NuScale Power Stock And 2 More Nuclear Stocks

The 10 year Treasury yield recently touched a 19 year high as bond investors demanded higher compensation for long term risk. When borrowing costs climb, reliable electricity sources with low fuel needs can look more interesting to investors seeking resilient cash generation. Nuclear focused businesses sit squarely in that conversation. This article breaks down three nuclear energy stocks from our screener that capture this theme in different ways.

The three nuclear energy stocks covered next are only a small sample. The wider screen surfaced 304 more companies across uranium supply, fuel cycle services, and reactor technology that are not included here but carry their own detailed narratives and risk profiles.

If you want to identify specific nuclear energy opportunities that fit your risk, income, and time horizon preferences, head straight into the Nuclear Energy Stocks screener to filter, analyze, and focus on your highest conviction ideas.

NuScale Power (SMR)

NuScale Power develops small modular reactors that fit directly into the nuclear power build out theme, bundling its 77 MWe NuScale Power Module technology with design, licensing, and plant services. The business currently earns about US$11 million from electric utility related work in the U.S. and carries a market value near US$3.6b.

For investors focused on real world nuclear buildout rather than just uranium pricing, NuScale Power offers a pure play on modular reactors and the service ecosystem around them. Early projects provide an initial view of how its model could translate into long term contracts.

"NuScale's involvement in the RoPower 6-module small modular reactor (SMR) power plant in Romania indicates future meaningful revenue and cash flow through its partnership in the Fluor-led Front-End Engineering and Design (FEED) Phase 2."

One still unresolved piece of this rollout could sharply shift how quickly future demand and margins appear on the income statement.

That hinge point is exactly where things get interesting, and the full narrative for NuScale Power explains how project timing, capital needs, and potential upside could be accelerating beneath the surface.

Oklo (OKLO)

Oklo focuses squarely on nuclear power by designing Aurora Powerhouse small modular reactors for grid scale electricity, along with fuel recycling and fabrication to supply them. The business currently has no reported operating revenue and carries a market value of about US$7.1b.

Oklo fits this nuclear energy screen through a simple idea that is easy to grasp but hard to execute in practice. The group wants to bring compact reactors to market and lock in long term electricity contracts with energy hungry customers.

"Oklo has already signed major agreements, e.g. with Switch for 12 GW through to 2044."

What really matters now is how one quiet pressure on its funding model shapes the eventual economics of those future power deals.

That funding pressure is exactly where the story could accelerate or stall, and the full narrative for Oklo explains in detail how Oklo’s contracts, capital needs, and risk profile fit together.

GE Vernova (GEV)

GE Vernova is a global energy equipment and services group that ties into the nuclear theme through its Power segment, which supplies nuclear steam turbines and related hardware, while most of its roughly US$20.98b Power, US$8.47b Wind, and US$12.24b Electrification sales support broader electricity demand for a roughly US$255.05b business.

For investors looking at nuclear as part of a wider build out of reliable electricity supply, GE Vernova offers a different angle on the theme through the heavy equipment and grid systems that make large power projects work in practice.

"Every hyperscale AI data center needs massive amounts of reliable electricity, and GE Vernova supplies the gas turbines, transformers, switchgear, and grid systems that generate and deliver that power."

What really moves the story from here is how one pressure on future project economics shapes the durability of that power equipment demand curve.

That project pressure is already shaping deal quality, and the full narrative for GE Vernova shows where GE Vernova could be decoupling from peers as grid demand accelerates.

Seeking Fresh Alternatives Before They Fly

New themes can gain momentum quickly, and the most attractive entry points often appear before the crowd is watching. Scan curated ideas now, while they are still under the radar, and consider taking action early.

• Spot early price strength in lesser known growth stories by scanning the 16 high quality undiscovered gems, which could be building quiet momentum before broader attention arrives.
• Target durable income streams by reviewing the 8 dividend fortresses, which aim to keep cash returns flying even when share prices move around.
• Track where infrastructure capital is flowing by checking the 40 power grid technology and infrastructure stocks, which connects directly to long dated electricity and grid spending themes.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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