BWX Technologies (NYSE:BWXT) Price Target Raised to $235.00 at BTIG Research

BWX Technologies (NYSE:BWXT) had its price target lifted by research analysts at BTIG Research from $225.00 to $235.00 in a research note issued on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the technology company’s stock. BTIG Research’s price objective would indicate a potential upside of 12.65% from the company’s previous close.

BWXT has been the topic of several other reports. Wall Street Zen upgraded BWX Technologies from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Truist Financial set a $205.00 target price on BWX Technologies in a research report on Friday, January 9th. Weiss Ratings downgraded shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 26th. BNP Paribas Exane assumed coverage on BWX Technologies in a report on Thursday, January 15th. They issued a “neutral” rating and a $215.00 price target for the company. Finally, Northland Securities set a $225.00 target price on BWX Technologies in a research report on Tuesday, November 4th. Three research analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $200.45.

BWX Technologies Stock Performance

Shares of NYSE:BWXT opened at $208.62 on Thursday. The stock has a market capitalization of $19.08 billion, a P/E ratio of 58.44, a P/E/G ratio of 3.05 and a beta of 0.84. The company has a current ratio of 2.32, a quick ratio of 1.62 and a debt-to-equity ratio of 1.64. BWX Technologies has a 1-year low of $84.21 and a 1-year high of $220.57. The business has a 50-day moving average price of $197.09 and a two-hundred day moving average price of $187.12.

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

Insider Buying and Selling

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $203.26, for a total transaction of $2,032,600.00. Following the completion of the sale, the chief executive officer directly owned 177,594 shares in the company, valued at $36,097,756.44. This represents a 5.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.47% of the stock is currently owned by corporate insiders.

Institutional Trading of BWX Technologies

Several large investors have recently bought and sold shares of the business. Creative Financial Designs Inc. ADV raised its stake in BWX Technologies by 250.0% during the second quarter. Creative Financial Designs Inc. ADV now owns 175 shares of the technology company’s stock worth $25,000 after acquiring an additional 125 shares in the last quarter. Hantz Financial Services Inc. increased its position in BWX Technologies by 861.9% during the 2nd quarter. Hantz Financial Services Inc. now owns 202 shares of the technology company’s stock worth $29,000 after purchasing an additional 181 shares in the last quarter. Aventura Private Wealth LLC acquired a new stake in BWX Technologies in the fourth quarter valued at approximately $29,000. WFA of San Diego LLC bought a new stake in shares of BWX Technologies during the second quarter worth $29,000. Finally, Global Trust Asset Management LLC acquired a new stake in BWX Technologies during the 3rd quarter worth approximately $32,000. 94.39% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting BWX Technologies

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

• Positive Sentiment: Q4 beat and raised 2026 outlook — BWXT reported Q4 revenue of $885.8M and EPS of $1.08 (above consensus), and provided stronger FY‑2026 revenue and EPS direction that drove the initial move. BWX Technologies’ Stock Jumps. Its Nuclear Business Is Growing.
• Positive Sentiment: Analyst upgrades — Northland Securities raised multiple quarterly and annual EPS forecasts (Q1–Q4 and FY2026/FY2027), including FY‑2026 to ~$4.61 and Q4 to $1.37, signaling higher expected earnings that support the stock. (Research note)
• Positive Sentiment: Backlog and core market strength — Management highlighted a growing multi‑year backlog (reported commentary and coverage cite roughly $7.3B backlog) and expanding nuclear business exposure across defense, NASA and utilities, underpinning revenue visibility. Stronger-Than-Expected 2025 Results And Higher 2026 Outlook Might Change The Case For Investing In BWX Technologies (BWXT)
• Positive Sentiment: Decreasing short interest — Short interest fell ~15.2% in February, lowering a potential short‑squeeze risk and removing some selling pressure from the tape.
• Neutral Sentiment: Broker and media recognition — BWXT is featured by Zacks and other outlets among notable Q4 EPS beat names, which can attract incremental flows but is not a direct catalyst. Don’t Overlook These Top Stocks After Q4 EPS Beats: ALSN, BWXT, VIV, VVX
• Negative Sentiment: Valuation concerns — A Seeking Alpha note warns shares look overvalued after a large rally (EV/EBITDA and P/E trading at premiums) and trims its rating to Hold with a DCF target below current levels, which could cap upside if investors focus on multiples. BWX Technologies: Time To Wait, Not To Buy

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.