Notícias

Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite Portfolio returned 28.4% gross and 28.2% net of fees, respectively, compared to the 24.0% return of the Russell 2500 Growth Index. Markets rebounded strongly […]

A growing number of former employees of the contractor conducting a multibillion-dollar cleanup at Los Alamos National Laboratory are blowing the whistle in federal court, accusing the company’s highest officials of a pattern of noncompliance and false reporting. The tally of former workers who have joined a pending lawsuit against Newport News Nuclear-BWXT Los Alamos — better known as N3B — ...

One carries a $4.9B net loss and negative free cash flow; the other posts steady 10%+ margins and positive cash generation.

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how defense contractors stocks fared in Q1, starting with BWX (NYSE:BWXT).

BWX Technologies expands manufacturing investments to strengthen production capacity across defense, commercial nuclear and advanced reactor markets.

XE's capital-light strategy centers on reactor licensing, TRISO fuel and services, aiming for recurring revenues and scalable growth as commercialization expands.

Investing.com -- Bangladesh is preparing to bring its first nuclear power plant online, marking a significant step in its effort to reduce dependence on imported fossil fuels and strengthen long-term energy security, Bloomberg reported on Saturday.

ATI stock has logged a very large 5 year return, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks currently point to the shares trading at a premium rather than offering clear value. Over 5 years, ATI has delivered a return of about 8x, which puts extra focus on whether recent gains are now ahead of the company’s fundamentals. The newly extended long term supply agreement with BWX Technologies tied to the U.S. Naval Nuclear Propulsion Program...

SMR investors continue to grapple with limited current revenues, operating losses and uncertainty around when commercial reactor sales will finally materialize.

OKLO is building an integrated isotope platform to turn nuclear waste streams into critical radioisotopes and strengthen U.S. supply chains.

BWX (BWXT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

BWX Technologies expands advanced reactor capabilities through nuclear manufacturing, engineering and fuel technologies to support future deployment.

In late June 2026, BWX Technologies, Inc. was removed from several Russell 1000 Defensive-style indexes shortly after completing its acquisition of Precision Components Group, which broadens its U.S. commercial nuclear manufacturing footprint and supports existing Navy programs. This shift out of defensive indexes comes as multiple research firms upgraded their views on BWX Technologies, highlighting how the acquisition and recent operating performance may be reshaping how the market...

BWX Technologies (BWXT) is back in focus after Seaport Research and Deutsche Bank shifted to more positive views, following strong first quarter results, higher 2026 guidance, and the completion of the Precision Components Group acquisition. See our latest analysis for BWX Technologies. BWX Technologies’ recent upgrades and acquisition news sit against a backdrop of strengthening momentum, with a 1-day share price return of 3.05%, a 1-month share price return of 5.88%, and a 1-year total...

With a short percentage of shares outstanding of 2.84%, ATI Inc. (NYSE:ATI) is among the 7 Best Fusion Energy Development Stocks to Buy. On June 11, ATI Inc. (NYSE:ATI) announced a new long-term strategic material supply agreement with BWX Technologies, reinforcing the companies’ longstanding partnership in support of the U.S. Naval Nuclear Propulsion Program. The agreement extends through […]

With a short percentage of shares outstanding of 2.94%, BWX Technologies, Inc. (NYSE:BWXT) is among the 7 Best Fusion Energy Development Stocks to Buy. On June 22, Seaport Research upgraded BWX Technologies, Inc. (NYSE:BWXT) to Buy from Neutral with a $245 price target. The firm cited the company’s strong first-quarter performance, higher 2026 guidance, and the acquisition […]

BWX Technologies is still a best in breed play on the nuclear market.

BWXT expands R&D investments to advance nuclear technologies, strengthen innovation and support long-term growth.

OKLO's CEI acquisition brings sodium engineering in-house, aiming to accelerate Aurora reactor development, tighten execution and reduce deployment risks.

BWXT's commercial nuclear business is accelerating with acquisitions, rising backlog, and surging revenues on demand growth for components and nuclear services.

Innovative Solutions and Support (ISSC) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Nuclear stocks BWX Technologies and NuScale Power are drawing fresh investor interest, but execution, valuation and revenue visibility may separate the stronger choice.

The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks like. The rest of the memory complex came along for the ride. On CNBC the same morning, Global X’s Seana Smith framed the earnings report ... Micron’s Blowout Sparked a Chip Rally, but the Smart Money Is Already Rotating Into Defense and Space

Lockheed Martin and Boeing scored huge contracts. The Senate passed a symbolic resolution limiting President Donald Trump's war powers.

BWX Technologies (NYSE:BWXT) has licensed its mPower small modular reactor technology to Applied Atomics. The agreement gives Applied Atomics exclusive rights for commercial development and deployment, while BWXT keeps manufacturing and royalty rights. The deal focuses on bringing mPower reactors to new markets, including customers with growing electricity needs. For investors watching the nuclear power space, this agreement places BWX Technologies at the center of a fresh push to...

BWX currently trades at $205.25 and has been a dream stock for shareholders. It’s returned 242% since June 2021, more than tripling the S&P 500’s 76.5% gain. The company has also beaten the index over the past six months as its stock price is up 15% thanks to its solid quarterly results.

SpaceX initiation, Apple downgrade among today's top calls on Wall Street

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.

Pre-Market Stock Futures: Futures are trading mixed as we prepare to finish the last full week of the second quarter. We finished a wild holiday-shortened trading week last Thursday, as Friday was the federal Juneteenth holiday, and all major indices rebounded smartly from the Federal Reserve-induced sell-off on Wednesday. Details of the signed memorandum of ... Here Are Monday’s Best Wall Street Analyst Research Calls: Accenture, Apple, Boyd Gaming, BWX Technologies, Conoco-Phillips, Estee Laud

Artificial intelligence data centers and electric vehicles are driving a structural shift toward nuclearizing the power grid to guarantee baseload energy.