Nuclear energy stocks sit at the crossroads of energy security, inflation concerns, and global efforts to cut emissions. With investors watching every move in rates, oil prices, and regional growth, stable and large scale power sources are firmly back in focus. The Nuclear Energy Stocks screener helps you zero in on companies involved in uranium supply, enrichment, and reactor operations, all in one place, so you can compare them consistently. In this article, three stocks from the screener are highlighted to show how different parts of the nuclear energy chain can fit into a long term portfolio framework.

HEICO (HEI)

Overview: HEICO is an aerospace and defense supplier that focuses on replacement parts, repair services, and specialized electronic components for commercial airlines, military customers, and industrial users, with products ranging from jet engine parts to high end radiation detectors and surveillance equipment.

Operations: HEICO generates most of its revenue from its Flight Support Group at about US$3.4b, with a further US$1.6b from its Electronic Technologies Group, partly offset by intersegment eliminations of US$46m.

Market Cap: US$42.1b

HEICO draws investor interest because it sits in a position that combines growing demand for aftermarket aircraft parts and specialized defense electronics with meaningful risk around high expectations and leverage. Strong recent earnings growth, high quality cash flows, a long acquisition track record, and 96 consecutive semiannual dividends indicate a business with staying power, supported by expanded credit capacity that can fund further bolt on deals. At the same time, a rich P/E multiple, reliance on acquisitions, and exposure to regulatory and defense budget shifts mean the stock may face downside if sentiment or industry conditions turn. The key consideration is whether HEICO’s mix of recurring aviation demand and niche electronics can justify that premium over time.

HEICO’s rich P/E and acquisition habit may look fully priced, but the real question is whether the story is still underappreciated. Start with the 2 key rewards and 1 important warning sign and see what might be hiding in plain sight.

Constellation Energy (CEG)

Overview: Constellation Energy is a US based power producer that runs a large fleet of nuclear, wind, solar, gas, and hydro plants with 31,676 megawatts of capacity, supplying electricity, natural gas, and energy solutions to utilities, businesses, public sector clients, and households.

Operations: Constellation Energy generates around US$29.9b from its Generation segment, with regional exposure spread across the Midwest, Mid Atlantic, New York, ERCOT, other power regions, and unallocated activities.

Market Cap: US$85.4b

Constellation Energy sits at the heart of the nuclear theme because it combines one of the largest US carbon free fleets with long dated contracts that line up closely with data center, corporate, and retail demand for 24/7 clean power. Recent agreements with Microsoft, Walmart, and other hyperscalers show how its nuclear assets are being tied into AI infrastructure needs, while federal tax credits and license renewals aim to support cash flow visibility. At the same time, heavy nuclear exposure, a debt heavy balance sheet, and reliance on large customers and centralized plants leave little room for complacency as technology, regulation, and pricing rules evolve. The question is how well Constellation Energy can turn this nuclear position into durable value for shareholders.

Constellation Energy’s nuclear fleet sits at the center of AI era power demand, yet many investors may be missing how its contracts, balance sheet, and customer exposure fit together. Step through the 4 key rewards and 2 important warning signs to see what might be quietly reshaping the story.

GE Vernova (GEV)

Overview: GE Vernova is an energy infrastructure company that helps generate, move, and manage electricity worldwide through its Power, Wind, and Electrification segments, supplying everything from gas and nuclear turbines to grid software and storage solutions for utilities, data centers, and industrial customers.

Operations: GE Vernova generates about US$20.3b from Power, US$10.8b from Electrification, and US$8.7b from Wind, partly offset by around US$0.4b of eliminations and other items.

Market Cap: US$299.1b

Investors are watching GE Vernova because it sits at the heart of the AI and electrification build out. It supplies gas turbines, transformers, and grid systems that data centers and utilities rely on, backed by a large installed base with long dated service revenue and ROE reported above 60%. At the same time, a premium valuation, heavy use of external borrowing, non cash earnings, and a weaker Wind segment mean the margin story and cash generation need to keep justifying the price. The recent surge in data center orders, raised 2026 guidance, and expanding margins are reasons why many view GE Vernova as a core nuclear and power grid infrastructure stock, but they also raise the stakes if growth or execution wobbles.

GE Vernova’s surge in data center orders and ROE above 60% raises big questions about how sustainable this setup really is, and the analyst forecasts for GE Vernova hints at one detail that could change the whole picture

The three nuclear related stocks in this article are only a starting point, and the full Nuclear Energy Stocks screener surfaces 33 more companies with equally compelling narratives across uranium, enrichment, and reactor operations. Use Simply Wall St to identify and analyze the specific catalysts, contracts, and balance sheet traits that matter most so you can focus on the nuclear energy stocks that best match your highest conviction 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.