BWX Technologies (NYSE:BWXT) Price Target Raised to $235.00 at BTIG Research

BWX Technologies (NYSE:BWXT) had its price target upped by equities research analysts at BTIG Research from $225.00 to $235.00 in a report released on Thursday,Benzinga reports. The firm presently has a “buy” rating on the technology company’s stock. BTIG Research’s target price would indicate a potential upside of 12.65% from the stock’s current price.

Several other research analysts have also recently weighed in on BWXT. Weiss Ratings cut shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, January 26th. Wall Street Zen upgraded BWX Technologies from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Truist Financial set a $205.00 price objective on shares of BWX Technologies in a report on Friday, January 9th. Zacks Research raised shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, January 21st. Finally, Bank of America raised their price objective on shares of BWX Technologies from $220.00 to $230.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Three investment analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $200.45.

BWX Technologies Stock Up 2.1%

BWXT stock opened at $208.62 on Thursday. The stock’s 50 day moving average is $197.09 and its 200-day moving average is $187.12. BWX Technologies has a twelve month low of $84.21 and a twelve month high of $220.57. The firm has a market capitalization of $19.08 billion, a PE ratio of 58.44, a P/E/G ratio of 3.05 and a beta of 0.84. The company has a quick ratio of 1.62, a current ratio of 2.32 and a debt-to-equity ratio of 1.64.

BWX Technologies (NYSE:BWXT) last posted its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.91 by $0.17. BWX Technologies had a net margin of 10.28% and a return on equity of 30.94%. The firm had revenue of $885.84 million for the quarter, compared to the consensus estimate of $837.47 million. During the same period in the previous year, the firm earned $0.92 EPS. The business’s revenue for the quarter was up 18.7% compared to the same quarter last year. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. Sell-side analysts expect that BWX Technologies will post 3.23 EPS for the current fiscal year.

Insider Activity

In other news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total value of $2,032,600.00. Following the completion of the transaction, the chief executive officer owned 177,594 shares of the company’s stock, valued at approximately $36,097,756.44. This represents a 5.33% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.47% of the company’s stock.

Hedge Funds Weigh In On BWX Technologies

A number of institutional investors have recently added to or reduced their stakes in BWXT. Artisan Partners Limited Partnership bought a new position in shares of BWX Technologies in the 2nd quarter worth about $183,859,000. Alkeon Capital Management LLC raised its stake in shares of BWX Technologies by 163.0% in the third quarter. Alkeon Capital Management LLC now owns 1,578,048 shares of the technology company’s stock worth $290,945,000 after purchasing an additional 978,000 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of BWX Technologies by 60.1% during the third quarter. Invesco Ltd. now owns 2,549,150 shares of the technology company’s stock valued at $469,987,000 after purchasing an additional 956,770 shares in the last quarter. Massachusetts Financial Services Co. MA purchased a new stake in shares of BWX Technologies during the second quarter valued at $132,498,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new stake in BWX Technologies in the 3rd quarter worth about $163,969,000. Institutional investors own 94.39% of the company’s stock.

More BWX Technologies News

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: Q4 beat and raised 2026 outlook — BWXT reported Q4 revenue of $885.8M and EPS of $1.08 (above consensus), and provided stronger FY‑2026 revenue and EPS direction that drove the initial move. BWX Technologies’ Stock Jumps. Its Nuclear Business Is Growing.
• Positive Sentiment: Analyst upgrades — Northland Securities raised multiple quarterly and annual EPS forecasts (Q1–Q4 and FY2026/FY2027), including FY‑2026 to ~$4.61 and Q4 to $1.37, signaling higher expected earnings that support the stock. (Research note)
• Positive Sentiment: Backlog and core market strength — Management highlighted a growing multi‑year backlog (reported commentary and coverage cite roughly $7.3B backlog) and expanding nuclear business exposure across defense, NASA and utilities, underpinning revenue visibility. Stronger-Than-Expected 2025 Results And Higher 2026 Outlook Might Change The Case For Investing In BWX Technologies (BWXT)
• Positive Sentiment: Decreasing short interest — Short interest fell ~15.2% in February, lowering a potential short‑squeeze risk and removing some selling pressure from the tape.
• Neutral Sentiment: Broker and media recognition — BWXT is featured by Zacks and other outlets among notable Q4 EPS beat names, which can attract incremental flows but is not a direct catalyst. Don’t Overlook These Top Stocks After Q4 EPS Beats: ALSN, BWXT, VIV, VVX
• Negative Sentiment: Valuation concerns — A Seeking Alpha note warns shares look overvalued after a large rally (EV/EBITDA and P/E trading at premiums) and trims its rating to Hold with a DCF target below current levels, which could cap upside if investors focus on multiples. BWX Technologies: Time To Wait, Not To Buy

BWX Technologies Company Profile

BWX Technologies, Inc (NYSE: BWXT) is a specialized supplier of nuclear components and services, primarily serving the U.S. government and commercial markets. The company’s core expertise lies in the design, fabrication and servicing of nuclear propulsion systems for the U.S. Navy, where it supports the maintenance and overhaul of naval nuclear reactors. In addition to defense applications, BWXT develops small modular reactors (SMRs), nuclear fuel and related technologies for non‐defense power generation, offering scalable solutions to meet evolving energy and industrial demands.

Beyond propulsion and power systems, BWXT is a leading producer of medical radioisotopes used in diagnostic imaging and cancer treatment.