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BWXT’s Microreactor Bet Gets a Major Vote of Confidence from the U.S. Army
Insider Monkey26d agoneutral
BWXT’s Microreactor Bet Gets a Major Vote of Confidence from the U.S. Army

BWX Technologies, Inc. (NYSE:BWXT) supplies precision-manufactured components, services, and fuel for the commercial nuclear power industry across four continents. The company received a significant boost on August 26 when it announced that the US Army had selected its BWXT Advanced Nuclear Reactor (BANR) technology for the Janus program. According to the Army, the first BANR […]

BWX Technologies (BWXT) Stock May Be Fully Priced Despite Nuclear Growth Hopes
Simply Wall St.35d agoneutral
BWX Technologies (BWXT) Stock May Be Fully Priced Despite Nuclear Growth Hopes

BWX Technologies has delivered a strong 197.6% gain over the past 5 years, yet its current checks suggest the stock may now be priced at a premium compared with its estimated intrinsic value. At the same time, BWX Technologies is involved in high profile nuclear fuel and enrichment projects that many investors view as important long term drivers. Over 5 years, BWX Technologies has returned 197.6%, which puts extra focus on whether recent gains already reflect its long term cash flow...

BWX Technologies (BWXT) Wins ANEEL Fuel Review Role, Is It Still 32% Below Fair Value?
Simply Wall St.35d agobullish
BWX Technologies (BWXT) Wins ANEEL Fuel Review Role, Is It Still 32% Below Fair Value?

BWX Technologies (BWXT) drew fresh attention after Clean Core Thorium Energy chose its Kinectrics division to perform an independent technical review of the ANEEL fuel qualification program ahead of a potential commercial reactor demonstration. See our latest analysis for BWX Technologies. For context, BWX Technologies' share price has eased in the short term, with a 1-day share price return of 1.67% decline and a 90-day share price return of 19.88% decline. Even though the 5-year total...

BWX’s Q2 Earnings Call: Our Top 5 Analyst Questions
StockStory43d agoneutral
BWX’s Q2 Earnings Call: Our Top 5 Analyst Questions

BWX's second quarter performance reflected robust demand across both its government and commercial nuclear businesses, with revenue growth led by increased activity in commercial nuclear power and aftermarket services. Management pointed to strong operational execution and productivity improvements, particularly in Government Operations, as key contributors. CEO Rex Geveden highlighted the company's “position of strength with exposure across the nuclear value chain,” and noted that the recent sa

Babcock Q2 Earnings Call Highlights
MarketBeat44d agoneutral
Babcock Q2 Earnings Call Highlights

Babcock (NYSE:BW) reported higher second-quarter revenue, net income and adjusted EBITDA, citing increased project activity and demand for reliable power generation from utility, industrial and data center customers. Chairman and Chief Executive Officer Kenny Young said the company raised its full-

This Congresswoman Keeps Buying AI and Nuclear Stocks. Hedge Funds Are Split
Insider Monkey48d agobullish
This Congresswoman Keeps Buying AI and Nuclear Stocks. Hedge Funds Are Split

Congresswoman April McClain Delaney recently disclosed up to $1.4 million worth of new stock trades. Wall Street is paying attention because she sits on the House Science, Space, and Technology Committee. BWX Technologies, Inc. (NYSE:BWXT) and Entegris, Inc. (NASDAQ:ENTG) are among the top buys in the politician’s portfolio that are getting limelight. Let’s look at […]

3 Nuclear Energy Stocks Powering the AI Boom in August
24/7 Wall St.48d agoneutral
3 Nuclear Energy Stocks Powering the AI Boom in August

Hyperscalers are signing decade-long power deals that would have seemed absurd three years ago, and three nuclear stocks sit at the center of that shift as an operator, a fuel producer, and a components maker each tell a very different story about risk and reward.

Should BWX Technologies’ Guidance Hike and Medical Exit Reshape BWXT’s Nuclear‑Focused Investment Case?
Simply Wall St.50d agoneutral
Should BWX Technologies’ Guidance Hike and Medical Exit Reshape BWXT’s Nuclear‑Focused Investment Case?

BWX Technologies, Inc. reported past Q2 2026 results with sales of US$901.63 million and net income of US$89.01 million, raised full‑year 2026 revenue guidance to about US$3.80 billion, and its board declared a US$0.27 per‑share quarterly dividend payable on September 4, 2026. At the same time, BWX Technologies agreed to sell most of its medical business for up to US$800 million, sharpening its focus on core nuclear markets and advanced reactor technologies. We’ll now examine how the raised...

BWX Technologies (BWXT) Sells Medical Business And Signs New Thorium Fuel Deal
Simply Wall St.51d agobearish
BWX Technologies (BWXT) Sells Medical Business And Signs New Thorium Fuel Deal

BWX Technologies (NYSE:BWXT) has agreed to sell its medical business to Nordic Capital, while keeping a minority interest and technical involvement. The company has also signed a fuel fabrication agreement with Clean Core Thorium Energy related to future nuclear fuel deployments. These moves indicate a shift in BWX Technologies’ business mix toward core nuclear operations and advanced fuel capabilities. BWX Technologies enters these transactions with a share price of $173.79 and a 5 year...

BWX Technologies Q2 Earnings Call Highlights
MarketBeat52d agoneutral
BWX Technologies Q2 Earnings Call Highlights

BWX Technologies (NYSE:BWXT) reported second-quarter 2026 revenue growth of 18% and raised its full-year financial outlook, citing continued demand across nuclear national security and commercial power markets. Second-quarter revenue reached $902 million, including 9% organic growth, while adjusted