BWXT icon

BWX Technologies

101.38 USD
-3.44
3.28%
At close Feb 21, 4:00 PM EST
After hours
101.38
+0.00
0.00%
1 day
-3.28%
5 days
-7.21%
1 month
-19.97%
3 months
-23.93%
6 months
0.76%
Year to date
-9.06%
1 year
14.59%
5 years
44.52%
10 years
230.55%
 

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

0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 3 analysts

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

198% more call options, than puts

Call options by funds: $107M | Put options by funds: $35.7M

84% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 51

22% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 174

5.16% more ownership

Funds ownership: 91.33% [Q3] → 96.49% (+5.16%) [Q4]

5% more funds holding

Funds holding: 544 [Q3] → 569 (+25) [Q4]

3% more capital invested

Capital invested by funds: $9.1B [Q3] → $9.37B (+$268M) [Q4]

14% less funds holding in top 10

Funds holding in top 10: 7 [Q3] → 6 (-1) [Q4]

Research analyst outlook

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

Low target
$105
4%
upside
Avg. target
$120
18%
upside
High target
$140
38%
upside

3 analyst ratings

positive
33%
neutral
33%
negative
33%
Truist Securities
Michael Ciarmoli
68% 1-year accuracy
42 / 62 met price target
12%upside
$114
Hold
Maintained
14 Jan 2025
Maxim Group
Tate Sullivan
44% 1-year accuracy
8 / 18 met price target
38%upside
$140
Buy
Maintained
10 Jan 2025
Barclays
David Strauss
36% 1-year accuracy
10 / 28 met price target
4%upside
$105
Underweight
Maintained
16 Dec 2024

Financial journalist opinion

Based on 7 articles about BWXT published over the past 30 days

Negative
Zacks Investment Research
23 hours ago
BWX Technologies to Report Q4 Earnings: What's in Store for the Stock?
BWXT's Q4 results are likely to reflect negative impacts from the shutdown of a facility and project in East Tennessee due to flooding and power outage.
BWX Technologies to Report Q4 Earnings: What's in Store for the Stock?
Neutral
Business Wire
3 days ago
BWXT Announces $2.1 Billion in Contracts for Naval Nuclear Reactor Components
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) today announced the award of U.S. Naval Nuclear Propulsion Program contracts totaling approximately $2.1 billion for the manufacture of reactor components. Naval nuclear reactor component manufacturing and material procurement activities for Columbia and Virginia class submarines, as well as Ford class aircraft carriers, will be performed at BWXT Nuclear Operations Group, Inc. locations in Lynchburg, Virginia; Barberton and Eu.
BWXT Announces $2.1 Billion in Contracts for Naval Nuclear Reactor Components
Positive
Seeking Alpha
2 weeks ago
BWX Technologies: A Competitive Advantage In New Nuclear
BWX Technologies has a substantial competitive advantage in the new nuclear market, with advanced SMR technology and established supply chains. The emerging new nuclear companies Oklo, NuScale, and NanoNuclear lack the financial strength, track record, and technical advantage to compete effectively with BWXT. Despite BWXT's strong position, uncertainties in nuclear industry growth, regulatory changes, and competition in AI and EV markets pose significant investment risks.
BWX Technologies: A Competitive Advantage In New Nuclear
Positive
ETF Trends
2 weeks ago
Top Nuclear Energy Companies Shaping the Future of Clean Power
By Coulter Regal, CFA, Associate Product Manager Nuclear energy demand is growing. Here are the top ten nuclear energy companies shaping the future of clean power, along with key investing insights.
Top Nuclear Energy Companies Shaping the Future of Clean Power
Positive
Zacks Investment Research
3 weeks ago
5 AI Infrastructure Stocks to Buy on the Dip After DeepSeek Mayhem
Five AI infrastructure stocks to buy on the dip are: CEG, BWXT, AVGO, INOD, MTZ.
5 AI Infrastructure Stocks to Buy on the Dip After DeepSeek Mayhem
Neutral
Business Wire
3 weeks ago
BWXT Awarded Historic Manufacturing Contracts to Support Pickering Life Extension and Darlington New Build Projects
CAMBRIDGE, Ontario--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today contracts with a total value of more than C$1 billion for two major nuclear energy projects that will enable Ontario Power Generation's (OPG) life extension of the Pickering Nuclear Generating Station, and the deployment of a new small modular reactor (SMR) at the Darlington site. Under the first contract, BWXT will manufacture 48 steam generators at its Cambridge facility for the Pickering life extension p.
BWXT Awarded Historic Manufacturing Contracts to Support Pickering Life Extension and Darlington New Build Projects
Neutral
Zacks Investment Research
4 weeks ago
Buy 5 Nuclear Energy Stocks to Tap Huge AI-Powered Data Center Growth
Five nuclear energy stocks have strong potential for 2025. These are: CEG, BWXT, D, TLN, PCG.
Buy 5 Nuclear Energy Stocks to Tap Huge AI-Powered Data Center Growth
Neutral
Business Wire
1 month ago
BWX Technologies to Announce Fourth Quarter and Full-Year 2024 Results on Monday, February 24
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) will issue a press release detailing fourth quarter and full-year 2024 results on Monday, February 24, 2025, after market close and will host a conference call at 5:00 p.m. EST. Listen-only participants are encouraged to participate and view the supporting presentation via the Internet at investors.bwxt.com. The dial-in numbers for participants are (U.S.) 1-888-596-4144 and (International) 1-646-968-2525; conference ID: 884067.
BWX Technologies to Announce Fourth Quarter and Full-Year 2024 Results on Monday, February 24
Positive
Zacks Investment Research
1 month ago
All You Need to Know About BWX (BWXT) Rating Upgrade to Buy
BWX (BWXT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
All You Need to Know About BWX (BWXT) Rating Upgrade to Buy
Neutral
Business Wire
1 month ago
BWXT Enters Agreement to Acquire Kinectrics, a Leading Service Provider to the Global Nuclear Market
LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) today announced that it has entered into an agreement to acquire Kinectrics, Inc., for approximately US$525 million, including assumption of Kinectrics' net pension and debt liabilities, and estimated transaction expenses. Kinectrics is a leader in providing lifecycle management services for the global nuclear power and transmission and distribution markets, and in the production and supply of isotopes for the radiopharmaceuti.
BWXT Enters Agreement to Acquire Kinectrics, a Leading Service Provider to the Global Nuclear Market
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