3 Nuclear Energy Stocks Powering The AI Data Center Buildout

With global bond yields moving higher as investors reassess inflation risks, the hunt for power sources that are both reliable and less exposed to fuel price swings is back in focus. That puts nuclear energy stocks on many watchlists. This article walks through three stocks from the Nuclear Energy Stocks screener that help you get targeted exposure to the nuclear theme, with clear explanations of what each company brings to the table.

The three nuclear energy stocks featured next are just a starting sample, and the full screen surfaced 32 more companies with equally compelling narratives that are not covered in this article.

Head straight into the Nuclear Energy Stocks screener to identify, compare and analyze the nuclear energy stocks that best fit your own view of the theme.

NuScale Power develops small modular reactors that aim to deliver grid scale nuclear power through its 77 MWe NuScale Power Module and a full suite of design, licensing, construction and long term operational services. The company currently generates around $11 million in revenue from electric utility related services and is valued by the market at about $4.0b.

NuScale Power sits at the center of the small modular reactor story, with an NRC certified design, early work on projects like Romania’s RoPower site, and ongoing talks around a potential multi gigawatt deployment with the Tennessee Valley Authority. Investors are watching a mix of strong revenue growth forecasts and a relatively low P/B ratio, alongside significant risks related to ongoing losses, heavy reliance on external funding and the lack of binding power purchase agreements. For those interested in how nuclear could support data center demand and future grid capacity, this is one company where both the potential upside and the key caution flags may warrant close study.

NuScale Power sits where ambitious growth forecasts and heavy funding needs intersect. This makes the 1 key reward and 3 important warning signs (1 is major!) feel essential for understanding what could tip this story sharply one way or the other

Build your own nuclear opportunity shortlist

NuScale Power and the two other stocks in this article all surfaced from a single Simply Wall St screen, but the real edge comes when you set your own rules. Use our flexible Screener to mix valuation, growth, quality and risk filters, or jump straight into our curated Investing Ideas.

Constellation Energy is a US power producer that sells electricity, natural gas, and clean energy solutions across multiple regions through a fleet of nuclear, wind, solar, gas, and hydro assets. The business is heavily focused on power generation, with about US$31.3b in revenue coming from its Generation segment. The stock is a large cap, with a market value of roughly US$100.1b.

Constellation Energy sits at the center of the push for long term, carbon free baseload power, with nuclear plants and recent multidecade contracts tied to AI driven data center demand and customers like Walmart. Analysts see potential supported by higher margin nuclear production tax credits, growing demand for 24/7 clean energy solutions, and capacity additions from projects such as the Crane restart and Calpine acquisition. However, the company still carries funding and valuation risks, including reliance on external borrowing, a relatively high P/E, and one off gains that complicate recent earnings. For investors who want exposure to large scale nuclear and AI related power demand, this mix of long dated contracts, supportive policy, and concentrated customer and regulatory risks makes Constellation a candidate for closer review.

Constellation Energy sits at the intersection of long-dated clean power contracts, nuclear tax credits and AI-hungry data centers, yet the real story only comes into focus once you see the 4 key rewards and 2 important warning signs (1 is major!)

GE Vernova is an energy equipment and services company that spans gas, nuclear, hydro and steam power, wind turbines, and grid and storage technologies that move electricity from generation to consumption. It generated about $21.0b from its Power segment, $8.5b from Wind and $12.2b from Electrification, with minor offsets from other items, and has a market value of roughly $283.2b.

GE Vernova provides exposure to the hard infrastructure behind AI data centers and grid upgrades, from its installed base of around 7,000 gas turbines to electrification orders tied to rising power demand. Strong profitability metrics, very large free cash flow and a record backlog linked to AI and grid modernization have drawn investor attention. However, the loss making Wind segment, reliance on external funding and a valuation based on high expectations all introduce meaningful risk. Investors analyzing the company may wish to consider whether this is a durable AI power infrastructure platform or a cyclical industrial priced for perfection, and take a closer look at the underlying fundamentals.

GE Vernova’s large backlog and extensive grid reach point to an AI power story that many investors may only be half seeing. The real question is how the risks and potential stack up in the 4 key rewards and 2 important warning signs

Seeking Alternatives Before Momentum Flies Past?

Fresh stock ideas can move from quiet to breakout fast. Screens that feel under the radar for now may not stay that way. Review these while it matters and act now.

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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