Nuclear Contracts Update: Social media users are highlighting BWX Technologies' role in supplying critical nuclear components for U.S. naval projects. Recent announcements of over $1.4 billion in new contracts have drawn attention to the company's substantial $8.4 billion backlog. Analysts on these platforms note this positions the firm strongly amid growing demand for nuclear hardware.
Backlog and Revenue Focus: Discussions emphasize the contrast between the robust backlog and the firm's fiscal 2026 revenue guidance of around $3.8 billion. Some observers describe the stock as trading at a discount relative to its operational moat in the sector. This has sparked conversations about potential entry points for long-term holders.
Technical Analysis Views: Market watchers are pointing to current chart patterns, including fib extensions and bearish candles, that suggest possible consolidation or retracement. Volume concerns are noted alongside support levels around recent lows. Overall, the tone remains focused on the company's fundamental strengths despite short-term price action.
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 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 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 4 sales selling 10,000 shares for an estimated $1,725,006.
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 $901.6M in Q2 2026. This is an increase of 18.01% 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 9 times in the past 6 months. Of those trades, 8 have been purchases and 1 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 9 times. They made 8 purchases worth up to $225,000 on 08/03, 07/30, 07/27, 07/24, 05/15, 05/14, 05/08, 05/07 and 1 sale worth up to $250,000 on 08/25.
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 437 institutional investors add shares of BWX Technologies stock to their portfolio, and 430 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 2,654,239 shares (+inf%) to their portfolio in Q2 2026, for an estimated $516,647,621
- SELECT EQUITY GROUP, L.P. added 977,584 shares (+134.6%) to their portfolio in Q2 2026, for an estimated $190,286,725
- INVESCO LTD. removed 687,204 shares (-27.2%) from their portfolio in Q2 2026, for an estimated $133,764,258
- FIRST TRUST ADVISORS LP added 684,471 shares (+49.2%) to their portfolio in Q2 2026, for an estimated $133,232,280
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 682,918 shares (+inf%) to their portfolio in Q2 2026, for an estimated $132,929,988
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 491,360 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $95,643,224
- QUBE RESEARCH & TECHNOLOGIES LTD removed 433,266 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $88,598,564
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 $143,253,968 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: $126,302,465
- THE CONTRACTOR SHALL PROCESS 3.6 MT OF HALEU: $15,985,145
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 4 analysts offer price targets for $BWXT in the last 6 months, with a median target of $231.0.
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
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.
