BWXT

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.

The AI infrastructure boom continues to benefit semiconductor manufacturers and equipment suppliers. Taiwan Semiconductor Manufacturing (TSM), ASML Holding, and BWX Technologies (BWXT) have all posted strong quarterly results with positive guidance. TSM and ASML see immediate near-term benefits from AI chip demand, while BWXT benefits from increased electricity demand for AI data centers driving nuclear energy adoption.

BWX Technologies (BWXT), a supplier of nuclear fuel and components to the U.S. government, is highlighted as a stock likely to beat earnings estimates in its upcoming November 2, 2026 report. The company has demonstrated a strong earnings-beat streak with an average surprise of 13.84% over the last two quarters and currently has a positive Earnings ESP of +0.22% combined with a Zacks Rank #3 (Hold), suggesting a high probability of another earnings beat.