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The pre-revenue startup without a reactor beat nuclear giants for a DOE weapons-grade fuel program to convert commercial reactor fuel.
In the past few days, coverage of BWX Technologies has underscored its approximately US$8.65 billion backlog as of March 31, 2026, spanning naval nuclear propulsion, advanced reactors, uranium processing, and commercial operations. This emphasis on a large, diversified contract base highlights how BWXT’s long-term planning is increasingly anchored by government work and expanding nuclear services. We’ll now examine how BWX Technologies’ expanding, highly visible backlog and reinforced...
Which of these nuclear stocks has a brighter future?
BWX Technologies' $8.65 billion backlog and timing of performance obligations boost revenue visibility, supporting planning across Government and Commercial Operations.
Cameco and BWX Technologies will profit from the soaring demand for nuclear energy.
The nuclear energy build-out gives investors an opportunity to build lasting wealth as governments embrace nuclear power.
Nextpower and BWX Technologies are growing faster than many other energy companies.
Download the Complete Report Here Terrestrial Energy Inc. (IMSR) NRC Progress, Riot Data-Center Channel, and DOE Programs Strengthen Commercialization Path; Valuation Offers Milestone-Driven Re-Rating Potential Key Takeaways: 1Q26 reinforced IMSR’s three-pillar execution roadmap, with progress across NRC licensing, DOE pilots, supply chain, and project origination. NRC approval of the PIE Topical Report adds a second […]
BWX Technologies (NYSE:BWXT) has agreed to acquire Precision Components Group to expand its U.S. commercial nuclear production capacity. The deal is aimed at strengthening BWXT's position as domestic demand for nuclear energy increases. The acquisition is intended to deepen BWXT's reach beyond its core government focused operations. BWX Technologies, traded on the NYSE under the ticker BWXT, is moving further into the U.S. commercial nuclear market with this planned acquisition. The stock...
BWX Technologies (NYSE: BWXT) has spent decades as one of the most reliable, least-discussed names in U.S. defense contracting. The Lynchburg, Virginia-based company builds nuclear reactor components and fuel for the U.S. Navy's submarines and aircraft carriers; the kind of work that rarely makes ...
Mirion Technologies delivers radiation detection and monitoring solutions to healthcare and industrial clients worldwide.
Lincoln Educational Services delivers hands-on technical and healthcare training across 22 campuses, serving workforce needs nationwide.
Callaway Golf Company combines branded equipment sales with experiential entertainment through its Topgolf venues and lifestyle offerings.
BWX Technologies (BWXT) is back in focus after reporting first quarter 2026 results that topped Wall Street expectations, raising full year guidance and landing more than US$1.4b in new U.S. Navy nuclear contracts. See our latest analysis for BWX Technologies. Even after a recent pullback, with a 30 day share price return down 11.47%, BWX Technologies still shows strong momentum. The year to date share price return is 16.00% and the 1 year total shareholder return is 95.09%, reflecting how...
BWX Technologies, Inc. (NYSE:BWXT) is one of the best nuclear energy stocks to buy as SMRs go mainstream, with a median upside potential of 11.2%. BWX Technologies, Inc. (NYSE:BWXT) could be presenting a case for strong upside, according to Ananym Capital Management, an activist investor. The firm discussed the company’s inactive mPower small modular reactor […]
The U.S. Navy confirmed the new Trump class battleships will be nuclear-powered. The decision is set to raise demand for the specialized reactors BWX Technologies makes that power those vessels.
Pre-Market Stock Futures: Futures are trading sharply lower as we get set to end one of the most exciting weeks on Wall Street in 25 years. Positive meetings in China with President Trump, who brought his CEO contingent and Elon Musk, and President Xi, massive upside earnings and forward guidance from an OG tech and ... Here Are Friday’s Top Wall Street Analyst Research Calls: Arista Networks, BWX Technologies, Cisco Systems, Danaher, Doximity, Estee Lauder, Illumina, Texas Roadhouse, Workday, a
The Energy Department announced $94 million worth of cost-sharing grants to build out America’s nuclear infrastructure.
BWX’s first quarter results for 2026 exceeded Wall Street’s expectations for both revenue and non-GAAP earnings, but the market reaction was notably negative. Management attributed the performance to higher throughput, strong operational execution, and robust demand in both government and commercial segments. CEO Rex Geveden pointed to “improved throughput, favorable pacing of work, and exceptional operational execution” as major contributors. The company also highlighted a significant year-over
BWX Technologies could be one of the best long-term nuclear plays.
In October 2025, a company with zero revenue, no operating reactors, and a product still years away from commercialization briefly crossed a $30 billion valuation. That company was Oklo Inc. (NYSE: OKLO.
BWXT jumps 197% YTD as strong earnings growth, major Navy contracts and solid valuation support its long-term outlook.
Two profitable nuclear energy companies, one winner.
BWX Technologies, Inc. (NYSE:BWXT) is one of the 14 Stocks That Will Skyrocket. Another stock in Green’s coverage is a nuclear power play operating in the small and medium reactor (SMR) industry. It also runs “the ONLY large nuclear manufacturing facility in North America,” he says, and adds: “like Rockefeller’s Standard Oil back in its […]
BWX Technologies, Inc. recently reported first-quarter 2026 results, with sales rising to US$860.22 million and net income to US$91.07 million, while also declaring a US$0.27 per-share quarterly dividend payable on June 5, 2026 to shareholders of record on May 19, 2026. Alongside beating earnings expectations, BWX Technologies raised its 2026 revenue guidance above US$3.75 billion and moved to expand nuclear manufacturing capacity through the planned acquisition of Precision Components...
BWX Technologies, Inc. (NYSE:BWXT) is among the 10 Best Large Cap Defense Stocks to Buy According to Hedge Funds. On May 4, the company announced robust financial results for Q1 2026, beating Wall Street’s estimates for both revenue and earnings. Revenue for the quarter was reported at $860.2 million, up 26% from the prior year. […]