BWX Technologies (NYSE:BWXT – Get Free Report)‘s stock had its “buy” rating reissued by 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 price objective points to a potential upside of 40.54% from the stock’s current price.
Other equities research analysts also recently issued reports about the company. Truist Financial lowered 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. Weiss Ratings downgraded shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, August 26th. Seaport Research Partners upgraded 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 note on Monday, June 22nd. Wells Fargo & Company upgraded shares of BWX Technologies from an “underweight” rating to an “equal weight” rating and dropped their target price for the company from $200.00 to $170.00 in a research report on Thursday, August 27th. Finally, BTIG Research restated a “buy” rating and issued a $235.00 price target on shares of BWX Technologies in a report on Wednesday. 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. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $213.75.
View Our Latest Stock Analysis on BWX Technologies
BWX Technologies Trading Down 1.0%
BWX Technologies (NYSE:BWXT – Get Free Report) last issued its quarterly 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. 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 quarter in the prior year, the firm posted $1.02 earnings per share. The business’s quarterly revenue 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. On average, research analysts expect that BWX Technologies will post 4.75 EPS for the current year.
Insider Activity
In related news, CEO Rex D. Geveden sold 10,000 shares of the company’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 sale, the chief executive officer owned 192,491 shares in the company, valued at $33,204,697.50. This represents a 4.94% decrease in their position. The transaction was disclosed in a legal 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 owned by corporate insiders.
Institutional Trading of BWX Technologies
Several institutional investors and hedge funds have recently modified their holdings of the stock. BlackRock Inc. bought a new stake in shares of BWX Technologies in the 2nd quarter worth $2,359,895,000. Franklin Resources Inc. lifted its holdings 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 acquiring an additional 53,594 shares during the period. First Trust Advisors LP lifted its holdings in 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 acquiring an additional 151,580 shares during the period. Bank of New York Mellon Corp boosted its position 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 worth $262,565,000 after purchasing an additional 99,053 shares during the last quarter. Finally, Blair William & Co. IL boosted its position 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 worth $248,832,000 after purchasing 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: 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
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.
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