TD Securities Initiates Coverage of BWX Technologies (BWXT) with a Buy Rating

BWX Technologies, Inc. (NYSE:BWXT) is one of the 8 Must-Buy Nuclear Energy Stocks to Invest In. 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.

TD Securities Initiates Coverage of BWX Technologies (BWXT) with a Buy Rating

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.

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