Great things are happening to the stocks in this article.
They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.
"You get what you pay for" often applies to expensive stocks with best-in-class business models and execution.
While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.
NASA has a stunning ambition to put nuclear reactors on the Moon, and this stock is gaining big time. But, is the surge based on hype alone, or real potential?
Shares of aerospace and defense company BWX (NYSE:BWXT)
jumped 3% in the morning session after a BofA Securities analyst raised their price target on the stock. The investment bank increased its price target to $220 from $155, maintaining a Buy rating. Analysts at BofA cited the high demand for BWXT's naval nuclear power plants and a recent $2.6 billion Navy pricing agreement that has driven the company's backlog to record levels. The firm believes BWX Technologies is in a unique position to capitalize on the deployment of military and space nuclear power. This optimistic outlook follows the company's recent strong second-quarter financial results, where it reported a 12.1% year-over-year revenue increase to $764 million, handily beating analysts' expectations. The strong performance has led to a series of positive analyst revisions, with BTIG also recently raising its target to $200, highlighting strong execution and robust market demand.
BWX Technologies (BWXT) is experiencing a surge in demand for naval nuclear power and next-generation reactors, with a record backlog of $6 billion and growth potential in defense, energy, and space markets.
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at BWX (NYSE:BWXT) and its peers.
Aerospace and defense company BWX (NYSE:BWXT) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 12.1% year on year to $764 million. The company’s full-year revenue guidance of $3.1 billion at the midpoint came in 1.3% above analysts’ estimates. Its non-GAAP profit of $1.02 per share was 28.7% above analysts’ consensus estimates.
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages.
Just because a business is in the green today doesn’t mean it will thrive tomorrow.
Top large-cap gainers jumped on beats, upbeat guidance and upgrades—led by Astera Labs, Nebius, Shopify, Arista, Palantir, AppLovin, BWX, Pan American Silver; CoreWeave rallied ahead of its Aug. 12 print.
Shares of aerospace and defense company BWX (NYSE:BWXT)
jumped 18.1% in the afternoon session after the company posted strong second-quarter results and raised its full-year financial outlook. The nuclear components supplier announced adjusted earnings of $1.02 per share on revenue of $764 million, figures that comfortably topped Wall Street estimates. This performance stemmed from solid work in its government operations and a 24% revenue increase in its commercial business. The company also boosted its full-year guidance and reported a record $6 billion backlog, a 70% increase year-over-year, which was bolstered by a new pricing agreement for over $1 billion in U.S. naval reactor work.
Stocks slipped Tuesday as fresh economic data reignited stagflation fears on Wall Street, overshadowing a blowout quarter from Palantir Technologies Inc.
Aerospace and defense company BWX (NYSE:BWXT) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 12.1% year on year to $764 million. The company’s full-year revenue guidance of $3.1 billion at the midpoint came in 1.3% above analysts’ estimates. Its non-GAAP profit of $1.02 per share was 28.7% above analysts’ consensus estimates.
After the conclusion of the US market's regular session on Monday, let's examine the after-hours session and unveil the notable performers among the top gainers and losers.
BWX Technologies (BWXT) shows strong technicals with a 10/10 rating, near 52-week highs, and a 9/10 breakout setup. Ideal for momentum traders eyeing $144.08 breakout.
