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Jim Cramer Highlights BWX Technologies as One of Nuclear Specs
Yahoo Finance· 2025-09-26 15:18
BWX Technologies, Inc. (NYSE:BWXT) is one of the stocks Jim Cramer recently commented on. Cramer noted that it is one of the nuclear specs that make money. He said: “What sectors count as speculative here? Okay, they can be pretty easily grouped, thankfully. There are the nuclear stocks like Energy Fuels, that means Oklo, Nano Nuclear, and BWX Technologies. I’d include Bloom Energy, BE, I saw them on TV today… hydrogen fuel cells. BWX and Bloom make money, the rest don’t, but they’re all expensive.” Ph ...
Nuclear Power Stock Oklo Surged 64% Last Week—Here Are The Key Price Levels to Watch
Yahoo Finance· 2025-09-22 13:43
Core Insights - Oklo's shares have gained significant attention following a multibillion-dollar nuclear energy deal between the U.S. and the U.K. aimed at expanding nuclear power [2][3] - The company's stock surged 64% last week and approximately 500% year-to-date, driven by increased energy demand for AI and a recent contract win with the U.S. Air Force [4] Technical Analysis - Oklo's stock broke out from an ascending triangle pattern, indicating a continuation of its long-term uptrend [6][10] - The recent rally saw the highest trading volume since late May, suggesting participation from larger investors [7] - The relative strength index indicates strong price momentum, although it has reached levels that typically precede consolidation [7][10] Price Projections - Bars pattern analysis suggests a potential upside price target of around $410, with the trend expected to continue until mid-January next year [9][10] - Key support levels to monitor during potential pullbacks are identified at $85, $70, and $58 [10]
Why GE Vernova Stock Popped Today
Yahoo Finance· 2025-09-10 15:58
Key Points Oracle's earnings just came up slightly short of expectations, but its management forecast dramatic sales growth in its AI business. AI demands a lot of electricity, and GE Vernova builds nuclear reactors that can supply it. 10 stocks we like better than Ge Vernova › GE Vernova (NYSE: GEV) stock jumped by 6% through 11:52 a.m. ET Tuesday, and it's not hard to guess why. After the closing bell on Monday, tech giant Oracle (NYSE: ORCL) reported an earnings miss for its fiscal 2026 first qu ...
An Atomic Sized Surge Is Brewing for NuScale Power Stock Price
MarketBeat· 2025-08-11 14:19
Core Viewpoint - NuScale Power is positioned for significant growth due to its unique market position, accelerated operational timeline, and favorable market dynamics [1][3]. Group 1: Market Position and Timeline - NuScale Power is the only company with U.S. Nuclear Regulatory Commission design approval and is on track to deploy its first commercial reactors within a few years [1][7]. - The timeline for commercial operations has been accelerated, with the expected start of commercial revenue moving up to as early as 2027, compared to previous estimates of late 2028 or 2029 [8]. Group 2: Market Dynamics and Volume - The market for NuScale Power has shown elevated volume, with a 30-day moving average nearing 14 million shares daily, indicating a strengthening market [4]. - The MACD momentum indicator reached record levels, suggesting a high probability of retesting stock price highs, which may create a buying opportunity [5]. Group 3: Financial Position and Institutional Activity - The company has increased its share count and debt but is well-capitalized for 2025, with a sufficient cash position to support operations until commercial launch [9]. - Institutional ownership is robust, with nearly 80% of the stock held by institutions, which have been net buyers throughout the year [10]. Group 4: Analyst Ratings and Price Forecast - The consensus rating for NuScale Power has shifted from Buy to Hold, but increased analyst coverage has firmed long-term outlooks, with no Sell ratings currently [12][13]. - The 12-month stock price forecast averages $33.00, indicating a potential downside of 16.43% from the current price, with a high forecast of $46.00 [12].
Nuclear Stocks Get A Boost From Trump's Plan; New Data Revives Specter Of Stagflation, AMD Fails Whisper Test
Benzinga· 2025-08-06 15:07
Company Overview - BWX Technologies, Inc. (BWXT) has experienced a significant gap up in stock price due to strong earnings and a potential plan by President Trump to build a nuclear reactor on the moon by 2030 [10] - BWXT is one of the 12 nuclear stocks on the list and supplies nuclear reactors to the U.S. Navy [10] Market Sentiment - There is extreme positive sentiment in the stock market, particularly towards nuclear stocks, driven by the potential moon reactor plan [10] - Other nuclear stocks such as Oklo Inc (OKLO), Nuscale Power Corp (SMR), Centrus Energy Corp (LEU), and Nano Nuclear Energy Inc (NNE) have also seen aggressive buying [10] Earnings Reports - Advanced Micro Devices Inc (AMD) reported strong earnings but fell short of whisper numbers, leading to a 6% decline in premarket trading [10] - McDonald's Corp (MCD) and Shopify Inc (SHOP) reported earnings better than consensus and whisper numbers, while Walt Disney Co (DIS), Uber Technologies Inc (UBER), and Amgen Inc (AMGN) reported earnings below whisper numbers [10] Economic Indicators - The ISM Services data came in at 50.1%, below the consensus of 51.5%, indicating potential economic contraction [10] - The prices subindex was reported at 69.9, and the employment subindex at 46.4, contributing to concerns about stagflation [10] Investment Strategies - Investors are advised to consider protection bands consisting of cash or Treasury bills, as well as short to medium-term hedges [11] - A traditional 60/40 portfolio may need to focus on high-quality bonds and bonds of five years duration or less, given the current market conditions [15]
Why NuScale Power Stock Crashed Today
The Motley Fool· 2025-08-01 16:18
Core Viewpoint - Fluor's decision to sell a significant portion of its NuScale shares has led to a decline in NuScale's stock price, despite the company's strong performance [1][5]. Group 1: Fluor's Financial Performance - Fluor reported a 6% year-over-year decline in sales and nearly a 50% cut in adjusted profit [3]. - The gains from NuScale shares contributed $3.2 billion in pre-tax mark-to-market gains for Fluor in Q2, but also introduced volatility in Fluor's financial results [3][4]. Group 2: Share Conversion and Market Impact - Fluor plans to convert 15 million Class B NuScale shares into Class A shares, which may be sold for cash [4]. - This conversion aims to simplify accounting and return value to shareholders, but it raises concerns about flooding the market with additional shares, potentially depressing NuScale's stock price [5][6]. Group 3: Stock Performance and Investor Sentiment - NuScale's stock has increased fivefold over the past year, but the new risks associated with Fluor's share sale have prompted investors to consider selling [6].
Sen. McCormick on Making PA an AI Hub, Nuclear Power
Bloomberg Television· 2025-07-21 18:38
Investment and Economic Development in Pennsylvania - Pennsylvania is positioned at the center of the energy revolution with the second largest energy production in the US and fourth largest natural gas reserves globally [2][3] - A summit in Pennsylvania resulted in $92 billion of investment announcements, including $36 billion in data centers and $50 billion in energy infrastructure and production [4] - The United Arab Emirates committed to investing $140 billion (1.4 trillion) in the United States over the next ten years, suggesting further investment potential beyond the initial $92 billion [7][8] Energy Sector Transformation - Pennsylvania is undergoing a transition from coal to natural gas, with investments in transmission and distribution infrastructure [4][5] - Westinghouse Corporation plans to build ten nuclear reactors over the next ten years, signaling a rebirth of nuclear power in the United States [13] - Pennsylvania is embracing nuclear power, with existing facilities like Three Mile Island being refurbished and new modular reactors being considered [15][16] Policy and Regulatory Environment - Permitting reform at both the federal and state levels is crucial for energy infrastructure development [10][11] - The speaker supports all forms of energy, including hydro, but emphasizes the need for consistent baseload power from sources like natural gas and nuclear, as opposed to intermittent sources like wind and solar [18][20] - The speaker opposes subsidies for clean energy alternatives, arguing they contribute to inflation and that the market should drive innovation [19][20] Economic Outlook and Federal Reserve - The speaker believes worries about inflation resulting from tariffs are not materializing and hopes for a future rate cut [24] - The speaker acknowledges that higher interest rates are a struggle for working families and that addressing this is part of delivering on promises to them [25]
Cameco Corp.:卡梅科公司(CCJ):西屋公司因新反应堆建设有望受益,成为新的收入驱动因素;上调预期、目标价;重申买入-20250611
Goldman Sachs· 2025-06-11 05:45
Investment Rating - The report reiterates a Buy rating on Cameco Corp. (CCJ) with a 12-month price target of $78.00, indicating an upside potential of 16.6% from the current price of $66.91 [15]. Core Insights - The Czech Republic and South Korea have reached an agreement on a $19 billion project for two nuclear reactors, which is expected to significantly boost Westinghouse's revenue and EBITDA, of which CCJ owns a 49% stake [1][3]. - Westinghouse is in discussions to deploy 10 large reactors in the US, which could further enhance its revenue growth, aligning with the US government's goal of having 10 new reactors under construction by 2030 [5][8]. - The Dukovany project is projected to increase Westinghouse's EBITDA by approximately $340 million in 2025, leading to an adjusted EBITDA range for CCJ of $525 million to $575 million for the year [6][10]. Summary by Sections Westinghouse/KHNP Agreement - A framework agreement was established between Westinghouse and Korean companies for reactor deployments, which is expected to benefit both parties [2]. KHNP/Czech Deal - The deal for two reactors at the Dukovany atomic plant is anticipated to provide significant financial benefits to Westinghouse, with expected revenue streams from both upfront payments and ongoing project revenues [3][6]. US Exposure to New Builds - The Trump Administration's executive orders aim for 10 new nuclear reactors by 2030, positioning Westinghouse as a key player in future reactor builds in the US [5][8]. EBITDA Impact from Korea/Czech Deal - The Dukovany project is expected to contribute an additional $170 million to Westinghouse's EBITDA, enhancing CCJ's financial outlook [6][10]. Additional Implications from Korea Deal - There is potential for further revenue upside from engineering and procurement work related to the Dukovany project, although the exact benefits remain uncertain [7]. New Builds and Revenue Growth - Westinghouse is also in talks for nuclear projects in Poland and Bulgaria, which could contribute to its revenue and EBITDA growth [8][10]. Valuation Changes - Adjusted EBITDA estimates for CCJ have been revised upwards for 2025-2027, reflecting anticipated revenue growth from new reactor builds [11].