BWX Technologies (NYSE:BWXT) Raised to Strong-Buy at Guggenheim

Key Points

• Guggenheim upgraded BWX Technologies to “strong buy,” while analyst sentiment overall remains “Moderate Buy,” with an average price target of $217.92.
• BWXT shares opened at $145.33, near their 12-month low of $144.33 and below both the 50-day and 200-day moving averages.
• The company exceeded quarterly EPS expectations, reporting $1.07 versus $1.04 expected, while revenue increased 18% year over year to $901.62 million; management guided fiscal 2026 EPS to $4.70–$4.80.

BWX Technologies (NYSE:BWXT - Get Free Report) was upgraded by investment analysts at Guggenheim to a "strong-buy" rating in a research note issued on Monday, Zacks reports.

Other equities research analysts also recently issued research reports about the company. Wells Fargo & Company upgraded BWX Technologies from an "underweight" rating to an "equal weight" rating and lowered their price objective for the stock from $200.00 to $170.00 in a research report on Thursday, August 27th. JPMorgan Chase & Co. assumed coverage on BWX Technologies in a research report on Monday, July 27th. They set an "overweight" rating and a $230.00 target price for the company. Weiss Ratings lowered BWX Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Wednesday, August 26th. Wall Street Zen cut BWX Technologies from a "buy" rating to a "hold" rating in a report on Saturday, August 8th. Finally, Jefferies Financial Group started coverage on BWX Technologies in a research report on Thursday, September 3rd. They set a "buy" rating and a $181.00 price target for the company. Two research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $217.92.

BWX Technologies Price Performance

BWXT stock opened at $145.33 on Monday. The firm has a 50 day moving average of $164.90 and a 200-day moving average of $191.32. The firm has a market capitalization of $13.32 billion, a P/E ratio of 37.65, a price-to-earnings-growth ratio of 2.30 and a beta of 0.75. BWX Technologies has a 12 month low of $144.33 and a 12 month high of $241.82. The company has a current ratio of 2.40, a quick ratio of 2.33 and a debt-to-equity ratio of 1.51.

BWX Technologies (NYSE:BWXT - Get Free Report) last posted its earnings results on Monday, August 3rd. The technology company reported $1.07 earnings per share for the quarter, topping 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 business had revenue of $901.62 million for the quarter, compared to analyst estimates of $902.41 million. During the same quarter in the prior year, the firm posted $1.02 EPS. BWX Technologies's revenue was up 18.0% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. As a group, sell-side analysts predict that BWX Technologies will post 4.75 earnings per share for the current fiscal year.

Insider Transactions 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 stock was sold at an average price of $172.50, for a total value of $1,725,000.00. Following the completion of the transaction, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 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 Trading of BWX Technologies

Hedge funds have recently bought and sold shares of the company. BlackRock Inc. bought a new position in shares of BWX Technologies in the second quarter worth approximately $2,359,895,000. Bank of New York Mellon Corp purchased a new position in shares of BWX Technologies in the second quarter worth $222,587,000. Bank of America Corp DE bought a new stake in BWX Technologies during the 2nd quarter valued at $202,020,000. William Blair Investment Management LLC bought a new stake in BWX Technologies during the 2nd quarter valued at $183,211,000. Finally, Nicholas Investment Partners LP bought a new stake in BWX Technologies during the 2nd quarter valued at $53,022,000. Institutional investors own 94.39% of the company's stock.

About BWX Technologies

BWX Technologies, Inc NYSE: BWXT is a technology and manufacturing company that specializes in nuclear components, systems and services. The company primarily serves government and commercial customers in the nuclear energy, national security and medical markets.

BWXT is a major supplier to the U.S. government and supports the U.S. Navy's nuclear propulsion program by designing and manufacturing nuclear reactors and related components for naval vessels. Its offerings also include nuclear fuel, reactor components, engineering and maintenance services, and technologies intended for advanced and small modular reactors.

Through its commercial and medical businesses, BWXT provides nuclear equipment and services for civilian power generation, produces medical radioisotopes and related technologies, and supports research and other specialized applications.

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