With inflation pressures, mixed central bank signals, and energy costs in focus, many investors are looking again at Nuclear Energy Stocks as a potential source of more predictable power exposure. This screener filters for companies across the nuclear value chain, from uranium suppliers to reactor operators, so you can focus on businesses tied directly to reliable electricity generation rather than broad commodity swings alone. In this article, you will see 3 of the stocks from the Nuclear Energy Stocks screener, along with context on how they fit into today’s crosscurrents in inflation, interest rates, and energy policy.

NuScale Power (SMR)

Overview: NuScale Power designs and sells factory built small modular nuclear reactors that can be combined like building blocks to supply low carbon baseload power for utilities, data centers, and heavy industry, alongside training and regulatory support services that help customers get projects approved and operated safely.

Operations: NuScale Power generated about US$18.7 million in revenue from electric utility services, all from the United States.

Market Cap: US$4.3b

NuScale Power gives you exposure to small modular reactors at the point where regulatory progress, growing AI driven data center demand, and early commercial contracts are starting to intersect. However, the story is far from derisked. The company is still loss making, forecast to remain unprofitable in the near term, and faces serious questions around the ENTRA1 partnership and related litigation, alongside shareholder dilution and a funding mix reliant on external capital. Set against that, NuScale holds a rare NRC certified SMR design, is building commercial momentum through projects like the TVA and Romania RoPower plans, and has a sizeable liquidity buffer. The balance between breakthrough potential and execution risk is unusually stark here.

NuScale Power sits at the intersection of certified SMR technology, AI-hungry data centers, and early contracts, but the key issue is balancing its potential scale against its funding risk. Before deciding how that trade off fits your portfolio, review the 1 key reward and 3 important warning signs

Constellation Energy (CEG)

Overview: Constellation Energy is a US based power producer that sells electricity, natural gas, and low carbon energy solutions from a roughly 31,676 megawatt fleet of nuclear, wind, solar, gas, and hydro plants to utilities, governments, businesses, and households.

Operations: Constellation Energy generates about US$29.9b in revenue from its Generation segment, which aggregates earnings from its nuclear and other power assets across regions.

Market Cap: US$97.9b

Constellation Energy stands out in the nuclear energy theme because a large, emissions free fleet is being tied directly to long term power purchase agreements with AI focused data center customers such as Microsoft and Meta. This can support visibility on cash flows well beyond a typical utility cycle. Earnings grew 27% over the past year; analysts expect further profit growth even if revenue expands at a slower 7.2% a year, and recent Q1 results aligned with this trajectory. At the same time, investors need to weigh high leverage, heavy dependence on regulated nuclear assets, and the risk that distributed energy or policy changes could chip away at demand for centralized generation and compress returns over time.

Constellation Energy is linking long-lived nuclear assets to AI-hungry data center contracts, but many investors may be overlooking how this could reshape its earnings profile. Get the full story in the analyst forecasts for Constellation Energy

GE Vernova (GEV)

Overview: GE Vernova is an energy infrastructure company that supplies the turbines, grid equipment, software, and storage systems that power and connect electricity systems worldwide, from gas and nuclear plants through to transmission networks and large energy users like AI data centers.

Operations: GE Vernova generates about US$20.3b in revenue from Power, US$10.8b from Electrification, and US$8.7b from Wind, with a small offset from eliminations and other items.

Market Cap: US$298.2b

GE Vernova is drawing attention because it sits at the heart of the AI power buildout, with a large installed base of gas turbines, over US$31b in unearned service revenue, and Q1 2026 data center related orders that reportedly exceeded its entire 2025 total. At the same time, earnings growth has been very strong, margins have improved, and a P/E below the Electrical industry and peer averages suggests the market may not fully reflect its Power and Electrification strengths. The catch is that the Wind segment remains a drag, non-cash earnings and insider selling raise questions, and the stock trades above one DCF estimate of future cash flows, so expectations are already high.

GE Vernova’s accelerating role in AI power and grid infrastructure looks powerful, but its Wind drag and rich P/E raise harder questions. Get the full context in the analyst forecasts for GE Vernova

The three Nuclear Energy Stocks covered here are just a starting point. The full screener surfaces 33 more companies that carry similarly compelling nuclear, uranium, and reactor focused stories through the Nuclear Energy Stocks screener. Use Simply Wall St to identify, filter, and analyze the specific catalysts and narratives that matter most to you so you can focus on the nuclear energy opportunities that best fit your own views.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.