3 Nuclear Stocks With Revenue Growth Up To 62%

Higher interest rates are putting every long term energy project under the microscope, yet demand for reliable, low carbon power has not gone away. That mix creates a window in which investors are rethinking how nuclear energy stocks fit into portfolios built for a world of stickier inflation and higher borrowing costs. This article highlights three nuclear focused stocks from our screener that many investors are now watching closely.

The three nuclear energy stocks covered below are only a sample, and the full screen surfaced 34 more companies with equally detailed stories and different risk profiles that are not covered in this article.

If you want to quickly identify, compare, and analyze which nuclear plays best fit your view on the sector, head straight to the Nuclear Energy Stocks screener.

NuScale Power (SMR)

NuScale Power is one of the purest nuclear plays in this screener. Its small modular reactors are aimed squarely at utilities that want compact, low carbon baseload power, and its current work with early projects gives investors a front row seat on commercialisation risk and reward.

NuScale Power develops and supports its 77 MWe NuScale Power Module reactors for electric utilities, earning around US$11 million from electric power customers, all from the United States, and carries a market value of roughly US$3.6b.

"NuScale's involvement in the RoPower 6-module small modular reactor (SMR) power plant in Romania indicates future meaningful revenue and cash flow through its partnership in the Fluor-led Front-End Engineering and Design (FEED) Phase 2."

The impact of a single large customer agreement shifting from early-stage work to fully contracted long term deployment could be significant.

That kind of contract swing can redefine the whole risk profile. Read the full narrative for NuScale Power to see how NuScale Power’s story could accelerate beyond the headline projects.

Oklo (OKLO)

Oklo is building Aurora Powerhouse small modular reactors to supply long term nuclear electricity to grid and industrial customers, tying directly into the screener’s focus on reliable low carbon power, and the stock is valued at about US$7.1b.

Oklo slots into this nuclear list for a simple reason. It is trying to turn compact fission units into steady electricity supply for real world customers, and its Aurora Powerhouse concept is attracting attention from investors who care about how nuclear might plug into data centers and future grid demand.

"Oklo is another modular / small nuclear reactor maker, calling them Aurora Powerhouses. But it is not trying to sell reactors, it is trying to sell long-term electricity contracts, maintaining ownership of the plants."

What happens if a single assumption about long term power pricing and demand for Oklo shifts even slightly in either direction?

That single shift in pricing assumptions can swing the whole story, so read the full narrative for Oklo to see how Oklo’s model could accelerate or stall.

GE Vernova (GEV)

GE Vernova gives this nuclear energy screen a different angle, because its Power segment supplies critical nuclear turbines and services while the wider group also helps move and manage electricity for AI data centers and stressed grids worldwide.

GE Vernova generates about US$21b from Power, US$8.5b from Wind, and US$12.2b from Electrification, with the nuclear turbine and lifecycle services business embedded in that Power unit, and the stock is valued at roughly US$250.4b.

"Every hyperscale AI data center needs massive amounts of reliable electricity, and GE Vernova supplies the gas turbines, transformers, switchgear, and grid systems that generate and deliver that power."

Much depends on how one unseen pressure on long-term project economics shapes the mix between high-margin service work and capital-heavy equipment sales.

That pressure point is where GE Vernova gets interesting, and the full narrative for GE Vernova shows how service cash flows and grid demand could be quietly accelerating.

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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.

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