BWX Technologies Already Builds Reactors for the Navy. Why Is It Still the Cheapest Nuclear Stock?

BWX Technologies anticipates double-digit revenue and EPS growth this year. It is the primary source of nuclear reactors and high-assay enriched fuel for the U.S. Navy's submarine and aircraft carrier fleet.

The Motley Fool • 3 hours ago

BWXT Selected to Develop Conceptual Design for NNSA Lithium Processing Facility

LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) announced today a contract award from the U.S. Department of Energy's National Nuclear Security Administration (DOE/NNSA) to deliver a conceptual design for the first module of a new Lithium Processing Facility to be constructed at the Y-12 National Security Complex. Lithium reprocessing is an ongoing function currently conducted in aging facilities. NNSA's national security mission requires modernization in order to continue.

Business Wire • Sep 3, 2026

Microsoft and Meta Signed Multi-Decade Nuclear Power Deals. These 3 Stocks Supply That Power

Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued.

24/7 Wall Street • Sep 3, 2026

Cathie Wood's Ark Just Bought $7.6 Million of Nuclear Supplier BWX Technologies While Continuing to Dump Roblox Stock. Is Nuclear Power Ark's Next Big AI-Adjacent Bet?

Cathie Wood's Ark Invest recently purchased shares of BWX Technologies. BWX is a leader in nuclear energy tech, and it's manufacturing microreactors that could power data centers.

The Motley Fool • Sep 1, 2026

BWX Technologies: A Hidden Nuclear Monopoly Trading Below Its Potential

BWX Technologies is rated buy, driven by its unique government relationships, expanding commercial nuclear opportunities, and being the sole manufacturer of nuclear reactors and fuel for the U.S. Navy. BWXT's government segment, 67% of revenue, offers long-term visibility, while commercial operations are accelerating with 45% FY26 growth guidance. Strong backlog ($8.4B), robust cash flow, and strategic acquisitions (PCG, Kinectrics) position BWXT to capitalize on nuclear and AI-driven power demand.

Seeking Alpha • Sep 1, 2026

The Army Just Put A Price On Five Nuclear Microreactors For U.S. Bases

The U.S. nuclear energy revival just got a $2.2 billion boost as the Army announces five sites and vendors for microreactors.

Investors Business Daily • Aug 31, 2026

BWX Technologies to Hold Investor Day on September 29, 2026

LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) will host an Investor Day with financial analysts and institutional investors on Tuesday, September 29, 2026, beginning at 8:30 a.m. EDT. The event will be held live in New York City and feature presentations by BWXT's President and Chief Executive Officer Rex D. Geveden, Senior Vice President and Chief Financial Officer Mike T. Fitzgerald and other leaders from across the company, followed by a live question and answer sessio.

Business Wire • Aug 31, 2026

Nuclear Energy Scaling Up Through New Federal Projects

Two of the most significant government-led nuclear energy programs are illustrating how quickly the advanced nuclear field is expanding. The Nuclear Energy Launch Pad added 13 reactor and fuel cycle technology projects to its development pipeline.

ETF Trends • Aug 31, 2026

BWX Technologies' Army Reactor Win Could Redraw Its Nuclear Growth Story

BWX Technologies TodayBWXTBWX Technologies$153.88 -1.97 (-1.26%) As of 10:33 AM Eastern52-Week Range$147.74▼$241.82Dividend Yield0.70%P/E Ratio39.87Price Target$224.20Add to WatchlistThe Department of Defense faces a structural energy problem, and its latest solution is quietly reshaping the commercial nuclear landscape. The U.S. Army recently selected BWX Technologies, Inc. NYSE: BWXT to deploy a 20-megawatt Advanced Nuclear Reactor at Fort Campbell as part of the Janus program.

MarketBeat • Aug 28, 2026

This Waters Analyst Turns Bullish; Here Are Top 3 Upgrades For Thursday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Benzinga • Aug 27, 2026