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An analyst report suggests BWX Technologies, Inc. (BWXT) is a strong nuclear franchise, but its $173.20 share price and forward P/E of 41.32 create a demanding valuation that hinges on a rapid global nuclear expansion.
BWX Technologies delivered its proprietary TRISO nuclear fuel for the U.S. Army’s Project Pele microreactor and secured a service contract for Bulgaria’s Kozloduy nuclear plant. These developments strengthen its position in both government and civil nuclear sectors, though the market impact remains unquantified.