Key Takeaways Estimates for CW's 2025 EPS rose 3.7% to $12.61, with revenues projected to grow 8.5% to $3.38 billion. Strong U.S. nuclear aftermarket sales and the Ultra Energy acquisition are boosting CW's momentum. CW's ROE of 18.02% and low debt levels show financial strength versus aerospace defense peers.Curtiss-Wright Corp. (CW) benefits from commercial nuclear aftermarket sales and shareholder-friendly efforts, which have contributed significantly to the company's overall expansion. Given its signi ...

Core Viewpoint - Vistra's stock has seen significant growth over the past year, but recent warnings about the challenges of a nuclear power renaissance in the U.S. may impact future performance [1][4]. Group 1: Stock Performance - Vistra's shares have increased by over 120% in the past year, driven by expectations of rising demand for nuclear power due to AI's energy needs and support from President Trump [3]. - However, shares fell by 4.1% following concerns about the feasibility of the nuclear renaissance plan [1]. Group 2: Nuclear Renaissance Challenges - The target set by President Trump for the Nuclear Regulatory Commission to approve reactor design applications within 18 months is considered aggressive and potentially unrealistic, as typical approval times can extend to five years [4]. - The Journal suggests that any growth in nuclear power supply may come from extending licenses of existing reactors or restarting closed reactors, rather than new constructions [4]. Group 3: Financial Outlook - Analysts project strong earnings growth for Vistra, forecasting over 20% annual growth, which could justify the stock's current valuation of 27.5 times earnings [5]. - Vistra's stock appears approximately 20% cheaper when assessed on free cash flow (FCF) compared to GAAP earnings, with a valuation of 23 times FCF and a modest dividend yield of 0.5% [6].

Building nuclear power plants is hard. Europe needs to relearn, and fast (via @opinion) https://t.co/HYwBJFp43V ...

June 23, 2025 05:03 AM GMT Investor Presentation - Energy & Utilities | Japan Japan Summer School: Japan Energy Policy and Powering AI M Foundation Morgan Stanley MUFG Securities Co., Ltd.+ Reiji Ogino Equity Analyst Reiji.Ogino@morganstanleymufg.com +81 3 6836-8930 Energy & Utilities Japan Industry View In-Line 2 Foundation Foundation M The Future of Energy in Japan Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that th ...

Investor Presentation May 2025 Forward-Looking Statements Disclaimer: Our commentary and responses to your questions may contain forward-looking statements, including our financial projections, within the meaning of Section 21E of the Securities Exchange Act of 1934. Centrus undertakes no obligation to update any such statement to reflect later developments. Factors that could cause actual results to vary materially from those discussed today include risks related to: the refusal or inability of Russian gov ...

But the bottom line is that nuclear and its stocks are having a big big moment. Let's talk about how long that may last with Mark Nelson. He's the founder and managing director of Radiant Energy Group.He was on the nuclear story. Mark before it was even cool again. So, we're glad that you're back on the program.Listen, um you're not a markets guy. We do the market stuff. Nuclear is having a moment.A lot of these stocks are soaring. What is the real state of nuclear in America right now. Well, from the publi ...

A model of an UltraFan on the Rolls-Royce Holdings Plc stand on day two of the Farnborough International Airshow in Farnborough, UK, on Tuesday, July 23, 2024.British aerospace group Rolls-Royce on Tuesday received backing from the U.K. government to build the country's first small modular nuclear reactors.The announcement follows a two-year selection process and reaffirms Britain's embrace of nuclear power, particularly as it also pledged on Tuesday to invest £14.2 billion ($19.2 billion) to build the larg ...

Cameco and NuScale Power could deliver multibagger gains over the next decade.Nuclear energy might not seem like a thrilling market for growth-oriented investors. It's dominated by slow-growth energy giants like Duke Energy and NextEra Energy, and the global nuclear power market might only expand at a compound annual growth rate (CAGR) of 2.9% from 2024 to 2029, according to Markets and Markets.However, geopolitical conflicts in fossil fuel regions, green energy initiatives, and the expansion of power-hungr ...

President Donald Trump's push to dramatically increase nuclear power in the U.S. will require a tremendous amount of fuel, but the country remains heavily dependent on foreign state-owned companies for its supplies, the CEO of the only publicly traded uranium enricher in the world told CNBC."There's barely enough Western enrichment, if at all, to satisfy existing operating plants," Centrus Energy CEO Amir Vexler said in an interview. "If the nuclear industry is to add all this generation capacity, there wil ...

SINGAPORE, June 02, 2025 (GLOBE NEWSWIRE) -- SAIHEAT Limited (“SAIHEAT” or the “Company”) (NASDAQ: SAIH, SAITW), is pleased to announce that the International Atomic Energy Agency (“IAEA”) has officially approved SAIHEAT as a vendor of small modular reactors (“SMRs”), endorsing the conceptual design and reactor description submitted by the Company. This approval marks a significant advancement in SAIHEAT’s SMRs business line and is based on an innovative reactor plant design rooted in decades of proven expe ...