Jim Cramer’s Hottest Defense Technology Stock Picks

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

Number of Hedge Fund Holdings in Q1 2025: 52

Number of Hedge Fund Holdings in Q4 2025: 64

Performance Since Cramer’s Remarks: 45%

Date/Month of Cramer’s Remarks: June 25th, 2025

BWX Technologies, Inc. (NYSE:BWXT) is one of the most important defense contractors in America since it is the only company that provides the US Navy with nuclear reactors used in aircraft carriers. Its shares are up by 95% over the past year and by 45% since Cramer discussed the firm in June. On August 5th, BWX Technologies, Inc. (NYSE:BWXT)’s stock closed more than 17% higher after the firm reported its second quarter earnings. The results saw the firm’s $764 million in revenue and $1.02 in earnings per share surpass analyst estimates of $708 million and $0.79. Most of the strong performance of BWX Technologies, Inc. (NYSE:BWXT)’s shares in 2025 has been attributed to the surge in enthusiasm for nuclear power stocks, according to media reports. In February 2026, the stock closed higher after the firm’s fiscal fourth quarter earnings report. Here’s what Cramer had said about BWX Technologies, Inc. (NYSE:BWXT) in June 2025 on Mad Money:

“Alright, that’s nuclear. And again, like you know, nuclear, I’m not going to fight anyone who wants to enter a nuclear stock. I’m going to bless it even though it’s up very, very big.”