Nuclear Energy Stocks Surge as AI Infrastructure Drives Power Demand
Constellation Energy (CEG) dominates the U.S. nuclear sector with 22 GW of capacity, supplying tech giants like Microsoft. Trading at $360, analysts project an 11% upside to $401, citing 20% EPS growth and a 35x forward P/E ratio.
Cameco (CCJ), controlling 18% of global uranium supply, has rallied 50% YTD to $91. Price targets suggest 15% further upside to $105 as uranium holds NEAR $80/lb.
Centrus Energy (LEU) emerges as a critical player in high-assay low-enriched uranium (HALEU) production, with its $266/share valuation reflecting U.S. efforts to replace Russian imports by 2028.
NuScale Power (SMR) leverages its NRC-certified reactor design to secure Polish contracts, driving a 200% 2025 rally. Oklo (OKLO), backed by Sam Altman, trades at $97 as it develops AI-optimized microreactors targeting 2027 deployment.
