BWX Technologies (BWXT) Stock Overview
Manufactures and sells nuclear components in the United States, Canada, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 2/6 |
| Past Performance | 3/6 |
| Financial Health | 3/6 |
| Dividends | 0/6 |
BWXT Community Fair Values
Create NarrativeSee what 157 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Capital Goods opportunity
CE
Fair Value from
CA$5.257.0% undervalued intrinsic discount
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Read full narrativeBWX Technologies, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$209.89 |
| 52 Week High | US$241.82 |
| 52 Week Low | US$105.07 |
| Beta | 0.78 |
| 1 Month Change | -2.12% |
| 3 Month Change | 6.44% |
| 1 Year Change | 94.43% |
| 3 Year Change | 215.72% |
| 5 Year Change | 230.07% |
| Change since IPO | 943.71% |
Recent News & Updates
Narrative Update • May 02
BWXT: Enrichment Expansion And Nuclear Backlog Will Temper Execution And Pricing Risks
Analysts have raised their BWX Technologies price targets by $10 to $20, citing the company's move into enrichment, recent Buy initiations, and a strong commercial nuclear power backlog as key supports for the updated outlook. Analyst Commentary Recent Street research on BWX Technologies reflects a mix of optimism around nuclear exposure and enrichment, alongside a more cautious thread that highlights execution and valuation risks as the company takes on new projects and capital needs.Seeking Alpha • Apr 30
BWX Technologies: Great Company But Priced To Perfection
Summary BWX Technologies boasts a dominant competitive moat in nuclear solutions, especially as a sole-source supplier for US Navy programs. BWXT's fundamentals are robust, with guidance for 17% revenue growth and 13.5% EBITDA growth, but the stock trades at a stretched 49x forward earnings. Free cash flow yield is just 1.5%, implying little room for further multiple expansion or upside at current valuations. Despite strong growth prospects and revenue visibility, I recommend waiting for a better entry point given the fully priced valuation. Read the full article on Seeking AlphaRecent updates
Narrative Update • May 02
BWXT: Enrichment Expansion And Nuclear Backlog Will Temper Execution And Pricing Risks
Analysts have raised their BWX Technologies price targets by $10 to $20, citing the company's move into enrichment, recent Buy initiations, and a strong commercial nuclear power backlog as key supports for the updated outlook. Analyst Commentary Recent Street research on BWX Technologies reflects a mix of optimism around nuclear exposure and enrichment, alongside a more cautious thread that highlights execution and valuation risks as the company takes on new projects and capital needs.Seeking Alpha • Apr 30
BWX Technologies: Great Company But Priced To Perfection
Summary BWX Technologies boasts a dominant competitive moat in nuclear solutions, especially as a sole-source supplier for US Navy programs. BWXT's fundamentals are robust, with guidance for 17% revenue growth and 13.5% EBITDA growth, but the stock trades at a stretched 49x forward earnings. Free cash flow yield is just 1.5%, implying little room for further multiple expansion or upside at current valuations. Despite strong growth prospects and revenue visibility, I recommend waiting for a better entry point given the fully priced valuation. Read the full article on Seeking Alpha
Narrative Update • Apr 17
BWXT: Enrichment Expansion And Nuclear Services Contracts Will Shape Balanced Future Outlook
The analyst price target for BWX Technologies has been revised upward by about $8, with analysts pointing to updated fair value assumptions, modestly adjusted discount and growth inputs, and recent research highlighting opportunities in enrichment, commercial nuclear contracts, and broader nuclear services as key drivers behind the change. Analyst Commentary Bullish Takeaways Bullish analysts highlight BWX Technologies' move into enrichment as a potential new earnings stream that could support higher fair value assumptions over time, particularly if the company can secure meaningful share in that segment.Narrative Update • Apr 03
BWXT: Nuclear And Defense Projects Will Balance Valuation Concerns And Execution Risks
BWX Technologies' analyst fair value estimate has been raised by $18 to $200, as analysts weigh supportive new Buy ratings and higher price targets alongside fresh bearish and neutral views, as well as slightly updated assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on BWX Technologies reflects a split view, with some firms highlighting upside tied to the company’s nuclear exposure and others flagging valuation and execution questions.
Narrative Update • Mar 20
BWXT: Commercial Nuclear Contracts Will Drive Future Upside Potential
Narrative Update The analyst price target for BWX Technologies has shifted higher to $278.47 from $273.76, with analysts pointing to stronger assumed revenue growth, slightly adjusted margin and discount rate assumptions, and ongoing interest in the company’s nuclear capabilities and commercial power opportunities as key supports for the new valuation framework. Analyst Commentary Recent Street research shows a mix of enthusiasm and caution around BWX Technologies, with several bullish analysts raising price targets and highlighting specific growth avenues, while others flag valuation as a key watchpoint.Narrative Update • Mar 05
BWXT: Commercial Nuclear Contracts And SMR Components Will Support Future Upside
The analyst price target for BWX Technologies has been revised higher to reflect a tighter fair value estimate of about $274. Analysts point to a strong commercial nuclear book to bill over 2x, new long term fuel contracts, and SMR component wins, even as some recent research has shifted to a more neutral stance on valuation.Narrative Update • Feb 19
BWXT: Nuclear Programs And Enrichment Projects Will Face Valuation And Execution Tradeoffs
Narrative Update: BWX Technologies The updated analyst price target for BWX Technologies moves slightly higher to $224.44 from $221.22, as analysts factor in modest tweaks to discount rate, revenue growth, margin outlook, and a higher assumed future P/E multiple, while recent research points to balanced views on valuation and sector demand. Analyst Commentary Recent research on BWX Technologies points to a mixed but generally balanced setup, with price targets adjusted higher by some firms and a recent downgrade driven by valuation concerns.Narrative Update • Feb 05
BWXT: Nuclear Demand And Defense Exposure Will Support Future Contract Upside
Narrative Update The analyst price target for BWX Technologies has been revised higher from US$272.00 to about US$276.21, with analysts pointing to a slightly lower discount rate, modestly stronger margin assumptions, and recent neutral ratings and price target adjustments that reflect both valuation sensitivity and ongoing interest in the company's nuclear exposure. Analyst Commentary Recent research on BWX Technologies has centered on valuation, with several firms taking a more neutral stance even as some bullish analysts continue to lift their price targets.Narrative Update • Jan 22
BWXT: Nuclear Demand And Defense Exposure Will Support Future Contract Upside
Narrative Update The analyst price target for BWX Technologies has been raised to $205 from $195, as analysts point to solid sector demand expectations, particularly in nuclear and in aerospace and defense, while also citing valuation as a reason for more neutral ratings. Analyst Commentary Recent research on BWX Technologies reflects a mix of optimism about demand trends and caution around how the shares are currently priced.Narrative Update • Jan 08
BWXT: Nuclear Demand And Defense Exposure Will Shape A Balanced Outlook
Narrative Update Analysts have lifted their price target on BWX Technologies from US$120 to US$182, citing updated assumptions for revenue growth, profit margins and future P/E multiples. This revision is supported by Street research that points to long term nuclear demand and the company’s exposure across military and commercial markets.Narrative Update • Dec 22
BWXT: Rising Nuclear Demand Will Drive Defense And Commercial Contract Upside
Analysts have raised their fair value estimate for BWX Technologies from $250 to $272, citing rising nuclear power demand and the company’s distinctive positioning across both military and commercial markets as key drivers. They expect revenue growth to strengthen enough to more than offset a modestly weaker outlook for profit margins.Narrative Update • Dec 08
BWXT: Expanding Nuclear Defense And Enrichment Contracts Will Drive Future Momentum
Analysts have nudged our fair value estimate for BWX Technologies higher to approximately $221 from about $216, citing a series of Street price target increases that reflect growing conviction in the company’s unique positioning across nuclear defense and commercial power markets. Analyst Commentary Bullish analysts highlight that the reset in targets is grounded in rising conviction that BWX can convert its strong backlog and program visibility into sustained double digit earnings growth, supporting a higher multiple versus traditional defense peers.Narrative Update • Nov 24
BWXT: Strong Demand For New Reactors And Defense Contracts Will Drive Momentum
Analysts have raised their fair value price target for BWX Technologies from $208.40 to $216.40. They cite improved growth prospects and stronger demand across both military and commercial nuclear markets.Narrative Update • Nov 07
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.Analysis Article • Nov 07
BWX Technologies, Inc. Just Beat Revenue Estimates By 7.7%
BWX Technologies, Inc. ( NYSE:BWXT ) just released its latest quarterly results and things are looking bullish. The...Narrative Update • Oct 24
Strong Sector Demand And Major Contracts Will Drive Long-Term Revenue Expansion
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.Narrative Update • Oct 10
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.Analysis Article • Oct 01
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New Narrative • Sep 29
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.Narrative Update • Sep 26
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.Narrative Update • Sep 11
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.Narrative Update • Aug 06
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.Analysis Article • Jun 27
BWX Technologies, Inc. (NYSE:BWXT) Shares Could Be 27% Above Their Intrinsic Value Estimate
Key Insights The projected fair value for BWX Technologies is US$112 based on 2 Stage Free Cash Flow to Equity Current...Analysis Article • Jun 12
Earnings Tell The Story For BWX Technologies, Inc. (NYSE:BWXT) As Its Stock Soars 27%
BWX Technologies, Inc. ( NYSE:BWXT ) shares have continued their recent momentum with a 27% gain in the last month...Seeking Alpha • Feb 05
BWX Technologies: A Competitive Advantage In New Nuclear
Summary BWX Technologies has a substantial competitive advantage in the new nuclear market, with advanced SMR technology and established supply chains. The emerging new nuclear companies Oklo, NuScale, and NanoNuclear lack the financial strength, track record, and technical advantage to compete effectively with BWXT. Despite BWXT's strong position, uncertainties in nuclear industry growth, regulatory changes, and competition in AI and EV markets pose significant investment risks. BWXT remains on my buy list for future consideration, pending a stock pullback or clearer industry growth prospects. Read the full article on Seeking AlphaSeeking Alpha • Jan 04
BWX Technologies: A Defensive Option In The Emerging Small And Micro Nuclear Power Sector
Summary BWX Technologies (BWXT) is a defense contractor with a strong, predictable revenue stream and potential growth in commercial nuclear operations, particularly small modular reactors (SMRs). BWXT's proven nuclear technology and manufacturing capacity position it well against startups, with potential growth from contracts in mining, space, shipping, and data centers. Valuation reflects BWXT's defense monopoly status, with a consensus price target of $137 for 2025, implying a P/Cash Earnings multiple of 30x. The main risk is the potential restriction on commercializing SMR technology due to national security, but the current valuation does not fully account for this potential. Read the full article on Seeking AlphaShareholder Returns
| BWXT | US Aerospace & Defense | US Market | |
|---|---|---|---|
| 7D | -3.0% | 3.2% | 2.1% |
| 1Y | 94.4% | 34.7% | 30.6% |
Return vs Industry: BWXT exceeded the US Aerospace & Defense industry which returned 34.7% over the past year.
Return vs Market: BWXT exceeded the US Market which returned 30.6% over the past year.
Price Volatility
| BWXT volatility | |
|---|---|
| BWXT Average Weekly Movement | 7.3% |
| Aerospace & Defense Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: BWXT has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: BWXT's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1867 | 10,400 | Rex Geveden | 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.
BWX Technologies, Inc. Fundamentals Summary
| BWXT fundamental statistics | |
|---|---|
| Market cap | US$19.72b |
| Earnings (TTM) | US$344.55m |
| Revenue (TTM) | US$3.38b |
55.8x
P/E Ratio5.7x
P/S RatioIs BWXT overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BWXT income statement (TTM) | |
|---|---|
| Revenue | US$3.38b |
| Cost of Revenue | US$2.61b |
| Gross Profit | US$765.03m |
| Other Expenses | US$420.48m |
| Earnings | US$344.55m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 3.76 |
| Gross Margin | 22.66% |
| Net Profit Margin | 10.20% |
| Debt/Equity Ratio | 157.6% |
How did BWXT perform over the long term?
See historical performance and comparisonDividends
0.5%
Current Dividend Yield27%
Payout RatioDoes BWXT pay a reliable dividends?
See BWXT dividend history and benchmarks| BWX Technologies dividend dates | |
|---|---|
| Ex Dividend Date | May 19 2026 |
| Dividend Pay Date | Jun 05 2026 |
| Days until Ex dividend | 8 days |
| Days until Dividend pay date | 25 days |
Does BWXT pay a reliable dividends?
See BWXT dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 12:04 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
BWX Technologies, Inc. is covered by 27 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Peter Arment | Baird |
| Andrew Kaplowitz | Barclays |
| David Strauss | Barclays |