BWX Technologies.
American nuclear energy and technology company
- Reports this week
- 0
- Active events
- 0
- Connections
- 83
What's happening
Earlier this month
One to three months ago
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Leonardo DRS and BWX Technologies were compared as industrial companies.Some support1 report
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BWX Technologies and ATI are both identified as large-cap industrial companies.Some support1 report
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Cameco, BWX Technologies, Constellation Energy, and First Solar are major holdings in the VanEck ETF and recognized leaders in energy transition markets.Some support3 reports
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GE Vernova and others are driving global nuclear capacity growth, targeting a tripling of capacity by 2050 through SMR deployment.Some support2 reports2 developments inside
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BWX Technologies' BANR technology was selected for a plant, marking exposure to Canada's emerging nuclear market.Some support1 report
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The event covers updates on the strategic NXP fab acquisition, Nokia's buy status evaluation, and the SMR market targeting by BWX Technologies.Some support1 report
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Microsoft, Constellation Energy, and BWX are involved in the restart agreement for the Three Mile Island nuclear plant, linked to a PPA with Meta.Some support3 reports
Gone quiet
No new reports in 90+ days-
The SEC requires BWX Technologies to file Form 13F detailing its institutional holdings and stock positions.Some support2 reports
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BWX Technologies has been spun off from Babcock & Wilcox and is now operating as a producer in North America.Some support1 report
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Vertiv and BWX Technologies are securing major contracts from US government programs to power AI data centers.Some support1 report
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Mobileye and BWX Technologies are involved in a new development.Some support1 report
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SpaceX and BWX Technologies are competing for investor portfolios, while SpaceX continues to deploy its Starlink constellation.Some support1 report
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Nuclear technology companies, including BWX Technologies and Oklo, are manufacturing components in the US and supplying services to Belgium from their base in Santa Clara.Some support6 reports1 development inside
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BWX Technologies, headquartered in Dallas, Texas, secured a long-term strategic material supply agreement as a key supplier of specialized materials for the U.S. Naval Nuclear Propulsion Program.Some support1 report
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BWX Technologies is seen as a beneficiary of Trump's tariffs and onshoring policies, a view discussed by Jim Cramer.Some support1 report
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BWX Technologies supports the National Nuclear Security Administration through major contracts and utilizes LinkedIn for professional presence.Speculative1 report
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A downgrade on July 9, 2025, caused shares of BWX Technologies to fall.Speculative2 reports
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BWX Technologies provided nuclear reactor components for a U.S. Navy mission.Well supported8 reports
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BWX Technologies is a key supplier of small modular reactors, while Pele microreactor aligns with U.S. military goals, and BWXT views TVA's BWRX-300 SMR as a catalyst.Some support2 reports
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Centrus Energy and BWX Technologies are both benefiting from the ongoing renaissance in the nuclear energy sector.Well supported4 reports1 development inside
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BWX Technologies shares increased by 34.2% on August 5, 2025, significantly outpacing the S&P 500's 6.1% gain.Some support1 report
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Kinectrics acquisition broadens capabilities in nuclear power and energy infrastructure for BWX Technologies.Some support2 reports
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BWX Technologies is headquartered in Lynchburg, Virginia.Well supported3 reports1 development inside
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Oklo is confirmed as an SMR developer, while industry outlook is bolstered by strong financials at BWX Technologies and commentary from Rex Geveden.Some support2 reports
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BWX Technologies saw its price target raised by BofA Securities following a recent $2.6 billion Navy pricing agreement and revenue increases.Some support1 report
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A joint venture involving Hitachi, GE Hitachi, and BWX Technologies signed MOUs for the deployment of the BWRX-300 SMR.Some support2 reports
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Truist Securities raised its price target for BWX Technologies following the company's solid Q2 results.Some support1 report
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Burke Wealth Management added BWX Technologies to its portfolio in August 2025.Some support1 report
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BWX Technologies filed required reports with the SEC regarding stock purchases on May 26, 2026, and received a 'buy' rating and price target upgrade.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching BWX Technologies
Events traced to BWX Technologies, step by step, newest first- BWX Technologies may see strong growth from nuclear energy buildoutBWX Technologies may see strong growth driven by the global nuclear energy buildoutLikely
- Fluor's $2.41 billion contract could intensify competition for BWX TechnologiesIncreased competition may challenge BWX Technologies' market position in naval nuclear propulsion.Possible
- How could Premier Technology's increased nuclear component capacity affect BWX Technologies?Premier Technology's capacity boost may intensify competition for federal nuclear contractsPossible
- NNSA's new autonomy may change BWX Technologies' contract scopeNNSA's new autonomy may change BWX Technologies' contract scopePossible
Around BWX Technologies this week
News at the entities that move BWX Technologies most-
SEC StructuralMSCI index rules may affect Bitcoin companies, while warnings caused stock market crashes in Turkey and Indonesia.Moves BWX Technologies
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NuScale OperationalNuScale is building a plant for Romania's RoPower.Moves BWX Technologies
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Army TransactionalDefense budget issues in Congress stalled Army progress, involving administrative tasks and policy announcements in 2022.Moves BWX Technologies
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Donald Trump OperationalDemocratic leaders Schumer and Jeffries are facing internal political limitations and hindering legislative progress.Moves BWX Technologies
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Deutsche Bank OperationalDeutsche Bank cut its rating on RTX stock to hold on November 11, 2026.Moves BWX Technologies
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Norway StructuralUkraine receives military and technical aid from Nordic countries, including radar and satellite communications support.Moves BWX Technologies
Connections
The 40 strongest of 83, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Kinectrics (Canada) Structural
BWX Technologies acquired Kinectrics, establishing it as a subsidiary focused on nuclear and energy infrastructure.
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ANTARES Structural
BWX Technologies has secured a multiyear agreement with Antares for the supply of TRISO fuel.
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NuScale Operational
The two companies are active competitors operating in the advanced nuclear technology market.
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Defense Innovation Unit Transactional
The entities formed a partnership on a $2.2 billion microreactor project.
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National Nuclear Security Administration Structural
BWX Technologies provides critical support and services to the NNSA under major contracts awarded by the agency.
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Army Transactional
The Army has selected BWX Technologies for specific defense programs, including microreactor and Janus development.
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SEC Structural
The SEC mandates that BWX Technologies file institutional investment disclosures, such as 13F filings.
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Belledune Structural
BWX's BANR technology was selected for use in a plant associated with Belledune.
Show all 40 connections
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Oklo Operational
Oklo and BWX Technologies are active competitors in the nuclear energy market, evidenced by project selection outcomes.
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Babcock & Wilcox Transactional
BWX Technologies was spun off from Babcock & Wilcox.
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Department of Energy Operational
BWX Technologies supplies nuclear components to the Department of Energy and also acts as a customer of the agency.
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Donald Trump Operational
Donald Trump's political push and regulatory easing regarding nuclear energy directly benefits BWX Technologies' small modular reactor business.
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Deutsche Bank Operational
Deutsche Bank actively tracks and influences BWX Technologies' market valuation through rating changes.
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Duke Energy Operational
The two companies are actively engaged in competition and functional technology usage within the broader energy market.
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Jim Cramer Mentioned together
Jim Cramer frequently discusses BWX Technologies as a potential investment opportunity on his platform.
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Vertiv Operational
The companies are competitors who share a market driver in the increased energy demands of Artificial Intelligence.
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Centrus Energy Operational
Both Centrus Energy and BWX Technologies are identified as key participants in the nuclear supply chain and benefit from the nuclear sector renaissance.
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uranium Structural
BWX Technologies relies on the availability and market price of uranium as a critical input for its commercial nuclear operations.
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Securities and Exchange Commission Structural
BWX Technologies operates under the regulatory oversight of the Securities and Exchange Commission, requiring formal filings regarding stock purchases.
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SpaceX Operational
The two companies are identified as direct competitors vying for the same investor portfolios and market share.
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Norway Structural
Norway's state fund has imposed a ban on investments in BWX Technologies.
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Janus Structural
The technology is required for the company's microreactor deployment program.
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Cameco Mentioned together
Both Cameco and BWX Technologies are included as major holdings in the VanEck Uranium and Nuclear ETF.
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Georgia Shared context
The company is operating within the multi-state context of the reactor deployment, which includes Georgia.
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North Carolina Shared context
BWX Technologies is involved in multi-state reactor deployment activities within North Carolina.
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Kentucky Shared context
BWX Technologies is deploying microreactors at Fort Campbell, which is located in Kentucky.
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Nvidia Mentioned together
The relationship is defined by a comparative analysis of their growth trajectories.
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Chewy Mentioned together
Both entities are thematically grouped as consumer internet/industry stocks.
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Delaney Transactional
Delaney purchased shares of BWX Technologies and subsequently sold between $100k and $250k worth of them.
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MarketBeat Mentioned together
MarketBeat uses its screening tools to highlight BWX Technologies as a stock to monitor.
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Bank of America Mentioned together
Market analysts upgraded their price target and issued a 'buy' rating regarding the relationship between the two companies.
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North America Shared context
BWX Technologies operates as a producer of nuclear components within the geographical and regulatory context of North America.
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Constellation Mentioned together
Both entities are referenced as investments within the nuclear energy sector.
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Leonardo DRS Mentioned together
The two companies are thematically compared as industrial companies.
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Centrus Energy Corp. Operational
Both Centrus Energy Corp. and BWX Technologies are involved in the nuclear energy supply chain.
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Texas Operational
BWX is involved in a multi-state reactor deployment whose base is located in Texas.
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Cramer Transactional
The relationship involved a specific market assessment of BWX Technologies which resulted in its rejection due to high valuation.
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Lynchburg Shared context
BWX Technologies operates a fuel facility located in Lynchburg.
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Tata Chemicals Transactional
BWX Technologies signed an intent with Tata Chemicals for the supply of reactors.
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Cambridge Shared context
BWX Technologies is conducting a facility expansion within Cambridge.
History
Events by the month they beganNovember 2026
2 eventsOctober 2026
3 eventsSeptember 2026
2 eventsShow 3 earlier months
August 2026
2 eventsJuly 2026
4 events- Vertiv and BWX Technologies are securing major contracts from US government programs to power AI data centers.
- Mobileye and BWX Technologies are involved in a new development.
- SpaceX and BWX Technologies are competing for investor portfolios, while SpaceX continues to deploy its Starlink constellation.
- BWX Technologies, headquartered in Dallas, Texas, secured a long-term strategic material supply agreement as a key supplier of specialized materials for the U.S. Naval Nuclear Propulsion Program.
June 2026
18 events- Cameco, BWX Technologies, Constellation Energy, and First Solar are major holdings in the VanEck ETF and recognized leaders in energy transition markets.
- GE Vernova and others are driving global nuclear capacity growth, targeting a tripling of capacity by 2050 through SMR deployment.
- Nuclear technology companies, including BWX Technologies and Oklo, are manufacturing components in the US and supplying services to Belgium from their base in Santa Clara.
- BWX Technologies is seen as a beneficiary of Trump's tariffs and onshoring policies, a view discussed by Jim Cramer.
- BWX Technologies supports the National Nuclear Security Administration through major contracts and utilizes LinkedIn for professional presence.
- A downgrade on July 9, 2025, caused shares of BWX Technologies to fall.
- BWX Technologies provided nuclear reactor components for a U.S. Navy mission.
- BWX Technologies is a key supplier of small modular reactors, while Pele microreactor aligns with U.S. military goals, and BWXT views TVA's BWRX-300 SMR as a catalyst.
- Centrus Energy and BWX Technologies are both benefiting from the ongoing renaissance in the nuclear energy sector.
- BWX Technologies shares increased by 34.2% on August 5, 2025, significantly outpacing the S&P 500's 6.1% gain.
- Kinectrics acquisition broadens capabilities in nuclear power and energy infrastructure for BWX Technologies.
- BWX Technologies is headquartered in Lynchburg, Virginia.
- Oklo is confirmed as an SMR developer, while industry outlook is bolstered by strong financials at BWX Technologies and commentary from Rex Geveden.
- BWX Technologies saw its price target raised by BofA Securities following a recent $2.6 billion Navy pricing agreement and revenue increases.
- A joint venture involving Hitachi, GE Hitachi, and BWX Technologies signed MOUs for the deployment of the BWRX-300 SMR.
- Truist Securities raised its price target for BWX Technologies following the company's solid Q2 results.
- Burke Wealth Management added BWX Technologies to its portfolio in August 2025.
- BWX Technologies filed required reports with the SEC regarding stock purchases on May 26, 2026, and received a 'buy' rating and price target upgrade.