The 3 Best Nuclear Energy Stocks to Buy for 2026

Industry Overview - Nuclear energy is transitioning from being viewed as the "black sheep" of the power sector to the "gold standard" for clean energy due to increasing electricity demands from AI data centers and electric vehicles [1] - Unlike solar and wind energy, nuclear energy provides reliable "baseload" power, operating continuously and emitting zero carbon [2] Company Focus: ASP Isotopes (ASPI) - ASP Isotopes (ASPI) is identified as a high-risk, high-reward investment opportunity, focusing on the enrichment process of uranium fuel [2] - The company employs a proprietary method called Aerodynamic Separation for uranium enrichment, which is efficient and cost-effective [3] - ASPI is positioning itself as a primary supplier of High-Assay Low-Enriched Uranium (HALEU), essential for next-generation small modular reactors (SMRs), amid a global shortage [4] Financial Position and Growth - ASP recently raised over $72 million to establish an enrichment facility in South Africa and acquired Renergen Limited, diversifying into helium production for a more stable revenue stream [5] - In the first nine months of 2025, ASP reported a loss of nearly $100 million, ending Q3 with $113 million in cash, indicating a potential need for additional capital [5] - Analysts have a "Strong Buy" recommendation for ASPI, with a mean stock price target of $12, significantly above the current price of $6.31 [6]