With energy costs in focus and inflation paths shaped by geopolitics and fuel prices, many investors are revisiting how nuclear energy stocks might fit into a long term portfolio. The Nuclear Energy Stocks screener highlights companies exposed to uranium production, enrichment and reactor operations, all tied to reliable baseload power that is not directly linked to oil and gas markets. As policy makers weigh growth, inflation and energy security, this screener helps you quickly filter the complex listed universe. In this article, you will see 3 stocks from the Nuclear Energy Stocks screener to research further.

WSP Global (TSX:WSP)

Overview: WSP Global is a Montreal based professional services firm that advises, designs and manages complex infrastructure, transportation, energy and environmental projects for governments and private clients worldwide, including work on lower carbon and nuclear power systems.

Operations: WSP Global generates most of its revenue from the Americas at about CA$8.4b, followed by EMEIA at CA$5.3b, Canada at CA$2.8b and APAC at CA$2.0b.

Market Cap: CA$21.7b

Investors looking at the nuclear energy theme may find WSP Global interesting because it sits at the center of long term infrastructure trends, with a sizeable project backlog tied to power grids, data centers and lower carbon, including nuclear, projects. Analysts have highlighted the possibility that earnings could grow faster than revenue as margins improve; however, there are meaningful watchpoints, such as high debt used to fund acquisitions, reliance on government and utility spending, and the challenge of converting a large backlog into billable work in a tight talent market. The upcoming Q2 2026 results and reaffirmed 2026 revenue guidance add timely context that could either reinforce or challenge current analyst expectations.

WSP Global’s large project backlog and margin potential may be overshadowing a more compelling risk reward trade off. Before Q2 2026 results are released, review the 5 key rewards and 1 important warning sign to explore what might be missing.

Centrus Energy (LEU)

Overview: Centrus Energy supplies enriched nuclear fuel, including High Assay Low Enriched Uranium (HALEU), and provides technical and engineering services that support utilities and advanced reactor developers in the United States and overseas.

Operations: Centrus Energy generates most of its revenue from the LEU segment at about US$358.7m, with a further US$112.8m from Technical Solutions, partially offset by segment adjustments.

Market Cap: US$3.4b

Centrus Energy sits at the heart of the HALEU fuel bottleneck, which many next generation reactors are expected to rely on. Recent Department of Energy contracts worth up to US$1.07b underline its role in rebuilding domestic enrichment capacity. At the same time, the story is not straightforward, with profit margins compressing from 22.6% to 13.4%, earnings growth lagging the wider US market, high non cash earnings and a P/E multiple far above peers. Funding heavily depends on external borrowings, the share price has been volatile, and shareholders have recently been diluted. For investors, the real question is whether Centrus’ HALEU position and improving HALEU contract visibility adequately compensate for these financial and execution risks ahead of key milestones such as the upcoming Q2 2026 results.

Centrus Energy’s HALEU position could be masking a much tougher core business story. Before Q2 2026, read the 4 warning signs (1 is major!) to see where the pressure points really sit and what might tip the balance.

Oklo (OKLO)

Overview: Oklo is developing compact Aurora Powerhouse fission plants designed to supply 15 to 75 megawatts of electricity. It is also building fuel recycling technology that can turn used nuclear material into fresh fuel for its reactors, targeting long term power deals with customers in the United States, especially energy hungry data centers.

Market Cap: US$7.7b

Oklo attracts attention because it sits at the intersection of advanced nuclear technology and AI data center power demand, with long dated electricity contracts such as the 12 GW agreement with Switch that point to potential recurring revenue once plants are operating. The company has cleared important technical hurdles with the Department of Energy for its Groves Isotope Test Reactor and is working with partners such as Nvidia and Meta, which helps validate its approach. At the same time, Oklo remains pre revenue, reported a US$33m loss, faces regulatory uncertainty after a prior license denial and relies on external funding, including a US$1b equity filing and high risk liabilities. The central opportunity, and the key risk, is whether Oklo can convert these approvals and partnerships into stable, profitable cash flows before its funding runway narrows.

Oklo’s data center power story is accelerating, yet its pre revenue status and funding needs leave big questions open. To see how these pieces fit together, start with the full narrative for Oklo

The three nuclear energy stocks in this article are just a starting point. The full Nuclear Energy Stocks screener uncovers 297 more companies that pair uranium, enrichment and reactor exposure with equally compelling narratives. Use Simply Wall St to identify, filter and analyze the specific catalysts and stories that matter to you, so you can focus on the highest conviction nuclear energy ideas in minutes instead of hours.

Take Control of Your Investment Journey

If WSP Global or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

Seeking Alternatives Beyond Nuclear Picks?

Fresh stocks can start breaking out while you watch from the sidelines. Use screened ideas before the edge fades, while it matters and while they may still be under the radar, and consider acting while opportunities remain.

• Spot cash rich businesses before momentum stories get crowded by using the curated list of solid balance sheet and fundamentals (10 results) that filters out weaker fundamentals.
• Target potential income workhorses while yields stay elevated with the hand picked 6 dividend fortresses built to highlight payout strength and balance sheet support.
• Look into long term metal supply themes by scanning the focused 29 best rare earth metal stocks built around producers with meaningful exposure to critical materials.

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.