最新报道:Bank of America highlights BWX Technologies' potential expansion into space nuclear power, citing NASA's lunar surface nuclear power plans by 2030. BWXT, known for supplying nuclear reactors to the U.S. Navy, is developing the transportable Pele microreactor and a 1.5MW demo reactor for the Defense Department. Analyst Ronald Epstein notes BWXT could benefit from small modular reactor (SMR) growth, with a $220 price target (42% increase). The firm also secured a $2.6B Navy contract for submarine and carrier reactors, reinforcing long-term revenue. Epstein calls BWXT "uniquely positioned" for military and space nuclear power.