TD Cowen Begins Coverage on BWX Technologies (NYSE:BWXT)

Analysts at TD Cowen began coverage on shares of BWX Technologies (NYSE:BWXT) in a report released on Thursday, MarketBeat.com reports. The firm set a “buy” rating and a $230.00 price target on the technology company’s stock. TD Cowen’s price target suggests a potential upside of 18.35% from the company’s current price.

Several other research analysts have also issued reports on the stock. Truist Financial set a $205.00 price target on shares of BWX Technologies in a report on Friday, January 9th. Zacks Research raised shares of BWX Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, January 21st. BNP Paribas Exane started coverage on shares of BWX Technologies in a research report on Thursday, January 15th. They set a “neutral” rating and a $215.00 price objective for the company. CJS Securities raised shares of BWX Technologies to a “strong-buy” rating in a research note on Friday, December 12th. Finally, BTIG Research boosted their target price on shares of BWX Technologies from $225.00 to $235.00 and gave the company a “buy” rating in a report on Thursday, February 26th. Three research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $206.36.

BWX Technologies Trading Down 1.8%

NYSE BWXT opened at $194.34 on Thursday. The business’s 50-day moving average price is $203.19 and its two-hundred day moving average price is $189.59. BWX Technologies has a 12 month low of $84.21 and a 12 month high of $220.57. The firm has a market capitalization of $17.77 billion, a PE ratio of 54.44, a price-to-earnings-growth ratio of 3.23 and a beta of 0.83. The company has a current ratio of 2.32, a quick ratio of 2.25 and a debt-to-equity ratio of 1.64.

BWX Technologies (NYSE:BWXT) last issued its quarterly earnings data on Monday, February 23rd. The technology company reported $1.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.91 by $0.17. The company had revenue of $885.84 million during the quarter, compared to the consensus estimate of $837.47 million. BWX Technologies had a return on equity of 30.94% and a net margin of 10.28%.The firm’s revenue was up 18.7% compared to the same quarter last year. During the same period last year, the company earned $0.92 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.550-4.700 EPS. On average, analysts expect that BWX Technologies will post 3.23 EPS for the current year.

Insider Activity

In related news, CEO Rex D. Geveden sold 10,000 shares of the business’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the transaction, the chief executive officer owned 177,594 shares in the company, valued at $36,097,756.44. The trade was a 5.33% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Gerhard F. Burbach sold 1,983 shares of the stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $208.61, for a total transaction of $413,673.63. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 13,327 shares of company stock worth $2,734,844 in the last quarter. 0.47% of the stock is owned by corporate insiders.

Institutional Trading of BWX Technologies

Large investors have recently made changes to their positions in the company. Wedbush Securities Inc. raised its stake in BWX Technologies by 4.3% during the 4th quarter. Wedbush Securities Inc. now owns 1,263 shares of the technology company’s stock worth $218,000 after buying an additional 52 shares during the period. Oppenheimer Asset Management Inc. grew its stake in BWX Technologies by 1.0% in the fourth quarter. Oppenheimer Asset Management Inc. now owns 5,448 shares of the technology company’s stock valued at $942,000 after acquiring an additional 54 shares during the period. Guggenheim Capital LLC grew its stake in BWX Technologies by 2.2% in the fourth quarter. Guggenheim Capital LLC now owns 2,598 shares of the technology company’s stock valued at $449,000 after acquiring an additional 55 shares during the period. Stratos Wealth Partners LTD. increased its holdings in shares of BWX Technologies by 3.5% during the fourth quarter. Stratos Wealth Partners LTD. now owns 1,979 shares of the technology company’s stock valued at $342,000 after acquiring an additional 67 shares in the last quarter. Finally, Corient Private Wealth LLC raised its position in shares of BWX Technologies by 1.2% during the second quarter. Corient Private Wealth LLC now owns 5,880 shares of the technology company’s stock worth $847,000 after purchasing an additional 69 shares during the period. 94.39% of the stock is currently owned by institutional investors and hedge funds.

More BWX Technologies News

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

• Positive Sentiment: TD Securities initiated coverage with a Buy rating, signaling institutional interest and research support for BWXT’s growth profile. Read More.
• Positive Sentiment: TD Cowen also started coverage with a Buy and highlighted BWXT’s “unmatched nuclear heritage,” adding another independent bullish voice on the stock. Read More.
• Positive Sentiment: Analysts set a $230 price target (TD Securities / TD Cowen reporting), implying roughly double-digit upside from current levels — a clear near-term upside benchmark for investors to watch. Read More.
• Positive Sentiment: Operational tailwinds: BWXT reported quarterly revenue and backlog growth (backlog up ~50% to $7.3B) and is expanding into advanced nuclear programs (TRISO fuel, microreactors, Project Pele and modular BANR), which could broaden long‑term revenue beyond naval propulsion. Read More.
• Positive Sentiment: Coverage pieces note strong stock performance over the past year (shares up ~100% year-over-year in some reports), reinforcing momentum but also raising valuation questions. Read More.
• Neutral Sentiment: Sector context: broader defense and aerospace spending tailwinds (and peers like Teledyne gaining from defense and commercial aviation recovery) support a positive backdrop for BWXT but do not guarantee stock moves. Read More.
• Neutral Sentiment: Macro/structural piece: analysts point to a structural shift in national security spending that favors defense suppliers, providing a favorable demand environment for BWXT’s products and services over the medium term. Read More.

BWX Technologies Company Profile

BWX Technologies, Inc (NYSE: BWXT) is a specialized supplier of nuclear components and services, primarily serving the U.S. government and commercial markets. The company’s core expertise lies in the design, fabrication and servicing of nuclear propulsion systems for the U.S. Navy, where it supports the maintenance and overhaul of naval nuclear reactors. In addition to defense applications, BWXT develops small modular reactors (SMRs), nuclear fuel and related technologies for non‐defense power generation, offering scalable solutions to meet evolving energy and industrial demands.

Beyond propulsion and power systems, BWXT is a leading producer of medical radioisotopes used in diagnostic imaging and cancer treatment.