Jim Cramer Highlights BWX Technologies as a Notable Defense and Nuclear Play

BWX Technologies, Inc. (NYSE:BWXT) is one of the stocks that was on Jim Cramer’s radar recently. Cramer discussed the company’s performance and earnings during the episode, as he remarked:

This has been a very good market for the defense contractors and the nuclear energy plays. So what about a company that’s in both of these businesses? I’m talking about BWX Technologies, which makes nuclear reactors for submarines and aircraft carriers. Here’s a stock that has more than tripled over the past three years, up 100% over the last 12 months, 15% since the beginning of 2026. The Pentagon’s budget never stops growing, and at the same time, their commercial nuclear business has been cleaning up. After the close today, BWX reported a terrific quarter, a top and bottom line beat with 95% sales growth from their commercial vision… Even better, management issued a very bullish full-year forecast.

BWX Technologies, Inc. (NYSE:BWXT) produces nuclear fuel and precision components for both government and commercial use, including specialized parts for naval reactors. The company also manufactures medical radioisotopes and offers engineering and maintenance services to support nuclear power plants throughout their entire lifespan.

While we acknowledge the risk and potential of BWXT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BWXT and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None.  Follow Insider Monkey on Google News.