Nuclear stocks have been selling off on the news, probably driven by profit taking after a wild run. Oklo Inc. (NYSE:OKLO) was trading -6.2% lower at 12.50 pm ET on Thursday, but has tucked on 1,285% over the past 52 weeks; Centrus Energy (NYSE:LEU) shed -4.1% on the day but +530.8% YTD, Energy Fuels Inc. (NYSE:UUUU) -7.0% but +349.9% YTD , NuScale Power Corp. (NYSE:SMR) -6.5% on the day but +181.% YTD, Uranium Energy Corp. (NYSE:UEC) -1.6% but +148.7% YTD, BWX Technologies (NYSE:BWXT) +2.8% on the day and ...

Core Insights - NuScale Power (NYSE: SMR) has experienced a significant increase in stock value, rising over 170% since the beginning of 2025, despite facing volatility with two notable declines of approximately 40% since January [1] - Recent developments, including federal support and military initiatives, have positively influenced investor sentiment towards NuScale Power [3][4] Group 1: Stock Performance - NuScale Power shares are currently 15% below this week's highs but have increased by 24.2% since last Friday's close [1] - The company's enterprise value has surpassed $6.5 billion, while revenue for the second quarter was only $8.1 million, indicating a speculative investment nature [5] Group 2: Federal Support and Initiatives - The company has benefited from "multi-billion dollar federal support" due to executive orders from President Trump, which have bolstered the nuclear power sector [3] - The U.S. Army's launch of the Janus Program aims to expedite the installation of small nuclear reactors for military energy needs, further enhancing investor interest [4] Group 3: Investment Considerations - Analysts suggest caution for potential investors, as NuScale Power was not included in a list of the top 10 stocks recommended for investment, indicating that there may be better opportunities available [6][7]

Dominion Energy, Inc. (NYSE:D) is included among the 12 Best Nuclear Power Dividend Stocks to Buy Now. Dominion Energy (D) - Strong Fundamentals Heading into Q3 Results Photo by Frédéric Paulussen on Unsplash Dominion Energy, Inc. (NYSE:D) provides regulated electricity and natural gas services in the United States. The company also operates several nuclear power stations in the country. Dominion Energy, Inc. (NYSE:D) received a boost last week when Barclays analyst Nicholas Campanella raised the stock ...

Public Service Enterprise Group Incorporated (NYSE:PEG) is included among the 12 Best Nuclear Power Dividend Stocks to Buy Now. Public Service Enterprise Group (PEG) - Among the Best Nuclear Power Dividend Stocks to Buy Now Public Service Enterprise Group Incorporated (NYSE:PEG) is a predominantly regulated energy company that engages in the provision of electric and gas services. The company is involved in nuclear energy through its subsidiary PSEG Power, which owns and operates merchant nuclear generat ...

The Southern Company (NYSE:SO) is included among the 12 Best Nuclear Power Dividend Stocks to Buy Now. NuclearBarclays Updates Price Target for The Southern Company (SO) viktor-kiryanov-lAcYPEiau0U-unsplash The Southern Company (NYSE:SO), through its subsidiaries, engages in the generation, transmission, and distribution of electricity. The company also plays a leading role in the American nuclear energy sector and oversees eight reactors at three different facilities. The Southern Company (NYSE:SO) ga ...

BWX Technologies, Inc. (NYSE:BWXT) is included among the 12 Best Nuclear Power Dividend Stocks to Buy Now. BWX Technologies (BWXT) Price Target Updated by Deutsche Bank BWX Technologies, Inc. (NYSE:BWXT) is a leading supplier of nuclear components and fuel to the US government. The company specializes in manufacturing precision naval nuclear components, reactors, and fuel. BWX Technologies, Inc. (NYSE:BWXT) received a boost last week after Deutsche Bank increased the stock’s price target from $159 to $1 ...

Cameco Corporation (NYSE:CCJ) is included among the 12 Best Nuclear Power Dividend Stocks to Buy Now. Cameco Corporation (CCJ) Hits a Fresh High Amid Price Target Update Cameco Corporation (NYSE:CCJ) is one of the largest global providers of uranium fuel to power the ongoing nuclear energy renaissance. The company has a licensed capacity of more than 30 million pounds of uranium concentrates annually, backed by more than 457 million pounds of proven and probable mineral reserves. Cameco Corporation (NYS ...

GE Vernova Inc. (NYSE:GEV) is included among the 12 Best Nuclear Power Dividend Stocks to Buy Now. GE Vernova (GEV) Gained Amid Price Target Update Photo by Frédéric Paulussen on Unsplash GE Vernova Inc. (NYSE:GEV) brings together General Electric’s portfolio of energy businesses, including Power, Wind, Electrification, and Digital businesses. The company’s nuclear business, GE Vernova Hitachi Nuclear Energy (GVH), is a world-leading provider of advanced reactors, fuel, and nuclear services. GE Vernova ...

All right. So, your stock's got an additional boost, not only from this army program, but the White House really emphasizing having a bigger uranium stockpile. So far, what have you seen when it comes to the administration and your business.Well, as as you said, we've been on a historic tear here. There's been a huge demand for nuclear power. And as as most of you viewers probably know um all of the reactors almost all the reactors require uranium enrichment and there's only five current enrichers in the wo ...

Core Insights - NuScale Power is on the verge of becoming the first company to successfully bring small modular nuclear reactors to market after 17 years of development [1][4] Group 1: Company Milestones - NuScale Power's market capitalization is currently at $10 billion, with potential for significant growth in the next 17 years [2] - The company received certification from the Nuclear Regulatory Commission for its 50 MW unit in 2023 and a larger 77 MW version in May 2025, marking a significant milestone in its operational timeline [3] - Production of 12 modular units has commenced, which is sufficient to fulfill a first order, with management aiming to secure a deal by the end of the year [3][4] Group 2: Competitive Landscape - The competition includes companies like Oklo, Westinghouse, and GE Vernova, each with different reactor designs and strategies [6][7] - NuScale focuses on civilian-grade commercial power generation, while Oklo is developing a compact liquid-metal fast reactor, which offers sustainability advantages [7][8] - NuScale's early certification and production capabilities provide a structural advantage over competitors, who may take years to achieve similar milestones [9] Group 3: Market Adoption - The adoption of small modular nuclear reactors will depend on which industries find the most utility in these technologies [10] - If ultra-compact reactors are favored for remote sites, Oklo may lead, but if electric utilities or data centers adopt SMRs, NuScale and Westinghouse could benefit [11] - The expected rise in demand for artificial intelligence and clean energy solutions suggests a strong market for NuScale's products over the next 17 years [12]