3 Companies With Revenue Growth Up To 68% In Nuclear Power Stocks

Central banks are back in the spotlight as the Bank of England prepares to lift interest rates to tackle inflation linked to the Iran war, reminding investors how fragile global energy supply remains. Reliable, low carbon power suddenly looks less like a niche topic and more like a pressure valve for future shocks. This piece highlights three nuclear energy stocks from our screener that aim to tap into that theme.

The three stocks highlighted here offer a compelling starting point if you want exposure to nuclear energy producers, fuel suppliers and reactor operators providing reliable, low carbon power. However, if you want the pick of this theme, these 16 nuclear renaissance stocks are the best of the best.

DTE Energy (DTE)

Overview: DTE Energy is a Detroit based regulated utility that supplies electricity and natural gas, including nuclear generated power, across Michigan.

Operations: DTE Energy generates most of its revenue from its Electric segment at about US$7.3b, alongside US$6.6b from Energy Trading, US$2.1b from Gas and US$766 million from DTE Vantage.

Market Cap: US$27.9b

DTE Energy matters for this nuclear energy list because its Fermi 2 plant provides a steady, low carbon backbone for a fast electrifying region.

"Growing contracted and potential data center load, including 2.4 GW already under agreement and a further 5 to 6 GW in the large load pipeline, supports a long runway of new generation and storage projects that can add to regulated rate base and future revenue."

What happens to DTE Energy’s earnings path if one key assumption about long run project approvals and cost recovery quietly shifts?

When that approval rhythm shifts, the full narrative for DTE Energy shows how DTE Energy’s nuclear backbone, data center demand and regulatory trade offs could reshape its risk and reward profile.

Oklo (OKLO)

Overview: Oklo develops Aurora small modular fission power plants and fuel recycling technology to supply long term nuclear electricity to US customers.

Market Cap: US$4.4b

Oklo matters for this nuclear energy theme because its Aurora reactors and fuel recycling aim to turn compact fission units into long contract power sources for grids and heavy power users.

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

What happens to Oklo’s potential long life revenue stream if a single regulatory or funding assumption on those future projects shifts?

That single shift can change the whole arc for Oklo, so read the full narrative for Oklo to see how long term contracts and regulatory risk really interact.

GE Vernova (GEV)

Overview: GE Vernova is an energy equipment group whose Power segment supplies nuclear steam turbines and plant equipment alongside gas, hydro, wind and grid technologies.

Operations: GE Vernova generates most of its revenue from Power at US$22.2b, with US$13.5b from Electrification and US$8.6b from Wind.

Market Cap: US$241.7b

GE Vernova gives this nuclear energy list a different angle, since its core contribution is supplying the turbines and equipment that keep both existing reactors and new-build projects running for decades.

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

What happens to GE Vernova’s earnings power if one hidden pressure on the profitability of that growing order book quietly shifts?

To see how that pressure point could either compress or amplify GE Vernova’s earnings power, read the full narrative for GE Vernova for the full story arc beyond headline orders.

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