3 Nuclear Energy Stocks With Up To 62% Revenue Growth

With the U.S. Treasury market now offering 5% yields on 5-year bonds, investors are hunting for assets that can potentially match that level of income while still tied to long term growth themes. Reliable low carbon electricity sits squarely in that search. This article looks at three nuclear energy related stocks from our screener and explains what each might offer if you want exposure to this power source.

The three nuclear energy stocks below are just a starting sample, and the full screen surfaced 34 more companies with equally detailed narratives that are not covered here.

If you want to identify potential nuclear energy opportunities in a more systematic way, head straight to the Nuclear Energy Stocks screener to filter, analyze, and focus on the ideas that best fit your own return and risk goals.

NuScale Power (SMR)

Overview: NuScale Power develops small modular nuclear reactors and provides related licensing, construction, operations, and fuel management services for low carbon electricity projects.

Operations: NuScale Power currently reports about $11 million of revenue, all from electric utility related work in the United States.

Market Cap: US$3.6 billion

NuScale Power matters for this nuclear energy screen because it is not just supplying fuel or components; it is trying to deliver entire small modular reactor plants and the services needed to run them safely over decades.

"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."

The real swing factor for NuScale Power is how one future customer commitment ultimately shapes confidence in its long term earnings path.

That swing factor is exactly what the full narrative for NuScale Power unpacks, highlighting how project timing, capital needs and execution risk could reshape NuScale Power’s trajectory beyond this Romanian milestone.

Oklo (OKLO)

Overview: Oklo develops Aurora Powerhouse small modular nuclear reactors and related fuel recycling technologies to provide carbon free electricity directly to large US customers.

Market Cap: US$7.1 billion

Oklo matters to nuclear focused investors because it is trying to pair compact fission reactors with long term power deals for energy hungry data centers and industrial users.

"Oklo is another modular / small nuclear reactor maker, calling them Aurora Powerhouses. However, it is not trying to sell reactors; it is trying to sell long-term electricity contracts while maintaining ownership of the plants."

The real test will be how one crucial project milestone feeds through to pricing power and the durability of those future contracts.

That contract durability question is exactly what the full narrative for Oklo tackles, showing how Oklo’s model could accelerate or stall as key customers lock in pricing power.

GE Vernova (GEV)

Overview: GE Vernova supplies power generation, wind and grid equipment worldwide, with its Power segment providing key nuclear steam turbine and plant services.

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

Market Cap: US$255b

GE Vernova matters for this nuclear energy screener because its Power segment equips and services reactors that utilities rely on for long term baseload electricity.

"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 when that demand wave meets one unresolved pressure on how profitably GE Vernova can convert its huge order book into cash?

That profitability pressure is exactly what the full narrative for GE Vernova unpacks, revealing where GE Vernova’s order momentum could be accelerating returns or quietly masking future strain.

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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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