Global inflation, rate uncertainty and energy price swings are keeping investors on their toes, while governments still need reliable power and lower emissions. That mix is drawing fresh attention to nuclear energy stocks, where uranium producers, enrichment facilities and reactor operators sit at the crossroads of energy security and cleaner baseload electricity. This Nuclear Energy Stocks screener is designed to help you quickly filter that universe into focused ideas. In this article you will see three of the most interesting stocks from the screener and how they fit into today’s macro and energy backdrop.

Uranium Energy (UEC)

Overview: Uranium Energy Corp is a US based uranium and titanium company that focuses on exploring, developing and processing projects across the United States, Canada and Paraguay to supply nuclear fuel and critical minerals. It aims to build a vertically integrated fuel platform that can serve utilities and government customers looking for reliable, low carbon energy sources.

Operations: Uranium Energy currently reports US$20.2 million in corporate and administrative revenue, reflecting an early stage commercial profile as it advances projects and builds out its fuel cycle capabilities.

Market Cap: US$4.47b

Investors looking at nuclear energy supply chains may find Uranium Energy interesting because it is trying to move from pure exploration into an integrated US based producer with in situ recovery projects now in production and a planned refining and conversion business through United States Uranium Refining and Conversion Corp. The company has no debt and reports roughly US$698 million in cash, inventory and liquid assets, which gives it room to fund mine development and manage the timing of uranium sales. The trade off is meaningful execution risk as ISR hubs ramp up, costs are still elevated and earnings remain in a loss. That mix of growth ambitions, funding strength and project risk is what makes Uranium Energy worth a closer look for this screener.

Uranium Energy’s cash rich balance sheet and early production shift raise a big question about what the real risk reward looks like once ISR hubs scale and refining plans progress, which is exactly what the 2 key rewards and 1 important warning sign

Duke Energy (DUK)

Overview: Duke Energy is one of the largest regulated utilities in the United States, supplying electricity across the Southeast and Midwest as well as natural gas to households, businesses and power generators, with a mix of coal, gas, hydro, renewables and nuclear assets anchored in its long established franchise territories.

Operations: Duke Energy generates most of its US$32.9b in revenue from Electric Utilities and Infrastructure at about US$30.1b, with Gas Utilities and Infrastructure contributing roughly US$3.2b, all from operations within the United States.

Market Cap: US$100.6b

Duke Energy stands out in the nuclear and grid space because it combines a large regulated nuclear fleet, rising data center power demand and a strong pipeline of grid and renewables projects with a P/E below the broader Electric Utilities industry. Revenue growth forecasts around 5% a year and margin expectations near 16.9% by 2029 sit alongside a 3.37% dividend yield. However, that payout is not covered by free cash flow and the balance sheet leans heavily on external debt. Recent analyst upgrades and higher price targets ahead of Q2 results highlight confidence in the data center and industrial demand story, but investors also need to weigh regulatory pushback on rate hikes, sizeable capex needs and insider selling.

Duke Energy’s data center demand story and regulated nuclear footprint point to steady growth, yet the market may be missing one key piece in the analyst forecasts for Duke Energy that could flip the risk narrative.

NextEra Energy (NEE)

Overview: NextEra Energy is a large US utility group that supplies electricity across Florida and the wider North American wholesale market through a mix of wind, solar, nuclear, natural gas and storage assets, with Florida Power & Light as its core regulated utility and NextEra Energy Resources focused on large scale clean energy and infrastructure projects.

Operations: NextEra Energy generates most of its revenue from Florida Power & Light at about US$18.7b, with roughly US$9.5b from NextEra Energy Resources and US$448m from corporate and other activities.

Market Cap: US$184.5b

NextEra Energy is attracting fresh interest because it sits at the intersection of rising AI and data center power demand, large scale renewables and nuclear, and one of the biggest proposed utility mergers in history with Dominion Energy. The company combines a large regulated base in Florida with a sizeable renewables and storage pipeline. It still trades on a P/E below the US Electric Utilities industry, and analysts model double digit revenue growth and high profit margins. On the other hand, it shows heavy reliance on external borrowing, dividends that are not clearly covered by free cash flow, and sensitivity to tax credit phase downs and higher interest costs. That mix of growth projects, merger ambition and balance sheet trade offs is only part of what the full narrative unpacks for investors.

NextEra Energy’s mix of AI driven power demand, renewables and nuclear has investors focused on growth, yet the real story sits inside the analyst forecasts for NextEra Energy which could reshape how you think about its risk profile.

The three nuclear energy stocks covered here are only a starting point, with the full Nuclear Energy Stocks screener surfacing 32 more companies that carry equally compelling narratives around uranium supply, enrichment and reactor exposure through the Nuclear Energy Stocks screener. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter to you so you can focus on the nuclear energy ideas in which you have the highest conviction.

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Seeking Fresh Alternatives Beyond Nuclear?

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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.