Research
Jefferies Initiates BWX Technologies at Buy With $181 Price Target
BWX Technologies (BWXT) has an average rating of overweight and mean price target of $227.67, according to analysts polled by FactSet.
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Commodities
New Brunswick to Host Canada's First Transportable Nuclear Plant Pilot Project
Pabineau First Nation, Eel River Bar First Nation, and Prodigy Clean Energy have partnered to deploy Canada's first Transportable Nuclear Power Plant pilot project in Belledune, New Brunswick, Prodigy Clean Energy said on Tuesday.Supported by the Government of New Brunswick, the project aims to establish a commercial electricity-generating facility and a localized campus featuring an operations and maintenance hub alongside an Indigenous Energy Innovation Visitor Centre, it stated.Strategic industry collaborators BWXT Canada, a subsidiary of BWXT Technologies (BWXT) and Kinectrics will provide nuclear engineering, licensing, and supply chain development expertise, according to the statement.Over the coming months, the project team will form the proponent venture organization, conduct site selection and characterization, and finalize the down-selection of a reactor technology ready for commercial electricity generation by 2032, it said.These steps will prepare the ground for submitting a Licence to Prepare Site application with the objective of achieving a Final Investment Decision within 18 months, the company added.
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Wire
BWX Technologies Shares Rise After US Army Award for Janus Program
BWX Technologies (BWXT) shares rose 1.8% in Thursday trading, a day after the company was selected to deploy its nuclear technology for the US Army's Janus program.Under the contract, the company will provide its BWXT Advanced Nuclear Reactor technology in support of the Army's initiative to deliver reliable, resilient energy for national defense missions and critical installations.Price: $155.85, Change: $+2.69, Percent Change: +1.76%
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Research
Wells Fargo Upgrades BWX Technologies to Equal Weight, $170 Price Target
BWX Technologies (BWXT) has an average rating of overweight and mean price target of $239.79, according to analysts polled by FactSet.
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Commodities
US Army Awards up to $2.2 Billion to 5 Companies for Microreactor Development
US Army has awarded up to $2.2 billion to five nuclear energy companies to own, build, and operate microreactors on military installations under its Janus Program, it said on Wednesday.The program is a nuclear energy initiative launched in 2025, in partnership with the Defense Innovation Unit, to support national defense missions through reliable energy.Antares Nuclear, one of the five vendors selected, will build a microreactor at Fort Bragg, North Carolina. It said its contracts to deploy dozens of reactors for the government have already exceeded $1 billion in value following the latest award.BWX Technologies (BWXT), meanwhile, will deploy its first advanced nuclear reactor at Fort Campbell, Kentucky. It intends to execute the program in phases, with site groundbreaking in late 2028 and reactor operation in the early 2030s.The department also selected General Atomics Electromagnetic Systems to construct a microreactor at Fort Hood, Texas. The company said it will build a 5-megawatt reactor, scalable to about 20 MW.Radiant Industries, on the other hand, will develop and deploy 15 nuclear microreactors by 2030 at Fort Benning, Georgia following a $750 million award from the US Army, which the company said was the largest award within the program.Westinghouse Government Services, which was also selected for the program, will develop a heat-pipe reactor that can run continuously for eight years without refueling, with potential siting at Fort Drum, New York."With the private sector funding expected along with these government dollars, the Army expects more than 20 total nuclear microreactors will be built and operated across Department of War installations," the department said.The Janus Program aims to deliver its first operating reactor by September 2028, in line with the target indicated in US President Donald Trump's Executive Order 14299.
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Research
JPMorgan Initiates Coverage on BWX Technologies With Overweight Rating, $230 Price Target
BWX Technologies (BWXT) has an average rating of overweight and mean price target of $239.79, according to analysts polled by FactSet.
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Research
Update: Seaport Global Upgrades BWX Technologies to Buy From Neutral, Price Target is $245
(Updates with the analyst's commentary.)Seaport Global upgraded BWX Technologies (BWXT) to buy from neutral, citing the company's acquisition of Precision Components Group after a "strong" fiscal Q1.PCG 2025 revenue was about $125 million and it paid about $200 million for the firm, the brokerage said, citing BWX management.PCG is an authorized nuclear component manufacturer and certified for aerospace and defense quality-management, Seaport said.BWX Technologies has an average rating of overweight and mean price target of $240.17, according to analysts polled by FactSet.Price: $212.56, Change: $+7.16, Percent Change: +3.49%
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Research
Seaport Global Upgrades BWX Technologies to Buy From Neutral, Price Target is $245
BWX Technologies (BWXT) has an average rating of overweight and mean price target of $240.17, according to analysts polled by FactSet.
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Wire
ATI, BWX Technologies Extend Collaboration on US Naval Nuclear Propulsion Program
ATI (ATI) said Thursday that the company and BWX Technologies (BWXT) have signed a new long-term strategic material supply agreement related to the US naval nuclear propulsion program.Under the new five-year agreement, ATI will deliver critical defense materials through 2030, the company added.Financial details related to the agreement were not disclosed.Shares of ATI were up over 4% in Thursday trading.Price: $190.93, Change: $+7.57, Percent Change: +4.13%
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Wire
NextEra, Dominion Merger Reinforces Power Infrastructure Supercycle Thesis, Wedbush Says
NextEra Energy (NEE) and Dominion Energy's (D) merger shows that the "AI-driven power demand supercycle is not a cyclical trade but a decades-long infrastructure build," Wedbush said in a note Monday.In the grid infrastructure and data center space, Quanta Services (PWR) and Willdan (WLDN) will be direct beneficiaries of the deal, Wedbush said, adding that a combined NextEra and Dominion spanning Florida, Virginia, North Carolina, and South Carolina will need a "sustained acceleration in transmission, substation, and distribution buildout."In the equipment and power management sector, Vertiv (VRT) and Eaton (ETN) are poised to benefit from scale procurement, the note said, adding the combined company's emphasis on "supply chain scale and procurement efficiency points directly to accelerating orders for thermal management, power conversion, and switchgear."In the power generation and fuel supply space, Constellation Energy (CEG), Vistra (VST), and Talen Energy (TLN) will likely also benefit from "demand confirmation," Wedbush said, adding the deal's "explicit framing of surging large-load demand" will support independent power producers serving the same Mid-Atlantic and Southeast regions.Meanwhile, for the materials and enabling technologies sector, the "nuclear infrastructure thesis" will likely be boosted, Wedbush said, as the combined company's position as the second largest in US nuclear generation will back the "long-term investment case for the nuclear supply chain."Cameco (CCJ), BWX Technologies (BWXT), and NuScale Power (SMR) are the companies most directly linked to nuclear fuel, services, and reactor deployment, the note said.Price: $88.37, Change: $-5.00, Percent Change: -5.35%
$BWXT$CCJ$CEG$D$ETN$NEE$PWR$SMR$TLN$VRT$VST$WLDN
Research
Deutsche Bank Upgrades BWX Technologies to Buy From Hold, Adjusts Price Target to $255 From $205
BWX Technologies (BWXT) has an average rating of overweight and mean price target of $240.17, according to analysts polled by FactSet.
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Wire
BWX Technologies Wins $1.4 Billion US Naval Nuclear Propulsion Program Contracts
BWX Technologies (BWXT) won US Naval Nuclear Propulsion Program contracts worth more than $1.4 billion, the company said on Thursday.The first contract, valued at 1.285 billion, is for long-lead material procurement for the program, the company said, adding that the base contract is for 2026 and is the first of five annual task order awards available through 2030.The second contract is for the procurement of long-lead time reactor system components and manufacturing work on the Ford-class aircraft carrier and carried a value of $165 million, BWX Technologies said.Shares of the company were down 1.4% in Thursday trading.Price: $210.28, Change: $-4.92, Percent Change: -2.29%
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