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Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 4.5% has fallen short of the S&P 500’s 14% rise.
Jim Cramer gave two nuclear and AI infrastructure plays completely opposite verdicts on the same night, and the reason comes down to a single number that separates a buy from a pass in a rising rate environment.
The New Jersey-based company said the move was because of “market conditions.” The market is shaky because the nuclear euphoria of the pas two years has worn off.
BWXT expands nuclear manufacturing and advanced technology capabilities across commercial, government and next-generation nuclear markets.
BWX Technologies (NYSE:BWXT) received a competitive contract from the U.S. Department of Energy’s NNSA for conceptual design work. The project covers a new Lithium Processing Facility module at the Y-12 National Security Complex in Oak Ridge, Tennessee. The award reinforces BWX Technologies’ role in U.S. nuclear infrastructure projects and may position it for later project phases. The new Lithium Processing Facility module contract at Y-12 is only one part of the BWX Technologies story. Take...
Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.
BWX Technologies, Inc. (NYSE:BWXT) announced on September 3 that it had secured a $4 million contract to develop a conceptual design for the first module of a new Lithium Processing Facility for the U.S. National Nuclear Security Administration (NNSA). The planned facility is intended to modernize and replace aging infrastructure used for lithium reprocessing, while […]
On September 11, a caller inquired about Cameco Corporation (NYSE:CCJ), and here’s what Mad Money host Jim Cramer had to say in response: I like uranium. I like BWXT a little more. But I think that this Cameco’s for real. I really do, because I think we are going to embrace nuclear power, but it’s […]
BWX Technologies expands its nuclear services reach through a Canadian laboratory role, backed by Kinectrics' expertise and broader commercial operations.
Jefferies turned bullish on the nuclear energy sector on September 3 and initiated coverage of Cameco Corporation (NYSE:CCJ) and BWX Technologies, Inc. (NYSE:BWXT) with a ‘Buy’ rating and price targets of $138 and $181, respectively. This implies an upside of over 31% for CCJ and 13% for BWXT, reflecting the investment bank’s growing confidence in […]
AI-driven power demand and expiring utility contracts are tightening uranium supply, lifting long-term price targets to $95 per pound and boosting Cameco, NexGen Energy, and BWX Technologies.
Nuclear energy is regaining popularity, and Cameco and BWX Technologies are two stocks to watch.
During the second quarter earnings announcement, ATI Inc. (NYSE:ATI) management raised its full-year guidance for 2026. It anticipated a favorable momentum to persist during the latter half of the year, after posting results that exceeded the high end of its previous guidance. Extensions of its strategic agreements, including a recent long-term material supply contract with […]
On August 27, David Strauss from Wells Fargo upgraded BWX Technologies Inc. (NYSE:BWXT) from an Underweight to Equal Weight rating. In the process, the analyst cut down his target price from $200 to $170, which equates to an adjusted upside potential of 11.63% as of August 31 closing. Strauss looks forward to the company’s upcoming […]
Shares of aerospace and defense company BWX (NYSE:BWXT) jumped 2.9% in the afternoon session after Jefferies initiated coverage on the company with a Buy rating and a $181 price target.
Investing.com -- Jefferies has launched coverage on several nuclear companies, forecasting roughly $55 trillion of nuclear-related capital spending through 2100 as data center power demand, wider electrification and climate stress on aging plants drive a decades-long investment cycle.
Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued. Three very different companies sit between those deals and your portfolio, and treating them as one trade could cost you.
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
BWX Technologies, Inc. recently announced it was selected to deploy its 20-megawatt BWXT Advanced Nuclear Reactor microreactor at the U.S. Army’s Fort Campbell under the Janus program, alongside a new senior operations leadership appointment and an upcoming Investor Day. This Army-backed microreactor deployment, paired with fresh institutional interest in BWXT’s nuclear and microreactor capabilities, highlights how defense energy needs and AI-driven power demand are converging on advanced...
BWX Technologies (NYSE:BWXT) has been selected to deploy its Advanced Nuclear Reactor technology for the U.S. Army's Janus program. The company's BANR microreactor is planned for deployment at Fort Campbell, Kentucky, as part of the program. The project marks a key step for BWX Technologies in applying advanced nuclear reactor technology to military energy needs. For readers looking to explore other stocks linked to the wider nuclear power theme, the next logical stop is 91 nuclear energy...
Cathie Wood keeps trimming Roblox while pivoting ARK's capital toward a surprising corner of the energy market, and the pressure on RBLX stock is compounding from a direction most investors are not watching.
Are nuclear energy stocks the hot new way to play the AI trade?
The U.S. nuclear energy revival just got a $2.2 billion boost as the Army announces five sites and vendors for microreactors.
BWX Technologies, Inc. (NYSE:BWXT) supplies precision-manufactured components, services, and fuel for the commercial nuclear power industry across four continents. The company received a significant boost on August 26 when it announced that the US Army had selected its BWXT Advanced Nuclear Reactor (BANR) technology for the Janus program. According to the Army, the first BANR […]
BWX Technologies will build a 20-megawatt reactor at Fort Campbell under the Army's Janus program, shifting toward a vendor-owned power model backed by an $800 million divestiture and $8.39 billion backlog.
The U.S. Army selected five companies to build nuclear microreactors at military bases, with the first one switching on as soon as September 2028.
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