Actualités

BWX Technologies, Inc. (NYSE:BWXT) is one of the best nuclear energy stocks to buy as SMRs go mainstream, with a median upside potential of 11.2%. BWX Technologies, Inc. (NYSE:BWXT) could be presenting a case for strong upside, according to Ananym Capital Management, an activist investor. The firm discussed the company’s inactive mPower small modular reactor […]

The U.S. Navy confirmed the new Trump class battleships will be nuclear-powered. The decision is set to raise demand for the specialized reactors BWX Technologies makes that power those vessels.

Pre-Market Stock Futures: Futures are trading sharply lower as we get set to end one of the most exciting weeks on Wall Street in 25 years. Positive meetings in China with President Trump, who brought his CEO contingent and Elon Musk, and President Xi, massive upside earnings and forward guidance from an OG tech and ... Here Are Friday’s Top Wall Street Analyst Research Calls: Arista Networks, BWX Technologies, Cisco Systems, Danaher, Doximity, Estee Lauder, Illumina, Texas Roadhouse, Workday, a

The Energy Department announced $94 million worth of cost-sharing grants to build out America’s nuclear infrastructure.

BWX’s first quarter results for 2026 exceeded Wall Street’s expectations for both revenue and non-GAAP earnings, but the market reaction was notably negative. Management attributed the performance to higher throughput, strong operational execution, and robust demand in both government and commercial segments. CEO Rex Geveden pointed to “improved throughput, favorable pacing of work, and exceptional operational execution” as major contributors. The company also highlighted a significant year-over

In October 2025, a company with zero revenue, no operating reactors, and a product still years away from commercialization briefly crossed a $30 billion valuation. That company was Oklo Inc. (NYSE: OKLO.

BWXT jumps 197% YTD as strong earnings growth, major Navy contracts and solid valuation support its long-term outlook.

BWX Technologies, Inc. (NYSE:BWXT) is one of the 14 Stocks That Will Skyrocket. Another stock in Green’s coverage is a nuclear power play operating in the small and medium reactor (SMR) industry. It also runs “the ONLY large nuclear manufacturing facility in North America,” he says, and adds: “like Rockefeller’s Standard Oil back in its […]

BWX Technologies, Inc. (NYSE:BWXT) is among the 10 Best Large Cap Defense Stocks to Buy According to Hedge Funds. On May 4, the company announced robust financial results for Q1 2026, beating Wall Street’s estimates for both revenue and earnings. Revenue for the quarter was reported at $860.2 million, up 26% from the prior year. […]

Moby summary of BWX Technologies, Inc.'s Q1 2026 earnings call

BWX Technologies (NYSE:BWXT) reported what President and CEO Rex Geveden called “a great start to 2026,” posting first-quarter results that came in ahead of management expectations and were supported by higher throughput, favorable pacing of work, and operational execution across business lines. Fi

Dow Jones Futures: Iran attacks sparked stock market losses Monday. Palantir stock rallied on earnings late.

Aerospace and defense company BWX (NYSE:BWXT) reported Q1 CY2026 results beating Wall Street’s revenue expectations, with sales up 26.1% year on year to $860.2 million. Its non-GAAP profit of $1.12 per share was 21% above analysts’ consensus estimates.

First, I would like to welcome Mike Fitzgerald, our CFO, to the call. Mike has been with BWXT since 2022 and previously held the roles of Chief Accounting Officer, Head of Finance and CFO of Government Operations. Second quarter financial results exceeded our expectations, driven by strong execution and pacing of work in Government Operations.

If your electricity bill jumped this year, you’re not imagining it. The driver is the server racks humming inside warehouses going up across Virginia, Texas, Ohio, and Arizona, more than summer heat or aging infrastructure alone. The AI boom is colliding with a power grid that wasn’t built for it, and the bill is getting ... How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)

Aerospace and defense company BWX (NYSE:BWXT) will be reporting earnings this Monday after the bell. Here’s what you need to know.

Palantir and Nvidia partner CoreWeave head into earnings next week. Lithium play Albemarle is in a base ahead of earnings.

MIR and BWXT are riding surging nuclear demand, each leveraging growth, innovation and expansion strategies as competition heats up in the energy space.

BWXT enters earnings season with strong momentum and consistent beats, but supply-chain issues and labor shortages could challenge near-term performance.

BWX Technologies (BWXT) is back in focus as investors react to optimism ahead of its upcoming March quarter earnings report, where expectations center on year over year EPS growth and another potential consensus beat. See our latest analysis for BWX Technologies. The recent 1 month share price return of 9.62% and year to date share price return of 22.12% suggest momentum has been building. Meanwhile, the 1 year total shareholder return of 105.99% puts the latest pullback into a longer trend...

Joby to report Q1 2026 results on May 5; wider loss estimate, high costs and eVTOL certification progress could shape the stock.

With more focus on nuclear energy, companies connected to nuclear power could be strong long-term investments.

BWX Technologies, Inc. (NYSE:BWXT) is included among the 10 Best Nuclear Energy Stocks to Buy for Dividends. BWX Technologies, Inc. (NYSE:BWXT) provides safe and effective nuclear solutions for global security, clean energy, environmental restoration, nuclear medicine, and space exploration. The company is also the sole manufacturer of naval nuclear reactors for US submarines and aircraft […]

Nuclear energy demand is soaring, and companies occupying a niche space in the complex supply chain could be positioned to benefit as the industry grows.