BWX Technologies, the Industrials sector company, was revisited by a Wall Street analyst yesterday. Analyst Ronald Epstein from Bank of America Securities maintained a Buy rating on the stock and has a $155.00 price target.
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Ronald Epstein’s rating is based on BWX Technologies’ strong financial performance and strategic moves. The company reported an adjusted EPS of $1.02 for the second quarter of 2025, surpassing both Bank of America’s estimate of $0.80 and Bloomberg’s estimate of $0.79. This was largely driven by robust revenue and margins in their Government Operations segment, which offset weaker performance in Commercial Operations. Additionally, the company achieved a record backlog of $6.0 billion, a 70% increase year-over-year, bolstered by a significant pricing agreement for naval reactor components.
BWX Technologies also raised its financial outlook for 2025, increasing revenue projections to $3,100 million and adjusting the lower end of its free cash flow outlook to $275-$285 million. These positive revisions, along with the successful acquisition of Kinectrics Inc., underscore the company’s growth potential and operational strength. Consequently, Epstein maintains a Buy rating, reflecting confidence in BWX Technologies’ ability to deliver continued financial success and shareholder value.
In another report released on August 1, TR | OpenAI – 4o also reiterated a Buy rating on the stock with a $174.00 price target.
BWXT’s price has also changed moderately for the past six months – from $111.350 to $154.510, which is a 38.76% increase.