Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Industry Overview - Nuclear energy is increasingly recognized as a crucial solution for meeting the growing global electricity demand while facilitating the transition to cleaner energy sources [2] - The nuclear industry is benefiting from regulatory reforms and advancements in technology, including microreactors and small modular reactors (SMRs) [3] - The International Energy Agency (IEA) projects that nuclear power supply will nearly double from 2020 to 2050, with significant growth expected in SMRs [5] Investment Opportunities - Nuclear energy-related stocks, such as BWX Technologies, Dominion Energy, and Duke Energy, are becoming attractive investment options due to their stable and reliable energy output [4] - Companies like Uranium Energy and BHP Group Limited are positioned to benefit from the increasing demand for uranium, essential for nuclear power plants [7] - The potential for significant growth in nuclear energy stocks is highlighted, with additional opportunities in companies like The Southern Company and NextEra Energy [8] Company Insights - BWX Technologies has secured a 10-year, $1.6 billion contract from the Department of Energy to support national security through the supply of high-purity depleted uranium [11] - Dominion Energy operates four nuclear power stations, generating nearly 40% of its total production, and is exploring next-generation nuclear technologies, particularly SMRs [12][13] - Duke Energy operates 11 nuclear units capable of producing approximately 10,700 megawatts of clean electricity, accounting for 27.5% of its total output in 2024 [15]

Shares of BWX Technologies (BWXT) have been strong performers lately, with the stock up 16.9% over the past month. The stock hit a new 52-week high of $193.25 in the previous session. BWX has gained 71.8% since the start of the year compared to the 33.4% gain for the Zacks Aerospace sector and the 33.9% return for the Zacks Aerospace - Defense Equipment industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each ...

Financial giants have made a conspicuous bullish move on BWX Technologies. Our analysis of options history for BWX Technologies (NYSE:BWXT) revealed 14 unusual trades.Delving into the details, we found 50% of traders were bullish, while 35% showed bearish tendencies. Out of all the trades we spotted, 2 were puts, with a value of $52,640, and 12 were calls, valued at $821,938.Expected Price MovementsTaking into account the Volume and Open Interest on these contracts, it appears that whales have been targetin ...

LYNCHBURG, Va.--(BUSINESS WIRE)--BWX Technologies, Inc. (NYSE: BWXT) will issue a press release detailing third quarter 2025 results on Monday, November 3, 2025, after market close and will host a conference call at 5:00 p.m. EST. Listen-only participants are encouraged to participate and view the supporting presentation via the Internet at investors.bwxt.com. The dial-in numbers for participants are (U.S.) 1-800-715-9871 and (International) 1-646-307-1963; conference ID: 2465821. A replay of t. ...

Group 1 - BWX Technologies, Inc. (NYSE:BWXT) is recognized as one of the 10 Best Defense Contractor Stocks to Buy Now, indicating significant upside potential for the company [1] - The Kinectrics division of BWX Technologies secured a multi-year contract from Sumitomo Electric Industries to provide commissioning testing services for the A-Nord Corridor project in Germany [2] - The A-Nord Corridor project aims to build a 525 kV DC underground cable system to transport renewable energy from the North Sea to North Rhine-Westphalia by 2030, supporting Germany's CO₂ reduction goals [3] Group 2 - BWX Technologies plans to deploy up to 14 mobile Resonant Test Systems for ACHV testing on 40 km sections of cable, which includes early defect detection and final HVDC testing to ensure system integrity before commercial operation [4] - The company focuses on reducing late-stage failures and ensuring critical functions under real-world conditions through its testing services [4] - BWX Technologies is a manufacturer of precision naval nuclear components, reactors, and fuel, further solidifying its position in the defense sector [5]

Core Insights - Kinectrics has been awarded a multi-year contract by Sumitomo Electric Industries to provide commissioning testing services for the A-Nord German Corridor project, which is expected to be completed by 2027 [1][2][3] Company Overview - Kinectrics, a division of BWX Technologies Inc., specializes in lifecycle management services for the electricity industry, employing over 1,300 experts and independent facilities [5] - Sumitomo Electric, established in 1897, has a long history of developing new technologies and products across various sectors, including Automotive, Infocommunications, Electronics, Environment and Energy, and Industrial materials [6] Project Details - The A-Nord project involves constructing a 525kV DC underground cable system to transmit clean energy from the North Sea to North Rhine-Westphalia, contributing to Germany's CO2 emissions reduction goals [2] - Sumitomo Electric is responsible for the design, manufacturing, logistics, installation, and commissioning of approximately 300km of cable route for the A-Nord project [3] - Kinectrics will conduct commissioning services, including ACHV commissioning testing on 40km sections of the cable route, utilizing up to 14 mobile Resonant Test Systems equipped with partial discharge measurement technology [3][4] Testing and Quality Assurance - Kinectrics has the largest independently owned fleet of High Voltage Resonant Test Sets globally and has completed field testing on over 15,000 km of solid dielectric transmission and sub-transmission class cables [4] - The testing conducted by Kinectrics aims to detect defects early in the installation process, thereby reducing the risk of costly in-service failures [4][5]

BWX Technologies, Inc. (NYSE:BWXT) is one of the stocks Jim Cramer recently commented on. Cramer noted that it is one of the nuclear specs that make money. He said: “What sectors count as speculative here? Okay, they can be pretty easily grouped, thankfully. There are the nuclear stocks like Energy Fuels, that means Oklo, Nano Nuclear, and BWX Technologies. I’d include Bloom Energy, BE, I saw them on TV today… hydrogen fuel cells. BWX and Bloom make money, the rest don’t, but they’re all expensive.” Ph ...

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The U.S. equity market showcased a significant recovery during the quarter, rising 23% from low to end the quarter at a record high. U.S. large-cap stocks gained 11.1% in the quarter, and within the large-cap category, growth stocks outperformed value stocks. In this environment, the fund returned 16.42% (net) during the quarter, exceeding ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Company Insights - A specific company is positioned as a critical player in the AI energy landscape, owning essential energy infrastructure assets that will benefit from the increasing energy demands of AI [3][7] - This company is described as a "toll booth" operator in the AI energy boom, profiting from the surge in electricity demand driven by AI advancements [4][5] - The company is noted for its debt-free status and significant cash reserves, equating to nearly one-third of its market capitalization, which positions it favorably compared to heavily indebted competitors [8][10] Market Dynamics - The article discusses the broader market trends, including the onshoring boom driven by tariffs and the surge in U.S. LNG exports, which the company is well-positioned to capitalize on [14][5] - The company is involved in large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy, which is seen as vital for future power strategies [7][6] Investment Potential - The company is characterized as undervalued, trading at less than seven times earnings, which presents a compelling investment opportunity for those looking to gain exposure to the AI and energy sectors [10][9] - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months [15][19]