Nuclear energy is stepping back into the global spotlight, as it is now being recognized as one of the most dependable solutions for meeting rising power demand while cutting carbon emissions. The rise of artificial intelligence and other energy-intensive technologies is accelerating that demand, putting immense pressure on energy grids worldwide.
Additionally, the Russia-Ukraine conflict exposed vulnerabilities in global energy supply chains, prompting nations to secure stable, domestic energy sources. This ties into why the International Energy Agency projects that global nuclear capacity could nearly double by 2050 under net-zero targets.
These developments are creating powerful tailwinds for the entire nuclear value chain. Uranium spot prices have more than doubled since 2020 after years of underinvestment, while emerging technologies like small modular reactors (SMRs) are opening entirely new markets. For investors, this means opportunities across the value chain, including in advanced reactor developers, nuclear fuel fabricators, and service providers that keep reactors running efficiently and safely.
The seven companies featured in this list provide exposure to multiple parts of the sector, from uranium supply to cutting-edge nuclear technology. Together, they offer a diversified way to participate in what could be one of the most significant energy supercycles of the coming decades.
| Company Name (Ticker) | P/E Ratio | Analyst Upside |
| Uranium Energy (UEC) | -184 | 7% |
| Cameco (CCJ) | 62 | 4% |
| BWX Technologies (BWXT) | 42 | -4% |
| Constellation Energy (CEG) | 36 | -7% |
| Centrus Energy (LEU) | 83 | -7% |
| NuScale Power (SMR) | -96 | -13% |
| Energy Fuels (UUUU) | -31 | -6% |
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Uranium Energy (UEC)
Uranium Energy Corp (UEC) is a U.S.-based uranium producer with fully permitted, in-situ recovery operations in Texas and Wyoming. The company also holds a significant physical uranium inventory and owns one of the largest undeveloped uranium resources in the U.S.
What makes UEC compelling is its asset-light, flexible development strategy. The company has maintained minimal debt and positioned itself to bring projects online quickly in response to price signals, avoiding the costly overproduction cycles that have plagued the uranium sector in the past.
This operational discipline, combined with strong leverage to uranium prices, means UEC could possibly see outsized earnings growth as the nuclear build-out accelerates in the 2030s.
While it does not currently pay a dividend, the company’s focus on cost-efficient mining and long-term supply contracts could support future free cash flow generation.
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Cameco (CCJ)
Cameco Corporation (CCJ) is one of the world’s largest and most established uranium producers, with assets in Canada and joint ventures in Kazakhstan. It recently expanded into the nuclear fuel and services business through a joint acquisition of Westinghouse Electric, giving it broader exposure across the nuclear value chain.
The company produced over 23.4 million pounds of uranium in 2024 and has long-term contracts with utilities that provide revenue stability. As prices have recovered, Cameco has ramped production at a measured pace, prioritizing long-term contract sales over chasing short-term spot price spikes. This approach not only stabilizes earnings but also helps underpin global supply reliability, which is a major concern for utilities investing in new nuclear capacity.
Cameco’s joint venture with Orano provides vertically integrated capabilities in conversion and refining, further strengthening its role in the nuclear fuel cycle.
The company’s disciplined capital allocation, combined with its scale and long-term contracts, could make it a cornerstone holding for investors seeking exposure to the nuclear supercycle without taking on the higher execution risks of early-stage developers.
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BWX Technologies (BWXT)
BWX Technologies (BWXT) provides nuclear components and services to the U.S. government, primarily through contracts with the Department of Defense and Department of Energy. It also manufactures medical isotopes and is investing in small modular reactor (SMR) development for both defense and civilian applications.
BWXT’s advantage lies in its highly specialized capabilities and entrenched customer relationships. Its role in supplying the U.S. nuclear navy is effectively irreplaceable, given the regulatory, technical, and security barriers to entry. On the commercial side, the company is positioned to benefit from a wave of life-extension projects for existing reactors and potential deployment of small modular reactors.
With national security, advanced nuclear, and healthcare tailwinds, BWXT offers investors a stable, cash-generating business with strategic relevance in multiple sectors.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
