Analyst Upgrade Ignites Buzz: Recent analyst notes have highlighted BWX Technologies' strategic moves in commercial nuclear manufacturing. Social media observers note the upgrade to Buy with a $245 price target from Seaport Global as a notable development. Discussions emphasize the company's positioning in advanced reactor technologies.
Nuclear AI Power Focus: Conversations on social media center on BWXT's role in supplying nuclear solutions for AI data centers. Commenters point to the revival of the mPower reactor design as potentially significant for future energy needs. Overall chatter reflects strong interest in the firm's growth amid rising power demands.
Market Sentiment Builds: Broader talks include mentions of political stock purchases and uranium sector leadership by the company. Participants describe the tone around these updates as optimistic regarding nuclear advancements. The dialogue underscores ongoing attention to BWXT's defense and commercial contracts.
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 447 institutional investors add shares of BWX Technologies stock to their portfolio, and 364 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 $67,345,039 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: $53,713,000
- 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.
