3 Top Nuclear Stocks To Watch With Revenue Growth Up To 62%

Global bond yields have been rising as inflation concerns keep pressure on central banks to stay restrictive for longer. In that kind of backdrop, reliable baseload power and energy security remain in sharp focus, which is where nuclear energy stocks enter the conversation. This article walks through three companies from a focused nuclear power screener that can help you research this theme in a more targeted way.

The three nuclear energy stocks below are only a small sample, and the full screen surfaced 303 more companies with narratives that may be just as compelling but are not covered in this article. To identify your own highest conviction ideas in this theme, head straight into the Nuclear Energy Stocks screener.

NuScale Power (SMR)

NuScale Power is a pure play on small modular reactors, built around its NRC licensed NuScale Power Module, a 77 MWe light water reactor sold as a full package that includes plant design, licensing, construction, operations, maintenance, and fuel management. The company currently reports about US$11 million of revenue from electric utilities, all generated in the United States, and has a market cap of roughly US$4.0b. That scale gives it access to capital markets, which is important for such an early stage nuclear technology business.

Investors looking at nuclear energy for reliable baseload power may find NuScale Power interesting because it offers a turnkey SMR product that is already licensed, with potential projects lined up in the US and Romania and partnerships such as ENTRA1 Energy and TVA. The company is still pre profit and depends on external funding, including a recent follow on equity filing of up to US$750 million, so dilution and execution risk are factors to consider. For investors who want exposure to SMRs at the technology and licensing layer rather than just uranium or conventional reactors, NuScale Power is one of the purest listed plays. However, the story depends on binding contracts and successful deployment.

NuScale Power’s licensed SMR platform could be earlier in its story than the market appreciates, with funding needs masking the bigger picture. Get the full context in the 1 key reward and 3 important warning signs (1 is major!)

NYSE:SMR Earnings & Revenue Growth as at Sep 2026 Constellation Energy (CEG)

Constellation Energy is a large US power producer built around a fleet of nuclear, wind, solar, gas, and hydro plants that supply electricity, natural gas, and energy solutions to utilities, businesses, and households. Its nuclear reactors are a key part of its roughly US$31.3b in Generation revenue, which is the company’s single reported business line and ties it directly to the nuclear energy screener theme of reliable, carbon free baseload power. With a market cap of about US$98.1b, Constellation Energy is one of the bigger listed utilities linked to nuclear generation.

Investors interested in nuclear power as a backbone for AI data centers and 24/7 carbon free electricity may want Constellation Energy on their radar. The company is signing long dated nuclear power purchase agreements with investment grade customers, progressing nuclear plant restarts and upgrades, and benefiting from federal support such as nuclear production and zero emission credits, which together can improve cash flow visibility. The flip side is meaningful exposure to regulatory costs on aging nuclear assets, high capital needs, leverage that relies on external funding, and customer concentration in large tech and industrial buyers. If that mix of stable nuclear capacity, growing contracted demand, and real balance sheet risk sounds intriguing, the full story on Constellation’s nuclear fleet, contracts, and liabilities is where the picture really gets interesting.

Constellation Energy’s growing web of long dated nuclear contracts could be masking an even bigger story about cash flow resilience. Before the next headline on nuclear restarts or tech customer demand hits, walk through the 4 key rewards and 2 important warning signs (1 is major!)

NasdaqGS:CEG Earnings & Revenue Growth as at Sep 2026 GE Vernova (GEV)

GE Vernova is an energy equipment and services company that helps generate, move, and manage electricity across Power, Wind, and Electrification segments, with its nuclear steam turbines and related services in the Power segment tying it directly to the nuclear energy theme even though most revenue also comes from gas, hydro, and grid work. In 2025 the company generated about US$21.0b from Power, US$8.5b from Wind, and US$12.2b from Electrification, and it has a market cap of roughly US$242.9b. This makes GE Vernova one of the larger listed players linked to nuclear infrastructure through equipment used in existing and new reactors.

Investors looking at nuclear power as part of a broader electricity build out may find GE Vernova interesting because its nuclear steam turbine and services business is plugged directly into both operating reactors and planned projects, while the wider Power and Electrification segments are tied into AI data centers, grid upgrades, and long term service contracts. At the same time, the wind segment, board turnover, one off earnings items, and insider selling introduce real risk around execution and valuation. The key question is whether GE Vernova can turn that nuclear linked infrastructure footprint and large backlog into durable cash generation without those weak spots tripping it up, which is where the deeper story becomes more detailed and nuanced.

GE Vernova’s extensive energy footprint and nuclear connections may reflect an earnings and risk profile that differs from what headlines suggest. Get the full story in the analysis report for GE Vernova

NYSE:GEV Earnings & Revenue Growth as at Sep 2026 Seeking Your Next Big Curiosity Hit

Fresh stock stories can move from quiet to breakout quickly. Use that momentum while it matters and before the crowd catches on. Scan these ideas and get in early.

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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