BWXT Stock Is Up Nearly 100% in a Year and Just Announced a Major Acquisition. Is the Nuclear Rally Just Getting Started?

BWX Technologies isn't as well known as other nuclear stocks. The bulk of its revenue comes from its government segment.

The Motley Fool • May 17, 2026

Nuclear Stock Up 100%, Gets Boost From Trump Battleships, Activist Investor

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.

Investors Business Daily • May 15, 2026

OPG's Darlington Project Proves the SMR Modular Thesis for Investors

The nuclear energy sector reached a pivotal milestone this month as Ontario Power Generation (OPG) successfully installed the first basemat module for the Darlington New Nuclear Project. This development marks a significant leap forward for the G7's first commercial grid-scale Small Modular Reactor (SMR), signaling a tangible shift in the nuclear renaissance for global investors.

ETF Trends • May 14, 2026

BWX Technologies Rises 19.7% YTD: Time to Buy, Sell or Hold the Stock?

BWXT jumps 197% YTD as strong earnings growth, major Navy contracts and solid valuation support its long-term outlook.

Zacks Investment Research • May 13, 2026

Ananym urges BWX Technologies to commercialize reactor design, says shares could double

Activist investor Ananym ‌Capital Management sees room for BWX Technologies' stock to double in coming years if the defense and energy company commercializes its mothballed nuclear reactor design to help meet ballooning energy demand.

Reuters • May 12, 2026

US considering financing billions of dollars in long-lead time parts of nuclear plants, NEI says

The U.S. ​Department of Energy is considering a plan to ‌finance billions of dollars for components of large nuclear reactors that can take a long time to secure, the head of the industry group ​Nuclear Energy Institute said on Tuesday.

Reuters • May 12, 2026

Partnerships, Positive Sentiment Boost U.S. Nuclear

The nuclear industry has seen a recent flurry of announcements, headlined by two major industry partnerships to rapidly deploy new reactors. These exciting developments come against the backdrop of a new national poll showing increased positive sentiment towards nuclear energy.

ETF Trends • May 11, 2026

BWXT Announces $1.4 Billion in Contracts for Naval Nuclear Propulsion Program

LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today the award of U.S. Naval Nuclear Propulsion Program contracts totaling more than $1.4 billion. The first contract, valued at $1.285 billion, supports long-lead material procurement for the program. The base contract is for fiscal year 2026 and is the first of five annual task order awards available through 2030. The second contract, valued at $165 million, is for procurement of long-lead time reactor system comp.

Business Wire • May 7, 2026

BWX Technologies, Inc. (BWXT) Q1 2026 Earnings Call Transcript

BWX Technologies, Inc. (BWXT) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 5, 2026

Nuclear Stocks CCJ, BWXT Test Buy Points On Earnings; Demand 'Heating Up'

Uranium prices are on the rise.

Investors Business Daily • May 5, 2026