Top 3 Nuclear Stocks To Watch In September 2026

The Federal Reserve keeps lifting interest rates to fight stubborn inflation, which raises borrowing costs and puts pressure on capital intensive energy projects. Reliable, low carbon baseload power becomes more valuable when fuel price swings and policy shifts keep hitting the headlines. That is where nuclear focused businesses come in. This article highlights three nuclear related stocks from our specialist screener that aim to turn this backdrop into opportunity.

The three nuclear related stocks below are just a sample from the full screening results, which surfaced 303 more companies with equally compelling narratives that are not covered in this article.

If you want to identify, compare, and analyze nuclear power opportunities in more detail, head straight into the Nuclear Energy Stocks screener.

Constellation Energy (CEG)

Constellation Energy runs a large US power platform anchored by a fleet of nuclear reactors that supply carbon free baseload electricity, alongside wind, solar, gas and hydro assets. The business reports US$31.3b from its Generation segment and carries a market value of about US$92.9b.

Constellation Energy matters for this nuclear focused screen because its operating reactors sit at the center of a large clean power portfolio. The key focus is how that fleet is being tied into long lived contracts with blue chip buyers.

"Growing demand for carbon free, reliable power from large scale customers such as data centers and large corporates is now translating into roughly 920 MW of long duration nuclear power contracts with investment grade buyers on an average 18.5 year term, which can support more visible revenue and earnings growth for Constellation Energy as additional load is signed over time."

The main swing factor is how one evolving source of demand ultimately feeds through into pricing power, margins and long term cash generation.

That pricing power question is exactly what the full narrative for Constellation Energy unpacks, including how contract length, credit quality and capital needs could reshape the story.

Oklo (OKLO)

Oklo focuses on compact Aurora fission power plants that aim to provide on site nuclear electricity in the 15 to 75 MW range, with fuel recycling as a longer term angle. The stock carries a market value of about US$7.5b.

Oklo matters in this nuclear power screen because it is not just designing small reactors on paper. The pitch is to pair these Aurora units directly with energy hungry data centers and industrial customers that want long term, carbon free supply under power contracts instead of buying a one off asset.

"Oklo has already signed major agreements, e.g. with Switch for 12 GW through to 2044."

What happens to that vision depends heavily on one unresolved factor that could reshape future pricing power and cash generation potential.

That unresolved factor is exactly what the full narrative for Oklo unpacks, showing how Oklo's long dated deals could accelerate or stall its path from bold concept to cash backed operation.

GE Vernova (GEV)

GE Vernova is a large energy equipment and services group. Its Power segment supplies gas, nuclear, hydro, and steam technologies, including nuclear steam turbines and reactor support equipment. The company reported US$21.0b from Power, US$12.2b from Electrification, US$8.5b from Wind, and has a market value near US$252.0b.

For investors focused on nuclear energy infrastructure, GE Vernova offers a different angle to the screen, since its nuclear steam turbines and reactor service work sit inside a much broader portfolio of power and grid hardware, software, and maintenance activity.

"In Q1 2026 alone, GE Vernova reportedly secured $2.4 billion in data-center-related electrification orders, more than all of 2025 combined."

What happens if one key pressure on those long duration service contracts quietly shifts the balance between headline growth and the quality of earnings?

That tension is exactly what the full narrative for GE Vernova unpacks. It reveals how accelerating electrification demand could reshape where GE Vernova’s future earnings quality really comes from.

Seeking Fresh Alternatives Before They Fly

Markets move fast. The most interesting stories often break out quietly, then run hard once attention arrives. Scan fresh shortlists that are under the radar for now and consider getting in at an earlier stage.

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• Monitor grid modernisation plays associated with electrification demand by working through the hand picked 40 power grid technology and infrastructure stocks that screens for robust finances and scalable technology.

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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