Nuclear energy stocks are back in focus as investors weigh mixed global growth signals, uneven inflation trends, and ongoing policy shifts across the US, Europe, and Asia. With energy security, reliable baseload power, and capital spending on utilities and infrastructure all under the spotlight, the Nuclear Energy Stocks screener offers a targeted way to look at companies involved in uranium supply, fuel processing, and reactor operations. This article highlights 3 stocks from that screener, helping you quickly see which parts of the nuclear value chain may align with your own view of today’s macro and energy backdrop.

AtkinsRéalis Group (TSX:ATRL)

Overview: AtkinsRéalis Group is a Montreal based engineering and project management company that works across infrastructure, transportation, power, renewables, and the full nuclear life cycle, from consulting and design through to construction, refurbishment, decommissioning, and waste management. It also invests in and helps finance large infrastructure assets such as bridges, highways, power facilities, and water treatment plants.

Operations: AtkinsRéalis generates most of its CA$11.5b in segment revenue from Engineering Services in the UKI (CA$2.8b), USLA (CA$2.1b), Canada (CA$1.5b), and AMEA (CA$1.3b) regions, alongside a sizeable Nuclear segment at about CA$2.5b.

Market Cap: CA$14.7b

AtkinsRéalis Group stands out in nuclear and infrastructure because it combines a large contracted backlog, strong positions in UK and Canadian public projects, and deep nuclear expertise through CANDU technology, small modular reactor alliances, and decommissioning work. Analysts currently see upside to the share price and the stock trades below one estimate of fair value. However, there are real trade offs, including reliance on nuclear contracts, high non cash earnings, and sales funded entirely by external borrowing. Recent UK and US nuclear framework wins, plus Canada’s backing of CANDU, indicate long term demand, but insider selling and forecast earnings decline keep risk firmly on the table for investors who want exposure to nuclear infrastructure.

AtkinsRéalis Group’s mix of nuclear expertise, major public contracts, and high non cash earnings invites a closer look at what is really driving expectations. Start with the 5 key rewards and 3 important warning signs (2 are major!)

Worley (ASX:WOR)

Overview: Worley is a Sydney based engineering and professional services company that helps energy, chemicals, and resources clients plan, build, operate, and eventually decommission large projects, spanning everything from oil and gas and LNG to hydrogen, nuclear power, renewables, battery materials, and plastic recycling.

Operations: Worley reports A$12.4b of segment adjusted revenue, supported by smaller unallocated items including A$440m of procurement revenue at nil margin and associate contributions, while geographically the Americas at A$6.2b and Europe, Middle East and Africa at A$4.0b are its largest regions.

Market Cap: A$5.3b

Worley sits at the crossroads of traditional hydrocarbons and the global push towards lower carbon energy, with around 60% of FY25 revenue tied to sustainability related work across renewables, hydrogen, and carbon capture. The business mix includes higher margin advisory and digital services as well as more traditional project work. Recent pressure on its professional services revenue, a modest 3.1% net margin, and dependence on large oil and gas projects highlight that the transition involves meaningful risks. In addition, the company has a mixed dividend record, uses external borrowing, and faces growing competition in digital and energy transition consulting. As a result, Worley represents a nuanced exposure to nuclear and broader energy infrastructure for investors who want both potential growth drivers and a clear list of trade offs to weigh carefully.

Worley’s move toward sustainability work may be obscuring where the real balance of risk and reward lies within its project portfolio. Get the fuller picture in the 2 key rewards and 1 important warning sign

GE Vernova (GEV)

Overview: GE Vernova is an energy infrastructure company that provides equipment and services for generating, moving, converting, and storing electricity across gas, nuclear, hydro, wind, grid, and storage technologies, serving customers across the US, Europe, Asia, the Middle East, and Africa.

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

Market Cap: US$280.9b

GE Vernova has become a focal point for investors watching how AI data centers and electrification are reshaping energy demand, with its gas turbines, transformers, and grid software plugged directly into that build out. Power and Electrification carry a large installed base and high service visibility. Earnings growth, a 62.2% ROE, and a P/E below the Electrical industry and peer averages make the current setup notable. However, the Wind segment’s contract issues, high non cash earnings, insider selling, and a share price above some cash flow estimates introduce meaningful risks. The key question is whether this premium rated stock can keep turning AI infrastructure demand into durable margins and cash flow without those risks catching up.

GE Vernova’s AI fueled power story looks strong, but the real tension sits between that 62.2% ROE, the Wind segment issues, and the current pricing. Get the full context in the analysis report for GE Vernova

The three nuclear energy stocks in this article are only a starting point. The full screener surfaces 297 more companies with equally compelling narratives across uranium producers, fuel cycle specialists, and reactor builders in the Nuclear Energy Stocks screener. Use Simply Wall St to identify, filter, and analyze the specific catalysts and narratives that matter 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.