BWX Technologies Inc. experienced a price drop of 5.00% as it crossed below its 5-day SMA, reflecting broader market weakness with the Nasdaq-100 down 1.61% and S&P 500 down 1.35%.
Despite the stock's decline, BWX Technologies reported a 29% year-over-year revenue increase in Q3 2025, driven by strong demand in the nuclear sector. The company also generated $238 million in free cash flow, supporting ongoing dividend payments and future investments, which boosts investor confidence. Additionally, BWX's consistent dividend growth and leadership in small modular reactor technology position it well for future opportunities.
The implications of BWX's strong revenue growth and financial stability may provide a buffer against current market pressures, suggesting that the company remains a solid investment despite the recent stock price decline.
Wall Street analysts forecast BWXT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BWXT is 216.00 USD with a low forecast of 195.00 USD and a high forecast of 230.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
Wall Street analysts forecast BWXT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BWXT is 216.00 USD with a low forecast of 195.00 USD and a high forecast of 230.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 216.300
Low
195.00
Averages
216.00
High
230.00
Current: 216.300
Low
195.00
Averages
216.00
High
230.00
Seaport Research
Jeff Campbell
Buy -> Neutral
downgrade
2026-01-20
Reason
Seaport Research
Jeff Campbell
Price Target
AI Analysis
2026-01-20
downgrade
Buy -> Neutral
Reason
Seaport Research analyst Jeff Campbell downgraded BWX Technologies to Neutral from Buy.
Seaport Research
Jeff Campbell
Buy -> Neutral
downgrade
2026-01-20
Reason
Seaport Research
Jeff Campbell
Price Target
2026-01-20
downgrade
Buy -> Neutral
Reason
Seaport Research analyst Jeff Campbell downgraded BWX Technologies to Neutral from Buy without a price target. The firm cites valuation as the basis for its downgrade. BWX will gain "unique" insight into a developer's third-party large-scale project needs that it has not experienced by being part of the Bulgarian OE team, the analyst tells investors in a research note.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for BWXT
Unlock Now
Truist
Michael Ciarmoli
Hold
maintain
$200 -> $205
2026-01-09
Reason
Truist
Michael Ciarmoli
Price Target
$200 -> $205
2026-01-09
maintain
Hold
Reason
Truist analyst Michael Ciarmoli raised the firm's price target on BWX Technologies to $205 from $200 and keeps a Hold rating on the shares. Despite a strong 2025, the Aerospace & Defense sector remains broadly bullish for 2026, with rising aircraft production and sustained aftermarket demand supporting both OE and AM segments, the analyst tells investors in a research note. Defense may see fewer catalysts, but recapitalization, geopolitical tensions, and replenishment needs should sustain demand, making stock selection critical amid elevated valuations, particularly for SMID defense tech names, the firm adds.
Seaport Research
Buy
maintain
$185 -> $195
2025-11-21
Reason
Seaport Research
Price Target
$185 -> $195
2025-11-21
maintain
Buy
Reason
Seaport Research raised the firm's price target on BWX Technologies to $195 from $185 and keeps a Buy rating on the shares. The firm sees increasing demand for nuclear power generation as a long-term trend with BWX enjoying unique exposure to the military and commercial markets in both nuclear components and fuel, the analyst tells investors in a research note.
About BWXT
BWX Technologies, Inc. is a specialty manufacturer of nuclear components, a developer of nuclear technologies and a service provider. The Company also provides special nuclear materials processing, environmental site restoration services, products, and services. Its Government Operations segment manufactures naval nuclear reactors, including related nuclear fuel, for the United States Naval Nuclear Propulsion Program for use in submarines and aircraft carriers. It also fabricates fuel-bearing precision components that range in weight from a few grams to hundreds of tons, manufactures electromechanical equipment, and performs design, manufacturing, inspection, assembly, and testing activities. The Company is also a provider of advanced specialty materials, fabrication, and high-strength alloy manufacturing. Its Commercial Operations segment designs and manufactures commercial nuclear steam generators, heat exchangers, pressure vessels, reactor components, and other auxiliary equipment.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
