Consolidation Signals: Social media chatter points to BWXT shares forming a bullish rising consolidation pattern after recent accumulation. Observers note the stock's involvement in nuclear components and small modular reactor designs as key drivers. Potential exists for an impulsive upward move akin to prior periods if the channel holds.
Defense Moat: Participants highlight the firm's established role supplying nuclear reactors to the U.S. Navy alongside new microreactor work for the Army. This underscores a decades-long relationship with the Department of Defense that many view as highly defensible. The focus remains on its unique positioning in government contracts.
Nuclear Integration: Recent threads emphasize BWXT's advancements in TRISO fuel and HALEU feedstock supply, supporting milestones in advanced reactors. This vertical integration is seen as strengthening its place amid rising demand for small modular reactors and energy infrastructure. Discussions tie these elements to broader themes of energy security and technological needs.
Note: This discussion summary was generated from an AI condensation of post data.
BWX Technologies Insider Trading Activity
BWX Technologies insiders have traded $BWXT stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $BWXT stock by insiders over the last 6 months:
- REX D GEVEDEN (President and CEO) has made 0 purchases and 6 sales selling 10,000 shares for an estimated $2,032,559.
- GERHARD F BURBACH sold 1,983 shares for an estimated $413,676
- KEVIN JAMES GORMAN (VP & Chief Accounting Officer) sold 1,344 shares for an estimated $288,574
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
BWX Technologies Revenue
BWX Technologies had revenues of $860.2M in Q1 2026. This is an increase of 26.08% from the same period in the prior year.
You can track BWXT financials on Quiver Quantitative's BWXT stock page.
You can access data on BWXT stock through the Quiver Quantitative API.
BWX Technologies Congressional Stock Trading
Members of Congress have traded $BWXT stock 4 times in the past 6 months. Of those trades, 4 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $BWXT stock by members of Congress over the last 6 months:
- REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 4 times. They made 4 purchases worth up to $130,000 on 05/15, 05/14, 05/08, 05/07 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
BWX Technologies Hedge Fund Activity
We have seen 448 institutional investors add shares of BWX Technologies stock to their portfolio, and 363 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,767,184 shares (-59.0%) from their portfolio in Q4 2025, for an estimated $305,440,082
- JPMORGAN CHASE & CO added 1,691,993 shares (+497.7%) to their portfolio in Q4 2025, for an estimated $292,444,070
- CAPITAL WORLD INVESTORS added 569,415 shares (+inf%) to their portfolio in Q1 2026, for an estimated $116,439,673
- MACQUARIE GROUP LTD removed 471,055 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $81,417,146
- QUBE RESEARCH & TECHNOLOGIES LTD removed 433,266 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $88,598,564
- MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. added 403,598 shares (+45.6%) to their portfolio in Q1 2026, for an estimated $82,531,755
- FENGHE FUND MANAGEMENT PTE. LTD. added 393,200 shares (+inf%) to their portfolio in Q1 2026, for an estimated $80,405,468
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
BWX Technologies Government Contracts
We have seen $81,353,479 of award payments to $BWXT over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- ENRICHED URANIUM CONVERSION AND PURIFICATION SERVICES: $67,721,440
- THE CONTRACTOR SHALL PROCESS 3.6 MT OF HALEU: $13,152,171
- REQUESTING 15K TO CREATE A FIBER OPTIC PATHWAY FROM THE TELCO DEMARC TO THE BWXT NRC RESIDENT OFFICE IN SUP...: $5,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
BWX Technologies Analyst Ratings
Wall Street analysts have issued reports on $BWXT in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Deutsche Bank issued a "Buy" rating on 05/15/2026
To track analyst ratings and price targets for BWX Technologies, check out Quiver Quantitative's $BWXT forecast page.
BWX Technologies Price Targets
Multiple analysts have issued price targets for $BWXT recently. We have seen 6 analysts offer price targets for $BWXT in the last 6 months, with a median target of $232.5.
Here are some recent targets:
- Scott Deuschle from Deutsche Bank set a target price of $255.0 on 05/15/2026
- Alexandra Mandery from Truist Securities set a target price of $212.0 on 05/11/2026
- David Strauss from Wells Fargo set a target price of $200.0 on 04/01/2026
- Ronald Epstein from B of A Securities set a target price of $250.0 on 03/25/2026
- Marc Bianchi from TD Securities set a target price of $230.0 on 03/12/2026
- Andre Madrid from BTIG set a target price of $235.0 on 02/26/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
