WallStSmart
BWXT

BWX Technologies Inc

NYSE: BWXT · INDUSTRIALS · AEROSPACE & DEFENSE

$208.08
-3.75% today

Updated 2026-04-29

Market cap
$19.06B
P/E ratio
58.12
P/S ratio
5.96x
EPS (TTM)
$3.58
Dividend yield
0.46%
52W range
$102 – $242
Volume
1.0M

BWX Technologies Inc (BWXT) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$208.08
Consensus
$209,700.00
+100678.55%
2030 Target
$858,002.15
+412242.44%
DCF
16 analysts:
10 Buy4 Hold2 Sell

Management guidance

BWXT provided 2026 guidance of approximately $3.75B in revenue (high-teens growth from $3.20B in 2025), with $645-660M in adjusted EBITDA. Management indicated continued strong growth driven by nuclear demand across government, commercial, and medical markets, supported by a $7.3B backlog (50% increase YoY) and disciplined capital allocation.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$1,430,025.18
$6520.0B Rev × 20x P/S
Base case (2030)
$858,002.15
$6520.0B Rev × 12x P/S
Bear case (2030)
$572,001.43
$6520.0B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$2.5B$2.7B$3.2B$3750.0B$4220.0B$4850.0B$5620.0B$6520.0B
Revenue growth8.3%18.3%17.2%12.5%14.9%15.9%16.0%
EPS$3.03$3.33$3.75$4.62$5.20$6.05$7.10$8.30
P/S ratio12.0x12.0x12.0x12.0x12.0x
Implied price$493,492.70$555,327.78$638,242.50$739,580.31$858,002.15

Catalysts & risks

Growth catalysts
+ U.S. government push to quadruple nuclear energy capacity; AI data center power demand driving commercial nuclear adoption
+ $7.3B backlog with 50% YoY growth providing multi-year revenue visibility; new naval nuclear fuel contracts secured
+ Nuclear medicine and TRISO fuel expansion; advanced reactor component manufacturing positioning for next-gen technologies
+ Executive Order criticality goals and domestic supply chain rebuild for nuclear fuel cycle creating sustained demand
Key risks
- Valuation concerns: trading at 60x P/E with stock up 127% YoY; potential margin compression if capex increases
- Government contract dependency and budget cycle risks; geopolitical tensions could accelerate or decelerate spending
- Recent insider selling and institutional rebalancing (Allspring 24.5% stake reduction); Wells Fargo initiated Sell rating

Methodology

BWX Technologies Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 16 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.