BWX Technologies Inc. (BWXT) Stock Price, News, Analysis

Technical Score (1D)

BUY

News Sentiment

BULLISH

BWX Technologies (BWXT) is initiating the licensing process for a new uranium enrichment facility in Erwin, Tennessee, a development directly tied to a significant US$1.5 billion government contract for U.S. defense and naval missions. This strategic expansion into the nuclear fuel cycle, leveraging technology from Oak Ridge National Laboratory, aims to bolster domestic nuclear fuel supply and national security. Analysts are noting this move, with one suggesting it could represent a competitive headwind for Centrus Energy Corp. as BWXT expands its enrichment services for defense applications. In related news, Antares has received U.S. Department of Energy approval for its Mark-0 demonstration reactor's Documented Safety Analysis, a critical step supported by BWXT, moving it closer to potential startup. This regulatory progress for Antares, alongside BWXT's own facility expansion, underscores the ongoing activity and investment within the defense nuclear fuel and isotope sectors, which are benefiting from increased demand driven by geopolitical tensions and the need for reliable domestic supply chains. Looking ahead, investors will be watching BWXT's Q1 2026 earnings release on May 4th for further insights into its financial performance and outlook.

Market Data

BWXT Stock Snapshot

BWX Technologies Inc. · Industrials · bwxt.com

BWX Technologies, Inc. (BWXT) is a global provider of specialized nuclear components and services, operating primarily in the United States and Canada. The company's core business revolves around the design, manufacture, and servicing of nuclear reactors, fuel, and related equipment for both government and commercial applications. BWXT's Government Operations segment focuses on naval nuclear components and fuel, while its Commercial Operations segment provides components and services for nuclear power plants and medical applications. This strategic positioning allows BWXT to serve a diverse customer base, including the U.S. Navy, research institutions, and commercial nuclear power operators. With a history dating back to 1867, BWXT leverages its expertise in nuclear technology to provide critical solutions across multiple sectors.

BWXT is currently trading at $235.00, giving BWX Technologies Inc. a market cap of 20.99B and a P/E ratio of 63.8. Today's range spans $225.23–$235.00, with shares opening at $229.01 and moving up $2.16 (0.9%) from the prior close. DailyIQ's technical score sits at 95/100 (BUY) with a news sentiment reading of 68/100.

Over the past year BWXT has traded between $91.70 and $237.90 - the current price is +156.3% off the 52-week low and -1.2% from the high. 20 analysts cover the stock with a Strong Buy consensus and a mean 12-month target of $224.44 (range $182.00–$278.00), implying downside of -4.5%.

BWX Technologies Inc. (BWXT) is a large-cap in Industrials with 20.99B in market cap, and the current setup is one of the cleaner bullish reads in the space. Technical score: 95/100 (BUY). Sentiment: bullish at 68/100. Price: $235.00 (near 52-week highs). The current P/E ratio stands at 63.8. The 52-week range of $91.70–$237.90 provides structural context - and the current technical/sentiment alignment is the type of setup that attracts both momentum and growth-oriented capital.

BWXT|EarningsBWX Technologies Inc.

Earnings Summary

BWX Technologies, Inc. (BWXT) is a global provider of specialized nuclear components and services, operating in the Industrials sector within the Aerospace & Defense industry. The company designs, manufactures, and services nuclear reactors, fuel, and related equipment for government and commercial applications, including naval nuclear components and fuel for the U.S. Navy, as well as components for commercial nuclear power plants and medical uses. In its most recent reported quarters, BWXT demonstrated a trend of exceeding analyst expectations for Earnings Per Share (EPS). For Q4 2025, the company reported an actual EPS of $1.08 against an estimate of $0.88, and revenue of $885.84 million against an estimate of $837.47 million. Prior to this, in Q3 2025, actual EPS was $1.00 compared to an estimate of $0.87. Looking at the preceding two quarters, Q2 2025 saw actual EPS of $1.02 versus an estimate of $0.79, and Q1 2025 reported actual EPS of $0.91 against an estimate of $0.76. This indicates a consistent pattern of EPS beats in the latter half of fiscal year 2025. Historically, BWXT has shown a positive year-over-year growth trajectory in its revenue, with notable instances of exceeding analyst revenue estimates, such as in Q4 2025. The company has a track record of beating EPS estimates in the last four reported quarters where data is available (Q4 2024, Q1 2025, Q2 2025, Q3 2025, Q4 2025). Recent news highlights BWXT's strategic expansion into uranium enrichment, with the initiation of the licensing process for a new facility in Erwin, Tennessee, supported by a significant US$1.5 billion government contract for U.S. defense and naval missions. This development, coupled with progress on a related demonstration reactor project, positions the company for future growth in domestic nuclear fuel supply and national security. Investors will be watching for continued progress on the Tennessee facility's licensing and the execution of the defense contract in upcoming quarters, as well as the competitive landscape evolving within the nuclear fuel enrichment sector.

Earnings | EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$0.94	-	-
Q4'25	$0.88	$1.08	+22.2%
Q3'25	$0.87	$1.00	+14.3%
Q2'25	$0.79	$1.02	+28.7%
Q1'25	$0.76	$0.91	+19.0%
Q4'24	$0.82	$0.92	+12.6%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$840M	-	-
Q4'25	$837M	$886M	+5.8%
Q3'25	-	$866M	-
Q2'25	-	$764M	-
Q1'25	-	$682M	-
Q4'24	-	$746M	-

Technical Score (1D)

BUY

News Sentiment

BULLISH

Market Data

BWXT Stock Snapshot

BWX Technologies Inc. · Industrials · bwxt.com

News Sentiment Analysis

Sentiment gathered from recent headlines

68/100

Strong NegativeNeutralStrong Positive

MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

BWX Technologies has informed the U.S. Nuclear Regulatory Commission of its intent to obtain a uranium enrichment license for a new facility adjacent to its Erwin, Tennessee site. This strategic move is designed to fulfill a significant $1.50 billion National Nuclear Security Administration contract, targeting the provision of highly enriched uranium for naval reactors around 2035. The development underscores BWXT's expanding role in U.S. nuclear defense infrastructure.

What did this article say?

BWXT has been added to the Zacks Rank #1 (Strong Buy) List, indicating a positive analyst outlook. This designation is based on upward revisions to earnings estimates over the past 60 days. The inclusion suggests potential for favorable stock performance.

What did this article say?

This analysis highlights one industrials stock for potential consideration while advising to overlook two others. The rationale behind these selections focuses on current market conditions and individual company prospects within the sector. Investors should monitor the specific factors driving these recommendations for BWXT.

What did this article say?

BWX Technologies (BWXT) demonstrates a consistent track record of exceeding earnings expectations, with an average surprise of over 18% in the last two quarters. Favorable shifts in earnings estimates and a positive Zacks Earnings ESP suggest this trend is likely to continue in the upcoming report. Traders should monitor BWXT's ability to maintain this performance against analyst consensus.

What did this article say?

BWXT, a defense contractor, is part of a sector that experienced mixed Q4 earnings results. While revenues generally beat consensus estimates, forward-looking revenue guidance was slightly below expectations. The defense industry, characterized by high barriers to entry and long-term government contracts, is influenced by geopolitical events and defense budget allocations. Despite sector-wide revenue beats, defense contractor stocks have collectively seen a slight decline post-earnings.

What did this article say?

BWX Technologies (BWXT) has experienced significant share price appreciation, with a 1-year total shareholder return of 124.15%. Recent performance includes an 8.09% gain in one day and a 15.66% increase over the past month, indicating sustained positive momentum. This trend suggests growing investor confidence and potential for continued upward movement.

What did this article say?

BWX Technologies is initiating the licensing process for a new uranium enrichment facility in Erwin, Tennessee, signaling a strategic expansion into the nuclear fuel cycle. This development is directly linked to a significant US$1.5 billion government contract aimed at supporting U.S. defense and naval missions. The project leverages technology transfer and is poised to bolster domestic nuclear fuel supply and create jobs, aligning with national security interests and infrastructure rebuilding efforts.

What did this article say?

Oklo Inc.'s isotope business is positioned to address fragile global supply chains for high-value radioactive materials. These isotopes are critical for medical, industrial, and security applications, with demand increasing as aging production facilities face retirement. Oklo's strategy involves converting nuclear waste into usable isotopes, aiming to enhance supply reliability and reduce foreign dependency.

What did this article say?

An analyst note suggests that BWXT's potential uranium enrichment license from the U.S. NRC could create a competitive headwind for Centrus Energy Corp. This development is particularly relevant as Centrus expands its own enrichment services for defense applications, indicating a shifting competitive landscape in the nuclear fuel sector.

What did this article say?

BWX Technologies has informed the U.S. Nuclear Regulatory Commission of its intention to seek a uranium enrichment license for a new facility in Erwin, Tennessee. This notification allows the NRC to prepare resources for the upcoming license application review. The move aligns with BWXT's strategic expansion in nuclear fuel services.

BWXT|EarningsBWX Technologies Inc.

Earnings Summary

Earnings | EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$0.94	-	-
Q4'25	$0.88	$1.08	+22.2%
Q3'25	$0.87	$1.00	+14.3%
Q2'25	$0.79	$1.02	+28.7%
Q1'25	$0.76	$0.91	+19.0%
Q4'24	$0.82	$0.92	+12.6%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$840M	-	-
Q4'25	$837M	$886M	+5.8%
Q3'25	-	$866M	-
Q2'25	-	$764M	-
Q1'25	-	$682M	-
Q4'24	-	$746M	-

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

BWXT·BWX Technologies Inc.

BWXT Stock Snapshot

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