BWX Technologies (NYSE:BWXT) Stock Keeps Buy Rating at BTIG Research

Posted by Brenda Bartman on Sep 30th, 2026

BWX Technologies (NYSE:BWXT – Get Free Report)‘s stock had its “buy” rating reaffirmed by stock analysts at BTIG Research in a research note issued on Wednesday, Benzinga reports. They presently have a $235.00 target price on the technology company’s stock. BTIG Research’s target price suggests a potential upside of 69.27% from the stock’s previous close.

Several other research analysts have also recently weighed in on BWXT. Wells Fargo & Company upgraded BWX Technologies from an “underweight” rating to an “equal weight” rating and decreased their price target for the stock from $200.00 to $170.00 in a research note on Thursday, August 27th. Wall Street Zen downgraded BWX Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, August 8th. JPMorgan Chase & Co. assumed coverage on BWX Technologies in a report on Monday, July 27th. They issued an “overweight” rating and a $230.00 price target for the company. Truist Financial reduced their target price on BWX Technologies from $212.00 to $202.00 and set a “hold” rating for the company in a report on Friday, August 14th. Finally, Weiss Ratings lowered BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, August 26th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, BWX Technologies has a consensus rating of “Moderate Buy” and an average price target of $213.33.

View Our Latest Stock Report on BWX Technologies

BWX Technologies Stock Performance

NYSE:BWXT traded up $0.82 during trading on Wednesday, reaching $138.83. The company’s stock had a trading volume of 363,818 shares, compared to its average volume of 1,029,052. The firm has a market cap of $12.72 billion, a price-to-earnings ratio of 35.99, a price-to-earnings-growth ratio of 2.10 and a beta of 0.75. 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 firm has a 50 day moving average of $158.53 and a 200-day moving average of $187.51. BWX Technologies has a 12 month low of $133.21 and a 12 month high of $241.82.

BWX Technologies (NYSE:BWXT – Get Free Report) last issued its earnings results on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, topping the consensus estimate of $1.04 by $0.03. The business had revenue of $901.63 million during 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 firm’s revenue was up 18.0% compared to the same quarter last year. During the same quarter last year, the company earned $1.02 EPS. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Research analysts expect that BWX Technologies will post 4.75 EPS for the current fiscal year.

Insider Activity

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 completion of the transaction, the chief executive officer directly owned 192,491 shares in the company, valued at $33,204,697.50. The trade was a 4.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by corporate insiders.

Institutional Trading of BWX Technologies

Institutional investors have recently made changes to their positions in the stock. BlackRock Inc. purchased a new stake in BWX Technologies during the 2nd quarter worth $2,359,895,000. Franklin Resources Inc. raised its stake in shares of BWX Technologies by 2.4% in the 4th 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 in the last quarter. First Trust Advisors LP raised its stake in shares of BWX Technologies by 12.2% in 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 purchasing an additional 151,580 shares in 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 purchasing an additional 99,053 shares in the last quarter. Finally, Blair William & Co. IL grew its position 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 buying an additional 248,598 shares during the last quarter. 94.39% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting BWX Technologies

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

Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $192 price target, implying approximately 38.5% upside from the referenced share price. This signals confidence in BWXT’s business outlook following its investor day.
Positive Sentiment: BTIG Research also reaffirmed its Buy rating, maintaining a much higher $235 price target, or roughly 69.5% implied upside. The bullish target may help counter recent selling pressure.
Positive Sentiment: BWXT’s investor day provided an opportunity for management to outline its strategy and update medium-term financial targets, including fiscal 2030 expectations. Greater visibility into long-term growth could support investor sentiment. BWX Technologies Hosting Investor Day
Neutral Sentiment: BWXT issued fiscal 2026 guidance of $4.70–$4.80 in earnings per share and approximately $3.8 billion in revenue. Both figures are broadly in line with analyst expectations, making the update reassuring but unlikely to produce a major forecast-related catalyst. BWX Technologies Releases FY 2026 Earnings Guidance
Neutral Sentiment: The investor day transcript offers additional detail on BWXT’s strategic direction and long-term targets, but investors will likely focus on whether those targets translate into faster earnings growth. BWX Technologies Analyst/Investor Day Transcript
Negative Sentiment: The stock recently hit a 52-week low near $133.66 and remains well below its 50-day and 200-day moving averages. That weak technical trend suggests investors remain cautious despite the favorable analyst ratings. BWXT Stock Hits 52-Week Low

About BWX Technologies

(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.