BWX Technologies’ (BWXT) Buy Rating Reaffirmed at BTIG Research

BWX Technologies (NYSE:BWXT – Get Free Report)‘s stock had its “buy” rating restated by equities research analysts at BTIG Research in a report released on Wednesday, Benzinga reports. They presently have a $235.00 target price on the technology company’s stock. BTIG Research’s target price indicates a potential upside of 71.83% from the company’s current price.

Several other equities analysts have also commented on BWXT. 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 research report on Monday, June 22nd. Guggenheim initiated coverage on BWX Technologies in a research report on Monday, September 14th. They set a “buy” rating and a $192.00 price target for the company. Truist Financial reduced their price objective on BWX Technologies from $212.00 to $202.00 and set a “hold” rating for the company in a research note on Friday, August 14th. Weiss Ratings downgraded shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, August 26th. Finally, Jefferies Financial Group began coverage on shares of BWX Technologies in a report on Thursday, September 3rd. They issued a “buy” rating and a $181.00 price objective on the stock. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $213.75.

Read Our Latest Stock Analysis on BWXT

BWX Technologies Trading Down 0.9%

Shares of BWXT opened at $136.76 on Wednesday. BWX Technologies has a twelve month low of $133.21 and a twelve month high of $241.82. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.51. The company’s fifty day simple moving average is $158.53 and its 200-day simple moving average is $187.51. The company has a market cap of $12.53 billion, a P/E ratio of 35.98, a P/E/G ratio of 2.10 and a beta of 0.75.

BWX Technologies (NYSE:BWXT – Get Free Report) last announced its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, beating the consensus estimate of $1.04 by $0.03. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%.The company had revenue of $901.63 million for the quarter, compared to the consensus estimate of $902.41 million. During the same quarter in the prior year, the company posted $1.02 EPS. BWX Technologies’s quarterly 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, analysts expect that BWX Technologies will post 4.75 EPS for the current year.

Insider Buying and Selling

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction dated 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 completion of the sale, 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 position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of BWXT. BlackRock Inc. acquired a new stake in BWX Technologies during the 2nd quarter worth $2,359,895,000. Franklin Resources Inc. boosted its position 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 valued at $390,321,000 after purchasing an additional 53,594 shares during the last quarter. First Trust Advisors LP grew its stake in shares of BWX Technologies by 12.2% in 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 buying an additional 151,580 shares in the last quarter. Bank of New York Mellon Corp increased its stake 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 worth $262,565,000 after purchasing an additional 99,053 shares during the last quarter. Finally, Blair William & Co. IL increased 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 worth $248,832,000 after acquiring an additional 248,598 shares during the last quarter. Institutional investors own 94.39% of the company’s stock.

More BWX Technologies News

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

  • Positive Sentiment: BTIG Research reaffirmed its Buy rating and assigned a $235 price target, implying substantial upside from BWXT’s recent trading level. The endorsement may support the stock by signaling analyst confidence in the company’s nuclear, defense and government-contracting growth prospects. Benzinga analyst rating report
  • Positive Sentiment: BWXT’s Investor Day included updated medium-term financial targets and discussions of its strategic direction. Additional visibility into long-term demand and capital deployment could improve investor confidence, particularly given the stock’s recent weakness. BWX Technologies Hosting Investor Day
  • Neutral Sentiment: Management provided fiscal 2026 guidance of $4.70–$4.80 in earnings per share and approximately $3.8 billion in revenue. The ranges are broadly in line with analyst expectations, making the update reassuring but unlikely to create a major earnings-estimate boost. BWX Technologies Releases FY 2026 Earnings Guidance
  • Neutral Sentiment: BWXT also updated its fiscal 2030 outlook and discussed the targets during its analyst and investor presentation. The longer-term update could be important for valuation, but the available report does not provide enough detail to determine whether the targets exceeded expectations. BWX Technologies Analyst Investor Day Transcript
  • Negative Sentiment: Shares recently touched a new 52-week low near $133.66, highlighting continued technical and investor sentiment pressure. The decline may reflect concerns that current valuation requires stronger long-term growth than the in-line 2026 guidance currently indicates. BWXT Stock Hits 52-Week Low

BWX Technologies Company Profile

(Get Free Report)

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.

Featured Articles

Analyst Recommendations for BWX Technologies (NYSE:BWXT)

Receive News & Ratings for BWX Technologies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for BWX Technologies and related companies with MarketBeat.com's FREE daily email newsletter.