BWX Technologies Initiated with Buy Rating by TD Securities

TD Securities initiated coverage of BWX Technologies with a Buy rating and a $230 price target, citing the company's strong nuclear heritage and technology-agnostic service model. BWXT reported Q4 adjusted EPS of $1.08, above the 88c consensus estimate, and expects FY26 adjusted EPS of $4.55 to $4.70. The company manufactures nuclear components and provides nuclear services across government and commercial markets.