Shared on 07 Nov 25
Fair value Increased 2.51%BWXT: Defense And Nuclear Demand Will Support Balanced Outlook Amid Budget Uncertainty
Analysts have raised their price target for BWX Technologies from $203.30 to $208.40, citing strengthened demand in both the defense and nuclear power sectors, as well as ongoing positive market sentiment. Analyst Commentary Recent analyst research on BWX Technologies highlights both opportunities and risks affecting the company's outlook and valuation.
Shared on 24 Oct 25
Fair value Increased 5.83%Analysts have raised the fair value estimate for BWX Technologies from $192.10 to $203.30, citing strong nuclear sector demand, ongoing government program reliance, and robust outlooks across both defense and commercial markets as key drivers behind the upward price target revisions. Analyst Commentary Recent research notes on BWX Technologies reflect a generally positive outlook, while some caution remains around near-term defense industry uncertainties.
Shared on 10 Oct 25
Fair value Increased 1.11%Defense Modernization And Nuclear Energy Demand Will Unlock Future Market Potential
Analysts have raised BWX Technologies' fair value price target by $2.10 to $192.10. They cite the company's strong positioning in both nuclear defense and merchant nuclear power markets as key drivers for the upward revision.
Shared on 26 Sep 25
Fair value Increased 3.47%Defense Modernization And Nuclear Energy Demand Will Unlock Future Market Potential
Analysts have raised their price target for BWX Technologies to $190.00, citing robust recurrent defense contracts, increasing demand for naval and space nuclear power, and strong commercial nuclear growth prospects, though some caution remains over valuation at elevated multiples. Analyst Commentary Bullish analysts highlight BWX's strong exposure to large, recurring nuclear defense programs and significant upside as a merchant supplier to the broader nuclear power industry, portraying the company as able to capitalize on both stable and high-growth segments.
Shared on 11 Sep 25
Fair value Increased 1.18%Defense Modernization And Nuclear Energy Demand Will Unlock Future Market Potential
Analysts have modestly raised BWX Technologies' price target to $183.64, citing its strong positioning in both defense and commercial nuclear markets, durable cash flows, and unique growth catalysts across military and civilian applications, though concerns persist over its premium valuation. Analyst Commentary Bullish analysts highlight BWX Technologies' strong positioning in both defense and commercial nuclear sectors, benefiting from persistent demand in large nuclear defense programs and emerging opportunities as a merchant nuclear supplier.
Shared on 06 Aug 25
Fair value Increased 22%Defense Modernization And Nuclear Energy Demand Will Unlock Future Market Potential
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 on 07 May 25
Fair value Increased 7.23%Cambridge Plant Expansion And Nuclear Capacity Will Secure Future Edge
Shared on 30 Apr 25
Fair value Increased 0.41%Cambridge Plant Expansion And Nuclear Capacity Will Secure Future Edge
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 23 Apr 25
Cambridge Plant Expansion And Nuclear Capacity Will Secure Future Edge
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 17 Apr 25
Fair value Decreased 0.14%Cambridge Plant Expansion And Nuclear Capacity Will Secure Future Edge
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 09 Apr 25
Fair value Decreased 4.08%Cambridge Plant Expansion And Nuclear Capacity Will Secure Future Edge
AnalystConsensusTarget has decreased profit margin from 13.8% to 11.4% and increased future PE multiple from 30.3x to 36.4x.
Shared on 02 Apr 25
Fair value Increased 8.23%Cambridge Plant Expansion And Nuclear Capacity Will Secure Future Edge
Shared on 26 Mar 25
Fair value Decreased 1.83%Cambridge Plant Expansion And Nuclear Capacity Will Secure Future Edge
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 19 Mar 25
Fair value Decreased 1.08%Cambridge Plant Expansion And Nuclear Capacity Will Secure Future Edge
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 10 Mar 25
Fair value Decreased 3.11%Cambridge Plant Expansion And Nuclear Capacity Will Secure Future Edge
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.