BWX Technologies sets May 4 earnings release, 5 p.m. investor call
BWX Technologies, Inc. (NYSE: BWXT) announced it will release its first quarter 2026 results on Monday, May 4, 2026, after market close. The company will also host a conference call at 5:00 p.m. EDT, with listen-only participation available via its investor relations website.
RPG Investment Advisory LLC Lowers Stock Holdings in BWX Technologies, Inc. $BWXT
RPG Investment Advisory LLC reduced its stake in BWX Technologies (BWXT) by 13.2% in the fourth quarter, selling 20,570 shares and now holding 135,092 shares valued at approximately $23.35 million. Despite this reduction, the stock remains RPG's 10th largest holding. The article highlights BWXT's strong operational performance, including a recent earnings beat, raised guidance, a major naval nuclear fuel contract win, and a dividend increase, while also noting concerns about its high valuation and recent insider selling.
BWX Technologies, Inc. (NYSE:BWXT) Receives Consensus Recommendation of "Moderate Buy" from Brokerages
Sixteen brokerage firms have given BWX Technologies, Inc. (NYSE:BWXT) a consensus "Moderate Buy" rating, with an average one-year price target of $207.60. The company reported strong quarterly earnings and revenue, raised its FY 2026 guidance, increased its dividend, and secured significant contracts, driving its stock up 127% over the past year. Despite positive operational momentum and favorable sector narratives for nuclear energy, some analysts note valuation concerns and recent insider selling.
BWX Technologies’ Nuclear Wins And Guidance Shift Reframe Rich Valuation
BWX Technologies (NYSE:BWXT) recently secured a significant naval nuclear fuel contract and formed a key partnership, alongside reporting strong quarterly results, raising dividends, and updating its FY2026 guidance. These developments are reframing the company's rich valuation, which stands at an estimated 131% above fair value despite positive short-term momentum. The stock has seen substantial appreciation over the past few years, indicating a strong performance trajectory fueled by its nuclear focus and investor confidence.
BWXT SEC Filings - Bwx Technologies Inc 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides a comprehensive resource for investors to access BWX Technologies (BWXT) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K material events, and insider trading forms. It highlights key information found in these filings such as financial performance, material agreements, and governance matters. The platform also offers AI-powered summaries to help interpret complex sections of the documents and tracks insider and governance-related activities.
Allspring Global Investments Holdings LLC Sells 65,691 Shares of BWX Technologies, Inc. $BWXT
Allspring Global Investments reduced its stake in BWX Technologies by 24.5% in Q4, selling 65,691 shares and retaining 202,474 shares valued at $36.82 million. Despite mixed investor sentiment, with a recent "underweight" rating from Wells Fargo, BWX Technologies exceeded Q4 earnings expectations and raised its quarterly dividend. The company, a key player in nuclear components and services, including naval propulsion and SMRs, also saw insider selling of 13,327 shares worth approximately $2.73 million last quarter.
Allspring Global Investments Reduces Stake in BWX Technologies
Allspring Global Investments Holdings LLC reduced its stake in BWX Technologies, Inc. by 24.5% during the fourth quarter, selling 65,691 shares. The investment firm now holds 202,474 shares valued at approximately $36.8 million. This move is attributed to portfolio rebalancing and considerations of BWX Technologies' stock valuation and performance, signaling potential shifts in market sentiment for the nuclear technology sector.
BWX Technologies Extends Naval Nuclear Role And Reshapes Cash Flow Story
BWX Technologies has secured a significant naval nuclear fuel contract and partnered with Liburdi GAPCO for advanced welding technology, strengthening its position in defense and nuclear sectors. The company reported strong earnings, raised its financial guidance, and increased its dividend, signaling confidence and a potential shift in its cash allocation strategy. These developments, along with increased institutional ownership, suggest a period of significant activity and a resilient long-term business model for BWX Technologies.
Buy 3 Nuclear Energy Stocks for 2026 Amid AI-Powered Data Center Boom
The article recommends three nuclear energy stocks—Constellation Energy Corp. (CEG), BWX Technologies Inc. (BWXT), and GE Vernova Inc. (GEV)—as strong buys for 2026 due to the surging electricity demand from AI-powered data centers. It highlights the growing importance of nuclear power as a clean and reliable energy source, supported by new policies and significant investments. These companies are identified for their positive earnings estimate revisions and strategic positions in the expanding nuclear energy sector.
Tema Etfs LLC Grows Stock Holdings in BWX Technologies, Inc. $BWXT
Tema Etfs LLC significantly increased its stake in BWX Technologies (NYSE:BWXT) by 46.1% in Q4 2025, now holding 37,583 shares valued at approximately $6.50 million. This comes after BWXT reported strong Q4 results, surpassing earnings and revenue estimates, and raised its quarterly dividend. Despite some insider selling, institutional ownership remains high at about 94.4%, with analysts maintaining a "Moderate Buy" rating for the nuclear component and services supplier.
BWX Technologies (BWXT) director receives new dividend equivalent rights
BWX Technologies director Daniel L. Jablonsky received an automatic grant of 0.160 dividend equivalent rights. These rights are tied to a previously awarded restricted stock unit grant and represent a contingent claim to receive one share of BWX Technologies common stock. The delivery of these rights is aligned with the underlying RSUs according to Jablonsky's deferral election, categorizing this as a non-cash, compensation-related acquisition rather than an open-market trade.
BWX Technologies vs. Fluor: Which Stock is the Better Buy Right Now?
This article compares BWX Technologies (BWXT) and Fluor Corporation (FLR), two key players in the nuclear energy sector, to determine which stock presents a better investment opportunity. While both companies are poised to benefit from the growing demand for nuclear energy, Fluor is identified as the more attractive option due to its broader exposure to large-scale infrastructure and clean energy projects, stronger earnings growth potential, and a more favorable valuation and debt position. Fluor currently holds a Zacks Rank #1 (Strong Buy), whereas BWX Technologies has a Zacks Rank #2 (Buy).
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 23.85%, exceeding the market by 14.32%. An initial investment of $100 in BWXT stock five years ago would now be worth $291.37. The article highlights the substantial impact of compounded returns on investment growth over time.
SG Americas Securities LLC Grows Holdings in BWX Technologies, Inc. $BWXT
SG Americas Securities LLC significantly increased its stake in BWX Technologies, Inc. by 2,341.5% in Q4, acquiring 43,361 shares valued at $7.495 million. This comes as BWX Technologies reported strong Q4 earnings, beating expectations with an EPS of $1.08 and revenue of $885.8 million, along with raising its quarterly dividend. Despite insider selling, institutional ownership remains high, and analysts have issued mostly positive ratings for the company.
Director at BWX Technologies (NYSE: BWXT) awarded new dividend rights
John M. Richardson, a director at BWX Technologies (NYSE: BWXT), was granted 11.73 Dividend Equivalent Rights (DERs) tied to existing restricted stock units. These DERs represent contingent rights to receive common stock and mirror dividends on deferred RSUs. Following this transaction, Richardson's direct holdings of DERs total 323.96, reflecting a routine compensation-related equity accrual.
BWX Technologies (NYSE: BWXT) director gains dividend equivalent rights
BWX Technologies director Nicole Weyerhaeuser Piasecki has received an automatic grant of 5.03 Dividend Equivalent Rights (DERs) tied to existing deferred restricted stock units, bringing her total DER holdings to 46.81. Each DER represents a contingent right to receive one share of BWX Technologies common stock. The filing, a Form 4, indicates a neutral impact and sentiment.
BWX Technologies Inc (BWXT) Stock Price Down 3.9% on Mar 30
Shares of BWX Technologies Inc (BWXT) dropped 3.90% on March 30th, closing at $194.68. This places the stock 12.42% below its 52-week high but 131.19% above its 52-week low. Wall Street analysts forecast an average target price of $233.30, suggesting a 19.84% upside, while GuruFocus estimates a fair value of $148.34, indicating a 23.8% downside.
BWX Technologies, Inc. $BWXT Holdings Boosted by Exchange Traded Concepts LLC
Exchange Traded Concepts LLC increased its stake in BWX Technologies, Inc. (NYSE:BWXT) by 19.8% in Q4 2025, now holding 75,840 shares valued at approximately $13.11 million. The company reported strong Q4 earnings, beating analyst estimates with $1.08 EPS and $885.8 million in revenue, and issued optimistic FY2026 guidance. BWX Technologies also raised its quarterly dividend, although some insiders have recently sold shares.
Bull of the Day: BWX Technologies, Inc. (BWXT)
BWX Technologies, Inc. (BWXT) is positioned as a strong buy due to its critical role in nuclear technologies for defense, commercial energy, medicine, and space exploration. The company recently posted record revenue and a 50% increase in its backlog, driven by significant government contracts and growing demand for nuclear power in response to the energy needs of AI. BWXT is expected to benefit from the U.S. government's push to quadruple nuclear energy capacity and its highly technical, regulated work creates substantial barriers to entry for competitors.
BWX and Campbell's have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named BWX Technologies, Inc. (BWXT) as its Bull of the Day due to its strong position in the growing nuclear energy sector, significant backlog, and positive earnings revisions. Conversely, The Campbell's Company (CPB) has been designated as the Bear of the Day, facing challenges from shifting consumer habits, competition, and disappointing earnings guidance. The article also highlights US Foods Holding Corp. (USFD), Mama's Creations Inc. (MAMA), and Armanino Foods of Distinction Inc. (AMNF) as miscellaneous food stocks with potential short-term upside.
The U.S. Imports ~95% of Its Uranium. One of the Largest
Eagle Nuclear Energy Corp. has engaged SLR International Corporation to manage permitting for its Aurora Uranium Project, the largest conventional, measured, and indicated uranium deposit in the U.S. The U.S. imports about 95% of its uranium, with spot prices rising due to demand from AI power infrastructure and a $2.7 billion DOE enrichment expansion. Eagle Nuclear aims to provide an integrated nuclear platform by combining domestic fuel supply with Small Modular Reactor technology.
Vanguard disaggregates holdings; BWXT (NYSE: BWXT) shows zero reported ownership
The Vanguard Group has amended its Schedule 13G filing for BWX Technologies Inc (NYSE: BWXT) to report zero beneficial ownership of common stock. This change is due to an internal realignment on January 12, 2026, where certain Vanguard subsidiaries will now report their holdings separately, in accordance with SEC Release No. 34-39538. The filing, signed by Ashley Grim, Head of Global Fund Administration, indicates that while Vanguard itself no longer reports ownership, the underlying investment strategies remain the same, and those subsidiaries will disclose their positions independently.
BWX Technologies (BWXT) shares up after Jim Cramer 'blessed' them
Shares of BWX Technologies (BWXT) rose after financial commentator Jim Cramer expressed a positive view on the company during his "Mad Money" show. Cramer highlighted BWXT's involvement in nuclear reactor manufacturing and its strong cash flow, suggesting it could be a valuable stock.
BWX Technologies (BWXT) Shares Up After Jim Cramer ‘Blessed’ Them
BWX Technologies (BWXT) saw its shares rise significantly after Jim Cramer "blessed" the stock, considering it one of his top defense technology picks. The company is crucial for the US Navy, providing nuclear reactors for aircraft carriers, and its performance has been bolstered by increased interest in nuclear power stocks. BWXT's recent Q2 and Q4 earnings surpassed analyst estimates, contributing to a 95% share increase over the past year.
BWXT jumps 8.5% amid renewed bullish coverage and continued post-guidance momentum
BWX Technologies, Inc. (BWXT) saw an 8.5% increase in its stock price, likely driven by renewed bullish analyst coverage and positive momentum from recent 2026 guidance. The company reported strong 2025 results and highlighted significant multi-year contract awards, reinforcing investor confidence in its growth tied to defense and nuclear programs. This movement could also reflect a broader thematic bid in the nuclear/defense sector.
BWX Technologies’ Profits Surge Amid Growth in Contracts and Nuclear Initiatives
BWX Technologies (BWXT) has seen an 8.48% stock increase due to significant industry advancements, highlighted by an 18% revenue uplift and a 20% rise in non-GAAP EPS in their recent results. The company's financial outlook for 2026 is optimistic, with projected revenue growth and increased EPS, fueled by substantial contract wins like a $1.5 billion deal with NNSA and a partnership for reactor development. These strategic moves in naval propulsion and commercial nuclear sectors have solidified BWXT's market position and investor confidence.
BWX Technologies (NYSE:BWXT) Sets New 1-Year High Following Analyst Upgrade
BWX Technologies (NYSE:BWXT) reached a new 52-week high after Bank of America raised its price target to $250. This surge follows an earnings beat with EPS of $1.08 against estimates of $0.91, and the company setting a strong FY2026 EPS guidance. While some insiders sold shares, institutional ownership remains high, and the company also increased its quarterly dividend.
Bwxt stock hits all-time high at 220.79 USD
BWX Technologies Inc. shares reached an all-time high of $220.79, pushing its market capitalization to $20.1 billion and reflecting a 114.54% increase over the last year. This surge is attributed to strong business strategies and favorable market conditions, despite an InvestingPro analysis suggesting the stock may be overvalued. The company recently reported strong Q4 2025 financial results, exceeding analyst expectations, and received positive analyst sentiment with raised price targets from BofA Securities and TD Cowen due to its exposure to nuclear sectors.
TD Securities Initiates Coverage of BWX Technologies (BWXT) with a Buy Rating
TD Securities has initiated coverage of BWX Technologies (NYSE:BWXT) with a Buy rating and a $230 price target, highlighting the company's strong nuclear heritage and attractive technology-agnostic service model. The company recently reported strong Q4 adjusted EPS and revenue, exceeding consensus estimates, and expects continued growth in FY26. This positive outlook is driven by acquisitions, high-value awards, and a 50% backlog growth.
Can BWX Technologies' Nuclear Services Expansion Drive Future Growth?
BWX Technologies (BWXT) is strategically expanding its nuclear services beyond defense to include fuel processing and commercial nuclear support, leveraging its expertise to meet increasing demand for reliable nuclear energy. This expansion positions BWXT for future growth, supported by favorable earnings estimates and a discounted stock valuation compared to its industry peers. The company is also involved in advanced nuclear innovation, alongside peers like NuScale Power and Oklo Inc.
Can BWX Technologies' Nuclear Services Expansion Drive Future Growth?
BWX Technologies (BWXT) is expanding its nuclear services beyond defense into commercial nuclear support and fuel processing, leveraging its expertise to meet rising demand for stable, low-carbon nuclear energy. The company is focusing on the nuclear fuel cycle and reactor component manufacturing, positioning itself for future growth as interest in next-generation reactor technologies increases. BWXT shows strong earnings growth estimates, trades at a discount to its industry, and has seen its shares surge over the past year, earning it a Zacks Rank #2 (Buy).
Final vote for BWXT Jonesborough rezoning set for Monday
The final vote on a controversial rezoning request for BWXT's Jonesborough site is scheduled for Monday. BWXT seeks to rezone agricultural land to industrial for expansion to produce uranium-based metal for defense purposes, but some residents are concerned about potential radiation contamination. The Washington County Commission will hold a public hearing before the vote, after the planning commission recommended rejecting the rezoning.
Nuclear Energy as a Solution for Data Center Power Demand
Data centers, driven by AI applications, are projected to consume a quarter of American homes' electricity by 2028, leading to an urgent need for nuclear energy solutions. Companies like Microsoft and Alphabet are partnering with nuclear firms to revive decommissioned plants, while BWX Technologies is developing Small Modular Reactors (SMRs) like the BANR, capable of generating 75 megawatts. BWX Technologies demonstrated strong financial stability in 2025 with $3.1 billion in revenue and a 10.31% net profit margin, positioning it as a competitive and robust player in the SMR sector.
If You Invested $1,000 in Bwx Technologies Inc (BWXT)
This article analyzes the historical performance of investing $1,000 in BWX Technologies Inc (BWXT) over different periods, showing significant returns compared to the S&P 500. It details BWXT's business activities in nuclear technologies, covering both government and commercial operations, including naval nuclear propulsion, TRISO fuel, and advanced reactor projects. The company's financial reporting, capital structure, and regulatory disclosures are also outlined.
This Nuclear Energy Trend Could Be Bigger Than Investors Think in 2026
The article highlights the growing demand for electricity due to AI and data centers, positioning nuclear energy, specifically small modular reactors (SMRs), as a key solution. BWX Technologies (BWXT) is presented as a strong contender in the SMR market, distinguished by its established revenue streams from naval nuclear power systems, making it a safer investment compared to start-up SMR companies. The company's BANR SMR design offers a factory-built, versatile power solution for various applications beyond data centers.
Joel Duling
Joel Duling is the president of X-energy’s TRISO-X subsidiary, where he leads the commercialization of proprietary TRISO fuel and oversees the construction of a new advanced fuel manufacturing facility in Oak Ridge, Tennessee. He brings over 40 years of experience in nuclear operations and program management, having held leadership roles at Pacific Northwest National Laboratory, BWX Technologies, and Idaho National Laboratory. Duling's background includes significant contributions to business growth, operational management, and strategic initiatives in the nuclear sector.
What Powers BWXT's Strength in Nuclear Medicine Manufacturing?
BWX Technologies, Inc. (BWXT) is expanding its nuclear medicine business, diversifying revenue beyond defense. The company specializes in producing radioisotopes and radiopharmaceuticals for medical imaging and cancer treatment, leveraging its expertise in nuclear materials. This strategy positions BWXT to capitalize on the growing demand for nuclear medicine alongside other key players in the industry like Cardinal Health and Telix Pharmaceuticals.
JPMorgan Chase & Co. Raises Stake in BWX Technologies, Inc. $BWXT
JPMorgan Chase & Co. increased its stake in BWX Technologies, Inc. by 32.9% in the third quarter, now owning 339,939 shares valued at $62.7 million. The company reported strong quarterly earnings, beating expectations with an EPS of $1.08 and revenue of $885.8 million, and set its FY2026 EPS guidance. Despite recent insider stock sales, institutional investors collectively own 94.39% of BWX Technologies, which recently raised its quarterly dividend.
[ARS] BWX Technologies, Inc. SEC Filing
This article announces an ARS SEC filing by BWX Technologies, Inc. (BWXT) on March 18, 2026. It provides details about the filing, including its type, acceptance date, and a link to the original document on SEC EDGAR. The piece also includes company overview information, recent news, and other SEC filings for BWXT.
BWXT: 2026 outlook projects high-teens revenue growth and double-digit free cash flow, fueled by nuclear demand
BWX Technologies (BWXT) forecasts strong growth for 2026, driven by demand in government and commercial nuclear markets due to national security, energy transition, and medical radioisotopes. The company projects approximately $3.75 billion in revenue and $645-$660 million in adjusted EBITDA, supported by a significant backlog and disciplined capital allocation, alongside robust free cash flow. This outlook suggests a high-teens revenue growth and double-digit free cash flow increase.
BWX Technologies (BWXT) details 2026 proxy votes, 2025 growth and $7.3B backlog
BWX Technologies is asking stockholders to vote at its virtual 2026 Annual Meeting on April 30, 2026, on the election of ten directors, executive pay, and independent auditor ratification. The company reported strong 2025 financial results with $3.2 billion in consolidated revenue, an 18% increase year over year, GAAP net income of $329 million, and an adjusted EBITDA of $574.3 million. BWXT returned $122.5 million to stockholders in 2025 and ended the year with a $7.3 billion backlog.
Best Momentum Stocks to Buy for March 18th
Zacks Investment Research recommends three momentum stocks to buy for March 18th: First Majestic Silver Corp. (AG), BWX Technologies, Inc. (BWXT), and BHP Group Limited (BHP). These companies hold a Zacks Rank #1 or a high Momentum Score, and have seen their consensus earnings estimates increase recently, outperforming the S&P 500 over the last three months. The article also provides information on accessing a free report about the "2nd Wave of AI Explosion."
Understanding Momentum Shifts in (BWXT)
This article provides an in-depth analysis of BWX Technologies Inc. (NASDAQ: BWXT) based on AI models, highlighting a mid-channel oscillation pattern and a significant short setup risk-reward. It details positive near-term sentiment while noting a weak mid-term bias within a long-term strong context. The analysis includes various trading strategies—position trading, momentum breakout, and risk hedging—alongside a multi-timeframe signal analysis to guide investors.
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Invests $163.97 Million in BWX Technologies, Inc. $BWXT
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. has acquired 889,350 shares of BWX Technologies, Inc. ($BWXT), valued at approximately $163.97 million, representing a 0.97% stake in the company. BWX Technologies recently exceeded quarterly earnings expectations, reporting an EPS of $1.08 and revenue of $885.8 million, and has increased its quarterly dividend to $0.27 per share. Analysts generally rate BWX Technologies as a "Moderate Buy" with an average price target of $206.36.
Granahan Investment Management LLC Purchases Shares of 10,527 BWX Technologies, Inc. $BWXT
Granahan Investment Management LLC acquired a new position in BWX Technologies, Inc. (NYSE:BWXT) during the third quarter, purchasing 10,527 shares valued at approximately $1,941,000. Other institutional investors also increased their holdings in BWX Technologies, which specializes in nuclear components and services, leading to 94.39% institutional ownership. The company recently reported strong quarterly earnings, increased its dividend, and holds a "Moderate Buy" consensus rating from analysts, despite some insider stock sales.
Gotham Asset Management LLC Has $30.03 Million Stake in BWX Technologies, Inc. $BWXT
Gotham Asset Management LLC increased its stake in BWX Technologies, Inc. (NYSE:BWXT) by 29.3% in the third quarter, bringing its total holdings to 162,887 shares valued at $30.03 million. Other institutional investors also adjusted their positions, and 94.39% of the stock is currently owned by institutional investors and hedge funds. BWX Technologies recently reported strong earnings, increased its quarterly dividend, and has seen insider selling from its CAO and CEO.
BWX Technologies climbs as contract and outlook optimism continue to build
BWX Technologies (BWXT) stock increased by 5.0% due to continued investor optimism following strong full-year 2025 results, positive 2026 guidance, and new bullish analyst price targets. The company benefits from ongoing contract flow related to U.S. nuclear and defense programs, suggesting sustained demand. This movement also reflects a potential shift towards defense and nuclear-linked industrial stocks.
Harvey Partners LLC Sells 46,000 Shares of BWX Technologies, Inc. $BWXT
Harvey Partners LLC reduced its stake in BWX Technologies (NYSE:BWXT) by 13.7% in the third quarter, selling 46,000 shares and now owning 289,500 shares worth $53.375 million. Other institutional investors like Corient Private Wealth LLC and HHM Wealth Advisors LLC increased their positions. The article also highlights positive analyst sentiment with "Buy" ratings and a consensus price target of $206.36, alongside recent insider selling and the company's dividend increase.
ArrowMark Colorado Holdings Reduces Stake in BWX Technologies
ArrowMark Colorado Holdings LLC has significantly reduced its stake in BWX Technologies, selling 69,226 shares and decreasing its total holdings by 51.6% in the third quarter. This move is significant as ArrowMark was a major institutional investor, and it could indicate a shift in investor sentiment or asset reallocation within the nuclear technology sector. BWX Technologies remains a vital player in providing nuclear components and services, primarily to the U.S. government.
Alkeon Capital's 163% Stake Surge Fuels BWX Technologies Stock Momentum Amid Nuclear Boom
Alkeon Capital Management significantly increased its stake in BWX Technologies Inc. by 163%, adding 978,000 shares, reflecting strong investor confidence in the nuclear components leader. The move comes as BWXT's stock trades near record highs, driven by its critical role in U.S. naval nuclear propulsion and growing presence in advanced nuclear fuels and reactors. Analysts maintain a positive outlook, citing BWXT's substantial backlog and strategic positioning in defense and clean energy.
