Centrus vs. BWX Technologies: Which Nuclear Supply Chain Stock Is the Better Buy After the Sell-Off?

Both Centrus Energy and BWX Technologies are positioned in the growing nuclear supply chain, benefiting from surging electricity demand from AI data centers and government support for nuclear energy. Centrus has declined 54% in 2026 as it undergoes capital-intensive expansion to become a domestic producer of enriched uranium fuel for advanced reactors. BWX Technologies has fallen 22% and maintains an exclusive, stable position as the sole supplier of weapons-grade nuclear fuel for the U.S. Navy with long-term contracts.

10/21/2026, 9:45 PM • The Motley Fool

BWX Technologies vs. Rocket Lab: Should You Go Nuclear or Go to Space in Your Portfolio?

The article compares BWX Technologies and Rocket Lab as investment options, presenting a value versus growth dilemma. BWX offers stability through nuclear infrastructure contracts with the U.S. government and benefits from the nuclear power renaissance, trading at a reasonable 28.6x forward P/E with positive cash flow. Rocket Lab provides high-growth potential with 38% revenue growth but currently burns cash and trades at a premium 191.8x forward P/E, with its $8 billion Iridium acquisition adding complexity. The author recommends BWX Technologies as the better 2026 investment due to its essential role in Navy contracts, reasonable valuation, and predictable profitability.

10/16/2026, 5:47 PM • The Motley Fool

Here's Where These 4 Nuclear Reactor Stocks Could Be in 5 Years

The article analyzes four nuclear reactor stocks and their potential valuations by 2031. Oklo, NuScale Power, and Nano Nuclear Energy face significant execution risks with current stock prices appearing to price in substantial post-2031 growth. BWX Technologies, a more established supplier with existing revenue, carries less commercialization risk but trades at a premium valuation with limited upside room.

10/11/2026, 8:30 AM • The Motley Fool

3 Nuclear Energy Stocks Down 40% or More From Their Highs -- Only 1 Is a Real Opportunity Right Now.

Three nuclear energy stocks have fallen significantly from their highs due to market headwinds. NuScale and Oklo, which develop innovative small modular reactors, have plummeted 86% and 79% respectively but lack commercial deployment and trade at extremely high valuations. BWX Technologies, a more established and profitable nuclear supplier with defense contracts, has only pulled back 40% and offers a more balanced opportunity in the resurgent nuclear market.

10/08/2026, 3:05 PM • The Motley Fool

Prediction: This Nuclear Stock Outperforms Oklo and NuScale Through 2030 (Hint: It Already Has Revenue)

BWX Technologies is positioned to outperform nuclear peers Oklo and NuScale through 2030 due to its established $3.2 billion revenue base and decades of nuclear manufacturing experience. While Oklo and NuScale are still commercializing reactor technologies, BWXT generates revenue from U.S. Navy contracts, TRISO fuel production, medical isotopes, and is developing advanced reactors and microreactors. The company raised its 2026 revenue guidance to $3.8 billion with 19% growth expected.

10/02/2026, 12:30 PM • The Motley Fool

X-Energy Just Went Public in 2026. Here's How It Stacks Up Against Oklo, NuScale, and BWX Technologies.

X-Energy, a small modular reactor (SMR) developer, went public at $23 per share in April 2026 but has since dropped to $14, trading 40% below its IPO price. While the company has secured major deals with Amazon and Dow, it faces significant challenges including unproven TRISO fuel technology, regulatory hurdles with the NRC, and a premium valuation at 19x sales despite ongoing losses. The analyst recommends avoiding X-Energy in favor of more established nuclear players like BWX Technologies.

10/01/2026, 2:20 PM • The Motley Fool

2 Nuclear Energy Stocks to Buy Before 2026 Ends

The nuclear energy market is experiencing a resurgence driven by AI infrastructure demands, decarbonization initiatives, and safer technologies. The article recommends two stocks: Uranium Energy (UEC), which benefits from rising uranium prices through spot-price sales, and BWX Technologies (BWXT), a diversified nuclear component manufacturer with a strong defense sector presence and growing commercial backlog.

09/08/2026, 12:10 PM • The Motley Fool

BWX Technologies Already Builds Reactors for the Navy. Why Is It Still the Cheapest Nuclear Stock?

BWX Technologies trades at lower valuations than nuclear peers despite being the sole supplier of reactors and fuel for the U.S. Navy's submarine and aircraft carrier fleets. The company reported 18% revenue growth to $901.6M in Q2, signed $1.4B in new Navy contracts, and raised full-year guidance to $3.8B revenue and $4.70-$4.80 EPS. With an $8.6B backlog and diversification into commercial nuclear and medical isotopes, BWX presents a value opportunity in the nuclear sector.

09/06/2026, 9:05 AM • The Motley Fool

3 Nuclear Stocks Worth Owning for the Entire Year as Power Demand Keeps Climbing

Nuclear energy is experiencing a resurgence driven by AI data center power demands and government support to quadruple U.S. nuclear capacity by 2050. Three stocks positioned to benefit are Cameco (uranium mining and fuel), BWX Technologies (naval reactors and commercial components), and Vistra (utility with major nuclear fleet and tech company power deals).

06/28/2026, 5:14 AM • The Motley Fool

Energy ETFs: MLPX Delivers More Income, Lower Fees

A comparison of two energy sector ETFs reveals distinct investment strategies: MLPX (Global X - MLP & Energy Infrastructure ETF) offers higher dividend yield (4.13%) and lower fees (0.45%), making it ideal for income-focused investors, while NLR (VanEck Uranium and Nuclear ETF) has delivered superior long-term growth (146% total return over 5 years) but with higher volatility and lower dividend yield (2.29%).

06/03/2026, 11:07 AM • The Motley Fool

Oklo vs. BWX Technologies: The Big Nuclear Revenue Face-Off and One Clear Winner

BWX Technologies emerges as the clear winner in a comparison with Oklo, driven by its established revenue generation and strong backlog. While Oklo remains in pre-revenue stage developing advanced fission reactors, BWX Technologies generates consistent quarterly revenues exceeding $680 million and has secured $8.7 billion in backlog, including $1.4 billion in recent U.S. Naval Nuclear Propulsion Program contracts. The analyst recommends BWX stock for investors seeking exposure to the nuclear energy sector.

06/01/2026, 12:31 PM • The Motley Fool

The Best 3 Industrial Energy Stocks to Buy and Hold for Decades

Three industrial energy stocks are positioned to benefit from AI-driven data center growth and increased government investment in domestic manufacturing and nuclear energy: GE Vernova, which supplies gas turbines to hyperscalers; BWX Technologies, a key nuclear component supplier and exclusive Navy fuel provider; and Fluence Energy, which provides grid-scale battery storage solutions for data centers and renewable energy integration.

05/27/2026, 3:16 PM • The Motley Fool

Should You Rebalance Into an Aerospace and Defense ETF Before June?

Geopolitical tensions and rising defense budgets are driving growth in the aerospace and defense sector. The article compares two major ETFs in this space: the iShares U.S. Aerospace & Defense ETF (ITA), which is market-cap weighted and concentrated in three large companies, versus the State Street SPDR S&P Aerospace & Defense ETF (XAR), which uses equal weighting for broader diversification. With the U.S. Defense Department budget projected to exceed $960 billion in 2026 and NATO allies committing to 5% GDP defense spending, the sector presents attractive long-term investment opportunities.

05/20/2026, 12:15 PM • The Motley Fool

Global Nuclear Small Modular Reactors (SMRs) Research Report 2026-2046, 60+ Detailed Company Profiles Covering Technology, Funding, Pipeline, Partnerships and Contacts

The global SMR market is entering a 'Golden Age of Nuclear' with 2025-2026 marking a pivotal inflection point. With a market potential of $0.5-1.5 trillion and a 700 GW transformation scenario by 2050, governments and hyperscalers are converging on SMRs as scalable zero-carbon power sources. Recent funding includes UK's £599 million to Rolls-Royce SMR, US DOE's $800 million to TVA/Holtec, and landmark offtake deals from Amazon, Google, and Equinix. Cost targets aim to decline from ~$125/MWh to $40-70/MWh through manufacturing innovation.

05/20/2026, 5:55 AM • GlobeNewswire

2 Top Energy Growth Stocks to Buy Before It's Too Late

The article recommends two higher-growth energy stocks positioned to benefit from global decarbonization: Nextpower (NXT), the world's largest solar tracker producer expanding into adjacent markets, and BWX Technologies (BWXT), North America's only large-scale nuclear equipment manufacturer with a growing backlog. Both companies are expected to grow revenue and EBITDA at ~12-13% CAGRs through 2027-2028, driven by AI, cloud infrastructure, and data center energy demands.

05/18/2026, 3:30 PM • The Motley Fool