BWX Technologies is still a best in breed play on the nuclear market.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
BWXT expands R&D investments to advance nuclear technologies, strengthen innovation and support long-term growth.
OKLO's CEI acquisition brings sodium engineering in-house, aiming to accelerate Aurora reactor development, tighten execution and reduce deployment risks.
BWXT's commercial nuclear business is accelerating with acquisitions, rising backlog, and surging revenues on demand growth for components and nuclear services.
Innovative Solutions and Support (ISSC) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Nuclear stocks BWX Technologies and NuScale Power are drawing fresh investor interest, but execution, valuation and revenue visibility may separate the stronger choice.
The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks like. The rest of the memory complex came along for the ride. On CNBC the same morning, Global X’s Seana Smith framed the earnings report ... Micron’s Blowout Sparked a Chip Rally, but the Smart Money Is Already Rotating Into Defense and Space
BWX Technologies (NYSE:BWXT) has licensed its mPower small modular reactor technology to Applied Atomics. The agreement gives Applied Atomics exclusive rights for commercial development and deployment, while BWXT keeps manufacturing and royalty rights. The deal focuses on bringing mPower reactors to new markets, including customers with growing electricity needs. For investors watching the nuclear power space, this agreement places BWX Technologies at the center of a fresh push to...
BWX currently trades at $205.25 and has been a dream stock for shareholders. It’s returned 242% since June 2021, more than tripling the S&P 500’s 76.5% gain. The company has also beaten the index over the past six months as its stock price is up 15% thanks to its solid quarterly results.
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
Pre-Market Stock Futures: Futures are trading mixed as we prepare to finish the last full week of the second quarter. We finished a wild holiday-shortened trading week last Thursday, as Friday was the federal Juneteenth holiday, and all major indices rebounded smartly from the Federal Reserve-induced sell-off on Wednesday. Details of the signed memorandum of ... Here Are Monday’s Best Wall Street Analyst Research Calls: Accenture, Apple, Boyd Gaming, BWX Technologies, Conoco-Phillips, Estee Laud
Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.
ATI extends its strategic material supply agreement with BWXT through fiscal 2030, supporting the U.S. Naval Nuclear Propulsion Program.
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Their momentum is also rising as lower interest rates have incentivized higher capital spending. As a result, the industry has posted a 16.4% gain over the past six months, beating the S&P 500 by 10 percentage points.
AeroVironment (NASDAQ:AVAV) executives outlined the company’s expanded defense technology portfolio, production plans and market opportunities during a Wells Fargo investor discussion hosted by aerospace and defense analyst David Strauss. Chief Operating Officer Rob Smith, who joined AeroVironment
Shares of specialty materials manufacturer ATI (NYSE:ATI) jumped 5.3% in the afternoon session after the company announced a new long-term strategic material supply agreement with BWX Technologies to support the U.S. Naval Nuclear Propulsion Program.
Earlier this month, BWX Technologies, Inc. reported that its TRISO nuclear fuel powered Antares Nuclear Inc.’s reactor through a key criticality milestone under Executive Order 14301, after processing HALEU feedstock from NNSA scrap and manufacturing fuel compacts at its Lynchburg, Virginia facility. This advance, closely tied to BWX Technologies’ work on the U.S. Army’s Project Pele microreactor and decades of DOE-backed TRISO development, underscores the company’s role in supplying...
OKLO's ARMEC buy brings nuclear machining in-house, tightening design-to-build loops as investors weigh execution, supply chains and timing.
Mirion Technologies, BWX Technologies and GE Vernova are highlighted as nuclear energy OEMs tied to AI-driven power demand and price upside potential.
BWX Technologies (NYSE:BWXT) has acquired Precision Components Group, expanding its commercial nuclear manufacturing footprint. The company has also secured substantial contracts under the U.S. Naval Nuclear Propulsion Program, reinforcing its role as a key supplier to the U.S. Navy. These developments highlight fresh progress for NYSE:BWXT in both government and commercial nuclear markets beyond previously discussed contracts. For investors tracking NYSE:BWXT, the Precision Components...
BWX Technologies (BWXT) is drawing fresh attention after its shares moved lower alongside a sector-wide aerospace and defense selloff, even as the company secured over US$1.4b in U.S. Naval Nuclear Propulsion Program contracts. See our latest analysis for BWX Technologies. That sector-wide weakness has pulled BWX Technologies’ 7 day share price return down 7.15% and its 30 day share price return down 14.75%. However, the 1 year total shareholder return of 44.14% and 5 year total shareholder...
MIR, BWXT and GEV offer notable upside based on AI data center power demand boosting nuclear OEMs.
One company is still developing its high-potential technology, while the other is winning major contracts and rapidly growing its backlog.
BWX Technologies, Inc. (NYSE:BWXT) is included among the 15 Best Nuclear Power Stocks to Buy According to Wall Street Analysts. BWX Technologies, Inc. (NYSE:BWXT) provides safe and effective nuclear solutions for global security, clean energy, environmental restoration, nuclear medicine, and space exploration. The company is also the sole manufacturer of naval nuclear reactors for US […]
BWXT and UEC ramp up nuclear infrastructure and uranium supply efforts as energy reliability gains focus.
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.