Nuclear Energy Stocks: 13 Top Picks for Investors (2025)

Why Invest in Nuclear Energy Stocks in 2025?

The nuclear energy sector will experience new opportunities through small modular reactors (SMRs) and AI data centers by 2025. The sector shows strong growth potential because of government incentives and supportive policies which makes nuclear stocks an attractive choice for investors seeking both long-term growth and stable income.

Market Momentum

The nuclear market will expand by more than 70% until 2050 because of the ongoing construction of 60+ reactors worldwide. The market shows increasing interest because of growing electricity needs and ESG investment patterns.

Policy Support:

These policies reduce investment risk and support long-term returns.

• U.S.:The Inflation Reduction Act provides tax credits together with funding opportunities.TerraPower (Private)EU: The EU Taxonomy now includes nuclear power as a green energy source.

• Asia: China and India have made substantial investments to build new nuclear facilities and conduct research and development activities.

Rise of SMRs and Advanced Tech

Small Modular Reactors (SMRs) are quicker to build, cost less, and are safer than traditional reactors. Companies like NuScale and TerraPower are leading the way, with strong funding and early projects.

Uranium Supply Chain Pressures

The worldwide political challenges and supply chain disruptions demonstrate the necessity of domestic uranium production. The local production of uranium enables safe operations for miners and processors in secure countries while providing favorable conditions for initial investments.

List of 13 Best Nuclear Energy Stocks to Invest in 2025

This table provides a detailed overview of the top 13 nuclear energy stocks to watch in 2025.

It highlights key companies driving innovation and growth in the nuclear sector, including established uranium producers, next-generation reactor developers, and firms focused on clean energy solutions.

Cameco Corporation (NYSE: CCJ)

Current Price (29th July): $79.14 USD

Cameco is a worldwide leader in uranium production and it ranks among the top uranium mining stocks. The current uranium price increase benefits Cameco significantly because of its strong long-term supply agreements with major utilities which makes Cameco stock analysis appealing to investors who want to invest in nuclear fuel supply chain assets.

Key Details:

• Market Cap: Approximately $34.46 billion

• P/E Ratio: ~190.10

• Dividend Yield: ~0.14%

• 52-Week Range: $35.00 – $80.06

• Recent Developments:

  • The company produced 6 million pounds of uranium during Q1 2025 which represented a 3% increase from the previous year.

  • The company produced 23.4 million pounds of uranium in 2024 which exceeded the 2023 production of 17.6 million pounds.

  • The Inkai project in Kazakhstan experienced a short operational halt at the beginning of 2025 before it resumed operations.

  • Goldman Sachs assigned a Buy rating to Cameco because of its projected strong growth potential.

Investor Appeal: The company benefits from extended contracts and rising uranium output and solid market demand in a constrained market.

Constellation Energy (NASDAQ: CEG)

Current Price (29th July): $328.66 USD

The U.S. operates as one of its largest nuclear power plant operators through Constellation Energy which maintains a diverse energy portfolio that focuses on carbon-free power. The increasing demand for AI data center energy drives its expansion while Constellation Energy stock attracts investors who want reliable nuclear utility dividend payments.

Key Details:

• Market Cap: Approximately $103 billion

• P/E Ratio: ~34.68

• Dividend Yield: ~0.47%

• 52-Week Range: $155.60 – $352

• Recent Developments:

  • Constellation Energy’s stock price increased by 1.77% on July 25, 2025, surpassing market performance

  • The company secured more than $1 billion worth of government contracts to supply nuclear power for ten years

  • The company established a 20-year agreement with Meta to obtain clean energy from the Clinton plant beginning in 2027

  • The acquisition of Calpine for $26.6 billion made Constellation Energy the largest independent power producer in North America

  • The company plans to restart Three Mile Island operations by 2028 through Microsoft's financial backing

Investor Appeal: The company maintains a stable growth trajectory through major contracts and solid partnerships and strategic investments.

GE Vernova (NYSE: GEV)

Current Price (29th July): $328.66 USD

GE Vernova is a new independent company that emerged from General Electric to modernize nuclear infrastructure. The company dedicates significant resources to Small Modular Reactors (SMRs) and functions as a major reactor component supplier. GE Vernova investment shows a promising opportunity in the nuclear industry tailwinds.

Key Details:

• Market Cap: Approximately $176.31 billion

• P/E Ratio: ~93.34

• Dividend Yield: ~0.15%

• 52-Week Range: $150 – $651.22

• Recent Developments:

  • The company initiated new renewable energy projects to increase its clean power generation capabilities.

  • The company entered into multiple long-term contracts to deliver energy solutions to industrial clients.

  • The company achieved robust quarterly financial results because of its expanding renewable energy and grid operations.

  • The company made progress in developing battery storage systems and hydrogen technology.

Investor Appeal: GE Vernova demonstrates strong growth potential because it focuses on clean energy while offering diverse energy solutions through its strong partnerships and innovative work in renewable energy and new technologies.

NuScale Power Corporation (NYSE: SMR)

Current Price: $50.99 USD

The SMR stock to watch is NuScale which leads the industry through its development of the first NRC-approved small modular reactor design. The company benefits from government backing to deliver safe and expandable nuclear power solutions which positions it well for the clean energy transition.

Key Details:

• Market Cap: Approximately $2.5 billion

• 52-Week Range: $49.39 – $53.50

• Recent Developments:

  • The development of small modular reactor (SMR) technology requires new regulatory approvals to advance.

  • The deployment of SMR technology receives support through strategic partnerships.

Investor Appeal: The early market entry of NuScale Power in small modular reactors (SMR) positions the company well for increasing clean nuclear energy demand. The company benefits from government funding and clean energy policies that support its position in the low-carbon power transition.

BWX Technologies Inc. (NYSE: BWXT)

Current Price: $149.91 USD

BWX Technologies is a major supplier of nuclear reactor components and maintains strong government contracts. The company stands out as a major BWX Technologies stock while leading medical isotope production which expands its presence across defense and healthcare sectors.

Key Details:

• Market Cap: Approximately $13.70 billion

• P/E Ratio: ~47.86

• Dividend Yield: ~0.66%

• 52-Week Range: $84.21 – $151.10

• Recent Developments:

  • The company received $2.6 billion worth of U.S. Navy nuclear reactor contracts.

  • The company started constructing the Pele microreactor at its new Innovation Campus.

  • The company finished acquiring Kinectrics to enhance its nuclear service capabilities.

  • The company secured a Canadian contract worth more than C$1 billion for Pickering life-extension and SMR projects.

Investor Appeal: The company's 2025 progress demonstrates its powerful government relationships and its expanding advanced nuclear technology capabilities and its positive financial position which positions it well for future clean energy opportunities.

Centrus Energy Corp. (NYSE: LEU)

Current Price: $239.40 USD

Centrus Energy produces HALEU fuel for both advanced reactors and small modular reactors (SMRs). The company plays a distinctive role in maintaining U.S. nuclear fuel independence which becomes essential during worldwide uranium supply difficulties.

Key Details:

• Market Cap: Approximately $3.99 billion

• P/E Ratio: ~36.73

• 52-Week Range: $33.51 – $250.88

• Recent Developments:

  • The company secured multiple-year uranium enrichment deals with U.S. government agencies.

  • The company increased its facility production to satisfy the rising need for nuclear fuel.

  • The company made progress in developing advanced centrifuge technology which enables cleaner enrichment processes.

  • The company delivered outstanding Q1 financial results which exceeded market predictions.

Investor Appeal: The company benefits from stable government contracts and rising uranium demand and its development of cleaner enrichment technology which positions it well in the expanding nuclear fuel market.

Vistra Corp. (NYSE: VST)

Current Price: $195.88 USD

Vistra is a major nuclear facility through Comanche Peak while pursuing energy diversification by integrating nuclear power with renewable energy sources. The company provides reliable dividend payments and cash flow which makes it an excellent choice for investors interested in clean energy.

Key Details:

• Market Cap: Approximately $67.32 billion

• P/E Ratio: ~31.28

• Dividend Yield: ~1.5%

• 52-Week Range: $66.50 – $207.12

• Recent Developments:

  • Texas and California have expanded their renewable energy projects.

  • The company finalized its purchase of solar power generation facilities together with battery storage facilities.

  • The company achieved robust Q1 financial results because of its expanding clean energy assets.

  • The company established enduring power purchase agreements with prominent corporate buyers.

Investor Appeal: The company's clean energy expansion combined with its financial stability through steady earnings and long-term contracts positions it as a leading force in the energy transition.

Lightbridge Corporation (NASDAQ: LTBR)

Current Price: $14.99 USD

Lightbridge creates innovative nuclear fuel technology which enhances reactor performance and safety standards to establish itself as a distinct force in nuclear energy development. The company's next-generation fuel solutions create investment opportunities for those who want to buy nuclear stocks with high growth potential.

Key Details:

• Market Cap: Approximately $340.74 billion

• 52-Week Range: $2.24 – $17.70

• Recent Developments:

  • The company initiated advanced licensing talks with the U.S. Nuclear Regulatory Commission about its fuel technology.

  • The company finished essential tests for its proprietary metallic fuel design.

  • The company established strategic alliances to create advanced nuclear fuel systems.

  • The company obtained financial support to speed up its fuel commercialization development.

Investor Appeal: Lightbridge stands out as a leader in nuclear fuel innovation because of its regulatory advancements and strategic alliances and financial backing which positions it for growth in the expanding clean energy sector.

Oklo Inc. (Expected IPO)

Current Price: $71.01 USD

Oklo is an innovative startup which creates micro-nuclear reactors for quick deployment at small scales. Oklo SMR startup stock receives growing interest from investors and the U.S. government because of its promising position in the developing nuclear energy sector.

Key Details:

• IPO Date: July 7, 2021

• Market Cap: Approximately $11 billion

• Recent Developments:

  • The company finished testing its state-of-the-art microreactor design.

  • The company received financial support to advance its commercialization efforts and project development.

  • The company worked with regulatory bodies to advance their licensing process.

  • The company revealed its plans to work with energy companies for future microreactor implementation.

Investor Appeal: Oklo stands as an emerging leader in microreactors because of its solid technology base and expanding partnerships and regulatory advancements which make it ready for public listing in the clean energy market.

Talen Energy

Current Price: $361.21 USD

Talen Energy has substantial nuclear generation assets and is looking into new opportunities in crypto mining and AI data center energy demand. With potential IPO or acquisition plans, Talen represents an interesting future prospect in the nuclear energy space.

Key Details:

• Focus: Nuclear generation via the Susquehanna plant.

• Ownership: Privately held, limiting public investment opportunities.

• Recent Developments:

  • The company expanded its renewable energy capabilities through the addition of new solar and wind power facilities.

  • The company finalized its acquisition of battery storage assets to improve grid stability.

  • The company delivered robust Q1 financial results because of its diverse energy business operations.

  • The company established enduring power supply agreements with leading utility companies.

Investor Appeal: Operational asset but private, limited public investment access; exposure to stable nuclear generation.

Holtec International

Current Price: Not publicly traded

Holtec International develops Small Modular Reactors (SMRs) while converting retired nuclear facilities into new uses. The company plans to list on the stock exchange while its federal-backed innovation pipeline makes it a key player in the nuclear energy stocks. Holtec International is not yet publicly listed, as it remains a privately held company preparing for its first IPO.

Key Details:

• Planned IPO: Expected in 2025.

• Focus: SMR development and spent fuel management.

• Recent Developments:

  • The U.S. government gave Holtec permission to start up the Palisades nuclear plant in Michigan.

  • Holtec and Hyundai formed a partnership to construct two small reactors at Palisades.

  • Holtec selected South Yorkshire in the UK as the location to construct a manufacturing facility for small reactors.

  • The United States government authorized Holtec to distribute its reactor technology to India.

Investor Appeal: Holtec operates a U.S. nuclear plant while constructing small reactors across the globe. The company expands its clean and reliable energy operations through strong partnerships and government backing at a rapid pace.

Framatome 

Current Price: Not publicly traded

Framatome is a worldwide nuclear technology leader which delivers reactor components and maintenance services to maintain its position as a vital reactor component supplier across the globe. Their extensive experience and innovative solutions support the ongoing modernization of nuclear power plants globally. Framatome is a private company, not publicly traded under any ticker.

Key Details:

• Ownership: Subsidiary of Electricité de France (EDF).

• Focus: Nuclear engineering, services, and technology solutions.

• Recent Developments:

  • Framatome installed 3D-printed filters at a Swedish reactor to enhance safety measures.

  • The company established a new French manufacturing facility dedicated to producing research reactor fuel and medical applications.

  • The company entered into a fuel supply agreement with a Swiss nuclear power plant to deliver fuel from 2028 through 2035.

  • The company formed a partnership to manufacture a particular medical isotope across Europe and the United States.

Investor Appeal: Framatome expands through acquisitions and technological advancements and cancer research and European market expansion which positions it as an attractive investment opportunity for energy and health sector investors.

TerraPower 

Current Price: $19.35 USD

TerraPower is a private organization dedicated to developing safer nuclear reactors through new reactor designs. The company develops innovative reactor designs which work to enhance both efficiency and affordability of nuclear power systems.

TerraPower receives backing from major energy companies and government entities which positions it well to define the future of clean energy. TerraPower remains private and can only be invested in through pre-IPO channels.

Key Details:

• Focus: Advanced nuclear technologies and international collaborations.

• Funding: Significant backing from private investors and governments.

• Recent Developments:

  • TerraPower aims to generate power for data centers located in Texas and other regions through its Natrium nuclear reactors.

  • The company joined forces with nVision Energy to establish additional Natrium plants throughout the United States.

  • The United States government has accelerated the process to approve the construction of TerraPower's initial Natrium plant.

  • TerraPower secured $650 million in fresh funding through investments from Nvidia's investment arm and other sources.

Investor Appeal: Framatome advances through new technology while expanding fuel and medical production and securing major contracts to establish itself as a dependable leader in clean energy and nuclear medicine.

Nuclear Energy Market Outlook (2025–2030)

The nuclear power sector will experience significant expansion between 2025 and 2030 because global demand for clean energy and reliable electricity supply continues to rise. 

The International Atomic Energy Agency predicts nuclear power will expand more than 25% by 2030 under favorable conditions.

The nations of China, India, the United States and Europe invest in constructing major nuclear facilities and small modular reactors (SMRs) to develop clean energy systems while reducing their dependence on oil, gas and coal.

Role of Nuclear Energy in Grid Stability and Energy Security

Nuclear energy provides continuous power supply with minimal environmental impact. Nuclear power plants generate electricity continuously throughout the day and night which stabilizes the power grid and decreases the requirement for fossil fuels.

The presence of nuclear power at home protects a country's energy system from political instability and supply disruptions. Nuclear power remains a crucial component in the energy strategies of numerous nations because of its importance for their future energy development.

Growth Opportunities Across Regions

• The United States government provides financial assistance through monetary grants and loan programs for small nuclear reactor development. The financial backing from the government enables TerraPower and NuScale to expand their operations.

• The European Union member states France, Poland and the UK dedicate funds to nuclear energy development to achieve their clean energy targets. The EU recognizes nuclear power as a green energy source.

• Asia leads the world in constructing new nuclear power facilities. India continues to construct additional reactors to fulfill its energy requirements.

• The United Arab Emirates and Egypt currently construct their initial nuclear facilities. Saudi Arabia has announced plans to establish future nuclear facilities.

Risks and Considerations for Nuclear Stock Investors

The nuclear energy industry operates under strict governmental regulations which exist both domestically and internationally.

The process of obtaining permits and constructing facilities and governmental policy modifications creates delays that impact project timelines and investor financial returns.

The market operates differently in each country because public sentiment toward nuclear energy and government backing for it varies substantially.

High Capital and Time Investment in Nuclear Projects

The initiation of nuclear projects requires billions of dollars in funding and spans multiple years or even decades for completion.

The extended period of time before projects begin can deter investors who seek immediate financial gains. The costs of projects tend to exceed initial projections particularly when operating in jurisdictions with complex legal frameworks.

Market Volatility in Uranium Prices and Supply Chains

The main fuel for nuclear reactors which is uranium experiences price fluctuations. The political tensions between Russia and Western nations lead to supply disruptions and price surges that negatively affect mining operations and power plant management. Investors should monitor the uranium market closely to determine its potential as a long-term investment opportunity.

Final Thoughts: Choosing the Right Nuclear Stock

When evaluating nuclear stocks, it's important to align your investment choices with your financial goals and risk tolerance.

While some companies offer consistent dividends and established infrastructure, others are growth-oriented, capitalizing on emerging technologies and expanding markets. Understanding the distinction can help you build a balanced and forward-looking portfolio.

How to Pick Between Stable vs. Growth-Oriented Stocks

• Stable Picks: Constellation Energy and BWX Technologies generate consistent revenue through their operation of nuclear facilities and their military partnerships. The companies provide investors with stable and secure profit opportunities.

• Growth Picks: The companies NuScale Power and Lightbridge Corporation focus on developing innovative nuclear solutions through small reactor technology and specialized fuel development. The stocks present potential for rapid growth but investors should be aware of increased risk factors.

Tips for Diversifying Within Energy Sectors

Investors should reduce their risk by distributing their funds across various energy sectors.

• Traditional energy like oil and gas

• Renewable energy like solar, wind, and hydrogen

• Nuclear energy like uranium mining, running reactors, and building small reactors (SMRs)

The combination of different energy sources protects against major price fluctuations while providing strong long-term growth potential.

Outlook for Nuclear Energy Investing Beyond 2025

As we move through 2025, nuclear energy is poised to become a central pillar of global carbon reduction strategies.

With growing government support, improved reactor performance, and strategic investments in uranium supply, the sector offers strong long-term potential. Advancements in small modular reactors (SMRs) and upgrades to larger plants are expanding market appeal.

For investors, this evolving landscape presents timely opportunities, combining clean energy demand, innovation, and the prospect of both growth and steady dividends.