3 Nuclear Energy Stocks That Are Quietly Becoming the Trades of the Year
The Department of Energy has set a goal to triple America's nuclear output by mid-century, driving interest in nuclear energy stocks. Three nuclear energy stocks, Cameco, Constellation Energy Corp, and BWX Technologies, are poised for growth due to their involvement in uranium mining, nuclear reactors, and advanced nuclear technology.
The US Department of Energy aims to triple the country's nuclear output by the mid-century mark. This goal has sparked renewed interest in nuclear energy, with big tech companies partnering with power companies to resurrect nuclear plants to power data centers. Cameco, a premier uranium miner, has seen an 11% revenue growth in 2025 and has a significant presence in the nuclear fuel cycle. Constellation Energy Corp, the largest operator of nuclear reactors in the US, has partnered with Microsoft to recommission the Three Mile Island nuclear plant. BWX Technologies, a leader in naval nuclear reactor technology, has produced over 400 nuclear reactors for the US Navy and is pioneering advanced nuclear technology.
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