BWX Technologies' (BWXT) "Buy" Rating Reaffirmed at Guggenheim

Key Points

• Guggenheim reaffirmed its Buy rating on BWX Technologies and set a $192 price target, implying approximately 39% upside from the stock’s reported $137.99 price.
• Analyst sentiment remains favorable overall, with MarketBeat reporting a consensus Moderate Buy rating and an average price target of $213.75, despite some firms lowering targets or maintaining Hold ratings.
• BWXT beat quarterly EPS expectations by $0.03 and reported 18% year-over-year revenue growth, while fiscal 2026 guidance calls for $4.70–$4.80 in EPS; shares remain near their 52-week low and below both 50-day and 200-day moving averages.

BWX Technologies (NYSE:BWXT - Get Free Report)'s stock had its "buy" rating reissued by research analysts at Guggenheim in a research report issued on Wednesday, Benzinga reports. They presently have a $192.00 target price on the technology company's stock. Guggenheim's target price would indicate a potential upside of 39.14% from the stock's current price.

A number of other research firms have also weighed in on BWXT. Jefferies Financial Group started coverage on BWX Technologies in a research note on Thursday, September 3rd. They issued a "buy" rating and a $181.00 price objective for the company. Wells Fargo & Company upgraded BWX Technologies from an "underweight" rating to an "equal weight" rating and cut their target price for the stock from $200.00 to $170.00 in a research report on Thursday, August 27th. Truist Financial lowered their price target on BWX Technologies from $212.00 to $202.00 and set a "hold" rating on the stock in a report on Friday, August 14th. Wall Street Zen downgraded BWX Technologies from a "buy" rating to a "hold" rating in a research note on Saturday, August 8th. Finally, Weiss Ratings lowered shares of BWX Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a report on Wednesday, August 26th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and five have given a Hold rating to the company's stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $213.75.

BWX Technologies Stock Performance

Shares of NYSE BWXT opened at $137.99 on Wednesday. The stock has a market cap of $12.64 billion, a PE ratio of 35.75, a price-to-earnings-growth ratio of 2.10 and a beta of 0.75. BWX Technologies has a 1 year low of $133.21 and a 1 year high of $241.82. The firm has a fifty day moving average price of $158.53 and a 200-day moving average price of $187.51. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33.

BWX Technologies (NYSE:BWXT - Get Free Report) last released its earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, beating analysts' consensus estimates of $1.04 by $0.03. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The company had revenue of $901.63 million for the quarter, compared to analysts' expectations of $902.41 million. During the same quarter in the previous year, the company earned $1.02 EPS. BWX Technologies's revenue for the quarter was up 18.0% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. Equities analysts anticipate that BWX Technologies will post 4.75 earnings per share for the current fiscal year.

Insider Buying and Selling at BWX Technologies

In other news, CEO Rex D. Geveden sold 10,000 shares of the company's stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the sale, the chief executive officer directly owned 192,491 shares in the company, valued at approximately $33,204,697.50. This represents a 4.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On BWX Technologies

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in BWXT. Transamerica Financial Advisors LLC bought a new position in shares of BWX Technologies during the 2nd quarter valued at approximately $26,000. Security National Bank of SO Dak purchased a new stake in shares of BWX Technologies in the second quarter valued at $29,000. MV Capital Management Inc. bought a new stake in shares of BWX Technologies in the 4th quarter worth about $32,000. Stonehage Fleming Financial Services Holdings Ltd bought a new position in BWX Technologies during the 2nd quarter valued at about $40,000. Finally, Vermillion Wealth Management Inc. raised its position in BWX Technologies by 71.7% in the 4th quarter. Vermillion Wealth Management Inc. now owns 237 shares of the technology company's stock worth $41,000 after purchasing an additional 99 shares during the period. 94.39% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting BWX Technologies

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

• Positive Sentiment: BTIG Research reaffirmed its Buy rating and assigned a $235 price target, implying substantial upside from BWXT’s recent trading level. The endorsement may support the stock by signaling analyst confidence in the company’s nuclear, defense and government-contracting growth prospects. Benzinga analyst rating report
• Positive Sentiment: BWXT’s Investor Day included updated medium-term financial targets and discussions of its strategic direction. Additional visibility into long-term demand and capital deployment could improve investor confidence, particularly given the stock’s recent weakness. BWX Technologies Hosting Investor Day
• Neutral Sentiment: Management provided fiscal 2026 guidance of $4.70–$4.80 in earnings per share and approximately $3.8 billion in revenue. The ranges are broadly in line with analyst expectations, making the update reassuring but unlikely to create a major earnings-estimate boost. BWX Technologies Releases FY 2026 Earnings Guidance
• Neutral Sentiment: BWXT also updated its fiscal 2030 outlook and discussed the targets during its analyst and investor presentation. The longer-term update could be important for valuation, but the available report does not provide enough detail to determine whether the targets exceeded expectations. BWX Technologies Analyst Investor Day Transcript
• Negative Sentiment: Shares recently touched a new 52-week low near $133.66, highlighting continued technical and investor sentiment pressure. The decline may reflect concerns that current valuation requires stronger long-term growth than the in-line 2026 guidance currently indicates. BWXT Stock Hits 52-Week Low

BWX Technologies Company Profile

BWX Technologies, Inc NYSE: BWXT is a provider of nuclear components, systems and services for government and commercial customers. The company is best known for designing and manufacturing nuclear reactors and related components for the U.S. Navy's nuclear-powered aircraft carriers and submarines. It also supports the nuclear fuel cycle and provides engineering, manufacturing, maintenance and technical services for nuclear facilities.

BWXT serves the U.S. government, commercial nuclear power producers, research institutions and customers in the healthcare and space industries.