BWX Technologies stock price target raised to $200 from $173 at Truist

Investing.com - Truist Securities has raised its price target on BWX Technologies (NYSE:BWXT) to $200.00 from $173.00 while maintaining a Hold rating on the stock. The new target aligns closely with BWXT’s current trading price of $203.98, which InvestingPro data indicates is significantly above its Fair Value, with the stock trading at a high P/E ratio of 62.98.

The price target adjustment follows what Truist described as "solid" third-quarter results for 2025, with the company beating expectations and raising its outlook for the remainder of 2025. The firm noted that the earnings per share increase was largely non-operational, while the EBITDA outlook was merely narrowed to the midpoint. BWXT reported diluted earnings per share of $3.34 for the last twelve months, with revenue growth of 14.01%.

BWX Technologies’ 2026 growth outlook exceeded Street expectations on revenue, EBITDA, and EPS, according to Truist. The firm explained that Government Operations margin dilution expected in 2026 is attributed to start-up costs and residual pricing, while Commercial Operations margins are projected to expand and offset these pressures.

Truist observed that all of BWX Technologies’ growth vectors are showing accelerating demand, though commercial reactor timing remains an item to watch. The company provides nuclear components and fuel to the U.S. government and commercial nuclear power industry.

Despite the strong results and outlook, Truist questioned whether these developments would be sufficient to drive the stock higher, which factored into its decision to maintain a Hold rating while increasing the price target.

In other recent news, BWX Technologies Inc. reported its third-quarter 2025 financial results, exceeding market expectations. The company achieved earnings per share of $1.00, surpassing the forecasted $0.85, which represents a 17.65% positive surprise. BWX Technologies also reported revenue of $866 million, outperforming the anticipated $792.35 million by 9.33%. These results indicate a strong performance for the quarter. Additionally, the company’s shares experienced a rise in aftermarket trading, suggesting investor confidence. The financial outcomes highlight BWX Technologies’ ability to surpass analysts’ estimates. This development is part of the recent updates concerning the company.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.