With inflation, interest rate paths and energy markets all in focus, many investors are looking at nuclear energy stocks as a way to gain exposure to reliable power supply and long term infrastructure trends. The Nuclear Energy Stocks screener filters companies involved in uranium production, fuel enrichment and reactor construction or operation, so you can focus on businesses directly linked to this theme. This article walks through why the current macro backdrop keeps nuclear on the radar and highlights 3 stocks from the screener that investors may want to consider for further research.

NuScale Power (SMR)

Overview: NuScale Power develops and licenses small modular reactor technology, centred on its 77 MWe NuScale Power Module, and provides a full suite of services to help utilities and governments design, build, operate and maintain nuclear power plants using this technology.

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

Market Cap: US$3.2b

NuScale Power stands out in the Nuclear Energy Stocks screener because it already holds U.S. Nuclear Regulatory Commission approval for its small modular reactor design and is involved in projects like the RoPower plant in Romania and ENTRA1 Energy’s work with TVA, which could support future commercialization if they move into firm orders and power purchase agreements. At the same time, NuScale remains unprofitable, reported a Q1 2026 revenue of just US$0.6 million against a loss of US$44 million, has relied on shareholder dilution, and faces funding, supply chain and execution risks. If you want to understand how analysts are weighing those long term nuclear opportunities against these financial and project uncertainties, the full Simply Wall St narrative lays out the key assumptions and pressure points in more detail.

NuScale Power’s NRC approved design, tiny current revenue base and heavy project spend make the story all about future scale versus present strain, and the 1 key reward and 3 important warning signs could shift how you see that trade off

Constellation Energy (CEG)

Overview: Constellation Energy is a large U.S. power producer that sells electricity, natural gas, and low carbon energy solutions across multiple regions, anchored by a sizeable nuclear fleet alongside wind, solar, natural gas, and hydro assets. The company supplies power to utilities, municipalities, cooperatives, and a wide range of commercial, industrial, public sector, and residential customers.

Operations: Constellation Energy generates US$29.9b of revenue from its Generation segment, supported by exposure to regions including the Midwest, Mid Atlantic, New York, ERCOT, and other power markets.

Market Cap: US$87.3b

Constellation Energy is drawing attention because its large nuclear fleet and roughly 31,676 megawatts of capacity are being tied into long term contracts with data center operators and corporates that want round the clock carbon free power, including deals with Microsoft, Meta, Walmart and the planned restart of Three Mile Island. Earnings rose 27% over the past year and analysts expect solid, if slower, earnings and revenue growth from here. However, that sits alongside high debt, reliance on external funding, and a large US$2.0b one off gain that complicates recent results. If you want to see how those long term AI and decarbonization power contracts compare with leverage, regulatory risk and current valuation expectations, the deeper analysis of Constellation Energy lays out the trade offs in full.

Constellation Energy’s expanding nuclear contracts with big tech and corporates could be masking an underappreciated twist in its growth story and risk profile. The analyst forecasts for Constellation Energy might show what many investors are still missing

GE Vernova (GEV)

Overview: GE Vernova is an energy infrastructure company that supplies gas, nuclear, hydro and steam technologies, wind turbines, and grid equipment and software that generate, move, and manage electricity for utilities, governments, and industrial customers across multiple regions.

Operations: GE Vernova generates its revenue primarily from its Power segment at US$20.3b, alongside US$8.7b from Wind and US$10.8b from Electrification, with smaller eliminations and other items.

Market Cap: US$287.8b

Investors watching the Nuclear Energy Stocks screener may see GE Vernova as a way to get closer to the power infrastructure that supports AI data centers and grid upgrades. It is backed by an installed base of roughly 7,000 gas turbines and over US$31b in unearned service revenue that can support long dated customer relationships. The company’s record data center related orders, stronger margins and rising free cash flow are attracting attention. However, the underperforming Wind segment, significant insider selling and reliance on external borrowing keep risk firmly on the table. With the stock trading at a premium P/E and the market already factoring in high expectations, the key consideration is whether GE Vernova can convert AI and electrification demand into durable cash generation without stumbling on execution or valuation.

GE Vernova’s AI and electrification orders are accelerating, yet an underperforming Wind segment and premium P/E keep the full picture murky. The analyst forecasts for GE Vernova could reveal where expectations and reality quietly diverge

The stocks discussed here are only a starting point, and the full Nuclear Energy Stocks screener has surfaced 298 more companies with equally compelling narratives across uranium, enrichment and reactor focused opportunities in 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 highest conviction nuclear energy ideas.

Take Control of Your Investment Journey

If GE Vernova 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 Fresh Alternatives Beyond Nuclear?

New themes can gain momentum quickly, and early movers may catch breakouts while prices are still under the radar for now. Do not wait for perfect clarity; consider acting early if it fits your approach and risk tolerance.

• Look for potential turnarounds before headlines attract wider attention by scanning carefully filtered 44 high quality undervalued stocks while the gap between price and fundamentals is still a focus.
• Follow structural themes in automation and productivity by tracking companies within the curated 31 robotics and automation stocks while they remain less widely followed by many investors.
• Review grid upgrade opportunities by assessing power equipment stocks in the focused 34 power grid technology and infrastructure stocks before the trade draws broad market attention.

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.