Investors might want to bet on BWX Technologies (BWXT) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a chan ...

BWX Technologies (BWXT) shares soared 11.7% in the last trading session to close at $104.08. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 3.9% loss over the past four weeks.The latest uptick in BWX Technologies’ share price can be attributed to the recent award worth $2.6 billion, which the company received from the U.S. Department of Energy, to manage and operate the Strategic Petroleum Reserve.This supplier of nuclear fuel a ...

Core Insights - APTIM and BWX Technologies have been awarded a $1.4 billion contract by the US Department of Energy to manage and operate the Strategic Petroleum Reserve for a five-year term, with a potential five-year extension [1][2] - The Strategic Petroleum Reserve is the world's largest supply of emergency crude oil, holding 714 million barrels, aimed at minimizing disruptions in US petroleum supplies during international oil shortages [3] Company Overview - APTIM focuses on enhancing environmental quality, community resilience, and employee opportunities, providing integrated solutions in environmental, sustainability, and infrastructure sectors [4] - BWX Technologies is a Fortune 1000 company specializing in nuclear solutions for global security, clean energy, and environmental restoration, with approximately 7,800 employees and 14 major operating sites [5]

BWX Technologies, Inc. ( BWXT ) is a major player in the energy field, where federal projects drive about 80% of its income. That income is getting a boost from smart acquisitions—like Aerojet Ordnance Tennessee and Kinectrics—that give the company aI am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. I serve as Chief Economist at CEEAXXI and Director of Financial Development at Luxury Entertainment CrowdTech. My investment approach foc ...

Although early, the BWRX-300 looks like a potential international franchise SMR with meaningful benefits to BWX Technologies. BWXT Medical has consequential growth potential from regulatory approval of its Tc-99 platform and Ac-225, the latter depending on clinical trial results. Early indications are that alpha radiation can be a real game changer in cancer treatment as its damage proves too much for even cancers' many repair mechanisms to overcome. Seaport Global analyst Jeff Campbell on Tuesday initiated ...

Nuclear energy is emerging as a key solution to the world's growing electricity demand and the transition to cleaner power sources. Unlike solar and wind, which depend on weather conditions, nuclear plants operate around the clock, ensuring an uninterrupted energy supply.With this increasing importance, nuclear energy-related stocks, such as BWX Technologies (BWXT) , GE Vernova Inc. (GEV) and Constellation Energy Corporation (CEG) , are becoming attractive investment options. Unlike other clean energy sourc ...

Shares of BWX Technologies (BWXT) have gained 4.2% over the past four weeks to close the last trading session at $104.08, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $136.75 indicates a potential upside of 31.4%.The average comprises eight short-term price targets ranging from a low of $105 to a high of $166, with a standard deviation of $21.95. While the lowest estimate ind ...

Core Viewpoint - BWX Technologies (BWXT) has experienced a 13.3% decline in share price over the past month, which is significantly worse than the declines in the broader Zacks Computer & Technology sector and the Zacks Electronics - Miscellaneous Components industry [1] Financial Performance - Despite the recent share price decline, BWXT reported strong financial results in key areas, driven by record equipment orders, strategic acquisitions, and backlog growth [2] - For FY25, BWX Technologies anticipates revenues of $3 billion, with the Zacks Consensus Estimate at $3.01 billion, indicating a year-over-year growth of 11.49% [8] - The company expects non-GAAP earnings between $3.40 and $3.55 per share, with the Zacks Consensus Estimate at $3.45 per share, reflecting a year-over-year rise of 3.60% [9] Acquisitions and Strategic Moves - BWXT has expanded its portfolio through acquisitions, including a $525 million agreement to acquire Kinectrics, enhancing its service offerings in the nuclear power and medical markets [4] - The acquisition of Aerojet Ordnance Tennessee (AOT) strengthens BWXT's position in advanced materials, particularly in specialized metals and high-strength alloys [5] - The company secured a pricing agreement for naval reactor components and won key technical services contracts, reinforcing its position in the nuclear services market [6][7] Market Position and Outlook - Despite the recent share price drop, BWX Technologies has outperformed industry peers, with competitors like nVent Electric, Ballard Power Systems, and Ouster experiencing larger declines [11] - BWX Technologies maintains a Zacks Rank 2 (Buy), indicating positive market sentiment [11]

Core Viewpoint - The Zacks Electronics - Miscellaneous Components industry is facing challenges due to a difficult global macroeconomic environment and end-market volatility, but is also benefiting from automation trends and increased spending in various sectors like semiconductors and automotive [1] Industry Overview - The industry consists of companies providing accessories and parts for electronic products, including power control, sensor technologies, and advanced medical solutions, serving markets such as telecommunications, automotive electronics, and consumer electronics [2] Trends Shaping the Industry - **Automation Boom**: The demand for faster and more energy-efficient electronics is driving automation, with collaborative robots and IoT-supported factory automation solutions enhancing production efficiency [3] - **Miniaturization**: Ongoing advancements in semiconductor manufacturing technology are leading to strong demand for advanced packaging and smaller electronic products [4] Challenges - **Geopolitical Tensions**: The Russia-Ukraine conflict and U.S.-China relations are significant headwinds, particularly due to restrictions affecting semiconductor trade with China [5] Industry Performance - The Zacks Electronics - Miscellaneous Components industry ranks 157, placing it in the bottom 37% of over 250 Zacks industries, indicating dim near-term prospects [6][7] - The industry has underperformed the S&P 500 and the broader Zacks Computer and Technology sector over the past year, returning only 1.1% compared to the S&P 500's 18.9% and the sector's 26.09% [8][9] Valuation - The industry is currently trading at a forward 12-month P/E ratio of 20.69X, lower than the S&P 500's 22.12X and the sector's 27.02X, with historical trading ranges between 20.05X and 22.68X over the past five years [11] Notable Companies - **Fabrinet**: A Zacks Rank 1 (Strong Buy) stock benefiting from strong telecom revenues, with a recent decline of 7.1% year-to-date and a consensus estimate for fiscal 2025 earnings of $10.31 per share [13] - **BWX Technologies**: A Zacks Rank 2 (Buy) company experiencing strong demand in nuclear technologies, with a year-to-date drop of 6.6% and a consensus estimate for 2025 earnings of $3.42 per share [15] - **OSI Systems**: Also a Zacks Rank 2 company, benefiting from a strong portfolio in security screening solutions, with a year-to-date return of 19.4% and a revised consensus estimate for fiscal 2025 earnings of $9.22 per share [18]

nuclear solutions for global security, clean energy, environmental remediation, nuclear medicine, and space exploration Commitment to innovation, operational Fourth-Quarter 2024 Earnings Call Presentation on ensuring the highest ESG standards Reported February 24, 2025 Our Purpose: We employ nuclear technology to solve some of the world's most important problems Our Mission: We provide safe and effective excellence, a strong safety record, and a focus Forward-Looking Statements Disclaimer Our Purpose: We em ...