BWXT BWX Technologies, Inc. Loading... : Bullish and Bearish Analyst Opinions
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14:29
Sep 03
Sep 03
Long BWXT exposure in portfolio
Holds nuclear/defense BWXT with 2.5% allocation; minor position maintained despite flat performance, likely part of broader sector conviction.
MED
21:08
Aug 27
Aug 27
The author simply posts the ticker BWXT while quoting a Department of Defense microreactor.
The author simply posts the ticker BWXT while quoting a Department of Defense microreactor initiative, but expresses no personal position or directional call.
LOW
10:09
Aug 27
Aug 27
Piper Sandler, Baird, Citi, Deutsche Bank, BMO, Wells Fargo.
Piper Sandler, Baird, Citi, Deutsche Bank, BMO, Wells Fargo, and BofA issue multiple upgrades and downgrades with price target changes across a broad set of stocks.
17:04
Aug 26
Aug 26
BWXT, LEU named top nuclear favorites.
Speaker names BWXT and LEU as his two favorite nuclear-group names and wants them back on the table, but gives no explicit catalyst or directional trade.
MED
21:49
Aug 03
Aug 03
BWXT named exception in skeptical nuclear view
Speaker names BWXT as one of only two nuclear companies worth attention, while dismissing the broader sector as technologically unready for at least 10 years.
MED
20:29
Aug 03
Aug 03
BWXT safest nuclear bet, EBITDA positive
Buy BWXT as the lowest-risk nuclear energy play — already EBITDA positive servicing existing plants, with commercial revenue nearly doubling YoY and operating income surging 254%, while the stock held flat on a minor revenue miss, suggesting the market correctly looks through the headline.
MED
20:11
Aug 03
Aug 03
Watch BWXT after Q2 beat.
Watch BWXT after its Q2 adjusted EPS and revenue beat consensus and operating trends remain positive; no author position is disclosed, so monitor for a clearer catalyst before treating this as a long.
MED
14:09
Jul 22
Jul 22
Technical setup suggests nuclear stocks are basing after a months-long downtrend.
Technical setup suggests nuclear stocks are basing after a months-long downtrend; coiling pattern may resolve higher if bulls defend support.
MED
12:00
Jul 21
Jul 21
Nuclear supplier BWXT gains from reactor buildout
BWXT is the primary nuclear supplier for the US Navy and has significant dollar content in the AP1000 reactor supply chain. It will benefit substantially from the required scale-up of large-scale nuclear construction as the gas crisis forces the US to build new reactors.
MED
16:24
Jun 15
Jun 15
Author flags BWXT as underperforming, in context of a prior bearish thesis on nuclear/turbine.
Author flags BWXT as underperforming, in context of a prior bearish thesis on nuclear/turbine names citing lead-time mismatches and cost escalation vs. competing alternatives.
MED
10:28
May 29
May 29
Author recommends BWXT as top nuclear play based on personal opinion, without specific catalyst.
MED
10:30
May 26
May 26
Buy BWXT as a scarce, hard-to-replicate productive asset within the debasement framework.
Buy BWXT as a scarce, hard-to-replicate productive asset within the debasement framework; speaker groups it with semis and gold as real-asset exposure that reprices favorably when fiat purchasing power erodes.
MED
14:33
Apr 23
Apr 23
Long BWXT as a nuclear components supplier aligned with GE-Hitachi and benefiting from SMR.
Long BWXT as a nuclear components supplier aligned with GE-Hitachi and benefiting from SMR deployment.
HIGH
10:50
Apr 20
Apr 20
BWXT acquired Precision Components Group (PCG), adding $125M in annual revenue. Bringing manufacturing of critical components in-house expands their US Navy supply chain and deepens their defense moat. Long BWXT as the strategic acquisition immediately boosts revenue and strengthens its market position. No counter-arguments or risks were mentioned in the thread.
LOW
00:53
Feb 24
Feb 24
BWX Technologies reported 95% growth in its commercial nuclear business and is the sole manufacturer of nuclear reactors for the US Navy. The intersection of "National Security" (Navy shipbuilding) and "Energy Security" (AI data centers needing nuclear power) creates a dual tailwind. These are "tangible" industries immune to AI displacement. LONG. Kramer calls BWXT an "extraordinary story" and HII the "best thing we have when it comes to the Navy." Regulatory hurdles for new nuclear builds or cuts to the defense budget.
00:29
Feb 24
Feb 24
Watch BWXT on delayed Tc-99 commercialization timeline.
Watch BWXT as its Tc-99 commercialization remains delayed and uncertain, posing a timeline risk and excluding it from 2026 guidance.
MED
00:29
Feb 24
Feb 24
Watch BWXT for nuclear sector read-throughs.
Watch BWXT as its earnings call provides high-signal cross-sector inputs on nuclear demand broadening into tangible order flow and capacity tightness.
MED
00:28
Feb 24
Feb 24
Watch BWXT amid growth and margin headwinds.
Watch BWXT following its Q4 results, balancing a strong multi-year growth and capacity expansion narrative against near-term margin headwinds and a back-half weighted 2026 guidance.
MED
About BWXT Analyst Coverage
Buzzberg tracks BWXT (BWX Technologies, Inc.) across 12 sources. 6 bullish vs 0 bearish calls from 12 analysts. Sentiment: predominantly bullish (33%). 18 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: grumpierbtday, DeItaone, thematictrader.