Record export orders for Taiwan’s tech sector highlight how power hungry AI and advanced computing have become, which keeps reliable baseload electricity in focus. Nuclear energy stocks sit right in that conversation as markets weigh how to support this demand with low carbon supply. This article highlights three stocks from the Nuclear Energy Stocks screener that could help you build targeted exposure to this long term theme.

The three nuclear energy stocks featured next are just a sample, and the full screen surfaced 32 more companies with equally detailed narratives that are not covered here.

Head straight into the Nuclear Energy Stocks screener to analyze the full nuclear energy universe, filter for your preferred risk profile, and identify the ideas that best fit your portfolio goals.

NuScale Power (SMR)

Overview: NuScale Power develops and licenses its NuScale Power Module small modular reactor, a 77 MWe light water reactor, and provides the full suite of services needed to design, build, operate, and maintain SMR power plants for utilities and industrial customers. The company also supports customers with regulatory licensing, training, fuel management, and outage planning, which ties its business directly to nuclear power deployment rather than just equipment sales.

Operations: NuScale Power currently generates about US$11 million in revenue from electric utility related services, all from the United States.

Market Cap: US$3.7b

Investors interested in nuclear energy may monitor NuScale Power because it is tightly focused on SMRs that aim to supply reliable, low carbon baseload power for grids and energy hungry data centers. The company has U.S. Nuclear Regulatory Commission approval for its SMR design and is working on potential large scale deployments with partners such as TVA and RoPower, as well as fuel cycle collaborations with Curio and Framatome. At the same time, NuScale is still pre commercial, reporting losses and relying on external funding while it works to secure long term power purchase agreements. The balance between a strong project pipeline and real execution and financing risk is a key area for investors to evaluate.

NuScale Power’s NRC-approved SMR design and growing project pipeline could be only half the story. Before assuming the risk and reward are obvious, review the full 1 key reward and 3 important warning signs (1 is major!)

Build your own nuclear energy shortlist

NuScale Power and the two other nuclear energy stocks in this article all came from a single screener, and you can build your own shortlists the same way. Use our customisable Screener to mix filters across valuation, future growth, balance sheet strength, risks and more, or jump straight into any of our curated Investing Ideas.

Oklo (OKLO)

Overview: Oklo develops its Aurora Powerhouse fission reactors, compact plants designed to deliver 15 to 75 megawatts of electricity for customers that need reliable, low carbon power such as data centers and industrial users. The company is also working on nuclear fuel recycling and fabrication technologies to turn used nuclear fuel into fresh fuel for its reactors, which ties Oklo into both nuclear generation and long term fuel-cycle services.

Market Cap: US$7.7b

Oklo gives you exposure to advanced nuclear power at an early stage, with the Aurora Powerhouse aimed at long term electricity contracts rather than one off reactor sales. Recent progress, including first criticality at the Groves Isotope Test Reactor, initial revenue in Q2 2026 and partnerships with companies like Meta, Nvidia and US data center operators, highlights activity in both power and isotope or fuel-cycle businesses. On the other hand, Oklo only recently began generating revenue, reported a net loss of about US$33 million, still depends on external funding and has a mixed governance picture with a relatively new board and share price volatility. For investors comfortable with these risks, the mix of nuclear deployment, fuel recycling and AI power exposure may warrant a closer look.

Oklo is highlighting faster nuclear deployment and growing AI power demand while still reporting a loss and relying on external funding. Get the full story in the 1 key reward and 6 important warning signs (1 is major!)

GE Vernova (GEV)

Overview: GE Vernova is an energy equipment and services company that helps generate and move electricity through its Power, Wind, and Electrification segments, with the Power unit designing, manufacturing, and servicing gas, nuclear, hydro, and steam technologies. Its most direct link to the Nuclear Energy Stocks screener is the nuclear steam turbine and balance of plant equipment business, including long term servicing and life extension work for reactor operators.

Operations: GE Vernova generates most of its revenue from the Power segment at about US$21.0b, with additional contributions of roughly US$12.2b from Electrification and US$8.5b from Wind, partly offset by intersegment eliminations.

Market Cap: US$267.5b

Investors looking at nuclear energy infrastructure may pay attention to GE Vernova because its Power segment supplies nuclear steam turbines and long term services to reactor operators. The company is also exposed to demand for gas turbines and grid equipment linked to AI data centers and electrification. A large installed turbine base and sizeable service backlog provide a degree of earnings visibility. At the same time, the company faces pressure from loss making wind operations, reliance on external borrowing, and a board that has turned over quickly. Earnings and margins have changed significantly in the past year, and one off gains and a higher valuation mean expectations are already elevated. A key consideration is how much of any future value will come from nuclear related power equipment and services that are not fully reflected in headline numbers.

GE Vernova’s large turbine base and service backlog could be masking where the real story sits. Get the full 5 key rewards and 2 important warning signs

Seeking Alternatives Beyond Nuclear Picks

Fresh stock ideas can move from under the radar to full breakout momentum fast. Use these curated screens before the crowd catches on and the best entries start dropping, act now.

• Hunt for early-stage growth stories with real balance sheet strength through the curated 20 high quality undiscovered gems before their momentum is widely caught by the market.
• Capture powerful income opportunities while yields remain elevated by scanning the hand picked 12 dividend fortresses that focus on durable payouts and underlying cash support.
• Position for long term infrastructure momentum by reviewing the curated 39 power grid technology and infrastructure stocks while these grid upgrade plays are still flying mostly under the radar.

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.