--- title: "BWXT BWX Technologies" canonical: "https://supercyclehq.com/stock/bwx-technologies" type: "stock" dataAsOf: "2026-11-06" ticker: "BWXT" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # BWX Technologies (BWXT) BWX Technologies is a nuclear technology company. ## AI Exposure Score **20/100, Peripheral.** BWXT manufactures naval nuclear reactors and fuel for the US government, with advanced reactor and microreactor programs offering data center power optionality. AI matters mainly through future nuclear demand for compute power, while the defense base is independent of AI. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $119.52 | | Change 1d | +3.97% | | Change 7d | -8.55% | | Change 30d | -15.96% | | Change 1y | -37.89% | | 52-week high | $237.73 | | 52-week low | $114.96 | | Market cap | $11.0B | | P/E | 29.37 | | EPS | $4.07 | | Next earnings | 2026-11-02 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NYSE | | Sector | Industrials | | Headquarters | Lynchburg, Virginia | | CEO | Rex D. Geveden | | Employees | 10,400 | | Website | https://www.bwxt.com | | Buildout layers | [Power & Energy](https://supercyclehq.com/category/power-energy), [Defense & Aerospace AI](https://supercyclehq.com/category/defense-ai) | ## What the company does BWX Technologies is a nuclear technology company. Its core business is manufacturing naval nuclear reactors and fuel for the US government, and it also builds advanced nuclear fuel and radioisotope power systems for defense and space programs. AI features in how it runs and monitors that technology: AI reactor monitoring and nuclear AI safety systems watch over operating reactors, AI supports fuel fabrication, and AI power systems serve space applications. The company's advanced reactor and microreactor programs add a path toward powering data centers. Founded in 2015 and headquartered in Lynchburg, Virginia, BWXT trades on the NYSE, is led by CEO Rex Geveden, and employs roughly 11,000 people. ## Role in the AI buildout BWXT spans the Power & Energy and Defense & Aerospace AI layers. Its defense base, naval reactors and fuel for the US government, is independent of AI. The buildout connection comes from its advanced reactor and microreactor programs, which offer optionality if nuclear power becomes a preferred source for AI data centers. AI also appears in its reactor monitoring and safety systems. Supercycle scores its exposure as modest: real optionality, but not the core business today. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Cathie Wood](https://supercyclehq.com/investors/cathie-wood) | ARK Investment Management | $107.0M | 0.69% | trimmed | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $3.2M | 0.01% | trimmed | 2026-06-30 | ## Recent news - [Why Is BWX Technologies (BWXT) Winning A $2.2 Billion Army Reactor Contract?](https://finance.yahoo.com/energy/articles/why-bwx-technologies-bwxt-winning-151004100.html?.tsrc=rss) (source, 2026-11-04) - [BWX Technologies, Inc. Launches Cash Tender Offers and Consent Solicitations for its 4.125% Senior Notes due 2028 and 4.125% Senior Notes due 2029](https://finance.yahoo.com/markets/stocks/articles/bwx-technologies-inc-launches-cash-135100602.html?.tsrc=rss) (source, 2026-11-04) - [BWX Technologies, Inc. Announces Proposed Offering of Senior Notes](https://finance.yahoo.com/markets/stocks/articles/bwx-technologies-inc-announces-proposed-134900173.html?.tsrc=rss) (source, 2026-11-04) - [BWX Technologies Inc (BWXT) Q3 2026 Earnings Call Highlights: Double-Digit Growth, Record ...](https://finance.yahoo.com/markets/stocks/articles/bwx-technologies-inc-bwxt-q3-130129619.html?.tsrc=rss) (source, 2026-11-04) - [BWXT Q3 Earnings Call Highlights 2027 Growth and Nuclear Demand](https://finance.yahoo.com/markets/stocks/articles/bwxt-q3-earnings-call-highlights-140000883.html?.tsrc=rss) (source, 2026-11-03) ## FAQ ### What does BWX Technologies do? BWXT manufactures naval nuclear reactors and fuel for the US government, along with advanced nuclear fuel and radioisotope power systems for defense and space applications. ### How is BWXT exposed to AI? Mainly through future power demand. Its advanced reactor and microreactor programs could power AI data centers, while the defense base is independent of AI. Supercycle gives it an AI Exposure Score of 20 out of 100. ### What are BWXT's AI-related capabilities? AI reactor monitoring, nuclear AI safety systems, AI-supported fuel fabrication, and AI power systems for space applications. ### Who leads BWXT and where is it based? CEO Rex Geveden leads BWXT from Lynchburg, Virginia. The company was founded in 2015, trades on the NYSE, and employs roughly 11,000 people. ### Is BWXT a pure play AI stock? No. BWXT is a defense nuclear manufacturer with data center power optionality. Its score of 20 out of 100 reflects modest, mostly indirect AI exposure. --- Source: https://supercyclehq.com/stock/bwx-technologies. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.