multi-phase competitive process where BWXT will develop a design for the facility's Machining and Inspection Module, with further phases potentially leading to construction.
Jefferies initiates BWX Technologies stock with buy on naval reactor position
Jefferies has initiated coverage on BWX Technologies (NYSE:BWXT) with a Buy rating and a price target of $181.00, citing the company's strong position as a sole-source provider of nuclear reactors and fuels to the U.S. Navy and its operating leverage to the commercial nuclear fleet. The stock is currently trading near its 52-week low, appearing undervalued relative to its potential. Jefferies anticipates 6% to 7% sales growth and 13% to 17% EPS growth through 2030, supported by a strong nuclear cycle.
U.S. Army Selects 5 Companies for Nuclear Microreactors
The U.S. Army has selected five companies, including BWX Technologies Inc. (BWXT), for its US$2.2 billion Janus Program to deploy nuclear microreactors at military bases, with BWXT deploying its BANR reactor at Fort Campbell. This initiative aims to provide reliable power for critical infrastructure, with initial deployments at five sites and an operational reactor targeted by September 2028. The program highlights the growing interest in advanced nuclear energy to meet rising power demands, particularly from AI data centers, despite challenges such as licensing, fuel availability, and construction risks.
Why BWX Technologies (BWXT) Is Up 7.9% After Army Janus Microreactor Win And Leadership Shift
BWX Technologies, Inc. (BWXT) saw a 7.9% stock increase following its selection to deploy a 20-megawatt microreactor at the U.S. Army's Fort Campbell under the Janus program, coupled with a senior operations leadership appointment. This development highlights the increasing convergence of defense energy needs and AI-driven power demand toward advanced nuclear solutions. The article discusses how this award reinforces BWXT's investment narrative, forecasting significant revenue and earnings growth, while also underscoring the operational complexities and execution risks associated with such projects.
