BWX Technologies’ (BWXT) Buy Rating Reaffirmed at Guggenheim

BWX Technologies (NYSE:BWXT)‘s stock had its “buy” rating reaffirmed by Guggenheim in a note issued to investors on Wednesday, Benzinga reports. They currently have a $192.00 price target on the technology company’s stock. Guggenheim’s price target would indicate a potential upside of 40.10% from the stock’s previous close.

A number of other equities analysts have also commented on the company. BNP Paribas Exane lowered their price objective on BWX Technologies from $190.00 to $165.00 and set a “neutral” rating on the stock in a research note on Thursday, September 24th. Weiss Ratings lowered BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, August 26th. Truist Financial lowered their price objective on BWX Technologies from $212.00 to $202.00 and set a “hold” rating on the stock in a research note on Friday, August 14th. Seaport Research Partners upgraded BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price objective on the stock in a research note on Monday, June 22nd. Finally, Jefferies Financial Group started coverage on BWX Technologies in a research note on Thursday, September 3rd. They set a “buy” rating and a $181.00 price objective on the stock. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $210.00.

BWX Technologies Price Performance

BWX Technologies stock traded up $0.05 during mid-day trading on Wednesday, reaching $137.05. 329,598 shares of the company were exchanged, compared to its average volume of 1,031,370. The company has a fifty day simple moving average of $157.78 and a 200-day simple moving average of $187.08. BWX Technologies has a 12 month low of $133.21 and a 12 month high of $241.82. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33. The firm has a market cap of $12.56 billion, a PE ratio of 35.56, a PEG ratio of 2.16 and a beta of 0.75.

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

Insider Buying and Selling at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction on Wednesday, August 12th. The stock was 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 sale was disclosed in a document filed with the SEC, 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.

Institutional Investors Weigh In On BWX Technologies

A number of large investors have recently modified their holdings of the business. BlackRock Inc. acquired a new stake in shares of BWX Technologies in the 2nd quarter valued at $2,359,895,000. Franklin Resources Inc. boosted its holdings in shares of BWX Technologies by 2.4% during the 4th quarter. Franklin Resources Inc. now owns 2,258,282 shares of the technology company’s stock valued at $390,321,000 after acquiring an additional 53,594 shares in the last quarter. Blair William & Co. IL boosted its holdings in shares of BWX Technologies by 20.9% during the 4th quarter. Blair William & Co. IL now owns 1,439,666 shares of the technology company’s stock valued at $248,832,000 after acquiring an additional 248,598 shares in the last quarter. First Trust Advisors LP boosted its holdings in shares of BWX Technologies by 12.2% during the 1st quarter. First Trust Advisors LP now owns 1,391,079 shares of the technology company’s stock valued at $284,462,000 after acquiring an additional 151,580 shares in the last quarter. Finally, Bank of New York Mellon Corp boosted its holdings in shares of BWX Technologies by 8.4% during the 1st quarter. Bank of New York Mellon Corp now owns 1,283,997 shares of the technology company’s stock valued at $262,565,000 after acquiring an additional 99,053 shares in the last quarter. Institutional investors and hedge funds own 94.39% of the company’s stock.

BWX Technologies News Summary

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 the company’s role as a key supplier to the Navy’s submarine fleet and should add to future revenue visibility. BWXT Awarded $189 Million Naval Nuclear Fuel Contract
• Positive Sentiment: Analysts Guggenheim and BTIG reaffirmed Buy ratings, with price targets of $192 and $235, respectively. These targets imply substantial upside and reflect continued optimism about BWXT’s defense and nuclear-growth opportunities.
• Positive Sentiment: A broader investment article identified BWXT as one of three nuclear-power stocks positioned to benefit from rising electricity demand and the expansion of nuclear power tied to artificial-intelligence data centers. 3 Nuclear Power Stocks Worth Owning as the AI Power Crunch Builds
• Neutral Sentiment: BWXT has maintained fiscal 2026 EPS guidance of $4.70–$4.80, broadly consistent with the $4.75 analyst consensus. Its latest reported quarter also included an earnings beat and 18% year-over-year revenue growth, although investors remain focused on execution and valuation.
• Negative Sentiment: Bank of America lowered its price target from $250 to $210, despite retaining a Buy rating. The reduction signals more cautious expectations and may be contributing to near-term selling pressure. BWX Technologies Price Target Lowered to $210 at BofA Securities
• Negative Sentiment: Northland Securities cut its fiscal 2027 EPS estimate to $5.02 from $5.17. Although the firm kept an Outperform rating and a $220 target, the lower forecast raises concerns about the pace of future earnings growth.

About BWX Technologies

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.