8 Must-Buy Nuclear Energy Stocks to Invest In

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6. BWX Technologies, Inc. (NYSE:BWXT)

On March 12, 2026, TD Securities analyst Marc Bianchi initiated coverage of BWX Technologies, Inc. (NYSE:BWXT) with a Buy rating and a $230 price target. TD Securities highlighted the company’s “strong nuclear heritage” and described its technology-agnostic service model as “very attractive,” pointing to multiple growth opportunities that could translate into significant value, with further upside potential from current levels.

Last month, BWX Technologies, Inc. (NYSE:BWXT) reported Q4 adjusted EPS of $1.08, above the 88c consensus estimate. Revenue totaled $885.8M compared with the $837.47M consensus estimate. CEO Rex Geveden said the company delivered a “strong fourth quarter” and a “record year,” noting that 2025 marked a milestone as BWXT expanded its offerings through acquisitions and secured high-value awards across both government and commercial segments, contributing to 50% backlog growth.

BWX Technologies, Inc. (NYSE:BWXT) expects FY26 adjusted EPS of $4.55 to $4.70 versus the $4.30 consensus estimate and sees revenue of roughly $3.75B compared with the $3.67B consensus estimate.

BWX Technologies, Inc. (NYSE:BWXT) manufactures nuclear components and provides nuclear services across government and commercial markets.

While we acknowledge the potential of BWXT to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BWXT and that has 100x upside potential, check out our report about the cheapest AI stock.

Click to continue reading and see the 5 Must-Buy Nuclear Energy Stocks to Invest In.

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