This continues a strong multi-day run, with BWXT gaining over 8% in the past week. The BNP Paribas initiation suggests the stock's defense franchise and nuclear optionality are now largely priced in at current levels, with their $215 target sitting below today's price. Volume has been elevated during this rally, and the company was recently named a top 2026 pick by CLSA, reinforcing institutional interest in the nuclear energy theme.
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