Track nuclear power operators, uranium miners, small modular reactor developers, and nuclear fuel services in one place. Compare electricity generation margins, uranium exposure, and SMR pipeline milestones across the nuclear energy supply chain.
Investment Thesis
A research-first view of the nuclear energy renaissance — data center power demand and decarbonization policy are driving the first meaningful wave of new nuclear investment in decades.
Performance Dashboard
Use the basket chart to see whether the move is broad-based or being carried by a narrow set of names.
Live Screener
Scan the leaders, compare returns against growth and valuation, then open the full screener when you want to refine the universe.
| Ticker | Company | Mkt Cap | YTD | Rev G TTM | Gross M | P/S | |
|---|---|---|---|---|---|---|---|
| GE Vernova Inc. | $294.3B | 61.2% | 10.2% | 19.8% | 7.7 | ||
| The Southern Company | $108.11B | 10% | 8.3% | 29.8% | 3.7 | ||
| Constellation Energy Corporation | $100.08B | -12.5% | 8.3% | 75.8% | 3.9 | ||
| Duke Energy Corporation | $99.28B | 8.6% | 7.6% | 31.6% | 3.1 | ||
| American Electric Power Company, Inc. | $74.51B | 18.4% | 8.3% | 31.8% | 3.4 | ||
| Dominion Energy, Inc. | $55.37B | 6.3% | 17.1% | 49% | 3.4 | ||
| Vistra Corp. | $54.3B | -2.9% | -13.7% | 17.5% | 3.2 | ||
| Entergy Corporation | $53.73B | 25% | 11.4% | 29.9% | 4.1 | ||
| Cameco Corporation | $49.83B | 16.1% | 11% | 26.7% | 19.5 | ||
| Exelon Corporation | $46.64B | 5.1% | 6.1% | 45.9% | 1.9 | ||
| BWX Technologies, Inc. | $18.88B | 13.4% | 21.4% | 22.9% | 5.9 | ||
| Talen Energy Corporation | $17.59B | -3% | 44.8% | 49.7% | 7.0 | ||
| Oklo Inc. | $10.98B | -12.1% | — | — | — | ||
| NexGen Energy Ltd. | $7.93B | 18.2% | — | — | — | ||
| Uranium Energy Corp. | $7.09B | 10.6% | -69.8% | 36.6% | 106.1 | ||
| Energy Fuels Inc. | $4.98B | 26.1% | 103.7% | 20.9% | 75.6 | ||
| Centrus Energy Corp. | $3.9B | -24.4% | -4.1% | 26.2% | 8.7 | ||
| Denison Mines Corp. | $3.23B | 18.8% | 22.2% | -1645.8% | 895.9 | ||
| NuScale Power Corporation | $1.95B | -27.1% | 765.7% | — | — | ||
| Nano Nuclear Energy Inc | $1.15B | -17.5% | — | — | — | ||
| Ur-Energy Inc. | $662M | 15% | -19.3% | -222.4% | 24.3 | ||
| ASP Isotopes Inc. Common Stock | $479M | -8.9% | 147.8% | 38.6% | 115.6 | ||
| Lightbridge Corporation | $337M | -7.9% | — | — | — |
Valuation Pulse
Aggregated DCF intrinsic value and Wall Street analyst consensus across the theme universe — see where the opportunities and risks sit before you commit capital.
DCF Intrinsic Value
4 of 23 stocks with a DCF view
0
Undervalued
0
Fair Value
4
Overvalued
Wall Street Consensus
22 stocks with analyst coverage
77%
Buy or Strong Buy
+18%
Median Target Upside
Daily Intelligence
Start with the daily narrative, then review the setups across the value chain with catalyst and valuation context before you act.
Today's Brief
Apr 10, 2026
Nuclear stocks rally on decarbonization push and new reactor tech. OKLO’s new revenue model and upcoming July 4 milestone could lift shares 80%+. DNN’s integrated uranium‑fuel‑reactor platform and 47‑hole drill program boost valuation. Cameco (CCJ) benefits from higher uranium prices and a 3‑year upside outlook. NNE’s DOE GAIN voucher for Kronos MMR and AI integration signals growth potential. UEC’s first ISR mine production adds supply certainty. Divergence exists: DUK’s steady dividend is less volatile, while OKLO and DNN carry higher risk but higher upside. Overall, catalysts favor a bullish tilt with caution on execution risk.
Featured Setups By Segment
These are the cards worth scanning first: current narrative, Street target, VCP DCF view, peer-multiple verdict, and forward estimates in one place.
Nuclear Power Operators (Merchant)
Power generators earning merchant electricity prices from nuclear fleets, with direct earnings exposure to power price spikes from data center demand.
No fresh company update today.
Street
Buy
Target $405.33 • +26% • 19 analysts
VCP DCF
overvalued
-74% • FV $78.63
Peers
Overvalued
-32% • 79/100 confidence
VCP Est.
FY+1 Rev +10%
Base target $474.22 • 53/100 confidence
Constellation Energy Corporation (CEG) Declines More Than Market: Some Information for Investors
zacks.com • 2026-04-29 18:47
Vistra Corp. (VST) is outperforming the market, driven by strong earnings and new renewable energy contracts, attracting investor attention.
Street
Buy
Target $227.60 • +42% • 21 analysts
VCP DCF
overvalued
-47% • FV $84.88
Peers
Overvalued
-56% • 77/100 confidence
VCP Est.
FY+1 Rev +10%
Base target $428.96 • 38/100 confidence
Vistra Corp. (VST) is Attracting Investor Attention: Here is What You Should Know
zacks.com • 2026-04-29 10:01
TLN is priced on expectations of next week’s earnings, with analysts forecasting earnings growth.
Street
Buy
Target $475.80 • +24% • 12 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Overvalued
-13% • 51/100 confidence
VCP Est.
FY+1 Rev +27%
20/100 confidence
Talen Energy Corporation (TLN) Reports Next Week: Wall Street Expects Earnings Growth
zacks.com • 2026-04-28 11:10
Nuclear Utilities (Regulated)
Large regulated utilities with material nuclear generation assets, offering more predictable regulated returns alongside nuclear electricity exposure.
Entergy’s Q1 profit was boosted by a surge in industrial demand and strong data‑center usage, but GAAP earnings fell short of estimates, and analysts flagged the stock as overvalued.
Street
Buy
Target $116.92 • -0.4% • 31 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Overvalued
-33% • 85/100 confidence
VCP Est.
FY+1 Rev +5%
Base target $134.26 • 58/100 confidence
Industrial Demand Surge & Retail Sales Growth Drive ETR's Q1 Earnings
zacks.com • 2026-04-29 13:01
No fresh company update today.
Street
Hold
Target $49.18 • +6% • 35 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Undervalued
+13% • 83/100 confidence
VCP Est.
FY+1 Rev +4%
Base target $50.65 • 60/100 confidence
Exelon Commends FERC for Order Extending PJM Price Collar, Continuing Cost-Saving Measure for Customers
businesswire.com • 2026-04-29 19:16
Duke Energy (DUK) is poised for a Q1 earnings beat, with analysts projecting higher revenue and profit; the company’s recent $275k donation to Florida nonprofits underscores its community focus, boosting investor sentiment. The upcoming earnings release and positive guidance suggest a bullish outlook.
Street
Hold
Target $135.44 • +6% • 31 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Undervalued
+21% • 85/100 confidence
VCP Est.
FY+1 Rev +5%
Base target $143.96 • 62/100 confidence
Public Service Enterprise to Release Q1 Earnings: What to Expect?
zacks.com • 2026-04-29 12:55
Uranium Miners & Developers
Uranium mining companies and developers leveraged to uranium spot and long-term contract prices, which drive their revenue and margins.
No fresh company update today.
Street
Buy
Target $125.91 • +10% • 19 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Overvalued
-40% • 80/100 confidence
VCP Est.
FY+1 Rev +13%
Base target $114.43 • 49/100 confidence
Analysts Estimate Excelerate Energy (EE) to Report a Decline in Earnings: What to Look Out for
zacks.com • 2026-04-29 11:02
UEC has begun production at its Burke Hollow ISR uranium mine, the first operational ISR mine worldwide, positioning it as a key early‑stage supply source amid rising uranium demand and price expectations.
Street
Buy
Target $18.67 • +29% • 8 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Undervalued
+216% • 42/100 confidence
VCP Est.
FY+1 Rev +57%
32/100 confidence
Uranium Energy Corp Commences Production at Burke Hollow, the World's Newest Operating ISR Uranium Mine
prnewswire.com • 2026-04-08 06:30
No fresh company update today.
Street
Buy
4 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Peer view unavailable
43/100 confidence
VCP Est.
Estimate view unavailable
Estimates unavailable
Small Modular Reactors & Advanced Nuclear
Pre-commercial and early-commercial SMR and advanced reactor developers positioned for the next generation of nuclear build.
Oklo is rallying as investors anticipate a payoff from its nuclear technology and await the Q1 2026 earnings call, with analysts noting a favorable comparison to FCEL and highlighting a key catalyst for upside.
Street
Buy
Target $114.50 • +67% • 13 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Peer view unavailable
38/100 confidence
VCP Est.
Estimate view unavailable
Estimates unavailable
FCEL vs. OKLO: Which Data Center Power Stock Looks Better?
zacks.com • 2026-04-29 09:42
NuScale Power’s new Houston operations center signals expansion and operational readiness, driving SMR higher. Analysts note potential 300% upside for data center stocks, suggesting a broader demand for clean energy that could benefit SMR.
Street
Buy
Target $18.17 • +53% • 16 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Peer view unavailable
49/100 confidence
VCP Est.
FY+1 Rev -22%
27/100 confidence
NuScale Power Announces Opening of an Operations Center in Houston, Texas
businesswire.com • 2026-04-29 16:15
NNE’s KRONOS MMR aligns with the NRC’s evolving advanced reactor frameworks under Part 53 and Proposed Part 57, signaling stronger regulatory support and a clearer path to deployment.
Street
Buy
Target $50.00 • +120% • 3 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Peer view unavailable
28/100 confidence
VCP Est.
Estimate view unavailable
Estimates unavailable
NANO Nuclear Sees KRONOS MMR™ Well-Aligned with NRC's Evolving Advanced Reactor Frameworks Under Part 53 and Proposed Part 57
globenewswire.com • 2026-04-28 08:30
Nuclear Services & Fuel Cycle
Nuclear services companies providing enrichment, fuel fabrication, engineering services, and decommissioning.
No fresh company update today.
Street
Buy
Target $210.00 • +2% • 16 analysts
VCP DCF
overvalued
-84% • FV $34.60
Peers
Overvalued
-49% • 63/100 confidence
VCP Est.
FY+1 Rev +14%
Base target $288.53 • 78/100 confidence
BWX Technologies Q1 Earnings Loom: What Should You Do Now?
zacks.com • 2026-04-29 12:55
LEU is heading to Q1 earnings release; analysts predict a decline in earnings, raising concerns about revenue and margins.
Street
Hold
Target $276.67 • +34% • 12 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Overvalued
-38% • 83/100 confidence
VCP Est.
FY+1 Rev +6%
Base target $238.19 • 39/100 confidence
LEU To Report Q1 Earnings: What's in Store for the Stock?
zacks.com • 2026-04-28 14:41
More Daily Summaries
Review the rest of the names in the theme that have fresh stock-level news coverage today.
American Electric Power Company, Inc.
AEP’s Q1 earnings beat estimates, the company declared a quarterly dividend, and analysts project earnings growth, positioning it favorably against peers such as GEV.
GE Vernova Inc.
GE Vernova shares fell after a weaker-than-expected earnings report and a broader energy sell‑off as oil prices climb, despite growing investor interest in its new renewable projects and potential partnerships.
The Southern Company
Southern Co. (SO) is driven by a $1.7 trillion data‑center build‑out opportunity, solid Q4 2025 results, and upbeat Q1 2026 outlook from analysts.
Dominion Energy, Inc.
Dominion Energy’s Q1 earnings release is the key catalyst today; analysts anticipate modest growth and potential upside if results beat expectations.
Energy Fuels Inc.
Energy Fuels shares fell 2% today after a broader market selloff, even though Southern Copper's Q1 earnings beat lifted copper demand expectations.
Lightbridge Corporation
No fresh company update today.
Earnings Calendar
Earnings are the single biggest catalyst for theme stocks. Track which names report soon and prepare before the move.
No earnings in the next 30 days
Dates can shift, so if you are tracking a specific stock, open its page for the latest earnings calendar and setup.
Theme Breakdown
These buckets separate the companies building, supplying, and monetizing the theme across the value chain.
Power generators earning merchant electricity prices from nuclear fleets, with direct earnings exposure to power price spikes from data center demand.
Large regulated utilities with material nuclear generation assets, offering more predictable regulated returns alongside nuclear electricity exposure.
Uranium mining companies and developers leveraged to uranium spot and long-term contract prices, which drive their revenue and margins.
Pre-commercial and early-commercial SMR and advanced reactor developers positioned for the next generation of nuclear build.
Nuclear services companies providing enrichment, fuel fabrication, engineering services, and decommissioning.
Data center power demand, AI buildout, and decarbonization targets are creating the first real nuclear revival in 40 years.
Nuclear was effectively written off after Fukushima in 2011 — today hyperscalers are signing PPAs with nuclear operators to guarantee 24/7 carbon-free power for AI data centers. Microsoft, Google, and Amazon are all active buyers, creating a demand signal that uranium miners and merchant operators had not seen in a generation. SMR developers like OKLO and NuScale are building LOI pipelines from utilities and hyperscalers. The theme spans merchant operators, uranium miners, and SMR developers — each with a different risk profile and return driver.
Merchant operators, regulated utilities, uranium miners, and SMR developers each require a different analytical framework.
Merchant operators like CEG and VST trade on power price exposure and nuclear production tax credits; regulated utilities trade on allowed ROE and rate case outcomes. Uranium miners are commodity plays — compare production cost per pound to spot price to judge margin at current levels. SMR developers are deep-tech options: valued on PPA pipeline, deployment timeline, and first-unit cost credibility. Use the table to isolate which segment you are buying.
Regulatory delays, uranium price cycles, and construction cost overruns are the three most common sources of draw-down.
Nuclear regulation is the primary structural risk — permitting new US plants involves the NRC, state commissions, and often years of environmental review. SMR developers face first-of-a-kind build risk: the first commercial unit proves or breaks the cost thesis. Uranium prices are cyclical; the 2007 spike and subsequent collapse showed how quickly miner valuations can compress. Merchant operators face power price volatility — a mild winter or added renewable capacity can compress electricity prices even as nuclear fixed costs stay constant.
Companies whose revenue or earnings are materially driven by nuclear power generation, uranium mining and enrichment, small modular reactor development, or nuclear engineering services. Includes merchant power generators (CEG, VST), regulated utilities with nuclear fleets (ETR, DUK), uranium miners (CCJ, UEC), SMR developers (OKLO, SMR), and nuclear services companies (BWXT, LEU).
39 stocksTrack US AI stocks with live market data, an equal-weight theme performance chart, daily theme intelligence, and a research-first stock table.
46 stocksResearch and screen biotech and healthcare stocks in one place — large-cap pharma, gene therapy, medical devices, life sciences tools, and AI-driven drug discovery with live market data, theme performance, and daily intelligence in 2026.
20 stocksResearch and screen crypto stocks in one place — Bitcoin miners, exchanges, blockchain companies, and digital-asset financials with live market data, theme performance, and daily intelligence in 2026.
27 stocksResearch and screen cybersecurity stocks in one place — network security, endpoint detection, identity management, and cloud security companies with live market data, theme performance, and daily intelligence in 2026.
24 stocksResearch and screen data center and AI infrastructure stocks in one place — REITs, power management, cooling, networking, server hardware, and power utilities fueling the AI buildout with live market data, theme performance, and daily intelligence in 2026.
32 stocksResearch and screen defense stocks in one place — prime contractors, defense IT, military technology, and aerospace components with live market data, backlogs, dividends, and daily intelligence in 2026.
23 stocksResearch and screen EV stocks in one place — live market data, equal-weight theme performance, daily intelligence, and a screener covering automakers, charging networks, battery suppliers, and electrification enablers in 2026.
28 stocksResearch and screen fintech stocks in one place — card networks, digital payments, neobanks, buy now pay later, payment processing, market infrastructure, and emerging market fintech with live market data, theme performance, and daily intelligence in 2026.
25 stocksResearch and screen gold and precious metals stocks in one place — senior gold miners, silver producers, royalty and streaming companies, and critical minerals miners with live market data, theme performance, and daily intelligence in 2026.
28 stocksResearch and screen oil and gas stocks in one place — integrated majors, shale producers, pipeline operators, refiners, and oilfield services with live market data, dividends, and daily intelligence in 2026.
14 stocksResearch and screen quantum computing stocks in one place — pure-play quantum hardware companies, post-quantum cryptography, and diversified tech platforms investing in quantum with live market data, theme performance, and daily intelligence in 2026.
28 stocksResearch and screen renewable energy stocks in one place — solar, wind, hydrogen, utilities, and storage companies with live market data, theme performance, and daily intelligence in 2026.
25 stocksResearch and screen robotics and automation stocks in one place — industrial automation, surgical robots, warehouse automation, semiconductor equipment, and AI-driven autonomous systems with live market data, theme performance, and daily intelligence in 2026.
31 stocksResearch and screen space stocks in one place — launch providers, satellite operators, Earth observation companies, and aerospace crossovers with live market data, theme performance, and daily intelligence in 2026.
Start with the basket, verify the drivers, then screen the names that still fit your process.
