With inflation, interest rates and energy prices all pulling in different directions across regions, many investors are looking for themes that focus on consistent, large scale power supply. Nuclear energy stocks sit at the crossroads of energy security and lower carbon goals, covering uranium producers, enrichment facilities and reactor operators that help keep grids running. This Nuclear Energy Stocks screener filters that broad universe into a tighter list of companies directly tied to nuclear power. In this article, you will see 3 stocks from the screener that can help you research this theme in a more focused way.

HEICO (HEI)

Overview: HEICO is an aerospace and defense supplier that focuses on replacement parts, repairs, and specialized electronic components for commercial airlines, military aircraft, and other mission critical systems. The company helps customers keep fleets flying and equipment operating at a lower cost than using original manufacturer parts.

Operations: HEICO generates about US$3.4b in revenue from its Flight Support Group and about US$1.6b from its Electronic Technologies Group, with only a small intersegment adjustment of roughly US$46m.

Market Cap: US$42.1b

HEICO stands out in the nuclear energy theme because its niche components, FAA approved aftermarket parts, and defense electronics sit at the heart of long life aircraft and power infrastructure, where reliability is a key requirement. Recent record quarterly profits, margin expansion across both Flight Support and Electronic Technologies, and ongoing acquisitions such as CalRamic are important parts of the current business narrative. At the same time, a high P/E, meaningful debt, and reliance on deal making mean investors need to be comfortable paying a premium while accepting execution risk. For readers who want to understand how analysts are weighing that trade off, there is a lot more behind the headline numbers in HEICO's story.

HEICO’s record profits and premium P/E suggest something bigger at work, but the real story sits behind those headline metrics in the 2 key rewards and 1 important warning sign, where one key tension could change how investors view the stock

Constellation Energy (CEG)

Overview: Constellation Energy is a US based power producer that supplies electricity, natural gas, and energy solutions to utilities, businesses, public sector entities, and households, with a large fleet of nuclear, wind, solar, natural gas, and hydro assets. The company positions itself as a major provider of carbon free baseload power, especially for large customers that need round the clock energy.

Operations: Constellation Energy generates about US$29.9b in revenue from its Generation segment, backed by a geographically diversified customer base across the Midwest, Mid Atlantic, New York, ERCOT, and other power regions.

Market Cap: US$85.4b

Constellation Energy has attracted attention as one of the largest US nuclear backed power producers, sitting at the center of rising demand for round the clock, carbon free electricity from data centers and corporates. Long dated contracts with companies like Walmart, Meta, Microsoft and others, combined with federal support for nuclear credits, are helping to support earnings visibility and cash flow quality, even as earnings growth expectations and analyst targets remain subject to debate. At the same time, high leverage, exposure to complex regulation, and reliance on large, centralized assets mean the stock carries meaningful risk if policy or power markets move against it. For readers focused on nuclear and AI linked power demand, the key question is how these long term contracts and balance sheet trade offs stack up in Constellation’s case.

Constellation Energy’s long term nuclear contracts and AI hungry power demand could be masking a very different risk reward profile than many expect, and the real twist sits inside the 4 key rewards and 2 important warning signs

GE Vernova (GEV)

Overview: GE Vernova is an energy infrastructure company that supplies the turbines, grid equipment, software, and storage systems that generate and move electricity from power plants to end users across the US and key global regions. Through its Power, Wind, and Electrification segments, GE Vernova ties together gas and nuclear plants, wind farms, and modern grids that are being built to support AI data centers and broad electrification.

Operations: GE Vernova generates about US$20.3b in revenue from Power, US$8.7b from Wind, and US$10.8b from Electrification, with a small US$0.4b eliminations and other adjustment.

Market Cap: US$299.1b

GE Vernova provides direct exposure to the build out of AI data center and grid infrastructure, with an installed base of around 7,000 gas turbines and over US$31b of unearned service revenue that is associated with long dated customer relationships. Recent data center orders, including US$2.4b in Q1 2026, show how electrification demand is feeding into its backlog and cash generation, while reported net profit margins and free cash flow have moved alongside changes in operating leverage. At the same time, the Wind segment, governance questions from a relatively new board, funding that leans on external borrowing, and significant insider selling raise questions about execution and risk. The balance between that cash-generative power business and these pressure points is where the GE Vernova story becomes particularly relevant for nuclear themed investors.

GE Vernova’s accelerating data center and grid orders could be only half the story, and the real tension between its cash generative power business and pressure points shows up inside the 4 key rewards and 2 important warning signs (1 is major!)

The three stocks in this article are only a starting point, and the full Nuclear Energy Stocks screener surfaces 33 more companies with equally compelling nuclear energy narratives waiting to be unpacked. Use Simply Wall St to identify and analyze the specific catalysts, contract profiles, balance sheet strength, and reactor or infrastructure exposure that matter most to you, so you can focus on the highest conviction nuclear energy ideas.

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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.