BWX Technologies: Nuclear Energy Meets AI and Defense Boom. Bank of America Sees More Upside.

The stock of BWX Technologies (BWXT) is performing exceptionally well. The company benefits from the increasing energy demand in the AI era and the defense boom. It produces nuclear reactors, reactor components, and fuel for the U.S. Navy, as well as solutions for commercial nuclear energy and nuclear medicine. It is considered a frontrunner in small modular reactors (SMRs). Recently, BWX secured marine contracts worth $2.6 billion for submarine and aircraft carrier components, of which $1 billion has already been recognized. In Q2, revenue rose...