BWX Technologies: AI Needs Power, Nuclear Power Plant Boom Starts in 2028. I See the 40% Drop as a Buying Opportunity!

After the approximately 40% correction, I see a buying opportunity in BWX Technologies . The stock has significantly lost value, while the fundamental story surrounding nuclear power has improved during this week's investor day. By 2030, BWXT aims to increase its revenue from around 3.8 billion USD to between 5.5 and 6.0 billion USD. Adjusted EBITDA is expected to double to 1.1 to 1.2 billion USD. At the same time, a backlog of 8.4 billion USD provides high visibility. I find the outlook for 2028 and 2029 particularly exciting. During this time,...