With inflation trends diverging across regions, energy prices reacting to Middle East tensions, and central banks sending mixed policy signals, many investors are looking for assets tied to essential long term power demand rather than short term sentiment. Nuclear energy stocks sit at the crossroads of energy security and cleaner baseload power, attracting attention as countries reassess how they generate electricity. This Nuclear Energy Stocks screener filters companies across uranium supply, enrichment, and reactor operations, helping you focus quickly on listed businesses connected to this theme. In this article, you will see 3 stocks from the screener that may be worth a closer look.

NuScale Power (SMR)

Overview: NuScale Power develops and supports small modular nuclear reactors, using its 77 MWe NuScale Power Module to help utilities and large power users build compact plants that provide steady, low carbon electricity along with extensive licensing, training, and operational services.

Operations: NuScale Power currently generates its US$18.7 million of revenue from electric utility related services in the United States.

Market Cap: US$3.6b

NuScale Power catches attention because it already holds U.S. Nuclear Regulatory Commission approval for its small modular reactor design, giving it a regulatory lead as countries and data centers search for reliable low carbon power. Partnerships tied to projects in Romania and potential power purchase agreements in the U.S. point to potential future demand, while new contracts like the Paragon HIPS system and the Houston Operations Center build out the ecosystem around its technology. The trade off is clear: losses remain heavy, funding depends on external capital and government support, and the share price has been volatile. Investors therefore need to weigh a long runway to commercialization against the possibility that agreements or supply chains take longer or cost more than expected.

NuScale Power already has regulatory approval and headline projects, but the real story sits in how its long runway, losses and funding needs fit together, which is exactly what the 1 key reward and 3 important warning signs

Constellation Energy (CEG)

Overview: Constellation Energy produces and sells electricity, natural gas, and energy solutions across the United States, with a large fleet of nuclear, wind, solar, gas, and hydro plants supplying power to utilities, municipalities, businesses, public sector entities, and households.

Operations: Constellation Energy generates US$29.9b of revenue primarily from its Generation segment, underpinned by a roughly 31,676 megawatt fleet that includes nuclear and renewable assets across regions such as the Midwest, Mid Atlantic, New York, ERCOT, and other power markets.

Market Cap: US$85.4b

Constellation Energy stands out in the nuclear theme because its large, existing fleet is already supplying long term carbon free power to blue chip customers, including data centers and now retailers such as Walmart via multi decade nuclear contracts. Earnings have risen in recent years. Analysts have highlighted factors such as federal support for nuclear, extended reactor licenses into the 2040s, and new capacity projects, and some note that the current valuation still implies a gap to many analyst price targets. At the same time, investors need to watch the heavy use of debt, exposure to changing regulation around nuclear and subsidies, and reliance on a relatively small pool of very large customers, which could all influence how dependable those future cash flows really are.

Constellation Energy’s long term nuclear contracts and carbon free fleet are getting plenty of attention, but the full picture of its customer concentration, debt load, and policy exposure sits inside the 4 key rewards and 2 important warning signs

GE Vernova (GEV)

Overview: GE Vernova is an energy company that supplies equipment and services across the electricity chain, from gas, nuclear, hydro, and steam power plants through to wind turbines, grid hardware, software, and storage solutions for customers across multiple regions.

Operations: GE Vernova generates most of its revenue from Power at US$20.3b, followed by Electrification at US$10.8b and Wind at US$8.7b, with smaller eliminations and other items.

Market Cap: US$299.1b

GE Vernova attracts attention because it sits at the heart of rising electricity demand from AI data centers and grid upgrades, with a large installed base of gas turbines feeding decades of service revenue and a growing Electrification business supplying transformers, grid software and equipment. Profitability metrics such as a 23.8% net margin and 62.2% ROE, along with free cash flow and a backlog linked to data center projects, have already drawn analyst coverage and media interest. At the same time, the Wind segment, reliance on higher risk external funding, use of non cash earnings, insider selling and a relatively new board underline that this is not a low risk story, especially with the stock already trading on premium multiples.

GE Vernova’s premium multiples, high net margin, and 62.2% ROE hint that the market sees something special, but the real twist sits inside the 4 key rewards and 2 important warning signs (1 is major!)

The three nuclear energy stocks covered here are only a starting point. The full Nuclear Energy Stocks screener surfaces 297 more companies that pair nuclear fuel supply, enrichment capacity, and reactor operations with their own potential catalysts and narratives. Identify and analyze the specific triggers that matter to you, from contract visibility and regulation through to balance sheet strength and project backlogs, so you can focus on the highest conviction opportunities in this theme using the filters inside Simply Wall St.

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Seeking Fresh Alternatives Beyond Nuclear?

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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.