Guggenheim Reaffirms Buy Rating for BWX Technologies (NYSE:BWXT)

BWX Technologies (NYSE:BWXT)‘s stock had its “buy” rating reaffirmed by equities researchers at Guggenheim in a research report issued to clients and investors on Wednesday, Benzinga reports. They presently have a $192.00 price objective on the technology company’s stock. Guggenheim’s target price suggests a potential upside of 38.44% from the company’s current price.

Several other equities analysts also recently weighed in on the company. JPMorgan Chase & Co. started coverage on BWX Technologies in a research report on Monday, July 27th. They issued an “overweight” rating and a $230.00 target price on the stock. BTIG Research restated a “buy” rating and issued a $235.00 target price on shares of BWX Technologies in a research report on Wednesday. Truist Financial decreased their target price on BWX Technologies from $212.00 to $202.00 and set a “hold” rating on the stock in a research report on Friday, August 14th. Wells Fargo & Company upgraded 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 report on Thursday, August 27th. Finally, BNP Paribas Exane decreased their target price on BWX Technologies from $190.00 to $165.00 and set a “neutral” rating on the stock in a research report on Thursday, September 24th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $210.00.

BWX Technologies Price Performance

BWXT traded up $0.68 during trading on Wednesday, hitting $138.69. The company’s stock had a trading volume of 639,447 shares, compared to its average volume of 1,030,829. 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 twelve month low of $133.21 and a twelve month high of $241.82. The business’s fifty day simple moving average is $158.53 and its 200 day simple moving average is $187.51. The firm has a market capitalization of $12.71 billion, a price-to-earnings ratio of 35.95, a P/E/G ratio of 2.10 and a beta of 0.75.

BWX Technologies (NYSE:BWXT) last released its earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, beating the consensus estimate of $1.04 by $0.03. The business 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 business’s quarterly revenue was up 18.0% compared to the same quarter last year. During the same quarter last year, the business posted $1.02 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, equities research analysts forecast that BWX Technologies will post 4.75 EPS for the current fiscal year.

Insider Buying and Selling

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

Hedge Funds Weigh In On BWX Technologies

A number of hedge funds have recently modified their holdings of the business. BlackRock Inc. acquired a new stake in shares of BWX Technologies during the 2nd quarter worth about $2,359,895,000. Franklin Resources Inc. boosted its stake in BWX Technologies by 2.4% during the fourth quarter. Franklin Resources Inc. now owns 2,258,282 shares of the technology company’s stock worth $390,321,000 after buying an additional 53,594 shares during the period. First Trust Advisors LP increased its position in shares of BWX Technologies by 12.2% during the first 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 during the last quarter. Bank of New York Mellon Corp raised its stake in shares of BWX Technologies by 8.4% in 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 during the period. Finally, Blair William & Co. IL lifted its holdings in shares of BWX Technologies by 20.9% in the 4th quarter. Blair William & Co. IL now owns 1,439,666 shares of the technology company’s stock worth $248,832,000 after acquiring an additional 248,598 shares during the last quarter. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

More BWX Technologies News

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

• Positive Sentiment: Analyst support remains strong: Guggenheim reaffirmed its “buy” rating with a $192 price target, while BTIG Research also reiterated “buy” and set a $235 target. Both targets imply substantial upside from recent trading levels, reinforcing confidence in BWXT’s nuclear technology and defense businesses.
• Positive Sentiment: Investor Day highlighted longer-term growth: BWXT discussed its strategic direction and updated medium-term targets, including FY 2030 earnings guidance. The event appears to have kept investor attention focused on potential growth from nuclear power, naval reactors and advanced nuclear applications. BWX Technologies Hosting Investor Day
• Positive Sentiment: Talent investment supports execution: BWXT is expanding technical capabilities through employee training, mentoring and its Technical Fellows program. The initiatives could help the company meet rising demand for nuclear engineering and support sustained growth over the long term. Can BWXT’s Technical Talent Support Long-Term Nuclear Growth?
• Neutral Sentiment: FY 2026 outlook is broadly in line with expectations: Management guided to earnings per share of $4.70–$4.80 and revenue of approximately $3.8 billion, compared with consensus estimates of $4.74 and $3.8 billion, respectively. The guidance confirms steady performance but does not represent a major forecast surprise. BWX Technologies Releases FY 2026 Earnings Guidance
• Negative Sentiment: Recent price weakness remains a concern: BWXT recently touched a 52-week low, indicating persistent selling pressure despite the constructive analyst outlook. Investors may also remain cautious given the stock’s still-high earnings multiple and the gap between its current price and longer-term moving averages. BWXT Stock Hits 52-Week Low

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.