Recent discussions on X about BWX Technologies (BWXT) have centered on the company's role in the nuclear energy sector, particularly following a surge in stock interest tied to a 17% rally and strong Q2 earnings. Many users are highlighting the company's impressive backlog of $6 billion and its involvement in naval nuclear power and next-generation reactors as key drivers of optimism. The buzz also touches on broader themes of nuclear energy's revival amid growing energy demands from AI and decarbonization efforts.
However, not all sentiment is uniformly positive, as some voices on X caution about potential pullbacks in nuclear stocks due to extended timelines for revenue generation in newer technologies like small modular reactors. Despite this, several discussions point to BWXT as a more stable play in the sector due to its focus on components and established contracts. The conversation remains dynamic, reflecting both excitement and a degree of caution among participants.
Note: This discussion summary was generated from an AI condensation of post data.
BWX Technologies Congressional Stock Trading
Members of Congress have traded $BWXT stock 1 times in the past 6 months. Of those trades, 1 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 LISA C. MCCLAIN purchased up to $15,000 on 06/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
BWX Technologies Insider Trading Activity
BWX Technologies insiders have traded $BWXT stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 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 70,625 shares for an estimated $9,375,330.
- ROBERT L DUFFY (SVP and Chief Admin. Officer) sold 6,000 shares for an estimated $624,160
- RONALD OWEN JR WHITFORD (SVP, General Counsel and Sec.) has made 0 purchases and 2 sales selling 4,092 shares for an estimated $581,042.
- OMAR FATHI MEGUID (SVP and Chief Digital Officer) sold 2,261 shares for an estimated $406,618
- LELAND D MELVIN sold 600 shares for an estimated $106,958
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
BWX Technologies Hedge Fund Activity
We have seen 325 institutional investors add shares of BWX Technologies stock to their portfolio, and 359 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DEMARS FINANCIAL GROUP, LLC removed 4,260,436 shares (-99.2%) from their portfolio in Q2 2025, for an estimated $613,758,410
- VALEO FINANCIAL ADVISORS, LLC added 1,513,092 shares (+33572.0%) to their portfolio in Q2 2025, for an estimated $217,976,033
- ARTISAN PARTNERS LIMITED PARTNERSHIP added 1,276,267 shares (+inf%) to their portfolio in Q2 2025, for an estimated $183,859,024
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added 1,273,895 shares (+523.2%) to their portfolio in Q2 2025, for an estimated $183,517,313
- BOSTON PARTNERS removed 966,141 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $95,309,809
- INVESCO LTD. added 926,117 shares (+139.0%) to their portfolio in Q2 2025, for an estimated $133,416,415
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 919,741 shares (+inf%) to their portfolio in Q2 2025, for an estimated $132,497,888
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
BWX Technologies Government Contracts
We have seen $67,209,442 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: $47,418,184
- THE CONTRACTOR SHALL PROCESS 3.6 MT OF HALEU: $16,189,171
- DOMESTIC URANIUM ENRICHMENT CENTRIFUGE PILOT PLANT DEPLOYMENT STUDY: $3,331,718
- THE CONTRACTOR WILL PROVIDE CONTINUED STORAGE OF RADIOACTIVE WASTE AND SPENT NUCLEAR FUEL (SNF) LOCATED AT ...: $250,368
- REQUESTING 15K TO CREATE A FIBER OPTIC PATHWAY FROM THE TELCO DEMARC TO THE BWXT NRC RESIDENT OFFICE IN SUP...: $20,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
BWX Technologies Analyst Ratings
Wall Street analysts have issued reports on $BWXT in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 08/13/2025
- William Blair issued a "Outperform" rating on 05/28/2025
- CLSA issued a "Outperform" rating on 05/27/2025
- Seaport Global issued a "Buy" rating on 04/01/2025
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 $147.5.
Here are some recent targets:
- Ronald Epstein from B of A Securities set a target price of $220.0 on 08/13/2025
- Michael Ciarmoli from Truist Securities set a target price of $145.0 on 08/05/2025
- Scott Deuschle from Deutsche Bank set a target price of $150.0 on 07/08/2025
- Max Hopkins from CLSA set a target price of $177.6 on 05/27/2025
- Tate Sullivan from Maxim Group set a target price of $136.0 on 05/08/2025
- Jeff Campbell from Seaport Global set a target price of $145.0 on 04/01/2025
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.
