BWX Technologies.
American nuclear energy and technology company
- Reports this week
- 1
- Active events
- 1
- Connections
- 71
What's happening
Earlier this month
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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
One to three months ago
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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 support2 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
Gone quiet
No new reports in 90+ days-
Cameco, BWX Technologies, Constellation Energy, and First Solar are major holdings in the VanEck ETF and recognized leaders in energy transition markets.Some support2 reports
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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 supported3 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 support1 report
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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.
Around BWX Technologies this week
News at the entities that move BWX Technologies most-
SEC StructuralDHS, DOJ, and SEC formed a joint initiative to establish a Trade Fraud Task Force, setting standards for compliance.Moves BWX Technologies
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Deutsche Bank OperationalGeopolitical risk adds to UK fiscal pressures as renewed fighting drives up oil prices, prompting economists to analyze market impacts.Moves BWX Technologies
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Donald Trump OperationalThe Trump administration utilized the Department of Health & Human Services for an AI tool.Moves BWX Technologies
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Army TransactionalIndia's armed forces are adopting AI technology, with developments being compared to US projects.Moves BWX Technologies
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Defense Innovation Unit TransactionalAmprius Technologies Inc. secured a $10.5 million contract with the US government on August 8, 2025.Moves BWX Technologies
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National Nuclear Security Administration StructuralSSP partners with NNSA to support strategic nuclear weapon systems on Ohio-class and Columbia-class SSBNs.Moves BWX Technologies
Connections
The 32 strongest of 71, 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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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 supplies and services under major contracts awarded by the NNSA.
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SEC Structural
The SEC mandates that BWX Technologies file institutional investment disclosures, such as 13F filings.
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NuScale Operational
The two companies are recognized as peers in the advanced nuclear technology market and are actively engaged in competitive market dynamics.
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Babcock & Wilcox Transactional
BWX Technologies was spun off from Babcock & Wilcox.
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Deutsche Bank Operational
Deutsche Bank actively tracks and influences BWX Technologies' market valuation through rating changes.
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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.
Show all 32 connections
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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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Army Transactional
The Army selected BWX Technologies' BANR technology for the Janus program.
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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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Jim Cramer Mentioned together
Jim Cramer frequently discusses BWX Technologies as a potential investment opportunity on his platform.
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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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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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SpaceX Operational
The two companies are identified as direct competitors vying for the same investor portfolios and market share.
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Oklo Operational
Oklo and BWX Technologies are identified as competitors within the nuclear energy industry.
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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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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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Georgia Shared context
The company is operating within the multi-state context of the reactor deployment, which includes Georgia.
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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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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 utilizing a site in Kentucky for the deployment of microreactors.
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Constellation Mentioned together
Both entities are referenced as investments within the nuclear energy sector.
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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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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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MarketBeat Mentioned together
MarketBeat, a market data service, has identified BWX Technologies as a stock to monitor.
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Alaska Structural
BWX Technologies' microreactor technology is forecast to potentially power installations in Alaska.
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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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New York Shared context
BWX Technologies is involved in a multi-state reactor deployment that includes New York.
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Unity Mentioned together
No evidence was found in the timeline linking BWX Technologies and Unity.
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Mobileye Mentioned together
No relationship was identified between Mobileye and BWX Technologies in the provided evidence.
History
Events by the month they beganSeptember 2026
2 eventsAugust 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.
Show 1 earlier month
June 2026
18 events- 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.
- Cameco, BWX Technologies, Constellation Energy, and First Solar are major holdings in the VanEck ETF and recognized leaders in energy transition markets.
- 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.