BWXT Share Price Performance
US$207.24
105.11 (102.92%)
7.7% undervalued intrinsic discount
US$224.44
Fair Value
Price US$207.24
AnalystConsensusTarget US$224.44
Zaleznog US$130.00
clillz US$220.00
Fair ValueUS$224.44
Share Pricen/a
BWX Technologies, Inc. Stock Price
- 5 Narratives written by author
- 2 Comments on narratives written by author
- 158 Fair Values set on narratives written by author
BWXT Community Narratives
AN
Fair Value US$224.44 7.7% undervalued intrinsic discount
Strong Sector Demand And Major Contracts Will Drive Long-Term Revenue Expansion
4users have liked this narrative
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ZA
Fair Value US$130 59.4% overvalued intrinsic discount
La Trampa de la "Perfección": Por qué la Valoración de 50x de BWXT Ignora los Riesgos de Ejecución y Refinanciación
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CL
Fair Value US$220 5.8% 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
21users have followed this narrative
La Trampa de la "Perfección": Por qué la Valoración de 50x de BWXT Ignora los Riesgos de Ejecución y Refinanciación
Conclusiones clave Valoración Desconectada de la Realidad Industrial: El mercado está pagando actualmente una prima de crecimiento tecnológico (P/E ~50x) por una empresa estrictamente industrial. Esta euforia ignora un historial de crecimiento de ganancias de solo el 0.2% en los últimos cinco años y asume, peligrosamente, una ejecución sin fricciones en nuevas tecnologías nucleares (SMR), las cuales están sujetas a procesos regulatorios notoriamente lentos y burocráticos.Read more
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ZA
US$130
59.4% overvalued intrinsic discount
Zaleznog's Fair Value
Revenue
11.31% p.a.
Profit Margin
10.04%
Future PE
35x
Price in 2028
US$162.37
M&A Activity, Industry Diversification & A Defense Contract Monopoly Will Push BWXT For Healthy Long-Term Growth
Catalysts Continuous growing demand of SMRs (Small Module Reactors), particularly in the US and Canada, positions BWXT for sustained growth as one of the leaders in the industry With the current administrations push for more nuclear energy with multiple announcements of funding in nuclear infrastructure & fuel, BWXT sits ready to take advantage of market tail winds when more news crosses the ticker. Having a ‘monopoly’ on government contracts regarding nuclear reactor engines on submarines & aircraft carriers helps position BWXT for all government related news in the industry.Read more
3.9k
users have viewed this narrative2users have liked this narrative
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Strong Sector Demand And Major Contracts Will Drive Long-Term Revenue Expansion
Key Takeaways Strong defense and nuclear energy demand, government contracts, and new technologies are driving recurring revenue growth and earnings stability. Expansion into microreactors, advanced fuels, and services increases high-margin opportunities and positions the company for further market and margin growth.Read more
764
users have viewed this narrative4users have liked this narrative
1users have commented on this narrative
73users have followed this narrative
AN
US$224.44
7.7% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
12.21% p.a.
Profit Margin
10.77%
Future PE
54.74x
Price in 2029
US$277.9
Clean Energy Trends Will Ignite Nuclear Market Expansion
Key Takeaways Accelerating demand across government, medical, and commercial power markets could drive significantly higher long-term growth and earnings than currently expected. Unique regulatory positioning and sole-source supplier status enable dominance in emerging nuclear and defense markets, securing robust, recurring high-margin revenue streams.Read more
134
users have viewed this narrative0users have liked this narrative
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AN
US$276.21
25.0% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
16.93% p.a.
Profit Margin
10.02%
Future PE
63.95x
Price in 2029
US$341.81
Regulatory Burdens And Political Opposition Will Curb Nuclear Prospects
Key Takeaways Shifting energy policies and increasing opposition to nuclear could erode demand and disrupt project pipelines, creating volatility in revenues and earnings. Rising capital, compliance, and supply chain costs, combined with heavy reliance on government contracts, pose major risks to profitability and revenue stability.Read more
73
users have viewed this narrative0users have liked this narrative
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AN
US$182
13.9% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
10.29% p.a.
Profit Margin
11.85%
Future PE
42.63x
Price in 2029
US$226.19
Trending Discussion
Recently Updated Narratives
ZA
La Trampa de la "Perfección": Por qué la Valoración de 50x de BWXT Ignora los Riesgos de Ejecución y Refinanciación
Fair Value: US$130 59.4% overvalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
CL
M&A Activity, Industry Diversification & A Defense Contract Monopoly Will Push BWXT For Healthy Long-Term Growth
Fair Value: US$220 5.8% undervalued intrinsic discount
21 followersusers have followed this narrative
1 commentusers have commented on this narrative
1 likeusers have liked this narrative
AN
BWXT: Nuclear Programs And Enrichment Projects Will Face Valuation And Execution Tradeoffs
Fair Value: US$224.44 7.7% undervalued intrinsic discount
73 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
BWX Technologies, Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- 3.60
- 22.91%
- 10.28%
- 163.5%
About BWXT
- Founded
- 1867
- Employees
- 10400
- CEO
- WebsiteView website
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.
