CEG, BWXT and GEV stand out as nuclear winners as AI data center power demand surges, fueling reactor growth, policy backing and SMR investment.
BWXT vs. FLR: Strong growth, rising nuclear demand and contrasting valuations set up a close contest between two key energy players.
Here is how BWX Technologies (BWXT) and FTAI Aviation (FTAI) have performed compared to their sector so far this year.
BWXT, EQT and MX made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on March 25, 2026.
The SPDR Bloomberg International Treasury Bond ETF faces downside risk due to rising global rates driven by the Iran conflict. BWX's 7.4-year duration and 2.8% SEC yield leave it vulnerable to further drawdowns if inflation persists. Prolonged Middle East instability is fueling higher oil prices, stoking inflation, and prompting central banks to tighten policy.
BWXT expands nuclear services and fuel capabilities, aiming to tap rising demand for low-carbon energy and broaden growth beyond defense.
BWX (BWXT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
BWX Technologies expands beyond defense, boosting nuclear medicine with isotopes, new capabilities and a growing role in cancer diagnostics and treatment.
BWXT, WWD and TDG look attractive on dips as rising defense spending, strong aerospace demand and major contract wins support growth prospects.
ArrowMark Colorado Holdings LLC lessened its holdings in BWX Technologies, Inc. (NYSE: BWXT) by 51.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 64,997 shares of the technology company's stock after selling 69,226 shares during the period. ArrowMark Colorado
Cameco is one of the planet's largest uranium miners with world-class assets. BWX Technologies is a rapidly growing engineering company with a wealth of experience in small reactor technology.
BWX Technologies stock surges 101.9% in a year, backed by strong earnings growth, rising estimates and solid demand for nuclear components across defense and commercial markets.