William Blair analyst Jed Dorsheimer has reiterated their bullish stance on BWXT stock, giving a Buy rating today.
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Jed Dorsheimer has given his Buy rating due to a combination of factors tied to BWX Technologies’ accelerating commercial nuclear momentum and solid execution. The company exited 2025 with a book-to-bill above 2 in commercial nuclear, a sharply higher backlog driven by CANDU refurbishments and small modular reactor components, and quarterly results that exceeded revenue and earnings expectations, particularly on the strength of 31% organic growth in commercial power.
He also highlights BWX’s expanding role across the nuclear value chain, including its first Westinghouse AP1000 award, growing bid activity on additional AP1000 components, and meaningful content positions on leading SMR platforms such as GE Hitachi and Rolls-Royce. Coupled with steady government and medical businesses that underpin R&D and capital investment, and a robust outlook for high-teens revenue growth to around $3.75 billion by 2026, Dorsheimer views BWX as a durable, “pick-and-shovel” nuclear player with attractive, underappreciated upside.
In another report released today, TipRanks – Google also reiterated a Buy rating on the stock with a $224.00 price target.