Defense Modernization And Nuclear Energy Demand Will Unlock Future Market Potential

AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Published
25 Aug 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$172.08
4.4% overvalued intrinsic discount
07 Aug
US$179.74
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1Y
90.6%
7D
18.0%

Author's Valuation

US$172.1

4.4% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 Aug 25
Fair value Increased 16%

Analysts have raised their price target for BWX Technologies to $168.33, acknowledging long-term growth prospects from new nuclear opportunities but cautioning that the current valuation is stretched and upside is limited, leading to a Hold rating despite the higher fair value. Analyst Commentary Price target increased to better reflect long-term value from new build commercial nuclear opportunities.

Shared on07 May 25
Fair value Increased 7.23%

Shared on30 Apr 25
Fair value Increased 0.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 4.08%

AnalystConsensusTarget has decreased profit margin from 13.8% to 11.4% and increased future PE multiple from 30.3x to 36.4x.

Shared on02 Apr 25
Fair value Increased 8.23%

Shared on26 Mar 25
Fair value Decreased 1.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 1.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 3.11%

AnalystConsensusTarget has increased revenue growth from 7.7% to 9.4%, increased profit margin from 11.9% to 13.9% and decreased future PE multiple from 38.2x to 30.9x.