Comprare azioni BWX Technologies (BWXT)? Analisi degli YouTuber di finanza

The YouTuber notes that while BWX Technologies has impressive growth and a record backlog, its current price to profit ratios are harder to justify compared to the top pick. It offers visibility into the micro-reactor market for data centers but comes with a premium valuation.

“The loss for the others doesn't mean they won't grow, only that their current price to profit ratios are harder to justify. BWX Technologies offers the best visibility with its record 7.3 billion dollar backlog.” — ▶ 10:50

The YouTuber recommends Babcock & Wilcox Technologies as the only large-format commercial nuclear equipment manufacturer in North America. Its commercial backlog surged 85% year over year, and it has key partnerships, including with Kairos Power and Google. BWXT also manufactures TRISO nuclear fuel, positioning it to capture revenue from advanced and small modular reactors.

“Babcock & Wilcox Technologies, and they're the only large-format commercial nuclear equipment manufacturer within North America. And their commercial backlog surged 85% year over year by the end of 2025.” — ▶ 8:50

The YouTuber recommends BWX Technologies for its role in fabricating usable reactor cores and TRISO fuel, critical for microreactors and SMRs. Their defense contracts fund R&D, while commercial applications for industrial campuses and data centers are emerging, providing recurring revenue and a strong moat due to nuclear-grade certifications.

“BWX turns it into usable reactor cores. They fabricate nuclear components for both the US military and the private sector, including Tiso fuel. Each TSO pellet is a uranium kernel wrapped in carbon and ceramic that can withstand extreme heat without ever melting down.” — ▶ 14:50