BWX Technologies (NYSE:BWXT) Stock Rating Reaffirmed as “Buy” by BTIG Research

BWX Technologies (NYSE:BWXT)‘s stock had its “buy” rating reiterated by equities research analysts at BTIG Research in a research note issued to investors on Wednesday, Benzinga reports. They currently have a $235.00 price objective on the technology company’s stock. BTIG Research’s price objective would indicate a potential upside of 71.88% from the stock’s current price.

BWXT has been the topic of several other research reports. Jefferies Financial Group started coverage on BWX Technologies in a research report on Thursday, September 3rd. They issued a “buy” rating and a $181.00 price objective on the stock. JPMorgan Chase & Co. started coverage on shares of BWX Technologies in a report on Monday, July 27th. They set an “overweight” rating and a $230.00 target price for the company. Wells Fargo & Company upgraded shares of BWX Technologies from an “underweight” rating to an “equal weight” rating and decreased their target price for the company from $200.00 to $170.00 in a research note on Thursday, August 27th. Wall Street Zen lowered shares of BWX Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, August 8th. Finally, BNP Paribas Exane cut their price objective on shares of BWX Technologies from $190.00 to $165.00 and set a “neutral” rating for the company in a report on Thursday, September 24th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $210.00.

BWX Technologies Stock Performance

Shares of NYSE BWXT traded down $0.28 during trading on Wednesday, reaching $136.72. 1,330,687 shares of the company traded hands, compared to its average volume of 1,036,951. The stock has a market cap of $12.53 billion, a P/E ratio of 35.42, a PEG ratio of 2.16 and a beta of 0.75. The firm’s fifty day simple moving average is $157.78 and its 200 day simple moving average is $187.08. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.51. BWX Technologies has a 12-month low of $133.21 and a 12-month high of $241.82.

BWX Technologies (NYSE:BWXT) last issued its earnings results on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, topping analysts’ consensus estimates of $1.04 by $0.03. The firm had revenue of $901.63 million for the quarter, compared to the consensus estimate of $902.41 million. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%.The company’s revenue was up 18.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.02 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. As a group, research analysts anticipate that BWX Technologies will post 4.75 earnings per share for the current fiscal year.

Insider Transactions at BWX Technologies

In related news, CEO Rex D. Geveden sold 10,000 shares of BWX Technologies stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total value of $1,725,000.00. Following the sale, the chief executive officer owned 192,491 shares of the company’s stock, valued at approximately $33,204,697.50. This trade represents a 4.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.60% of the company’s stock.

Hedge Funds Weigh In On BWX Technologies

Several hedge funds and other institutional investors have recently added to or reduced their stakes in BWXT. Transamerica Financial Advisors LLC purchased a new stake in shares of BWX Technologies during the second quarter worth about $26,000. Security National Bank of SO Dak acquired a new position in shares of BWX Technologies during the 2nd quarter worth about $29,000. MV Capital Management Inc. purchased a new position in BWX Technologies in the 4th quarter valued at about $32,000. Stonehage Fleming Financial Services Holdings Ltd acquired a new stake in BWX Technologies in the 2nd quarter worth about $40,000. Finally, Vermillion Wealth Management Inc. lifted its position in shares of BWX Technologies by 71.7% in the fourth quarter. Vermillion Wealth Management Inc. now owns 237 shares of the technology company’s stock valued at $41,000 after acquiring an additional 99 shares in the last quarter. 94.39% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting BWX Technologies

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: BWXT was awarded an approximately $189 million contract to manufacture naval nuclear reactor fuel for the U.S. Naval Nuclear Propulsion Program. The award reinforces BWXT’s role as a key supplier to the Navy’s submarine and aircraft-carrier fleets and provides additional backlog visibility. BWXT Awarded $189 Million Naval Nuclear Fuel Contract
• Positive Sentiment: Guggenheim and BTIG reaffirmed buy ratings, with price targets of $192 and $235, respectively. Northland also maintained an Outperform rating and a $220 target, indicating that analysts continue to see meaningful long-term upside tied to naval nuclear demand and broader nuclear-power growth.
• Neutral Sentiment: BWXT will report third-quarter 2026 results after the market closes on November 2, followed by a conference call. Investors may use the report to assess contract execution, margins, backlog and management’s full-year outlook. BWX Technologies to Announce Third Quarter 2026 Results
• Neutral Sentiment: Recent nuclear-sector coverage presents BWXT as a more established, diversified nuclear investment than speculative reactor developers such as X-Energy, Oklo and NuScale. That framing supports BWXT’s strategic positioning, but it does not create a direct near-term earnings catalyst.
• Negative Sentiment: Bank of America lowered its BWXT price target from $250 to $210, while keeping a buy rating. The cut signals reduced near-term expectations even though the revised target still implies substantial upside. BWXT Price Target Lowered by BofA Securities
• Negative Sentiment: Northland reduced its FY2027 EPS forecast to $5.02 from $5.17. Although the firm remains bullish, the estimate reduction adds to concerns about earnings growth and helps explain why the stock has been under pressure despite favorable nuclear-industry headlines.

BWX Technologies Company Profile

BWX Technologies, Inc (NYSE:BWXT) is a provider of nuclear components, systems and services for government and commercial customers. The company is best known for designing and manufacturing nuclear reactors and related components for the U.S. Navy’s nuclear-powered aircraft carriers and submarines. It also supports the nuclear fuel cycle and provides engineering, manufacturing, maintenance and technical services for nuclear facilities.

BWXT serves the U.S. government, commercial nuclear power producers, research institutions and customers in the healthcare and space industries.