BWX Technologies
BWXT

$95.74

1.87%

Market Cap: $8.75B

About: BWX Technologies Inc is a specialty manufacturer & service provider of nuclear components. It operates in two segments. The government Operations segment consists of legacy Nuclear Operations Group & Nuclear Services Group segments with certain research & development activities in the areas of advanced reactors & advanced manufacturing. The commercial Operations segment consists of the legacy Nuclear Power Group segment with certain research and development & commercialization activities in the areas of medical & industrial radioisotopes & radiopharmaceuticals. The majority is from the Government Operations segment. Geographically, it operates in the United States, Canada & United Kingdom, out of which the majority is from the United States.

Employees: 7,800

Industrials Engines & Turbines

0

Funds holding %

of 6,686 funds

0

Analysts bullish %

of 5 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

117% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $11.8M

21% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 63

3% more funds holding

Funds holding: 476 [Q1] → 489 (+13) [Q2]

9% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 165

0% more funds holding in top 10

Funds holding in top 10: 7 [Q1] → 7 (+0) [Q2]

0.73% less ownership

Funds ownership: 93.14% [Q1] → 92.41% (-0.73%) [Q2]

8% less capital invested

Capital invested by funds: $8.72B [Q1] → $8.03B (-$696M) [Q2]

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Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$90

6%

downside

Avg. target

$107

11%

upside

High target

$113

18%

upside

5 analyst ratings

4 positive

80%

0 neutral

0%

1 negative

20%

Deutsche Bank Scott Deuschle 78% 1-year accuracy 25 / 32 met price target	18%upside $113	Buy Maintained	6 Aug 2024
Barclays David Strauss 79% 1-year accuracy 15 / 19 met price target	6%downside $90	Underweight Downgraded	25 Jul 2024
Janney Montgomery Scott Thomas Meric 75% 1-year accuracy 3 / 4 met price target	18%upside $113	Buy Initiated	27 Jun 2024
BTIG Andre Madrid 62% 1-year accuracy 8 / 13 met price target	15%upside $110	Buy Initiated	26 Jun 2024
Deutsche Bank Scott Deuschle 78% 1-year accuracy 25 / 32 met price target	12%upside $107	Buy Maintained	10 Jun 2024

See Analyst Rankings

Financial journalist opinion

BWX Technologies Trending Upward On Profitable Growth

BWX Technologies, Inc. (BWXT) is experiencing a renaissance with three consecutive quarters of higher earnings and more ahead. BWXT's competitive advantages include specialized technical capabilities, intellectual property, and a strong backlog, making it a growth candidate for green portfolios. Despite being overvalued, BWXT's projected earnings growth and a one-year price target of $110.19 justify a Buy rating.

BWX Technologies Trending Upward On Profitable Growth

BWXT Awarded Contract to Develop Pilot Plant Solution for Domestic Uranium Enrichment

LYNCHBURG, Va.--(BUSINESS WIRE)---- $BWXT--BWX Technologies, Inc. (NYSE: BWXT) today announced a contract from the National Nuclear Security Administration (NNSA) to complete a yearlong engineering study to evaluate options for the deployment of a centrifuge pilot plant that would establish a domestic uranium enrichment capability for national security purposes. Awarded to BWXT subsidiary Nuclear Fuel Services, Inc., this contract represents the next phase of the NNSA's Domestic Uranium Enrichment Centri.

BWXT Awarded Contract to Develop Pilot Plant Solution for Domestic Uranium Enrichment

The Motley Fool

Why BWX Technologies Stock Lagged the Market Today

The nuclear engineering specialist published its second-quarter earnings. It showed growth in key fundamentals, and notched a double beat on analyst expectations.

Why BWX Technologies Stock Lagged the Market Today

BWXT Names Vittorio Puppo President of Medical Business

KANATA, Ontario--(BUSINESS WIRE)---- $BWXT--BWX Technologies, Inc. (NYSE: BWXT) has appointed Vittorio Puppo as president of BWXT Medical Ltd., effective August 12, 2024. In his new role, Puppo will focus on advancing the business' mission to deliver high-quality nuclear medical products and solutions that improve patient outcomes worldwide. Puppo brings a wealth of experience to BWXT Medical, with over 30 years of experience in the areas of imaging, nuclear medicine, radiation therapy and biotech, in bo.

BWXT Names Vittorio Puppo President of Medical Business

BWX Technologies, Inc. (BWXT) Q2 2024 Earnings Call Transcript

BWX Technologies, Inc. (NYSE:BWXT ) Q2 2024 Earnings Conference Call August 5, 2024 5:00 PM ET Company Participants Chase Jacobson - Vice President of Investor Relations Rex Geveden - President and CEO Robb LeMasters - Senior Vice President and CFO Conference Call Participants Scott Deuschle - Deutsche Bank Rob Labick - CJS Securities Pete Skibitski - Alembic Global Peter Arment - Baird Josh Korn - Barclays Andre Madrid - BTIG Michael Ciarmoli - Truist Securities Ron Epstein - Bank of America Thomas Meric - Janney Montgomery Operator Ladies and gentlemen, welcome to the BWX Technologies Second Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.

BWX Technologies, Inc. (BWXT) Q2 2024 Earnings Call Transcript

Zacks Investment Research

BWX Technologies (BWXT) Q2 Earnings and Revenues Surpass Estimates

BWX Technologies (BWXT) came out with quarterly earnings of $0.82 per share, beating the Zacks Consensus Estimate of $0.76 per share. This compares to earnings of $0.65 per share a year ago.

BWX Technologies (BWXT) Q2 Earnings and Revenues Surpass Estimates

BWX Technologies Reports Second Quarter 2024 Results

LYNCHBURG, Va.--(BUSINESS WIRE)---- $BWXT #earnings--BWX Technologies, Inc. (NYSE: BWXT) ("BWXT", "we", "us" or the "Company") reported second quarter 2024 results. A reconciliation of non-GAAP results are detailed in Exhibit 1. “Second quarter results were ahead of our expectations driven by strong organic growth and crisp execution across our business lines,” said Rex. D Geveden. “Our solid year-to-date performance provides us the confidence to raise the lower end of our 2024 non-GAAP EPS guidance.” “In recent m.

BWX Technologies Reports Second Quarter 2024 Results

Zacks Investment Research

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.

BWX Technologies (BWXT) Earnings Expected to Grow: Should You Buy?

BWXT Medical and NorthStar Medical Radioisotopes Sign Supply Agreement Supporting Actinium-225 Production

OTTAWA, Ontario & BELOIT, Wis.--(BUSINESS WIRE)---- $BWXT--BWXT Medical Ltd., a subsidiary of BWX Technologies, Inc. (NYSE: BWXT) and NorthStar Medical Radioisotopes, LLC (NorthStar) today announced that they have signed a Master Services Agreement (MSA), which will facilitate the production of actinium-225 (Ac-225), a critical medical isotope used to kill cancer cells while minimizing the impact to healthy tissues. Medical isotopes are essential for a wide range of diagnostic and therapeutic procedures,.

BWXT Medical and NorthStar Medical Radioisotopes Sign Supply Agreement Supporting Actinium-225 Production

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