BWX Technologies’ (BWXT) “Buy” Rating Reaffirmed at Guggenheim

Posted by Brenda Bartman on Sep 30th, 2026

BWX Technologies (NYSE:BWXT – Get Free Report)‘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 currently have a $192.00 target price on the technology company’s stock. Guggenheim’s target price points to a potential upside of 38.98% from the stock’s current price.

Several other equities analysts have also commented on BWXT. BNP Paribas Exane decreased their price objective on shares of BWX Technologies from $190.00 to $165.00 and set a “neutral” rating on the stock in a report on Thursday, September 24th. Jefferies Financial Group assumed coverage on BWX Technologies in a research report on Thursday, September 3rd. They issued a “buy” rating and a $181.00 target price on the stock. JPMorgan Chase & Co. started coverage on BWX Technologies in a research note on Monday, July 27th. They set an “overweight” rating and a $230.00 price target on the stock. Truist Financial lowered their price target on BWX Technologies from $212.00 to $202.00 and set a “hold” rating for the company in a research report on Friday, August 14th. Finally, Wall Street Zen cut BWX Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, August 8th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $213.75.

Get Our Latest Research Report on BWXT

BWX Technologies Stock Performance

NYSE BWXT opened at $138.15 on Wednesday. The stock has a fifty day simple moving average of $158.53 and a 200-day simple moving average of $187.51. 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 stock has a market cap of $12.66 billion, a PE ratio of 35.98, a P/E/G ratio of 2.10 and a beta of 0.75. BWX Technologies has a twelve month low of $133.21 and a twelve month high of $241.82.

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

Insider Transactions at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer owned 192,491 shares of the company’s stock, valued at $33,204,697.50. This trade represents a 4.94% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by company insiders.

Institutional Trading of BWX Technologies

Several hedge funds have recently modified their holdings of the stock. BlackRock Inc. acquired a new stake in BWX Technologies in the 2nd quarter valued at about $2,359,895,000. Franklin Resources Inc. increased its stake in shares of 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 stake 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 worth $284,462,000 after buying an additional 151,580 shares during the period. Bank of New York Mellon Corp raised its holdings in BWX Technologies by 8.4% in the first 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. Finally, Blair William & Co. IL raised its holdings in BWX Technologies by 20.9% in the fourth 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. 94.39% of the stock is currently owned by institutional investors and hedge funds.

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

About BWX Technologies

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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.