Top 3 Nuclear Stocks To Watch In September 2026

The 10-year US Treasury yield recently touched 5.11%, a level not seen since 2007. This lifts borrowing costs and puts pressure on many growth stories. Reliable electricity assets linked to nuclear energy sit in a different bucket. These businesses plug into long term power demand rather than cheap money. This article breaks down three nuclear focused stocks from our uranium and reactor universe that investors may want on their radar.

The three nuclear stocks highlighted next are only a starter set, drawn from a much wider field where 303 more listed businesses linked to uranium supply, fuel cycle services, and atomic power generation also present detailed stories that are not covered below.

If you want to move beyond a short list and systematically identify and analyze nuclear opportunities that fit your own risk and return preferences, head straight into the Nuclear Energy Stocks screener

NuScale Power (SMR)

NuScale Power is built around its small modular reactor design, aiming to supply grid scale nuclear power as a packaged service for utilities that want reliable, low carbon electricity.

NuScale Power currently earns about US$11 million from electric utility related services in the United States and has a market value of roughly US$3.8b.

NuScale Power’s pitch to investors hinges on its licensed small modular reactor technology. The company aims to give utilities a ready made nuclear power plant in a box, backed by design, licensing, fuel and long term operating support.

"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."

What happens to NuScale Power’s appeal if one crucial piece of the commercial rollout shifts just a little on timing or scale?

If that timing risk worries you, read the full narrative for NuScale Power to see how NuScale Power’s licensing, partners and capital needs could still turn into accelerating value.

Constellation Energy (CEG)

Constellation Energy runs a large US power fleet anchored by nuclear stations that supply steady, low carbon electricity. Its entire US$31.3b top line is reported under Generation, and it has a stock market value of about US$93.3b.

Constellation Energy gives the Nuclear Energy Stocks theme heavyweight exposure to operating reactors, since its fleet supplies around the clock power that large customers increasingly want tied to verifiable clean sources.

"Growing demand for carbon free, reliable power from large scale customers such as data centers and large corporates is now translating into roughly 920 MW of long duration nuclear power contracts with investment grade buyers on an average 18.5 year term, which can support more visible revenue and earnings growth for Constellation Energy as additional load is signed over time."

What happens to Constellation Energy’s earnings profile if a single policy shift changes how those long dated nuclear contracts feed into future margins?

If that policy risk feels like only half the story, read the full narrative for Constellation Energy to see how Constellation Energy’s contracts, balance sheet and capital plans could be accelerating or stalling.

Oklo (OKLO)

Oklo is an early stage nuclear developer focused on its Aurora fission powerhouses, compact reactors sized roughly 15 to 75 MW aimed at supplying grid and data center electricity, and the stock currently carries a market value of about US$7.5b.

Oklo gives the Nuclear Energy Stocks screener direct exposure to a pure play reactor developer that is trying to pair compact fission units with long term power contracts rather than one off equipment sales.

"Oklo has already signed major agreements, e.g. with Switch for 12 GW through to 2044."

What happens to Oklo’s appeal if a single key assumption about how quickly those reactors move from regulatory progress to real kilowatt hours quietly shifts?

If that quiet shift is what you keep circling back to, read the full narrative for Oklo to see how Oklo’s contracts, capital needs and timelines could be accelerating.

Curious About Seeking Fresh Alternatives

Fresh ideas move first. Markets reward the investors who spot quiet momentum before it becomes a breakout story and before the crowd catches on. Consider doing your research early.

• Spot cash rich balance sheets before they start attracting attention by scanning a curated list of solid balance sheet and fundamentals (23 results) that still fly under most radars.
• Explore structural demand for digital infrastructure and electrification by focusing on hand picked 39 power grid technology and infrastructure stocks while sector momentum is still developing.
• Monitor potential exposure to AI infrastructure and data growth by filtering through curated 85 AI infrastructure stocks before institutional participation becomes more widespread.

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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