BWX Technologies Inc (BWXT) Stock Up 3.0% but GF Value Says Overvalued -- GF Score: 93/100
BWX Technologies Inc (BWXT) saw its stock rise 3.0% to $196.89, but GuruFocus's GF Value™ indicates it is 38.8% overvalued at $141.83. Despite a strong GF Score™ of 93/100, driven by high growth and profitability, the valuation and insider selling suggest caution for potential investors. Insiders have sold $2.6 million in stock over the past three months with no buying, potentially signaling a lack of confidence in the current valuation.
BWX Technologies completes acquisition of Precision Components
BWX Technologies Inc. (NYSE:BWXT) has completed its acquisition of Precision Components Group LLC, adding over 500,000 square feet of manufacturing capacity and 450+ employees to its Commercial Operations segment. This move strengthens BWXT's nuclear manufacturing capabilities, supporting growing demand for carbon-free energy and reinforcing its market position despite a premium valuation. The company also recently reported strong Q1 2026 financial results and secured significant contracts for the U.S. Naval Nuclear Propulsion Program.
BWXT Completes Precision Components Group Acquisition to Expand U.S. Nuclear Manufacturing Capacity
BWX Technologies Inc. has completed the acquisition of Precision Components Group (PCG) to expand its U.S. nuclear manufacturing capacity. This acquisition adds over 500,000 square feet of manufacturing space and 450 employees, enhancing BWXT's ability to produce critical nuclear components for commercial and defense applications. The move supports the growing demand for nuclear energy, reactor life-extension projects, and new nuclear power construction, while strengthening domestic supply chain resilience.
BWXT Completes Acquisition of Precision Components Group, Expanding U.S. Nuclear Manufacturing Capacity
BWX Technologies, Inc. (BWXT) has completed its acquisition of Precision Components Group, LLC (PCG), including its subsidiaries Precision Custom Components and DC Fabricators. This strategic move expands BWXT's heavy-manufacturing footprint and strengthens its ability to produce U.S.-made nuclear components for the commercial sector, adding over 500,000 square feet of manufacturing capacity and a skilled workforce. The acquisition aims to meet the growing demand for reliable, carbon-free energy by bolstering the U.S. nuclear manufacturing base and supporting reactor life-extension programs and new build activities.
Technical Reactions to BWXT Trends in Macro Strategies
The article analyzes Bwx Technologies Inc. (NASDAQ: BWXT) using AI models, identifying weak near-term sentiment but strong long-term potential. It provides three trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis to manage risk and optimize positions for diverse investor profiles.
Jonesborough, Tennessee, has a uranium problem
Residents of Jonesborough, Tennessee, are concerned about BWX Technologies Inc.'s plan to expand its depleted uranium manufacturing facility near their homes, farms, and Little Limestone Creek. Despite the company's assurances of safety and economic benefits like 181 new jobs and a $714 million capital investment, locals fear environmental contamination, increased hazardous material traffic, and the impact on their community's health and property values. The Washington County Commission approved the rezoning for the expansion despite significant community opposition.
BWX Technologies (BWXT) executive reports RSU vesting and tax withholding
Joseph Kirwan Miller, an executive at BWX Technologies, reported routine equity compensation activity involving the vesting of Restricted Stock Units (RSUs). He acquired 237 shares of common stock through RSU conversion and had 106 shares withheld for tax purposes at a price of $194.65 per share. After these transactions, he directly holds 5,348 common shares, with 474 RSUs remaining and set to vest in future annual installments.
BWX Technologies (BWXT) CHRO exercises RSUs, 124 shares withheld for taxes
BWX Technologies' Chief HR Officer, Gonzalo Raul Cajade, reported a routine equity compensation activity where he exercised derivative securities to acquire 332 shares of common stock. Concurrently, 124 shares were disposed of at $194.65 per share to cover tax obligations through a tax-withholding disposition. After these transactions, Cajade directly holds 502 shares of BWX Technologies common stock, with his restricted stock units vesting in three equal annual installments starting July 1, 2026.
Form 4 BWX Technologies Inc For: 2 July By Investing.com
The article "Form 4 BWX Technologies Inc For: 2 July By Investing.com" reports on a Form 4 filing for BWX Technologies Inc. dated July 2nd. The content includes financial market data such as indices, commodities, bonds, and stock performances from various regions. Although the core information is brief, it is framed within a comprehensive financial news platform layout.
BWX Technologies, Inc. $BWXT Shares Acquired by Hsbc Holdings PLC
Hsbc Holdings PLC significantly increased its stake in BWX Technologies, Inc. by 260.2% in the fourth quarter, now holding 7,770 shares valued at approximately $1.35 million. The company reported strong Q4 earnings, surpassing analyst estimates, and raised its FY2026 guidance, contributing to a "Moderate Buy" consensus rating from analysts. Despite positive institutional investor activity and analyst sentiment, two key executives recently sold shares, with CEO Rex D. Geveden and CFO Michael Thomas Fitzgerald reducing their holdings.
BWX Technologies to Announce Second Quarter 2026 Results on Monday, August 3
BWX Technologies, Inc. (NYSE: BWXT) will release its second quarter 2026 financial results on Monday, August 3, 2026, after the market closes. The company will host a conference call at 5:00 p.m. EDT to discuss the results, with listen-only participation and supporting presentation available online. BWXT is a manufacturing and engineering innovator specializing in nuclear solutions for global security, clean energy, nuclear medicine, space exploration, and environmental restoration.
BWX Technologies (BWXT) Is Down 7.3% After Removal From Russell Defensive Indexes Post mPower Deal
BWX Technologies (BWXT) experienced a 7.3% drop after its removal from several Russell 1000 Defensive indexes in June 2026. This removal followed a licensing agreement for its mPower small modular reactor technology, which redefines BWXT's role as a technology and manufacturing partner rather than a full project developer. The change in classification may influence investor perception and the company's investment narrative, although its core business remains anchored in U.S. defense.
BWX Technologies (BWXT) Is Down 7.3% After Removal From Russell Defensive Indexes Post mPower Deal
BWX Technologies (BWXT) saw its stock drop by 7.3% following its removal from several Russell 1000 Defensive indexes. This removal occurred shortly after a licensing agreement for BWXT’s mPower small modular reactor technology, which repositions BWXT as a technology and manufacturing partner rather than a full project developer. The change in classification reflects a shift in BWXT's business mix from defense to commercial nuclear and longer-term growth exposure, influencing its investment narrative despite a strong backlog in its traditional defense work.
BWX Technologies to announce Q2 2026 results on Aug 3
BWX Technologies, Inc. will release its second-quarter 2026 financial results on Monday, August 3, 2026, after market close. The company will host a conference call at 5:00 p.m. EDT to discuss its performance. Investors can access the live broadcast and supporting presentation via the internet at investors.bwxt.com.
Press Release: BWX Technologies to Announce Second Quarter 2026 Results on Monday, August 3
BWX Technologies (BWXT) will announce its second-quarter 2026 financial results on Monday, August 3, 2026. The company will issue a press release after market close and host an investor conference call the following morning to discuss the results. Management will be available for a question-and-answer session during the call.
BWX Technologies to Announce Second Quarter 2026 Results on Monday, August 3
BWX Technologies, Inc. (NYSE: BWXT) will release its second-quarter 2026 results on Monday, August 3, 2026, after market close. The company will also host a conference call at 5:00 p.m. EDT to discuss the results, with listen-only participation available online. A replay of the call will be accessible on the BWXT website for a limited period.
Price to earnings forward of BWX Technologies, Inc. – MUN:4BW
This article displays the forward price-to-earnings ratio for BWX Technologies, Inc. (MUN:4BW) on the Munich Stock Exchange, as provided by TradingView. It indicates that the market was closed with no trades recorded at the time of the report. The page focuses solely on this financial metric without additional commentary or data.
BWX Technologies, Inc.(NYSE: BWXT) dropped from Russell 1000 Defensive Index
BWX Technologies, Inc. (NYSE: BWXT) has been removed from the Russell 1000 Defensive Index, as well as the Russell 1000 Growth-Defensive and Value-Defensive Indices. Despite these index changes, the company, a specialty manufacturer of nuclear components and technologies, has recently received several "Buy" ratings and upward adjustments to price targets from analysts. BWXT continues to secure significant contracts, including a $1.4 billion US Naval Nuclear Propulsion Program contract and extending collaborations for the same program.
BWX Technologies, Inc.(NYSE: BWXT) dropped from Russell 1000 Growth-Defensive Index
BWX Technologies, Inc. (NYSE: BWXT) has been removed from the Russell 1000 Growth-Defensive Index. This news follows several other recent index removals, including from the Russell 1000 Value-Defensive Index and the broader Russell 1000 Defensive Index, along with recent analyst upgrades and contract announcements for the company.
BWX Technologies, Inc.(NYSE: BWXT) dropped from Russell 1000 Value-Defensive Index
BWX Technologies, Inc. (NYSE: BWXT) has been removed from the Russell 1000 Value-Defensive Index. This announcement, published on June 29, 2026, also noted the company's removal from the Russell 1000 Growth-Defensive Index and the broader Russell 1000 Defensive Index. Despite these index changes, recent news indicates a mix of analyst upgrades and new contract developments for the company.
Enterprise value to EBITDA forward of BWX Technologies, Inc. – SWB:4BW
This article focuses on the enterprise value to EBITDA forward for BWX Technologies, Inc. (SWB:4BW) listed on the Stuttgart Stock Exchange. It provides a financial metric within the context of market data from TradingView, which sources its information from ICE Data Services and FactSet. The content primarily highlights the availability of this specific financial data for the company.
SG Americas Securities LLC Sells 7,682 Shares of BWX Technologies, Inc. $BWXT
SG Americas Securities LLC reduced its stake in BWX Technologies, Inc. by 17.7% in the first quarter, selling 7,682 shares and ending with 35,679 shares valued at $7.3 million. BWX Technologies reported strong quarterly earnings, beating expectations with $1.12 EPS and 26.1% revenue growth. Analysts maintain a "Moderate Buy" rating for the stock with an average price target of $228.
Louisiana State Employees Retirement System Buys New Position in BWX Technologies, Inc. $BWXT
The Louisiana State Employees Retirement System initiated a new position in BWX Technologies (NYSE:BWXT) during the first quarter of 2026, purchasing 26,500 shares valued at approximately $5.4 million. This move comes as BWX Technologies reported strong quarterly earnings, beating analyst estimates for both EPS and revenue. Analyst consensus currently rates BWXT as a "Moderate Buy" with an average price target of $228, while the stock recently traded around $197.95.
AeroVironment Stock And 2 Defense Picks With Long Term Contract Visibility
This article examines three defense stocks—AeroVironment (AVAV), CSG (ENXTAM:CSG), and BWX Technologies (BWXT)—highlighting their potential in the aerospace and defense sectors given current geopolitical and economic conditions. It discusses each company's operations, market position, and financial outlook, including both growth prospects and inherent risks like profitability challenges, debt, and market valuation concerns. The article emphasizes the importance of long-term contract visibility in these companies for investors seeking stability amidst market uncertainties.
Price to sales forward of BWX Technologies, Inc. – NYSE:BWXT
This page displays the "Price to sales forward" financial metric for BWX Technologies, Inc. (NYSE: BWXT). The content is primarily a data placeholder noting the period, value, and change for this financial indicator, and it is part of TradingView's financial data offerings for the aerospace and defense sector.
Price to earnings forward of BWX Technologies, Inc. – FWB:4BW
This article provides financial information for BWX Technologies, Inc. (FWB:4BW) on the Frankfurt Stock Exchange, focusing on its price to earnings forward metric. The content is primarily a data page from TradingView, offering an overview of the company's financials without detailed analysis.
Nuclear Energy Stocks for AI Power Demand Investors Should Watch
This article identifies three nuclear energy stocks – BWX Technologies (BWXT), American Electric Power Company (AEP), and GE Vernova (GEV) – as key players for investors interested in the growing demand for AI power. It highlights their market positions, operations, and financial outlook, while also discussing potential risks and benefits associated with each company in the context of energy security and evolving market dynamics.
Rocket Lab Stock And 2 Aerospace Defense Picks For Long Term Growth
This article highlights Rocket Lab and two other aerospace and defense companies, AeroVironment and BWX Technologies, as long-term growth picks. It details each company's operations, market cap, and key considerations for investors, including their involvement in autonomous warfare, nuclear engineering, and space economy. The analysis emphasizes the importance of contract backlogs, technological advancements, and financial health for assessing these investments.
Seaport Global Upgrades BWX Technologies to Buy From Neutral, Price Target is $245
Seaport Global has upgraded BWX Technologies (BWXT) from Neutral to Buy, setting a price target of $245. This upgrade comes amidst several recent announcements for BWX Technologies, including new contracts for the US Naval Nuclear Propulsion Program and an exclusive land-based license for its mPower Small Modular Reactor Technology. The company, a specialty manufacturer of nuclear components and developer of nuclear technologies, plays a significant role in both government and commercial nuclear sectors.
BWXT stock is up 2% today. Here's what we see in our data.
BWXT stock rose 2% today with a trading volume of approximately $44.9 million, making it the 135th most-searched ticker on Quiver Quantitative. Insider trading shows 8 sales and 0 purchases in the last 6 months, while institutional investors show mixed activity with significant additions and removals. The company reported $860.2M in Q1 2026 revenue, received $67.3M in government contract awards, and has a median analyst price target of $232.5.
BWX Technologies, Inc. (NYSE:BWXT) Receives Average Recommendation of "Moderate Buy" from Analysts
BWX Technologies (NYSE:BWXT) has received an average "Moderate Buy" recommendation from fifteen analysts, with a consensus 12-month target price of $228.00. The company recently exceeded quarterly earnings expectations, reporting EPS of $1.12 against estimates of $0.92, and revenue of $860.22 million, a 26.1% year-over-year increase. Despite some insider share sales by top executives, institutional investors maintain the majority ownership, and the company announced a quarterly dividend of $0.27 per share.
Ardsley Advisory Partners LP Has $4.32 Million Position in BWX Technologies, Inc. $BWXT
Ardsley Advisory Partners LP decreased its stake in BWX Technologies, Inc. by 37.5% in the fourth quarter, reducing its holdings to 25,000 shares valued at approximately $4.32 million. Despite this, BWX Technologies reported strong quarterly results, beating analyst expectations with an EPS of $1.12 and revenue of $860.2 million. Analysts generally maintain a "Moderate Buy" rating for the stock, though insiders, including the CEO and CFO, recently sold shares.
BWX Technologies has signed an agreement to develop a small modular reactor
BWX Technologies has signed a license agreement with Applied Atomics to commercialize its mPower small modular reactor technology for ground facilities in the US, Canada, and other countries. BWX will retain design ownership and manufacturing rights. Additionally, BWX partnered with Core Power Inc. to integrate mPower into floating nuclear power plants, aiming to expand its market value in the growing nuclear energy sector.
CORE POWER to Assess Reactor Tech for Floating Nuclear Power Plants
CORE POWER has launched a feasibility study to evaluate the use of BWX Technologies' mPower small modular reactor (SMR) technology in floating nuclear power plants. These plants are designed to be built in shipyards and deployed near energy demand centers, offering reliable power where conventional infrastructure is limited. The study will assess technical, regulatory, and commercial viability to integrate mPower reactor designs into these floating facilities.
Applied Atomics Secures Exclusive Land-Based License for mPower™ Small Modular Reactor Technology from BWX Technologies
Applied Atomics has obtained an exclusive license from BWX Technologies for its mPower™ small modular reactor (SMR) technology, allowing commercial deployment of land-based nuclear facilities in the United States, Canada, and other regions. This agreement aims to meet the rapidly growing electricity demand, particularly from data centers, with mPower designed to generate 195 megawatts of electricity and 575 MWth of heat per reactor. Applied Atomics will re-engage with the NRC for design certification and provide site-specific engineering for initial commercial deployments, utilizing BWXT's preserved mPower engineering archives.
BWX Technologies Inc (BWXT) Shareholder Structure: Major Shareholders & Institutional Holdings
This article details the shareholder structure of BWX Technologies Inc (BWXT), outlining the major institutional holders and their respective proportions. It also presents a historical overview of institutional shareholding, including the number of institutions, shares held, and changes over various reporting periods. Additionally, the article lists related ETFs that hold BWXT shares.
Applied Atomics Secures Exclusive Land-Based License for mPower Small Modular Reactor Technology from BWX Technologies
Applied Atomics has obtained an exclusive licensing agreement from BWX Technologies (BWXT) for its mPower small modular reactor (SMR) technology. This agreement grants Applied Atomics commercial development and deployment rights for land-based nuclear facilities using mPower in the US, Canada, and other regions, while BWXT retains intellectual property and manufacturing rights for SMR components. The mPower reactor is designed for efficient, safe, and modular power generation, aiming to address increasing electricity demand, particularly from data centers.
Applied Atomics Entered Licensing Agreement With BWX Technologies
Applied Atomics has entered into a licensing agreement with BWX Technologies. This news was reported by Refinitiv and is a brief announcement without further details.
Applied Atomics Secures Exclusive Land-Based License for mPower™ Small Modular Reactor Technology from BWX Technologies
Applied Atomics has secured an exclusive licensing agreement with BWX Technologies (NYSE: BWXT) for its mPower™ small modular reactor (SMR) technology. This agreement grants Applied Atomics the rights to commercially develop and deploy land-based mPower nuclear facilities in the United States, Canada, and other regions, while BWXT retains intellectual property ownership and exclusive manufacturing rights for components. The deal aims to address the projected growth in domestic electricity demand, particularly from data centers, with Applied Atomics targeting industrial and technology sectors for initial deployments.
Applied Atomics Secures Exclusive Land-Based License for
Applied Atomics has obtained an exclusive licensing agreement with BWX Technologies for its mPower™ small modular reactor (SMR) technology. This agreement grants Applied Atomics commercial development and deployment rights for land-based nuclear facilities using mPower in the U.S., Canada, and other regions. The company plans to resume NRC design certification activities and target dedicated industrial and technology sector power supply as its primary initial market, given the projected surge in electricity demand.
(BWXT) Volatility Zones as Tactical Triggers
This article analyzes Bwx Technologies Inc. (NASDAQ: BWXT) through volatility zones and AI-generated signals. It identifies positive near-term sentiment within a long-term strength context despite mid-term weakness, outlining specific institutional trading strategies including position, momentum breakout, and risk hedging. The analysis highlights key support and resistance levels across different time horizons to guide tactical trading decisions.
Van ECK Associates Corp Buys 152,900 Shares of BWX Technologies, Inc. $BWXT
Van ECK Associates Corp increased its stake in BWX Technologies, Inc. (BWXT) by 14% in the fourth quarter, purchasing an additional 152,900 shares and bringing its total holdings to 1,247,920 shares valued at approximately $215.7 million. Despite insider selling by the CFO and CEO in May, institutions and hedge funds heavily own the stock. BWXT recently reported strong earnings, beating revenue and EPS estimates, while analysts have mixed views, giving the stock a "Moderate Buy" consensus rating with an average price target of $228.
17,100 Shares in BWX Technologies, Inc. $BWXT Acquired by Keystone Investors PTE Ltd.
Keystone Investors PTE Ltd. has acquired 17,100 shares of BWX Technologies, Inc. (NYSE:BWXT) valued at approximately $2.96 million in the fourth quarter. This acquisition is part of a broader trend of increased institutional interest, with institutional investors now owning 94.39% of the company. BWX Technologies recently reported stronger-than-expected quarterly results, and analysts maintain a "Moderate Buy" rating with a consensus target price of $228.
ATI-BWXT deal extends nuclear materials for U.S. Naval program
ATI Inc. (NYSE: ATI) has signed a new five-year strategic material supply agreement with BWX Technologies, Inc. (NYSE: BWXT), extending their partnership to support the U.S. Naval Nuclear Propulsion Program through fiscal year 2030. ATI will provide specialty materials, including titanium and nickel-based alloys, leveraging its decades of expertise in defense and materials science. This agreement reinforces ATI's role as a critical supplier for advanced naval nuclear systems and ensures the continued performance and reliability of U.S. naval forces.
Inceptionr LLC Acquires New Shares in BWX Technologies, Inc. $BWXT
Inceptionr LLC has acquired a new stake in BWX Technologies (NYSE:BWXT) during the fourth quarter, purchasing 6,272 shares valued at approximately $1.084 million. This acquisition comes as BWX Technologies reported strong quarterly earnings, beating estimates with $1.12 per share and a 26.1% increase in revenue. The company maintains a "Moderate Buy" consensus rating from analysts, a $228.00 price target, and significant institutional ownership despite recent insider share sales.
Is Russell 1000 Interest Driving BWX Technologies' Nuclear Growth?
This article examines BWX Technologies' position within the Russell 1000 Index, focusing on its nuclear services, institutional activity, and operational performance. BWX Technologies provides nuclear components, fuel, and engineering services for defense, energy, and medical applications, with the content emphasizing its role across these diverse sectors. The company's inclusion in the Russell 1000 highlights its status as a significant large-cap company.
BWX Technologies, Inc. $BWXT Position Lessened by Compass Wealth Management LLC
Compass Wealth Management LLC reduced its stake in BWX Technologies, Inc. by 25.5% in the fourth quarter, selling 8,145 shares and retaining 23,740 shares valued at approximately $4.1 million. Despite insider sales from the CFO and CEO, analysts maintain a "Moderate Buy" consensus with an average price target of $228. The company reported strong Q4 results, surpassing EPS estimates and showing significant revenue growth, alongside issuing positive FY 2026 EPS guidance.
What BWX Technologies (BWXT)'s TRISO-Powered Antares Reactor Milestone Means For Shareholders
BWX Technologies (BWXT) recently achieved a significant milestone with its TRISO nuclear fuel-powered Antares reactor reaching first criticality, using HALEU feedstock. This development strengthens BWXT's role as a key supplier of advanced nuclear fuel and components for defense and emerging reactor designs. While this enhances the company's long-term investment narrative, investors should also consider the associated capital intensity, regulatory oversight, and potential project risks.
DOE Fusion Roadmap Puts Nvidia, GE Vernova And Other Stocks In Focus - BWX Technologies (NYSE:BWXT), GE V
The U.S. Department of Energy (DOE) has released its finalized Fusion Science and Technology Roadmap, targeting commercial fusion power by the mid-2030s. This initiative could significantly benefit companies in advanced computing, power infrastructure, and nuclear technologies, such as Nvidia, GE Vernova, Vertiv Holdings, Siemens Energy, Schneider Electric, and BWX Technologies. The roadmap signifies a shift from viewing fusion as purely a scientific challenge to an industrial strategy, emphasizing supply chains, workforce development, and commercialization pathways.
What BWX Technologies (BWXT)'s TRISO-Powered Antares Reactor Milestone Means For Shareholders
BWX Technologies (BWXT) achieved a significant milestone with its TRISO nuclear fuel-powered Antares reactor reaching first criticality, reinforcing its role in advanced fuel infrastructure. This development, however, comes with increased exposure to capital intensity, regulatory oversight, and potential cost overrun risks, despite highlighting BWXT's growth potential in defense fuels and enrichment capabilities. Analysts have varying views on the company's future, with some projecting a tougher path compared to the optimistic outlook following recent achievements.
