DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Capital Goods
Author Program NEWCreate Narrative
BWXT logo

BWX Technologies, Inc. Stock Price

NYSE:BWXT Community·US$14.4b Market Cap
  • 5 Narratives written by author
  • 1 Comments on narratives written by author
  • 216 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

BWXT Share Price Performance

US$152.49
-17.61 (-10.35%)
​
US$232.31
Fair Value
US$152.49
-17.61 (-10.35%)
34.4% undervalued intrinsic discount
US$232.31
Fair Value
Price US$152.49
AnalystConsensusTarget US$232.31
clillz US$220.00
AnalystLowTarget US$190.00
Thu, 3 Sep 26
Fair ValueUS$232.31
Share Pricen/a

BWXT Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$232.31 34.4% undervalued intrinsic discount

Strong Sector Demand And Major Contracts Will Drive Long-Term Revenue Expansion

4users have liked this narrative
1users have commented on this narrative
91users have followed this narrative
CL
clillz's
Fair Value
·
Fair Value US$220 30.7% undervalued intrinsic discount

M&A Activity, Industry Diversification & A Defense Contract Monopoly Will Push BWXT For Healthy Long-Term Growth

2users have liked this narrative
1users have commented on this narrative
32users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$190 19.7% undervalued intrinsic discount

Regulatory Burdens And Political Opposition Will Curb Nuclear Prospects

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
BWXT logo
BWX Technologies
17.3% overvalued intrinsic discount

La Trampa de la "Perfección": Por qué la Valoración de 50x de BWXT Ignora los Riesgos de Ejecución y Refinanciación

View narrative
ZA
Zaleznog
Published 7 Dec 2025
Read Narrative
BWXT logo
BWX Technologies
30.7% undervalued intrinsic discount

M&A Activity, Industry Diversification & A Defense Contract Monopoly Will Push BWXT For Healthy Long-Term Growth

View narrative
CL
clillz
Updated 29 Sep 2025
Read Narrative
BWXT logo
BWX Technologies
34.4% undervalued intrinsic discount

Strong Sector Demand And Major Contracts Will Drive Long-Term Revenue Expansion

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
Read Narrative
BWXT logo
BWX Technologies
19.7% undervalued intrinsic discount

Regulatory Burdens And Political Opposition Will Curb Nuclear Prospects

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 4 Aug
Read Narrative
BWXT logo
BWX Technologies
45.8% undervalued intrinsic discount

Clean Energy Trends Will Ignite Nuclear Market Expansion

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 24 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

ZA
BWXT logo

La Trampa de la "Perfección": Por qué la Valoración de 50x de BWXT Ignora los Riesgos de Ejecución y Refinanciación

Fair Value: US$130 17.3% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
CL
BWXT logo

M&A Activity, Industry Diversification & A Defense Contract Monopoly Will Push BWXT For Healthy Long-Term Growth

Fair Value: US$220 30.7% undervalued intrinsic discount
32 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
1 likeusers have liked this narrative
AN
AnalystConsensusTarget
BWXT logo

BWXT: Janus Microreactor Contract Will Shape Future Upside Potential

Fair Value: US$232.31 34.4% undervalued intrinsic discount
91 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Adequate balance sheet average dividend payer.

1 Risk
3 Rewards
View Full Analysis

BWX Technologies, Inc. Key Details

US$3.5b

Revenue

US$2.7b

Cost of Revenue

US$775.9m

Gross Profit

US$420.8m

Other Expenses

US$355.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.88
22.08%
10.11%
151.4%
View Full Analysis

About BWXT

Founded
1867
Employees
10400
CEO
Rex Geveden
WebsiteView website
www.bwxt.com

BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. The company operates through two segments, Government Operations and Commercial Operations. It manufactures precision naval nuclear components, reactors, and nuclear fuel; close-tolerance and high-quality equipment for nuclear applications; critical nuclear components, fuels and assemblies for government and limited other uses; down blend government stockpiles of uranium; and fabricate fuel-bearing precision components. The company also supplies proprietary and sole-source valves, manifolds, and fittings to naval and commercial shipping customers; research reactor fuel elements for colleges, universities, and national laboratories; and components for defense applications. In addition, it manufactures commercial nuclear steam generators, nuclear fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems; and containers for the storage of nuclear fuel and other high-level nuclear waste. Further, the company supplies nuclear fuel, fuel handling systems, tooling delivery systems, nuclear-grade materials and precisely machined components; and manufactures medical radioisotopes, radiopharmaceuticals, and medical devices. Additionally, it provides specialized engineering services that include structural component design, 3-D thermal-hydraulic engineering analysis, weld and robotic process development, electrical and controls engineering and metallurgy and materials engineering; in-plant inspection, maintenance and modification services; and non-destructive examination and tooling/repair solutions. It also offers nuclear power plant lifecycle support and management services. The company was formerly known as The Babcock & Wilcox Company and changed its name to BWX Technologies, Inc. in June 2015. BWX Technologies, Inc. was founded in 1867 and is headquartered in Lynchburg, Virginia.

Recent BWXT News & Updates

Seeking Alpha • Sep 08

BWX Technologies: Strong Nuclear Tailwinds Outpacing Fundamentals

Summary BWX Technologies is well-positioned in nuclear components and SMRs, benefiting from rising energy demand and industry tailwinds. I assign BWXT a Neutral rating with a $110 price target, implying a 32% downside from current levels due to overoptimistic market pricing. Even under bullish scenarios, DCF analysis supports only a $74 fair value, with $140 as near-term support and $110 as a more meaningful floor. BWXT's growth is reliant on SMR execution but faces regulatory, technological, and revenue recognition risks that could drive volatility. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 03

BWXT: Janus Microreactor Contract Will Shape Future Upside Potential

Analysts have nudged their average price expectations for BWX Technologies lower, with the updated fair value estimate moving from about $238.79 to roughly $232.31. This reflects recent trims to price targets from firms such as Truist and Deutsche Bank after Q2 results, alongside fresh coverage and upgrades that highlight BWX's role in nuclear manufacturing and the potential contribution from the Precision Components Group acquisition.

Recent updates

No updates

BWX Technologies, Inc. Competitors

VRT logo

Vertiv Holdings Co

Symbol: NYSE:VRT
Market cap: US$101.2b
TT logo

Trane Technologies

Symbol: NYSE:TT
Market cap: US$97.7b
GD logo

General Dynamics

Symbol: NYSE:GD
Market cap: US$95.3b
PWR logo

Quanta Services

Symbol: NYSE:PWR
Market cap: US$94.3b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide