3 Great Nuclear Stocks To Own In September 2026

Energy costs sit back in the spotlight after Singapore’s August inflation print showed power prices as a key pressure point, and that keeps reliable baseload electricity on every policymaker’s mind. Nuclear power sits right in that debate as countries look for steady supply alongside climate goals. This article walks through three nuclear related stocks from our US screening list that could benefit if that debate turns into fresh capital and long-term contracts.

The three stocks below are a starting sample, and the full nuclear energy screen surfaced 34 more companies with equally detailed stories that are not covered here. If you want to go broader and identify your own highest conviction ideas across uranium miners, reactor operators, and equipment suppliers, head straight into the Nuclear Energy Stocks screener.

NuScale Power (SMR)

Overview: NuScale Power develops small modular nuclear reactors and packages its NuScale Power Module technology with design, licensing, construction, and long-term plant services.

Operations: NuScale Power reports about $11 million of Utilities, Electric related revenue, all currently generated from customers in the United States.

Market Cap: US$3.6b

NuScale Power matters for this nuclear energy theme because it is not just selling hardware. It is trying to offer a full small modular reactor package that could plug directly into grids needing low carbon baseload power.

"NuScale's involvement in the RoPower 6-module small modular reactor (SMR) power plant in Romania indicates future meaningful revenue and cash flow through its partnership in the Fluor-led Front-End Engineering and Design (FEED) Phase 2."

What really moves the needle for NuScale Power now is whether one unresolved timing swing eventually pulls forward or pushes out those larger revenue streams.

That timing risk is only half the story, and the full narrative for NuScale Power unpacks how NuScale Power’s contracts, capital needs, and execution hurdles could re-rate expectations.

Oklo (OKLO)

Overview: Oklo develops Aurora Powerhouse small modular reactors and fuel recycling technology to supply long term nuclear electricity to grid and industrial customers.

Market Cap: US$7.1b

Oklo matters for the Nuclear Energy Stocks theme because it is trying to pair its Aurora Powerhouse reactors with long duration power contracts instead of one off equipment sales.

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

The real test for Oklo comes if any single regulatory or construction hurdle meaningfully shifts how soon that contracted demand turns into cash flow.

If that timing shift is what you keep circling back to, read the full narrative for Oklo to see how Oklo’s contracts, risks, and upside could be evolving.

GE Vernova (GEV)

Overview: GE Vernova supplies power generation, nuclear equipment, wind turbines, and grid electrification solutions that support large scale electricity demand worldwide.

Operations: GE Vernova generates about US$21b from Power, US$12b from Electrification, and US$8.5b from Wind, with minor intersegment eliminations.

Market Cap: US$255b

GE Vernova matters for this Nuclear Energy Stocks screener because its Power segment builds and services nuclear steam turbines and related equipment that keep existing and future reactors connected into increasingly stressed grids.

"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 appeal if one unseen pressure on long term project pricing quietly shifts the balance between backlog and profitability?

That pressure point is exactly where the full narrative for GE Vernova shows whether accelerating electrification demand is masking risk or setting GE Vernova up for a stronger long term profile.

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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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