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If you're a stock investor targeting long-term growth and stability, nuclear energy stocks are a crucial consideration for 2026. With global mandates for decarbonization tightening, nuclear power is undergoing a significant renaissance, backed by supportive government policies, technological breakthroughs, and increasing demand for 24/7 clean power.
This in-depth guide, updated as of 13th February 2026, highlights 21 top nuclear energy stocks poised to capitalize on this surging market momentum. We cover everything from essential uranium producers and stable utility operators to cutting-edge small modular reactor (SMR) developers.
Nuclear energy stocks have growth potential in 2026 due to increasing clean energy demand and new technology.
Cameco and Constellation Energy are at the top of the market from higher uranium prices and various energy sources.
Nuclear Energy Stocks have risks that include regulatory changes, fluctuating uranium prices, and high plant construction costs.
This curated list of 21 publicly traded and pre-IPO companies, updated as of 13 February 2026, provides a comprehensive cross-section of the global nuclear energy market.
No.
Stock
Country
Role
Approx. Price
1
Cameco (CCJ)
Canada
Uranium mining
119.18 USD
2
Kazatomprom (KAP)
Kazakhstan
Uranium production
84.00 USD
3
Centrus Energy (LEU)
USA
Fuel enrichment
210.16 USD
4
Uranium Energy (UEC)
15.90 USD
5
Paladin Energy (PDN)
Australia
8.70 USD
6
China Nuclear (601985)
China
Nuclear operator
1.24 USD
7
Constellation (CEG)
Utility
272.51 USD
8
Vistra (VST)
160.15 USD
9
Électricité de France (EDF)
France
14.25 USD
10
Brookfield (BEP)
Infrastructure
31.30 USD
11
Korea Electric (KEP)
South Korea
21.41 USD
12
Tokyo Electric (9501)
Japan
4.35 USD
13
GE Vernova (GEV)
Reactor tech
823.67 USD
14
BWX Technologies (BWXT)
Components
198.50 USD
15
Rolls-Royce (RR)
UK
SMR developer
16.87 USD
16
Mitsubishi (7011)
Heavy equipment
32.67 USD
17
Doosan (034020)
681.23 USD
18
NuScale (SMR)
15.57 USD
19
Oklo (Pre-IPO)
Microreactors
66.23 USD
20
Lightbridge (LTBR)
Fuel technology
13.46 USD
21
SNC-Lavalin (SNC)
Engineering
75.69 USD
Cameco is one of the largest publicly traded uranium companies in the world, operating high‑grade mines and conversion operations.
Company Details
Market Cap: $52.04 Billion
Revenue: $2.45 Billion
Net income: ~$377.62M
Kazatomprom is the world’s largest uranium producer, controlling a significant portion of global uranium supply through its state-owned mines.
Market Cap: $15.92B
Revenue: $2.53B
Net income: $928.83M
Centrus Energy provides nuclear fuel services including uranium enrichment and conversion, primarily serving US and international nuclear power plants.
Market Cap: $4.13B
Revenue: $448.70M
Net income: $77.80M
Uranium Energy Corp focuses on low-cost in-situ recovery (ISR) uranium mining and exploration across the United States. The company aims to leverage its efficient mining methods and strategic projects to capitalize on the recovering uranium market.
Market Cap: $7.69B
Revenue: $49.75M
Net income: $-77.84M
Paladin Energy is a uranium-focused mining company with operations in Australia and Namibia. Its flagship Langer Heinrich Mine in Namibia is in the process of ramping up production, positioning the company to benefit from improving uranium market fundamentals.
Market Cap: $5.50B
Revenue: $256.79M
Net income: $-68.18M
China National Nuclear Power (CNNP) is one of the largest nuclear power plant operators in China, playing a central role in the country’s aggressive nuclear energy expansion strategy.
Market Cap: $176.47B
Revenue: $81.92B
Net income: $7.85B
Constellation Energy is the largest producer of carbon-free energy in the U.S., operating the nation’s largest fleet of nuclear power plants. The company delivers power and related services to millions of homes and businesses, with a growing focus on renewable integration and clean
Market Cap: $100.32B
Revenue: $24.84B
Net income: $2.74B
Vistra Corp is one of the largest integrated power companies in the United States, operating a diversified portfolio of generation assets including nuclear, natural gas, coal, solar, and battery storage.
Market Cap: $54.26B
Revenue: $17.19B
Net income: $960.00M
Électricité de France (EDF) is the largest electric utility in France and one of the world’s leading nuclear energy providers. The company operates a vast nuclear fleet across France and other countries, playing a central role in Europe’s energy system and clean energy transition.
Market Cap: $128
Revenue: $12.43
Net income: NA
Brookfield Renewable Partners operates one of the world’s largest publicly traded renewable energy portfolios, including hydroelectric, wind, solar, and energy storage assets.
Market Cap: $20.32B
Revenue: $6.41B
Net income: -19.00M
Korea Electric Power Corporation (KEP) is South Korea’s largest electric utility, with extensive investments in nuclear power, thermal generation, and national grid infrastructure.
Market Cap: $27.04B
Revenue: $69.25B
Net income: 5.86B
Tokyo Electric Power Company (TEPCO) is one of Japan’s largest utilities, operating nuclear and thermal power plants. It plays a key role in Japan’s energy system, including nuclear restarts and Fukushima decommissioning efforts.
Market Cap: $1.02T
Revenue: $6.46T
Net income: $ -744.53B
GE Vernova is a nuclear technology company providing reactors and services for power plants worldwide. It focuses on upgrading existing facilities and advancing next-generation reactors, including SMRs.
Market Cap: $222.00B
Revenue: $38.07B
Net income: $4.88B
BWX Technologies specializes in nuclear components and fuel services for both defense and commercial markets. It is a leading supplier of reactors for U.S. Navy submarines and aircraft carriers.
Market Cap: $18.15B
Revenue: $3.06B
Net income: $306.97M
Rolls-Royce is a global engineering leader with a strong presence in nuclear power technology, defense, and aerospace sectors. The company is actively developing small modular reactors (SMRs) as part of its strategy to expand in clean energy technologies.
Market Cap: $104.26B
Revenue: $19.54B
Net income: $5.79B
Mitsubishi Heavy Industries (MHI) provides essential equipment and services for nuclear power plants, supporting Japan’s nuclear energy sector and participating in global projects.
Market Cap: $17.16T
Revenue: $5.31T
Net income: $284.33B
Doosan Enerbility is a leading manufacturer and service provider of nuclear power plant components, playing a critical role in South Korea’s nuclear energy sector.
Market Cap: $61.16T
Revenue: $16.79T
Net income: $-101.95B
NuScale Power is a pioneer in developing small modular reactor (SMR) technology, which aims to revolutionize the nuclear power industry by offering safer, scalable, and cost-effective nuclear energy solutions.
Market Cap: $4.71B
Revenue: $63.90M
Net income: $-379.94M
Oklo is an advanced nuclear technology company developing compact, fast reactor designs with the goal of commercial deployment of small modular reactors (SMRs).
Market Cap: $10.35B
Revenue: N/A
Net income: $-76.56M
Lightbridge Corporation specializes in developing advanced nuclear fuel technologies aimed at enhancing the efficiency, safety, and sustainability of nuclear reactors.
Market Cap: $410.48M
Net income: $-16.33M
SNC-Lavalin is a global engineering and construction company with a strong presence in the nuclear sector. It delivers integrated project services, including design, procurement, and construction, for nuclear power and other industries worldwide.
Market Cap: $2.30B
Revenue: 10.38B
Net income: $622.72M
These nuclear energy stocks were chosen to provide balanced exposure across the industry’s key segments: uranium mining & fuel, utilities & operators, and nuclear technology & infrastructure. The selection emphasizes companies with strong market positions, financial stability, and strategic importance within the nuclear value chain. By covering supply, generation, and innovation, the approach aims to capture both stability and long-term growth potential. This diversified framework reduces reliance on any single segment of the sector.
Strict regulation and political uncertainty can delay projects and raise costs
High upfront capital requirements and long construction timelines
SMR technology still unproven at commercial scale
Volatile uranium prices and geopolitical supply risks
As we move through 2026, the nuclear energy sector is one of the most compelling spaces for long-term investment. Backed by an unprecedented wave of government support, rising clean energy demand, and crucial technological advances in SMRs.
Nuclear energy stocks offer a potent blend of growth potential and defensive stability. For investors who remain informed and act strategically, this evolving market presents timely opportunities to invest in a vital component of the world's energy future.
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The leading companies are Cameco Corporation which leads uranium production globally and Constellation Energy is a major nuclear power generation company.
The investment potential in nuclear power remains strong because of increasing demand for clean energy and government backing yet regulatory obstacles create potential risks.
GE Vernova and NuScale Power join Cameco and Constellation Energy as leaders through their advancements in nuclear infrastructure and small modular reactors
The United States maintains its position as the biggest consumer of nuclear energy among all nations while France and China follow as the second and third largest consumers.
Commonwealth Fusion Systems together with TAE Technologies and General Fusion represent the top nuclear fusion companies which develop breakthrough fusion energy technology.
Yes, Warren Buffett has invested in nuclear energy with TerraPower and supports nuclear projects like the Natrium reactor and the IAEA’s nuclear fuel bank.
Itsariya Doungnet
Technical Financial Writer
Itsariya Doungnet brings hands-on experience in trading and investing across financial markets. As a Technical Financial Writer at XS.com, she develops clear, structured content grounded in technical analysis and investment knowledge, making complex market concepts easier to understand for a broad audience.
This written/visual material is comprised of personal opinions and ideas and may not reflect those of the Company. The content should not be construed as containing any type of investment advice and/or a solicitation for any transactions. It does not imply an obligation to purchase investment services, nor does it guarantee or predict future performance. XS, its affiliates, agents, directors, officers or employees do not guarantee the accuracy, validity, timeliness or completeness of any information or data made available and assume no liability for any loss arising from any investment based on the same. Our platform may not offer all the products or services mentioned.
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