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TD Securities Initiates Coverage Of BWXT With Buy
6.1
On March 12, 2026, TD Securities analyst Marc Bianchi initiated coverage of BWX Technologies (NYSE:BWXT) with a Buy rating and $230 price target, citing its strong nuclear heritage and technology-agnostic service model. BWXT reported Q4 adjusted EPS of $1.08 and revenue of $885.8M, beat consensus, and guided FY26 adjusted EPS $4.55–4.70 with roughly $3.75B revenue, noting 50% backlog growth.
Key Points
- 1Initiates coverage with Buy and $230 target, signaling analyst confidence in BWXT's prospects
- 2Highlights multiple growth opportunities, technology-agnostic service model, and 50% backlog growth driving revenue visibility
- 3Suggests FY26 guidance above consensus ($4.55–4.70 EPS, ~$3.75B revenue), informing investment decisions
Scoring Rationale
Moderate analyst-backed earnings and guidance drive score, limited by company-specific scope and promotional content tone.
Sources
Public references used for this report.
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