JP Morgan Cuts BWX Technologies (BWXT) Price Target to $190

JP Morgan has reiterated its Overweight rating on BWX Technologies and set a new price target of $190, a 36.58% upside from the current price.

By EarningsIQ Research Desk · Published Oct 16, 2026, 2:27 PM EDT

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JP Morgan cut its price target on BWX Technologies, Inc. ($BWXT) to $190 from $230 on October 13, 2026, and rates the stock "Overweight".

Since the rating, $BWXT is down 1.3% to date (from the $138.86 close on Oct 13, 2026).

BWXT BWX Technologies, Inc.

$137.01 -24.33% year to date

Daily close · Oct 16, 2026

Key Points

On October 13, 2026, JP Morgan reiterated its Overweight rating on BWX Technologies, lowering the price target from $230 to $190.
JP Morgan's $190 price target implies 36.58% upside from BWX Technologies, Inc.'s ($BWXT) current $139.11 share price.
As of October 16, 2026, BWXT shares recently traded around $139.11, which is 26.8% below the new target price.
BWX Technologies has a trailing twelve-month revenue of about $3.51 billion and an EPS of $3.87.

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JP Morgan has reiterated its Overweight rating on BWX Technologies, Inc. (NYSE: BWXT) on October 13, 2026, and set a new price target of $190, down from $230. The stock is currently trading around $139.11 as of October 16, 2026, which places it about 26.8% below the new target.

JP Morgan's Call on BWX Technologies

JP Morgan maintained its Overweight rating while adjusting the price target for BWX Technologies from $230 to $190. This change reflects the firm's outlook on the company in light of current market conditions.

Other Institutional Activity in BWX Technologies

Several institutional investors have adjusted their positions in BWX Technologies recently. Blackrock Inc. reduced its holdings by 363,376 shares, ending with 12,123,786 shares valued at about $1.66 billion. Vanguard Portfolio Management LLC also trimmed its stake, selling 135,971 shares for a total of 4,755,063 shares worth approximately $651.5 million. In contrast, Vanguard Capital Management LLC added 46,263 shares, bringing its total to 4,140,330 shares valued at around $567.3 million.

BWX Technologies, Inc. Stock Up 1.4%

BWX Technologies shares recently traded at $139.11, significantly below the new price target of $190 set by JP Morgan. This position indicates potential upside if the stock can recover toward the analyst's expectations. The company's performance metrics, including a trailing twelve-month revenue of about $3.51 billion and an EPS of $3.87, reflect its solid financial standing despite the recent price adjustments.

12-month forecast

$BWXT price target

BWX Technologies, Inc. daily closes and this analyst's $190 target. Not advice.

Recent Earnings

BWX Technologies reported a trailing twelve-month revenue of approximately $3.51 billion and an EPS of $3.87. The company is scheduled to announce its next earnings on November 2, 2026.

Insider Buying and Selling at BWX Technologies, Inc.

Several insiders have sold shares recently, including Kevin James Gorman, an officer, who sold 1,344 shares at an average price of $214.71 on March 2, 2026, totaling about $288,574. Chief Financial Officer Michael Thomas Fitzgerald sold 2,417 shares at $209.25 on May 11, 2026, worth approximately $505,757. CEO Rex D. Geveden also sold 10,000 shares on two occasions, with a total value of over $3.77 million.

Analysts Set New Price Targets

On October 13, 2026, JP Morgan reiterated its Overweight rating for BWX Technologies with a new price target of $190. Other firms like Northland Capital Markets and B of A Securities have maintained their ratings with targets of $220 and $210, respectively. The consensus among analysts shows a cautious but optimistic outlook for the stock.

About BWX Technologies

BWX Technologies, Inc. manufactures and sells nuclear components, operating in both government and commercial sectors. Based in Lynchburg, Virginia, the company plays a vital role in the aerospace and defense industry. The recent analyst ratings and price target adjustments reflect ongoing evaluations of its market position and potential growth.

Bottom Line

Investors should keep an eye on BWX Technologies as it approaches its next earnings report on November 2, 2026. The gap between the current trading price and the new analyst target suggests there may be room for price recovery in the future.