BWX Technologies shares surge 5.41% intraday after beating Q2 earnings estimates and raising FY 2025 guidance.

BWX Technologies surged 5.41% intraday following a combination of positive catalysts. The stock reached a 52-week high after beating Q2 2025 earnings estimates by $0.23 per share and announcing a $0.25 quarterly dividend on August 6. This was compounded by heightened investor interest due to NASA’s plan to deploy a nuclear reactor on the moon, with BWX Technologies highlighted as a key beneficiary. Analyst activity further reinforced optimism, including Truist Financial’s reiterated $145 price target and William Blair’s upward earnings revision. Unusual call options trading and institutional buying, such as Vanguard’s purchase of 192,363 shares, also signaled strong demand. While earlier bearish ratings from Barclays and Wall Street Zen were overshadowed, the earnings outperformance and strategic positioning in the nuclear energy sector drove the intraday rally.