Nuclear energy stocks sit at the crossroads of energy security, inflation concerns and shifting interest rate cycles. With central banks weighing rate hikes or pauses while energy and food prices influence inflation, investors are paying closer attention to power sources that can offer reliable output and low direct emissions. The Nuclear Energy Stocks screener helps you filter the universe of uranium producers, fuel cycle companies and reactor operators into a focused list of candidates. In this article, you will see 3 stocks from this screener to help sharpen your watchlist and research process.

NuScale Power (SMR)

Overview: NuScale Power develops and licenses small modular reactor technology, centered on its 77 MWe NuScale Power Module. It supports customers with everything from plant design and regulatory approvals to construction, operation, maintenance, and training services.

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

Market Cap: US$3.6b

NuScale Power stands out in nuclear energy because it already has U.S. Nuclear Regulatory Commission approved SMR designs and is involved in projects such as the RoPower plant in Romania and the ENTRA1 partnership, which could turn current engineering work into future orders. At the same time, the business is still loss making, relies on external funding, and faces risks around securing long term power purchase agreements, supply chain execution, and potential delays in first commercial deployments. For investors looking at NuScale stock, the mix of strong growth expectations, an experienced board, and growing interest from AI driven data centers sits alongside high share price volatility, past dilution, and uncertainty over when commercialization will fully show up in the financials.

NuScale Power’s NRC-approved SMR design has investors talking about scale, but the real tension is how that story stacks up against funding needs and commercialization timing, which is unpacked in the analyst forecasts for NuScale Power

Constellation Energy (CEG)

Overview: Constellation Energy is a large U.S. power producer that supplies electricity, natural gas, and energy solutions to utilities, businesses, public sector clients, and households, using a mix of nuclear, wind, solar, natural gas, and hydro plants with about 31,676 megawatts of capacity.

Operations: Constellation Energy generates about US$29.9b in revenue from its Generation segment, with output sold across regions including the Midwest, Mid Atlantic, New York, ERCOT in Texas, and other U.S. power markets.

Market Cap: US$90.6b

Constellation Energy is positioned at the center of the AI driven power build out, with long term contracts to supply carbon free electricity to data centers and corporates, supported by federal production and zero emission credits that help stabilize nuclear cash flows. Recent moves to restart Three Mile Island, integrate the Calpine acquisition, and bring new gas and solar capacity online illustrate how the company is adding more dispatchable and contracted output. At the same time, investors need to weigh high debt, exposure to nuclear regulation and decommissioning costs, and the risk that distributed energy or policy shifts could pressure centralized assets. For a fuller picture of how these cash flows, risks, and analyst expectations fit together, the analysis report for Constellation Energy.

Constellation Energy’s AI era contracts and nuclear scale are getting attention, but the real story may be how its cash flows, debt load, and policy exposure fit together in the analysis report for Constellation Energy

Oklo (OKLO)

Overview: Oklo develops compact fission power plants, called Aurora Powerhouses, designed to deliver 15 to 75 megawatts of electricity, while also building out nuclear fuel recycling and fabrication capabilities that can turn used nuclear material into fuel for its reactors. The company, now listed as Oklo Inc. after its AltC Acquisition Corp. origins, aims to own and operate these plants for customers such as data centers, industrial users and government agencies.

Market Cap: US$10.0b

Oklo stock is attracting attention because the company sits at the junction of advanced nuclear technology, fuel recycling and data center power demand, backed by a reported 14 gigawatt pipeline, federal reactor and fuel programs, and partnerships tied to AI focused operators like Meta. At the same time, Oklo is pre revenue, records sizable losses and cash burn, and depends on successful execution of complex projects, new regulatory frameworks and higher risk external borrowing, which raises the stakes if commercialization slips. For investors who can tolerate that risk profile, the combination of a vertically integrated fuel strategy, potential long term power contracts and an emerging isotope business points to an earnings mix that could differ from its current profile, but the full risk reward picture requires closer scrutiny beyond these headlines.

Oklo’s accelerating pipeline, fuel recycling plans and AI linked customers hint at a very different earnings profile, but the real twist sits inside the analyst forecasts for Oklo

The three nuclear energy stocks in this article are just a starting point. The full Nuclear Energy Stocks screener surfaces 33 more companies that pair uranium production, enrichment, and reactor operations with equally compelling narratives around energy security and reliability. Use Simply Wall St to identify, filter, and analyze the specific catalysts and stories that match your thesis, so you can focus on the nuclear ideas that best fit your highest conviction.

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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.