Stock Ratings / Industrials / BWXT / insiders

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BWX Technologies Inc. (BWXT) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$130.70 -5.24% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $129.22

BWX Technologies Inc. (BWXT) carries a Roarable Rating of D+ (Sell) with 57/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record: Scores of 57/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.2% avg 90D alpha vs SPY) →

ROARABLE D+ • SELL / AVOID Cap $12.64B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on BWXT Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is BWXT stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, BWX Technologies Inc. (NYSE: BWXT) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 57/100 at a spot price of $130.70 (-5.24% 1D, market cap $12.64B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 7/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 5/20, and SEC Balance-Sheet Forensics 12/20. Across 485 tracked Industrials issuers, BWXT ranks #164 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does BWXT compare to LII and MKSI in the Industrials sector?

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Within the Industrials sector (Industrial Machinery/Components), BWXT carries a Roarable D+ (57/100 RQD), trailing P/E of 38.4x, gross margin of 22.9%, and ROIC of 11.6%. By comparison, LII (Lennox International Inc.) holds a C- grade (59/100 RQD, P/E 14.8x, ROIC 34.9%, cap $11.91B) and MKSI (MKS Inc.) posts a D grade (48/100 RQD, P/E 49.5x, ROIC 8.6%, cap $14.62B). Among the 5-stock peer group, LII leads on earnings multiple (14.8x) while LII leads on capital efficiency (34.9% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for BWXT?

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Per BWXT's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001486957), BWX Technologies Inc. generated $3.20B in revenue (+18.3% YoY), $328.9M in net income, and $295.3M in free cash flow against $4.27B in total assets and $2.02B in total debt. Key quantitative strengths: Strong cash generator (23% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $129.22 (-1.13%)🧬 Cannibal Buyback (-1.24% YoY Shares)⚙️ Cash Engine: 15/20 (B) • 9.2% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 57/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.2% avg 90D alpha vs SPY • 52.2% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D+

2-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk D+

Each axis scored 0–20

12M PRICE TARGET CONE-0.5% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for BWXT)Realized 20D OHLCV Swing Band: ±7.4%

Deterministic 5-Pillar Attribution (57/100 Composite)

🔍 WHY BWXT SCORES 57/100 (D+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (32% of score)

Altman Z-Score 4.63 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▲ #2 Bullish Driver: Cash Engine Quality+15/20 pts (26% of score)

SEC XBRL FY 2025 (10-K): 9.2% FCF Margin ($295.3M FCF) & 22.9% Gross Margin

▼ #1 Drag / Risk Factor: Macro Regime Fit5/20 pts (-15 pt drag)

Macro rate sensitivity & RSI-14 (50.3) create a -15 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C+$138.86-3.3% Next Q

Q2 (-2Q)

Grade C+$134.24-0.1% Next Q

Q3 (-1Q)

Grade C$134.07-2.5% Next Q

Current

Grade D+$130.70-0.2% Hist 90D α

Trajectory: C+ (65) → D+ (57)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the BWXT Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 57/100 (D+) score, BWXT faces multiple-compression risk if 38.4x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Priced at 38x earnings—high expectations leave less room for a lukewarm quarter.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($142.92) or 200D SMA ($184.08) invalidates the momentum regime and cuts Target Base ($130.11) toward Bear Floor ($101.49).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $BWXT• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “BWXT Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 57%NO 43%Trade / Inspect Odds →

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

BWXT Smart-Money Thermometer: BALANCED INSTITUTIONAL POSITIONING

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (BWXT)

No recent open-market Form 4 cluster sales or emergency dumps flagged on BWXT. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring BWXT)

✓Walkthrough of BWXT's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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BWXT // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -39.68%⚡ TESTING RESISTANCE

2026-11-02O $135.0H $137.9L $130.7C $130.7VOL 853.6K

RES: $137.7SUP: $118.9SMA50: $142.9SMA200: $184.1

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

BWXT Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 BWXT Butterfly Map → + Track BWXT →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

29.4%/yr Implied 5Y Growth

vs. +18.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on BWXT today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for BWXT. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for BWXT today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (BWXT)

Industrials Rank #164 of 485 ⚔️ LII vs BWXT Full Matrix →

1. Head-to-Head Industrials Peer Comparison (BWXT vs. LII, MKSI, RRX, ONTO)

Industry: Industrial Machinery/Components (208 Tracked Issuers)

Across 485 tracked Industrials securities in the Roarable RQD universe, BWX Technologies Inc. (BWXT) ranks #164 by composite RQD confidence (57/100, grade D+) and #86 by equity capitalization ($12.64B). Within this direct 5-issuer industry benchmark cohort, LII leads on earnings valuation at 14.8x trailing P/E, while LII leads on capital efficiency and profitability with 34.9% ROIC and 33.4% gross margin. LII currently holds the highest overall quantitative score in the immediate peer group at 59/100 (C-) compared with BWXT at 57/100 (D+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
BWXT ACTIVE BWX Technologies Inc.	D+	57/100	38.4x	22.9%	11.6%	-5.24%	$12.64B	Benchmark Subject
LII Lennox International Inc.	C-	59/100	14.8x	33.4%	34.9%	-1.16%	$11.91B	/lii-vs-bwxt →
MKSI MKS Inc.	D	48/100	49.5x	46.7%	8.6%	-6.54%	$14.62B	/mksi-vs-bwxt →
RRX Regal Rexnord Corporation	D+	58/100	39.0x	37.4%	4.9%	-3.90%	$10.90B	/rrx-vs-bwxt →
ONTO Onto Innovation Inc.	C-	59/100	—	49.7%	5.6%	-9.16%	$10.89B	/onto-vs-bwxt →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001486957

In its most recent audited fiscal period (FY2025, filed 2025-12-31), BWX Technologies Inc. (BWXT) reported GAAP revenue of $3.20B (+18.3% vs. FY2024 revenue of $2.70B , and +28.1% cumulative change since FY2023) , GAAP net income of $328.9M, operating cash flow of $479.8M, and free cash flow of $295.3M (+15.9% YoY). On the balance sheet, BWXT closed FY2025 with $4.27B in total assets against $2.02B in total debt (Altman Z-Score: 4.63, Piotroski F-Score: 7/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$3.20B	$328.9M	$479.8M	$295.3M	$4.27B	$2.02B
FY2024 (FY)	2024-12-31	$2.70B	$281.9M	$408.4M	$254.8M	$2.87B	$1.04B
FY2023 (FY)	2023-12-31	$2.50B	$245.8M	$363.7M	$251.4M	$6.95B	$1.63B

3. BWXT Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is BWXT stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does BWXT compare to LII and MKSI in the Industrials sector?

What are the biggest fundamental strengths and SEC risk factors for BWXT?

Where is BWXT trading relative to its 50-day, 200-day, and 52-week technical levels?

BWXT last traded at $130.70 (-5.24% on volume of 1,336,097 shares), positioning the stock -8.55% below its 50-day simple moving average ($142.92) and -29.00% below its 200-day simple moving average ($184.08). Across its 52-week range of $123.05 to $241.82, BWXT sits at the 6.4% percentile with a 14-day RSI of 50.3 (NEUTRAL RANGE) and an implied next-earnings move of ±7.4% ($121.03 to $140.37).

BWXT Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are BWXT insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies BWXT leadership and institutional positioning as: BALANCED INSTITUTIONAL POSITIONING.

Direct Sub-Reports: BWXT RQD Cockpit BWXT 12M Forecast BWXT Earnings & Move BWXT Dividends & DRIP BWXT Insiders & 13F BWXT Whale Options BWXT Profit Sankey BWXT News & Why

Sector Peer Dials

Compare →

LII C-

Lennox International Inc.

Regal Rexnord Corporation

Pentair plc. Ordinary Share

69 /100

BWXT Core Snapshot

Market Cap $12.64B

Trailing / Fwd P/E 38.4x / 32.3x

Gross Profit Margin 22.9%

Return on Capital (ROIC) 11.6%

Free Cash Flow Yield 2.34%

12M Base Price Target $130.11

FREE TRADER TOOLS

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Drop 3–5 tickers into our live Portfolio X-Ray to spot hidden accounting time-bombs and see your composite RQD dial.

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BWXT Wire

Why It Moved →

Direct Company Event Yahoo Finance • 5h ago

BWX Technologies (BWXT) Stock May Be 9% Overvalued Following $1.4B Contract Wins

Peer / Ecosystem Wire The Motley Fool • 8h ago

BWX Technologies Already Builds Reactors for the Navy. Here's Why It's My Top Nuclear Pick.

Peer / Ecosystem Wire Investing.com • 11h ago

Why is BWX Technologies stock surging today?

Peer / Ecosystem Wire Yahoo Finance • 14h ago

Jim Cramer Weighs In on BWX Technologies After 27% Pullback

Peer / Ecosystem Wire The Motley Fool • 17h ago

Centrus vs. BWX Technologies: Which Nuclear Supply Chain Stock Is the Better Buy After the Sell-Off?

ROARABLE RATING BRIEF • RQD 57/100 (D+) ✓ STAGE-C NUMBER FIREWALL VERIFIED

BWXT — BWX Technologies Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:15:27Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, BWXT scores 57 / 100 and carries a letter grade of D+, labeled "Roarable Sell — Weak Fundamentals / Trim." Pillar breakdown: Fundamental Cash Engine 15/20 (ROIC 11.6%; FCF yield 2.34%); Whale 13F Flow 7/20 (institutional accumulation and options positioning); Insider Conviction 12/20 (SEC Form 4 and Congressional PTR cluster flow); Macro Regime Fit 5/20 (Beta 0.95; sector sensitivity); Forensic Balance Sheet 18/20 (Altman Z 4.63; Piotroski F 7/9; Debt/Equity 1.64).

For a prospective investor, the strongest pillar is the forensic balance sheet, which indicates financial-distress risk is scored as low relative to the other pillars. The weakest pillars are macro regime fit and institutional flow, which together suggest the stock's behavior is weakly aligned with the current macro setup and that large-holder positioning is not a supportive signal in the scoring. The cash-engine pillar sits mid-range: a 11.6% ROIC is a solid return on capital, but a 2.34% FCF yield implies the market is paying a high multiple for each dollar of free cash flow. Valuation tradeoff: per the market data, P/E (TTM) is 38.4 and EV/EBITDA is 25.2, so upside depends on sustained earnings growth to compress these multiples. The rating's Trim verdict reflects that the risk-reward is judged unattractive on current fundamentals, not a prediction of price direction.

Snapshot

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
137.93	$12.64B	38.4	32.3	25.2	3.59	0.73%	0.95	$123.05 - $241.82	11.6%

Business

BWX Technologies Inc. is a NYSE-listed issuer in the Industrials sector, Industrial Machinery/Components industry. Per the profile, the company's market capitalization is $12.6B. Not available in source data: specific product lines, customer base, and revenue model detail.

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$3198.4M	$404.5M	$328.9M	N/A	$295.3M	$499.8M	$2016.0M
FY 2024	$2703.7M	$380.6M	$281.9M	N/A	$254.8M	$74.1M	$1043.0M
FY 2023	$2496.3M	$383.1M	$245.8M	N/A	$251.4M	N/A	$1626.4M

Per the SEC financials, revenue grew from $2496.3M (FY 2023) to $3198.4M (FY 2025), and net income rose from $245.8M to $328.9M over the same span. Market data shows gross margin of 22.9%, operating margin of 12.6%, and net margin of 10.3%, with ROIC of 11.6%. Per the forensic inputs in the RQD rating, the Altman Z-Score is 4.63 and the Piotroski F-Score is 7/9, while Debt/Equity is 1.64. Debt rose from $1043.0M to $2016.0M between FY 2024 and FY 2025, while reported cash rose from $74.1M to $499.8M.

Recent Catalysts & News Wire Analysis

Contract wins (GREEN, CATALYST): A Yahoo Finance headline references $1.4B in contract wins, paired with a valuation-caution framing. Treat the contract value as a headline figure; the underlying contract terms are not in source data.
Nuclear/Navy positioning (YELLOW, MARKET WIRE): A Motley Fool piece frames the company's naval reactor work as a basis for its nuclear thesis.
Price action (YELLOW, MARKET WIRE): Multiple headlines reference a recent surge and a prior 27% pullback, consistent with the 52-week range of $123.05–$241.82.
Peer comparison (YELLOW, MARKET WIRE): A Motley Fool piece compares BWXT with Centrus in the nuclear supply chain.
Butterfly Supply-Chain Graph: sector Industrials, industry Industrial Machinery/Components, supply chain "NONE," no butterfly links and no proprietary signals.

Risk watch: the 27% pullback and the valuation framing in the headlines are the main items to monitor against the RQD's weak macro-fit score.

Open Questions

What are the terms, timing, and margin profile of the $1.4B contract wins referenced in the news wire?
What drove the increase in debt from $1043.0M to $2016.0M, and how is it being serviced?
What explains the gap between FY 2025 cash of $499.8M and the FY 2024 cash of $74.1M?
What is the analyst consensus and price target distribution?
What do insider and institutional holder filings show for the recent period?

BWXT Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for BWX Technologies Inc. (BWXT) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to BWXT Debate Forum (3) ↓

🟢 CATALYST Yahoo Finance • 5h ago

BWX Technologies (BWXT) Stock May Be 9% Overvalued Following $1.4B Contract Wins

Yahoo Finance report covering BWX Technologies Inc. (BWXT) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE The Motley Fool • 8h ago

BWX Technologies Already Builds Reactors for the Navy. Here's Why It's My Top Nuclear Pick.

The Motley Fool report covering BWX Technologies Inc. (BWXT) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Investing.com • 11h ago

Why is BWX Technologies stock surging today?

Investing.com report covering BWX Technologies Inc. (BWXT) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 14h ago

Jim Cramer Weighs In on BWX Technologies After 27% Pullback

Yahoo Finance report covering BWX Technologies Inc. (BWXT) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE The Motley Fool • 17h ago

Centrus vs. BWX Technologies: Which Nuclear Supply Chain Stock Is the Better Buy After the Sell-Off?

The Motley Fool report covering BWX Technologies Inc. (BWXT) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 20h ago

Why Is BWX (BWXT) Stock Rocketing Higher Today

Yahoo Finance report covering BWX Technologies Inc. (BWXT) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST The Motley Fool • 23h ago

This Nuclear Stock Doesn't Need a Breakthrough. It Just Won Another $189 Million Contract Doing What It's Always Done.

The Motley Fool report covering BWX Technologies Inc. (BWXT) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 1d ago

BWX Technologies stock jumps on New Brunswick reactor selection

Yahoo Finance report covering BWX Technologies Inc. (BWXT) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

BWXT Bull vs. Bear Conversation Board — What's Your Call at $130.70?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON BWXT 🐻 50% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $148.96 (+8.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is BWXT (D+ • RQD 57/100) a Buy at $137.93?

Welcome to the BWXT (BWX Technologies Inc.) Roar Pit. Current RQD Composite is 57/100 (Roarable Sell — Weak Fundamentals / Trim) in Industrial Machinery/Components. Bulls point to operating leverage and sector positioning, while bears focus on valuation multiple compression (38.4x trailing P/E). Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

BE BearTrap_Alert Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $114.48 (-17.0%)

Spot @ $137.93

Pump the brakes on BWXT — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on BWXT, but look at what you are paying: 38.4x trailing P/E with 22.9% gross margins. Unless BWX Technologies Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

QU QuantViper Verified K Arena Trader 🐂 BULLISH 🎯 Target: $165.52 (+20.0%)

Spot @ $137.93

BWXT cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on BWXT, the market is fixating on short-term headline noise in Industrial Machinery/Components and ignoring the balance sheet and cash flow trajectory. At $137.93 (52-wk range $123.05 - $241.82), any beat on forward guidance forces shorts and underweight funds to chase.