BWX Technologies (NYSE:BWXT) Given Buy Rating at Guggenheim

BWX Technologies (NYSE:BWXT)‘s stock had its “buy” rating reissued by research analysts at Guggenheim in a research report issued on Wednesday, Benzinga reports. They presently have a $192.00 price objective on the technology company’s stock. Guggenheim’s target price indicates a potential upside of 39.65% from the stock’s current price.

A number of other analysts also recently issued reports on BWXT. BNP Paribas Exane dropped 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. Truist Financial dropped their price objective on shares of BWX Technologies from $212.00 to $202.00 and set a “hold” rating for the company in a report on Friday, August 14th. Wall Street Zen downgraded shares of BWX Technologies from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Seaport Research Partners raised shares of BWX Technologies from a “neutral” rating to a “buy” rating and set a $245.00 price objective for the company in a report on Monday, June 22nd. Finally, Wells Fargo & Company raised shares of BWX Technologies from an “underweight” rating to an “equal weight” rating and dropped their price objective for the stock from $200.00 to $170.00 in a report on Thursday, August 27th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, BWX Technologies has an average rating of “Moderate Buy” and a consensus target price of $210.00.

BWX Technologies Price Performance

NYSE BWXT traded down $0.53 on Wednesday, hitting $137.48. The stock had a trading volume of 1,445,147 shares, compared to its average volume of 1,035,221. BWX Technologies has a 52-week low of $133.21 and a 52-week high of $241.82. The company has a debt-to-equity ratio of 1.51, a quick ratio of 2.33 and a current ratio of 2.40. The company has a market capitalization of $12.60 billion, a price-to-earnings ratio of 35.62, a price-to-earnings-growth ratio of 2.10 and a beta of 0.75. The firm has a 50-day moving average of $158.53 and a 200-day moving average of $187.51.

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

Insider Buying and Selling

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 transaction, the chief executive officer owned 192,491 shares in the company, valued at $33,204,697.50. This trade represents a 4.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by insiders.

Hedge Funds Weigh In On BWX Technologies

Large investors have recently added to or reduced their stakes in the business. Transamerica Financial Advisors LLC bought a new stake in BWX Technologies in the 2nd quarter worth $26,000. Security National Bank of SO Dak bought a new stake in BWX Technologies in the 2nd quarter worth $29,000. MV Capital Management Inc. bought a new stake in BWX Technologies in the 4th quarter worth $32,000. Stonehage Fleming Financial Services Holdings Ltd bought a new stake in BWX Technologies in the 2nd quarter worth $40,000. Finally, Vermillion Wealth Management Inc. grew its holdings in BWX Technologies by 71.7% in the 4th quarter. Vermillion Wealth Management Inc. now owns 237 shares of the technology company’s stock worth $41,000 after acquiring an additional 99 shares during the last quarter. Hedge funds and other institutional investors 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: Bank of America lowered its price target to $210 from $250 but maintained a “buy” rating. The revised target still implies substantial upside from current levels, although the reduction may reflect more cautious assumptions about BWXT’s valuation or near-term outlook. Read More: Benzinga
• Positive Sentiment: Guggenheim reaffirmed its “buy” rating and set a $192 price target. BTIG Research also reaffirmed its “buy” rating, with a $235 target. The continued analyst support suggests confidence in BWXT’s nuclear-focused business and longer-term growth prospects. Read More: Benzinga
• Positive Sentiment: BWXT is investing in technical talent to support long-term nuclear demand. Training, mentoring and its Technical Fellows program are intended to build the specialized workforce needed to execute future nuclear projects. Can BWXT’s Technical Talent Support Long-Term Nuclear Growth?
• Neutral Sentiment: Management updated its financial outlook at the company’s Investor Day. FY 2026 guidance calls for earnings per share of $4.70–$4.80 and revenue of approximately $3.8 billion, broadly in line with analyst expectations. The company also updated its FY 2030 targets, but the available reports do not provide enough detail to assess the changes. BWX Technologies Hosting Investor Day
• Negative Sentiment: BWXT recently touched a new 52-week low. The weakness indicates ongoing investor concerns about valuation, execution or the pace of nuclear-related growth, even as analysts continue to publish price targets well above the current trading level. BWXT Stock Hits 52-Week Low

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.