Bank of America Has Lowered Expectations for BWX Technologies (NYSE:BWXT) Stock Price

BWX Technologies (NYSE:BWXT) had its price target reduced by investment analysts at Bank of America from $250.00 to $210.00 in a report released on Wednesday, Benzinga reports. The firm presently has a “buy” rating on the technology company’s stock. Bank of America‘s price objective would indicate a potential upside of 51.86% from the stock’s current price.

Several other analysts also recently commented on BWXT. Northland Securities set a $220.00 target price on shares of BWX Technologies in a report on Wednesday. Truist Financial lowered their price target on shares of BWX Technologies from $212.00 to $202.00 and set a “hold” rating on the stock in a report on Friday, August 14th. Weiss Ratings downgraded shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, August 26th. Wells Fargo & Company upgraded shares of BWX Technologies from an “underweight” rating to an “equal weight” rating and cut their price objective for the stock from $200.00 to $170.00 in a research report on Thursday, August 27th. Finally, BNP Paribas Exane decreased their target price on BWX Technologies from $190.00 to $165.00 and set a “neutral” rating on the stock in a research report on Thursday, September 24th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, BWX Technologies has a consensus rating of “Moderate Buy” and an average price target of $210.00.

BWX Technologies Stock Performance

BWX Technologies stock traded up $0.28 during mid-day trading on Wednesday, hitting $138.28. 606,707 shares of the company’s stock traded hands, compared to its average volume of 1,030,734. The firm has a 50 day simple moving average of $158.53 and a two-hundred day simple moving average of $187.51. BWX Technologies has a fifty-two week low of $133.21 and a fifty-two week high of $241.82. The stock has a market cap of $12.67 billion, a price-to-earnings ratio of 35.87, a P/E/G ratio of 2.10 and a beta of 0.75. The company has a debt-to-equity ratio of 1.51, a current ratio of 2.40 and a quick ratio of 2.33.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings data on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, beating the consensus estimate of $1.04 by $0.03. The firm had revenue of $901.62 million for the quarter, compared to the consensus estimate of $902.41 million. BWX Technologies had a net margin of 10.11% and a return on equity of 30.83%. The company’s quarterly revenue was up 18.0% on a year-over-year basis. During the same period in the previous year, the company earned $1.02 earnings per share. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS. On average, research analysts expect that BWX Technologies will post 4.75 EPS for the current fiscal year.

Insider Transactions at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the transaction, the chief executive officer owned 192,491 shares in the company, valued at $33,204,697.50. This represents a 4.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On BWX Technologies

A number of hedge funds and other institutional investors have recently made changes to their positions in BWXT. M.D. Sass LLC bought a new stake in shares of BWX Technologies during the 2nd quarter worth $2,619,000. Ranger Investment Management L.P. acquired a new stake in BWX Technologies in the first quarter valued at about $11,991,000. Silvant Capital Management LLC bought a new position in BWX Technologies in the second quarter valued at about $6,574,000. Insight Wealth Strategies LLC bought a new position in BWX Technologies in the second quarter valued at about $5,949,000. Finally, Public Employees Retirement System of Ohio raised its stake in BWX Technologies by 67.2% during the first quarter. Public Employees Retirement System of Ohio now owns 49,816 shares of the technology company’s stock worth $10,187,000 after acquiring an additional 20,025 shares in the last quarter. 94.39% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting BWX Technologies

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: Analyst support remains strong: Guggenheim reaffirmed its “buy” rating with a $192 price target, while BTIG Research also reiterated “buy” and set a $235 target. Both targets imply substantial upside from recent trading levels, reinforcing confidence in BWXT’s nuclear technology and defense businesses.
• Positive Sentiment: Investor Day highlighted longer-term growth: BWXT discussed its strategic direction and updated medium-term targets, including FY 2030 earnings guidance. The event appears to have kept investor attention focused on potential growth from nuclear power, naval reactors and advanced nuclear applications. BWX Technologies Hosting Investor Day
• Positive Sentiment: Talent investment supports execution: BWXT is expanding technical capabilities through employee training, mentoring and its Technical Fellows program. The initiatives could help the company meet rising demand for nuclear engineering and support sustained growth over the long term. Can BWXT’s Technical Talent Support Long-Term Nuclear Growth?
• Neutral Sentiment: FY 2026 outlook is broadly in line with expectations: Management guided to earnings per share of $4.70–$4.80 and revenue of approximately $3.8 billion, compared with consensus estimates of $4.74 and $3.8 billion, respectively. The guidance confirms steady performance but does not represent a major forecast surprise. BWX Technologies Releases FY 2026 Earnings Guidance
• Negative Sentiment: Recent price weakness remains a concern: BWXT recently touched a 52-week low, indicating persistent selling pressure despite the constructive analyst outlook. Investors may also remain cautious given the stock’s still-high earnings multiple and the gap between its current price and longer-term moving averages. BWXT Stock Hits 52-Week Low

BWX Technologies Company Profile

BWX Technologies, Inc (NYSE:BWXT) is a provider of nuclear components, systems and services for government and commercial customers. The company is best known for designing and manufacturing nuclear reactors and related components for the U.S. Navy’s nuclear-powered aircraft carriers and submarines. It also supports the nuclear fuel cycle and provides engineering, manufacturing, maintenance and technical services for nuclear facilities.

BWXT serves the U.S. government, commercial nuclear power producers, research institutions and customers in the healthcare and space industries.