Today's decline is reminding investors that Centrus Energy stock can't rise forever.Rising higher on each day of trading since the first market session of 2026, Centrus Energy (LEU 10.20%) stock is off to an auspicious start in the new year. Today, however, shares of the uranium enrichment specialist appear poised to end the impressive streak, partly due to an analyst's uninspiring outlook.As of 1:33 p.m. ET, shares of Centrus Energy are down 10.4%, paring back an earlier slide of 11.6%. One analyst hiked h ...

Tortoise Capital Advisors is doubling down on nuclear energy with the launch of the Tortoise Nuclear Renaissance ETF (NYSE:TNUK), an actively managed fund aimed at capturing what the firm sees as a durable, execution-driven shift in global power markets. • What’s going on with TNUK?The timing, according to Matt Sallee, executive vice president and head of investments at Tortoise Capital, is anything but coincidental. He points to a series of concrete policy and demand-side developments that have transformed ...

VANCOUVER, British Columbia, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Foremost Clean Energy Ltd. (NASDAQ: FMST) (CSE: FAT) ("Foremost" or the "Company"), is pleased to provide a corporate update and review of key activities and achievements from 2025. Dear Shareholders, As we reflect on 2025, it is clear this has been a transformative year for Foremost Clean Energy. We navigated a challenging market with resilience and achieved significant milestones across our exploration projects, emerging financially robust, st ...

For Immediate ReleasesChicago, IL – December 18, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Cameco Corp. (CCJ) , Uranium Energy (UEC) and Centrus Energy (LEU) .Here are highlights from Thursday’s Analyst Blog:Nuclear Comeback in 2026? 3 Uranium Stocks to Power Your PortfolioAfter years of stagnation following ...

Key Takeaways AI-driven power demand, policy support and energy security goals fuel a global nuclear revivalCCJ stands to benefit as a major uranium supplier and efforts to expand mine life and production.UEC and LEU are ramping up U.S. uranium production and next-generation nuclear fuel efforts.After years of stagnation following its peak in early 2000s, nuclear energy is staging a meaningful comeback. Surging electricity demand from data centers, AI workloads and large-scale electrification, combined with ...

Nuclear power is on the march, and so are shares of Cameco.Nuclear is having a moment. With artificial intelligence (AI) data centers projected to consume as much electricity as the entire nation of Japan, governments around the world are turning to nuclear energy to power their economies.The U.K. government is spending 18 billion British pounds (about $24 billion) to bring on what its energy secretary calls a "Golden Age" of nuclear investment. Last week, Poland began construction of its first nuclear plan ...

Core Insights - The International Energy Agency's (IEA) World Energy Outlook (WEO) indicates a global resurgence of nuclear power, with significant growth projected in the coming years [2][12]. Nuclear Capacity Growth - Over 40 countries are incorporating nuclear power into their energy strategies, with 31 countries committing to triple their nuclear capacity by 2050 [3][11]. - More than 70 gigawatts (GW) of new nuclear capacity is currently under construction, with approximately half of this capacity being developed in China, marking one of the highest levels of activity in three decades [4][11]. - The IEA forecasts a minimum increase of one-third in nuclear capacity by 2035, a notable shift after 25 years of relatively flat operable nuclear reactors globally [5][11]. Small Modular Reactors (SMRs) - The IEA reports that technology companies have expressed interest in developing 30 GW of SMRs, primarily for data centers, with over 120 SMRs currently under development worldwide [6][11]. - GE Vernova is constructing the first SMR in North America, with four units of the GE Vernova Hitachi BWRX-300 being built at the Darlington site, on schedule and within budget [7][11]. - The Tennessee Valley Authority (TVA) has received a $400 million grant for its Clinch River project, which will utilize the BWRX-300 technology [8]. Investment Opportunities - The WEO suggests that nuclear power could be a valuable addition to investment portfolios, given the multi-year growth outlook [9][12]. - The Range Nuclear Renaissance Index (NUKZX) offers diversified exposure to nuclear energy across various categories, minimizing exposure to the historically volatile uranium mining sector [10].

Core Insights - Cameco has experienced significant stock growth, rising 63% this year and over 251% in the past three years, but is currently down 24% from its recent peak, presenting a potential buying opportunity for investors [1][2] Industry Overview - The U.S. government is heavily investing in nuclear infrastructure to meet increasing energy demands, which is expected to benefit companies like Cameco [2][4] - Energy demand is surging, particularly due to the rise of data centers, with Goldman Sachs projecting that data center power demand will account for 8% of total U.S. demand by 2030, up from 3% two years ago [3] - Overall U.S. electricity demand is projected to grow at an annual rate of 2.5%, significantly faster than the previous decade's growth rate of 0.5% [4] Company Positioning - Cameco is one of the largest uranium producers globally, with significant assets in Canada and Kazakhstan, including high-grade uranium mines like McArthur River and Cigar Lake [5] - The company holds a 49% stake in Westinghouse, a key player in nuclear reactor technology, enhancing its growth potential [7][10] Recent Developments - The partnership with the U.S. government aims to build at least $80 billion in new reactors using Westinghouse technology, which could significantly impact the nuclear industry [9][10] - Cameco is also positioned to benefit from the U.S. increasing its strategic uranium reserve to mitigate risks from potential supply disruptions [11] Production and Financial Outlook - Cameco has reduced its 2025 production forecast due to delays, now expecting 14 to 15 million pounds of U308 uranium, down from 18 million pounds, but strong performance at Cigar Lake may offset some shortfalls [12][13] - Analysts view the production guidance cut as "immaterial," suggesting that the shortfall will be recouped in 2026 [14] - Despite a high valuation at 55 times projected earnings, analysts expect earnings per share to grow to $2.25 by 2028, indicating a 30% annual growth from 2025's projected EPS [16]

Industry Overview - Nuclear energy is experiencing a renaissance due to rising electricity demands, government initiatives, and recognition of its safety and cleanliness [1] - The market for nuclear energy projects is seeing a resurgence, with start-ups capitalizing on this trend and their stock prices increasing [1] Company Analysis: NuScale Power - NuScale Power has developed a small modular reactor (SMR) that is the only one approved by the Nuclear Regulatory Commission (NRC) [4] - Each SMR can generate 77 megawatts of power, but none have been built yet, as utilities are still exploring potential uses [4] - The company has a market capitalization of approximately $7 billion and holds close to $1 billion in cash [6] - Despite having an approved reactor design, NuScale has not secured any contracts with utility providers and has never generated a profit [7] Company Analysis: Oklo - Oklo is focused on fast-reactor technology that uses recycled nuclear fuel, aiming for a more cost-effective and efficient process [5] - The company plans to vertically integrate its supply chain with its own nuclear recycling facility and a radioisotopes business, but its reactor designs are not approved by the NRC [5] - Oklo has a market capitalization of around $13 billion and has generated zero revenue since its inception [2][5] Investment Comparison - Between NuScale Power and Oklo, NuScale is considered a better investment due to its approved reactor design and stronger cash position [6] - Oklo's lack of an approved reactor design and higher market cap suggests it may take years to generate revenue, if at all [6] - Overall, while NuScale appears to be a better option, neither stock is recommended for a rational investor's portfolio [8]

Core Insights - The global nuclear energy capacity is projected to reach 1,428 GWe by 2050, significantly exceeding the previous goal of 1,200 GWe endorsed by over 30 countries [1][2][3] - Current global nuclear capacity stands at nearly 397 GWe across 440 reactors, indicating a need for substantial infrastructure development to meet future targets [2][4] - The expansion of nuclear capacity is expected to be geographically concentrated, with China and the U.S. potentially accounting for over half of the total global capacity by 2050 [2][3] Investment Opportunities - The nuclear energy sector presents a significant multidecade capital expenditure cycle, extending beyond uranium prices to the entire industrial supply chain necessary for building and maintaining nuclear fleets [4][5] - Investors can consider the Range Nuclear Renaissance Index ETF (NUKZ), which tracks companies involved in advanced reactors, utilities, construction, services, and fuel, providing targeted exposure to the nuclear expansion ecosystem [5][6] - The NUKZ index aims to capture the full value chain of the nuclear renaissance, although regulatory hurdles remain high [6]