BWX Technologies
BWXT
$173.22
+1.68%
BWX Technologies, Inc. is a specialty manufacturer and service provider of nuclear components, operating in two primary segments: Government Operations, which produces naval nuclear reactors and fuel for the U.S. Naval Nuclear Propulsion Program, and Commercial Operations, which designs and manufactures commercial nuclear steam generators, heat exchangers, and other reactor components. As a dominant player in the nuclear supply chain, BWXT holds a unique competitive position as the only manufacturer of large-scale naval nuclear reactors in the U.S., with a growing footprint in the commercial nuclear sector. The current investor narrative centers on the company's robust backlog growth—up 50% in 2025—and its strategic expansion into commercial nuclear capacity, though recent acquisition news has raised concerns about near-term execution risks. The stock has also been caught up in broader defense sector momentum, with geopolitical tensions driving interest in nuclear and defense names, but a recent pullback from highs has sparked debate about valuation and growth sustainability.…
BWXT
BWX Technologies
$173.22
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BWXT 12-Month Price Forecast
Wall Street consensus
Most Wall Street analysts maintain a constructive view on BWX Technologies's 12-month outlook, with a consensus price target around $234.45 and implied upside of +35.4% versus the current price.
Average Target
$234.45
0 analysts
Implied Upside
+35.4%
vs. current price
Analyst Count
—
covering this stock
Price Range
$190 - $290
Analyst target range
BWXT is covered by 14 analysts, with a consensus recommendation of 'Buy' and a mean recommendation score of 1.81 (where 1 is Strong Buy and 5 is Sell). The average target price is $238.16, implying an upside of approximately 42.9% from the current price of $166.70. The distribution of ratings is not provided, but the consensus leans bullish, with recent upgrades from Seaport Global (from Neutral to Buy) and Deutsche Bank (from Hold to Buy) in May and June 2026, indicating improving sentiment. The high target of $290.00 suggests that some analysts see significant upside, likely driven by continued backlog growth and expansion in commercial nuclear, while the low target of $200.00 still implies a 20% upside, reflecting a relatively tight range that indicates moderate conviction in the stock's recovery.
BWXT Technical Analysis
BWXT's price trend over the past year has been characterized by a significant uptrend followed by a sharp correction. The stock is currently trading at $166.70, down 7.25% from a year ago, and sits near the lower end of its 52-week range, at approximately 69% of the range (calculated as (166.70 - 157.10) / (241.82 - 157.10)). This positioning near the lows suggests the stock has given back much of its earlier gains, potentially presenting a value opportunity if the fundamental story remains intact, but also raising the risk of a falling knife. The 52-week high of $241.82 was reached in April 2026, after which the stock has trended downward, indicating a loss of momentum.
Beta
0.76
0.76x market volatility
Max Drawdown
-34.0%
Largest decline past year
52-Week Range
$157-$242
Price range past year
Annual Return
-0.8%
Cumulative gain past year
| Period | BWXT Return | S&P 500 |
|---|---|---|
| 1m | -2.1% | +2.9% |
| 3m | -15.4% | +5.0% |
| 6m | -13.6% | +13.9% |
| 1y | -0.8% | +20.4% |
| ytd | -4.7% | +13.8% |
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BWXT Fundamental Analysis
BWXT has demonstrated strong revenue growth, with the most recent quarter (Q1 2026) reporting revenue of $861.1 million, a 26.21% year-over-year increase. This growth is a continuation of an accelerating trend, as revenue has risen from $682.3 million in Q1 2025 to $764.0 million in Q2 2025, $866.3 million in Q3 2025, and $885.8 million in Q4 2025. The growth is driven by both segments, with Government Operations contributing $577.9 million and Commercial Operations $283.6 million in the latest quarter, reflecting strong demand for naval reactors and commercial nuclear components. The company's backlog growth of 50% in 2025 provides multi-year revenue visibility, supporting the investment case for sustained growth.
Quarterly Revenue
$861095000.0B
2026-03
Revenue YoY Growth
+26.2%
YoY Comparison
Gross Margin
23.0%
Latest Quarter
Free Cash Flow
$328104000.0B
Last 12 Months
Revenue & Net Income Trends (2 Years)
Revenue Breakdown
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Valuation Analysis: Is BWXT Overvalued?
Given BWXT's positive net income, the trailing P/E ratio is the primary valuation metric. The trailing P/E stands at 48.01x, while the forward P/E is 31.78x, indicating that the market expects significant earnings growth. The gap between trailing and forward P/E implies an expected earnings growth rate of approximately 51% (calculated as (48.01/31.78 - 1)), which is aggressive but supported by the company's recent growth trajectory. The PEG ratio of 2.84x suggests that the stock is priced at a premium to its expected growth rate, which may be a concern for value-oriented investors.
PE
48.0x
Latest Quarter
vs. Historical
High-End
5-Year PE Range 9x~52x
vs. Industry Avg
N/A
Industry PE ~N/A*
EV/EBITDA
31.4x
Enterprise Value Multiple