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NYSE:BWXT

BWX Technologies Inc

BUY 2026-08-01 Updated today USD 168.70 Industrials - Aerospace & DefenseAWAIT ENTRY
66

Position levels

Currenttoday
USD 168.70
Buy <=wait / entry
USD 158.33
Trim >=take some off
USD 195.00
Thesis breakA named loss of a sole-source US Navy nuclear propulsion contract, two consecuti...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case51%62 / 10031.6
Bear case16%10 / 1001.6
Weighted conviction66 / 100 - BUY

Top risks

  • U.S. Naval Nuclear Propulsion Program contracts totaling more than $1.4 billion awarded May 2026
  • Completed acquisition of Precision Components Group, LLC including PCC and DC Fabricators on July 6, 2026
  • TRISO nuclear fuel achieved first successful criticality milestone with Antares Nuclear Inc. reactor June 2026
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.