Uranium Energy Corp., together with its subsidiaries, engages in exploration, pre-extraction, extraction, and processing uranium and titanium concentrates in the United States, Canada, and Paraguay. It owns interests in the Palangana mine, Goliad, Burke Hollow, Longhorn, and Salvo projects located in Texas; Anderson, Workman Creek, and Los Cuatros projects situated in Arizona; Dalton Pass and C de Baca project located in New Mexico; Roughrider, Shea Creek, Christie Lake, Horseshoe-Raven, Hidden Bay, Diabase, West Bear, JCU, and other project located in Canada; and Yuty, Oviedo, and Alto Paraná titanium projects in Paraguay. The company was formerly known as Carlin Gold Inc. and changed its name to Uranium Energy Corp. in January 2005. Uranium Energy Corp. was incorporated in 2003 and is headquartered in Corpus Christi, Texas.

Uranium Energy Corp.

Сильный индекс, значительно упал. Быки в растерянности.

Strong index, significantly down. The bulls are confused.

Сильный индекс, без изменений. Рынок не поддерживает быков.

Strong index, flat. The market does not support the bulls.

Средний индекс, значительно упал. Увеличился отток средств из лонгов.

Medium index, significantly down. The outflow of funds from longs has increased.

Key Points
Uranium Energy provides cleaner, cheaper uranium for nuclear power plants.
BWX is a well-rounded play on the defense and commercial nuclear markets.
The nuclear energy market sputtered out for roughly a decade after the Fukushima disaster in 2011. As more countries paused their nuclear expansion plans, the price of uranium plummeted, many miners shut down their mines, and nuclear plant builders went bankrupt.
But over the past few years, the nuclear market warmed up again as the power-hungry cloud infrastructure and artificial intelligence (AI) markets expanded, governments launched new decarbonization initiatives, and companies introduced safer and cleaner nuclear technologies.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
According to Grand View Research, the global nuclear market could still expand at a steady 4.9% CAGR from 2026 to 2033. If you want to profit from that recovery, you should consider investing in Uranium Energy (NYSEMKT: UEC) and BWX Technologies (NYSE: BWXT).
Uranium Energy
The nuclear market's expansion boosted uranium's spot price from $43.08 at the end of Jan. 2022 to $89.68 at the end of Aug. 2026. That's why shares of Uranium Energy, a provider of uranium extraction services, have rallied 274% over the past five years.
Uranium Energy pumps an oxygen-enriched solution into the earth to dissolve and recover uranium. These In-Situ Recovery (ISR) plants, which are located across the U.S., Canada, and Paraguay, are cheaper and more environmentally friendly than the underground and open-pit mines used by conventional uranium miners.
Unlike conventional miners, which typically lock customers into long-term, fixed-price contracts, Uranium Energy sells all of its output at uranium's spot price. Therefore, Uranium Energy is better-positioned to profit from rising uranium prices than its mining peers -- but it's also more exposed to declining spot prices.
Therefore, if you expect the nuclear energy market's resurgence to boost uranium's price to new record highs within the next few years, Uranium Energy is a good long-term investment. Bank of America's analysts expect uranium's spot price to rise to $130 per pound in 2027.
From 2025 to 2028, Wall Street expects Uranium Energy's revenue to grow at a 59% CAGR to $270 million. They also expect its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to turn positive in 2027 and more than double to $199 million in 2028.
With an enterprise value of $5.2 billion, Uranium Energy's stock isn't cheap at 43 times next year's sales. But if uranium's spot price continues to rise, its rally should persist as more governments and utilities recognize the value of cleaner, cheaper uranium.
BWX Technologies
BWX Technologies was spun off from Babcock & Wilcox (NYSE: BW) in 2015. It's the only large-scale manufacturer of specialized nuclear components, fuel systems, and naval reactor systems in North America. It's authorized to work with regulated nuclear materials, handle high-assay enriched uranium (HALEU) and tri-structural isotropic (TRISO) fuel, operate large precision nuclear fabrication facilities, and develop naval nuclear components for the U.S. Navy.
That diversification and scale enable BWX to control a crucial part of North America's nuclear supply chain. It generates most of its revenue from the defense sector, so it was better insulated from the post-Fukushima nuclear slowdown than many of its industry peers.
To expand and evolve after its spin-off from Babcock & Wilcox, BWX acquired six more companies, launched engineering support services for developers of small modular reactors (SMRs), and secured additional U.S. Navy contracts. By the end of 2025, its backlog had swelled 50% year over year to $7.3 billion, driven by the robust market demand for its naval propulsion components, commercial nuclear power components, and specialty materials. That's more than double its $3.2 billion in revenue in 2025.
From 2025 to 2028, analysts expect BWX's revenue and adjusted EBITDA to grow at CAGRs of 12% and 11%, respectively. With an enterprise value of $15.9 billion, it trades at less than four times next year's sales -- but it could command a higher valuation as its government and commercial businesses expand.
Should you buy stock in Uranium Energy right now?
Before you buy stock in Uranium Energy, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Uranium Energy wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $421,997!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,413,876!*
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*Stock Advisor returns as of September 8, 2026.
Bank of America is an advertising partner of Motley Fool Money. Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends BWX Technologies. The Motley Fool has a disclosure policy.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

2 Nuclear Energy Stocks to Buy Before 2026 Ends

In trading on Friday, the iShares Paris-Aligned Climate Optimized MSCI USA ETF is outperforming other ETFs, up about 1.9% on the day. Components of that ETF showing particular strength include shares of Workday, up about 5.6% and shares of AMAZON.COM, up about 4.4% on the day.
And underperforming other ETFs today is the Global X Uranium ETF, down about 4.6% in Friday afternoon trading. Among components of that ETF with the weakest showing on Friday were shares of Uranium Energy, lower by about 7.5%, and shares of Centrus Energy, lower by about 7% on the day.

Friday's ETF Movers: PABU, URA

Key Points
Cameco, the world’s second-largest uranium miner, is finally growing again.
Uranium Energy’s cleaner, cheaper extraction methods are becoming more popular.
Uranium's price has always been pegged to the nuclear energy market. That's why many uranium stocks crumbled in the decade after the Fukushima disaster in 2011, which drove many countries to throttle the expansion of their nuclear programs.
From June 2007 to Nov. 2016, uranium's spot price plummeted from its peak of $136 per pound to a 12-year low of $18 per pound. That decline forced many uranium miners and companies to downsize their operations to stay solvent.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But by the end of this July, uranium's spot price had risen back to $86.38 per pound. The rapid growth of the power-hungry cloud and AI markets, new decarbonization initiatives, and the adoption of safer nuclear technologies drove that recovery. If you want to profit from that trend, you should buy Cameco (NYSE: CCJ) and Uranium Energy (NYSEMKT: UEC).
Why will Cameco and Uranium Energy keep growing?
Cameco, a Canadian company, mined 15% of the world's uranium in 2025. It's the second-largest uranium miner after Kazakhstan's Kazatomprom (OTC:NATK.Y), and operates uranium mines and mills in Canada, the U.S., and Kazakhstan.
Cameco also partnered with Brookfield Asset Management (NYSE: BAM) to acquire Westinghouse Electric, one of the world's largest nuclear technology companies, in 2023. That takeover reduced Cameco's direct exposure to volatile uranium prices and made it a more diversified play on the nuclear energy infrastructure market.
Uranium Energy is a smaller Texas-based miner that pumps an oxygen-enriched solution into the earth to dissolve and extract uranium as a cheaper, greener alternative to underground and open-pit mining. It primarily operates in the U.S., Canada, and Paraguay.
Unlike Cameco, which locks its customers into long-term, fixed-price contracts as a hedge against uranium's volatile price swings, Uranium Energy sells its output entirely at prevailing spot prices. The bold strategy enables Uranium Energy to benefit more from soaring uranium prices than Cameco, but it also causes it greater pain when uranium prices decline.
Why are both stocks still worth buying?
Bank of America expects uranium's spot price to rise to $130 per pound in 2027 as the nuclear supercycle heats up. The AI market's expansion, production bottlenecks, and the U.S. ban on Russian uranium could all drive that acceleration.
Cameco and Uranium Energy aren't cheap at 16 times and 52 times next year's sales, respectively. But if you expect uranium's spot price to soar and set new record highs over the next few years, it might be smart to buy these two best-in-breed uranium stocks today.
Should you buy stock in Cameco right now?
Before you buy stock in Cameco, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Cameco wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $443,461!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,307,633!*
Now, it’s worth noting Stock Advisor’s total average return is 973% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
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Bank of America is an advertising partner of Motley Fool Money. Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Brookfield Asset Management and Cameco. The Motley Fool has a disclosure policy.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

2 Uranium Stocks to Buy Before the Next Nuclear Supercycle

Key Points
The U.S. plans to quadruple its nuclear capacity by 2050, creating long-term investment opportunities.
Centrus Energy aims to be a leading supplier of enriched uranium, including high-assay and low-enriched uranium.
Uranium Energy, another nuclear fuel provider, should benefit as the U.S. prioritizes domestic sources.
Energy has taken center stage amid the artificial intelligence (AI) data center boom. Nuclear energy is experiencing a massive resurgence worldwide, and the U.S. wants to quadruple its nuclear capacity by 2050.
With the U.S. focused on domestic energy production, this initiative presents a long-term opportunity for investors in U.S.-based Centrus Energy (NYSE: LEU) and Uranium Energy (NYSEMKT: UEC). Here's why these two companies could be top nuclear stocks to buy -- and what must go right for them in the coming years for them to be quality investments.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Centrus is key to the U.S. securing domestically manufactured nuclear fuel
Next-generation nuclear reactors need fuel, and Centrus Energy is positioning itself as a leading domestic provider of that fuel. The company is the only publicly traded U.S. company authorized to procure enriched uranium for national defense and military purposes. It is also the only licensed U.S. facility to produce high-assay, low-enriched uranium (HALEU), the specialized nuclear fuel used by nearly all next-generation small modular reactors.
It has become a vital asset for the U.S. In 2024, Congress signed the Prohibiting Russian Uranium Imports Act. This act bans imports of unirradiated, low-enriched uranium (LEU) produced in the Russian Federation or by a Russian entity through the end of 2040. Companies have received waivers to purchase Russian-sourced LEU if no viable sources are available, but those expire Jan. 1, 2028.
The opportunity is there for Centrus, but for the stock to deliver for investors, it must transition from a nuclear fuel supplier to a nuclear fuel manufacturer. To do so, the company must expand its American Centrifuge Plant in Piketon, Ohio. This multibillion-dollar project is backed by federal funding, including a $900 million task order from the Department of Energy.
The company produces HALEU in small amounts and looks to produce commercial quantities for next-generation nuclear companies. It has signed a deal with Oklo, which builds Aurora powerhouses based on microreactor technology, and will begin delivering HALEU in 2029. It will also produce LEU, used in older nuclear reactors, with new capacity coming online in 2029.
Demand for domestically sourced uranium is a tailwind for Uranium Energy
While Centrus looks to produce nuclear fuel for reactors, Uranium Energy covers everything from mining to processing, refining, and conversion. The company's advantage is that it controls the largest uranium resource in the U.S. and uses a hub-and-spoke platform in which processing plants serve as central hubs that process material extracted from multiple nearby mining sites (the spokes).
Uranium Energy uses in situ recovery (ISR), a low-impact mining method that uses oxygenated groundwater to dissolve uranium underground and pump it to the surface. The company has a licensed production capacity of 12 million pounds of yellowcake, the concentrated uranium powder extracted from natural ore and the starting point for nuclear reactor fuel.
Looking ahead, Uranium Energy needs momentum in nuclear energy and sustained policy enforcement that restricts Russian uranium, which could push uranium prices higher as the U.S. prioritizes domestic feedstock.
What makes Uranium Energy appealing for nuclear-focused investors is that it is 100% unhedged. As a result, the company benefits from maximum price exposure when uranium prices rise, enabling it to capitalize on the current growth in demand.
Should you buy stock in Centrus Energy right now?
Before you buy stock in Centrus Energy, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Centrus Energy wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $419,408!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,348,694!*
Now, it’s worth noting Stock Advisor’s total average return is 966% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of August 19, 2026.
Courtney Carlsen has positions in Centrus Energy. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

2 Nuclear Stocks to Buy and What Each One Needs to Go Right

Key Points
Uranium Energy's stockj has soared over the past few years.
It could head even higher as the nuclear energy market heats up.
Uranium Energy's (NYSEMKT: UEC) stock has rallied more than 400% over the past five years. That rally was driven by a resurgent interest in nuclear energy among governments, utilities, and AI-driven tech companies, but could its stock head even higher over the next five years?
How fast is Uranium Energy growing?
Uranium Energy is a Texas-based provider of In-Situ Recovery (ISR) solutions that pump an oxygen-enriched solution into the earth to dissolve and recover uranium. That approach is a cheaper and more environmentally friendly alternative to underground and open-pit mining.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
It's expanded rapidly over the years and operates facilities in the U.S., Canada, and Paraguay. As a pure-play uranium extraction and resource development company, Uranium Energy's growth is tightly tethered to uranium prices. Uranium's spot price reached $86.38 per pound at the end of July, and Citi analysts expect it to rise to $100-$125 per pound this year.
From 2025 to 2028, analysts expect Uranium Energy's revenue to grow at a 57% CAGR. They also expect its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to turn positive in 2027 and more than double in 2028.
It could turn $1,000 into nearly $2,000
If Uranium Energy matches those estimates, grows its adjusted EBITDA at a 25% CAGR over the following three years, and trades at 25 times its current-year adjusted EBITDA in 2031, its stock could nearly double over the next five years. It isn't cheap at 60 times next year's adjusted EBITDA today, but it could have plenty of upside potential as the nuclear market expands.
Should you buy stock in Uranium Energy right now?
Before you buy stock in Uranium Energy, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Uranium Energy wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $399,832!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,374,595!*
Now, it’s worth noting Stock Advisor’s total average return is 968% — a market-crushing outperformance compared to 215% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of August 10, 2026.
Citigroup is an advertising partner of Motley Fool Money. Leo Sun has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Prediction: $1,000 in Uranium Energy Corp Will Be Worth This Much in 5 Years

Key Points
The rising energy demands from AI have led to renewed interest in nuclear energy.
Oklo's Aurora powerhouses aim to operate on recycled nuclear waste.
Uranium Energy is a U.S.-based miner that provides the precursor for nuclear fuels.
Artificial intelligence is a revolutionary technology, and the energy demands behind it are skyrocketing. As hyperscalers scramble for a stable energy source, nuclear is stealing the spotlight. This surge in interest has sparked a nuclear renaissance, igniting competition between start-ups and established miners and refiners.
In one corner, you have Oklo (NYSE: OKLO), an upstart developer of advanced nuclear reactors and the fuel needed to power them. In the other, you have Uranium Energy Corporation (NYSEMKT: UEC), a domestic uranium miner that supplies the raw materials needed to meet today's energy needs. Here's the nuclear fuel play that could be the bigger winner in 2026.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Oklo has ambitious plans to recycle used nuclear waste
Oklo aims to revolutionize nuclear energy and its deployment with its Aurora powerhouses. These function as mini nuclear power plants that use compact, liquid-metal-cooled fast reactors. Unlike traditional nuclear plants, these microreactors are factory-fabricated and are designed to run on spent fissile material from conventinal reactors.
Oklo believes it can harness fast neutrons to unlock the 95% of energy potential still trapped in used nuclear fuel. The nuclear developer plans to build a commercial fuel recycling facility in Oak Ridge, Tennessee, to establish a commercial pathway for recovering selected materials from used nuclear fuel.
The company signed a memorandum of understanding (MOU) with Standard Nuclear, a producer of TRISO nuclear fuel, to collaborate on recycling and manufacturing nuclear fuel.
In May, Oklo was selected by the U.S. Department of Energy (DOE) for advanced negotiations under the Surplus Plutonium Utilization Program, which makes designated surplus plutonium available to private industry for conversion into fuel under strict requirements.
Uranium Energy is a U.S.-based uranium miner and processor with active operations
In contrast, Uranium Energy Corporation is positioned at the front end of the nuclear fuel cycle. The company is a U.S.-based uranium miner that uses in situ recovery (ISR), a low-impact mining method that uses oxygenated groundwater to dissolve uranium underground and then pumps it to the surface.
Uranium Energy uses a "hub-and-spoke" platform, meaning it operates processing plants that serve as central hubs for processing material extracted from multiple nearby mining sites (the spokes). The company currently controls two active ISR central processing production platforms in the U.S., in Wyoming and Texas.
These hubs serve satellite deposits, giving UEC a licensed production capacity of roughly 12 million pounds of yellowcake (the concentrated uranium powder extracted from natural ore, the starting point for nuclear reactor fuel) per year.
Which uranium fuel play wins in 2026?
Oklo is spending large sums of cash on advanced reactors that will not generate revenue for years, and it hopes to begin producing fuel at its Tennessee facility for Aurora reactors by the early 2030s. In the meantime, it has signed a letter of intent with Centrus Energy for high-assay low-enriched uranium starting around 2029.
In contrast, Uranium Energy Corporation has mining and refining operations and can sell yellowcake directly into uranium markets today. On top of this, it is 100% unhedged, giving it maximum price exposure whenever uranium prices rise. When it comes to the better nuclear fuel play for 2026, Uranium Energy Corporation takes the crown.
Should you buy stock in Uranium Energy right now?
Before you buy stock in Uranium Energy, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Uranium Energy wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $399,832!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,374,595!*
Now, it’s worth noting Stock Advisor’s total average return is 968% — a market-crushing outperformance compared to 215% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of August 10, 2026.
Courtney Carlsen has positions in Centrus Energy. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Uranium Energy vs. Oklo: Which Nuclear Fuel Play Wins in 2026?

An updated edition of the June 16, 2026 article.
Nuclear energy is becoming an increasingly important part of the clean energy transition, offering a dependable, carbon-free source of electricity as global power demand continues to rise. Unlike weather-dependent renewable sources such as solar and wind, nuclear plants can deliver stable, continuous power around the clock, making them a valuable complement to a low-carbon energy system.
The outlook for the nuclear industry is also improving, supported by license extensions for existing reactors, advances in small modular reactor (“SMR”) technology, approvals for new facilities, and plans to restart previously retired nuclear plants in the United States. Growing investment from major technology companies in SMR development further reflects rising confidence in nuclear energy’s long-term role and growth prospects.
The U.S. Department of Energy has awarded over $94 million in cost-shared funding to eight companies to accelerate the deployment of advanced Generation III+ SMRs. The funding will help overcome key barriers in licensing, supply chains and site readiness while strengthening the domestic nuclear ecosystem. The initiative is intended to support new SMR projects in the 2030s and aligns with the administration's strategy to expand nuclear energy, enhance U.S. energy security and reinforce the nation's energy leadership.
The United States is pursuing an ambitious expansion of its nuclear power capacity, aiming to increase generation from roughly 100 gigawatts (“GW”) in 2024 to nearly 400 GW by 2050. Nuclear energy currently accounts for about 20% of the nation's electricity generation, and ongoing license renewals by the U.S. Nuclear Regulatory Commission are extending the operational lives of existing reactors, reinforcing the country's supply of reliable, carbon-free electricity.
The industry is further supported by favorable government policies, continued advancements in SMR technology and initiatives to strengthen the domestic nuclear fuel supply chain. Meanwhile, surging electricity demand driven by AI-powered data centers, manufacturing reshoring and the growing adoption of electric vehicles is accelerating the need for dependable, round-the-clock clean energy, positioning nuclear power providers for long-term growth.
With this increasing importance, nuclear energy-related stocks, such as Ameren Corporation AEE, Energy Fuels UUUU and Vistra Corp. VST, are becoming attractive investment options. Unlike other clean energy sources affected by intermittency, nuclear power plants provide a consistent and stable energy output, operating around the clock except during planned maintenance intervals.
Nuclear power offers a significant advantage over other clean energy sources by generating large amounts of electricity with a much smaller land footprint. Although all traditional energy sources produce waste, the nuclear industry benefits from stringent regulations and well-established systems for the safe handling, storage and management of nuclear waste. Additionally, rising electricity demand, driven by the growing adoption of electric vehicles, increasing grid requirements, and the rapid expansion of artificial intelligence-powered data centers, is reinforcing the critical role of nuclear energy in providing reliable, large-scale power generation.
As the production of clean energy is expected to rise from nuclear plants, a continuous supply of high-quality uranium is essential to keep the nuclear units running. Companies like Uranium Energy UEC and BHP Group Limited BHP produce uranium and can benefit from the surging demand from nuclear power plants.
Nuclear Energy stocks have huge potential and can offer significant growth opportunities for investors. Our Nuclear Energy Screen makes it easier for investors to locate high-potential stocks at any given time.
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Ameren Corporation's expanding focus on nuclear energy enhances its long-term investment appeal by strengthening generation reliability and supporting its clean-energy transition. The company plans to extend the operating license of its existing nuclear facility beyond 2044, ensuring a dependable source of carbon-free baseload power while improving fuel diversity and meeting rising electricity demand.
In addition, Ameren's preferred resource plan calls for nearly 1,500 MW of new nuclear capacity by 2040. This investment is expected to complement its renewable energy portfolio with reliable, around-the-clock generation, supporting grid stability, regulated rate-base growth and long-term earnings. As power demand accelerates due to data centers, manufacturing expansion and electrification, Ameren's nuclear strategy positions it for sustainable long-term growth.
Furthermore, this Zacks Rank #2 (Buy) stock plans to invest nearly $31.8 billion between 2026 and 2030 to modernize and strengthen its utility infrastructure, supporting long-term operational and financial growth. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Energy Fuels offers compelling upside as one of the best-positioned U.S. beneficiaries of the nuclear energy and critical minerals boom. Its White Mesa Mill provides a major competitive advantage as the country’s only operating conventional uranium mill and only commercial facility capable of producing separated rare earth elements. Strong execution, including expected first-half 2026 uranium production of roughly 1.6 million pounds, highlights the company’s ability to scale rapidly into a tightening uranium market.
With a deep pipeline of restart-ready and development-stage assets, Energy Fuels has substantial production growth potential as uranium prices and nuclear demand rise. Increasing electricity consumption, data-center growth, decarbonization and energy-security priorities should support a sustained nuclear expansion, positioning UUUU for stronger volumes, improved margins and long-term value creation. Its rare earth exposure adds another powerful growth driver, making the stock a differentiated and increasingly attractive play on U.S. strategic resource independence.
This Zacks Rank #2 stock has six long-term contracts with U.S. nuclear utilities covering deliveries from 2026 to 2032. Amid surging uranium demand from the utilities, Energy Fuels expects to reduce uranium production costs throughout 2026, which can further boost its topline.
Vistra Corp. offers a strong long-term investment case, supported by its diversified generation portfolio and expanding leadership in nuclear energy. Long-term power purchase agreements (“PPAs”) remain a key component of Vistra’s strategy to expand the contracted share of earnings while retaining exposure to upside in merchant markets. Management reaffirmed that recently executed nuclear PPAs, including the Meta agreements covering its PJM nuclear facilities and the Amazon Web Services agreement at Comanche Peak, are expected to increase contracted and retail-linked revenues as they take effect, with a portion of the Meta-related contribution beginning in 2027.
Demand for clean energy is rising in Vistra’s service territories. The company’s six nuclear reactors have received a license extension, ensuring continued reliable generation of emission-free electricity in key markets. These six nuclear reactors have the capacity to generate more than 6,500 MW of emission-free energy, enough to power about 3.25 million homes.
This Zacks Rank #3 (Hold) stock has a comprehensive hedging program, which lessens the impact of short-term price fluctuations.
Research Chief Names "Single Best Pick to Double"
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This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Nuclear Energy Stocks Rise on Surging Demand for Reliable Clean Power

Key Points
Uranium Energy built a stockpile of uranium while uranium prices were low.
The company's stock tends to rise and fall along with uranium prices.
Uranium Energy (NYSEMKT: UEC) is an interesting nuclear power business. It is building its own uranium production, but it has also made a massive investment in a uranium reserve. At the end of the fiscal third quarter of 2026, the company had 1.46 million pounds of the nuclear reactor fuel. That helps explain why the stock has been heading lower in 2026, but also why the next 10 years could be more positive.
Uranium Energy is following uranium prices
With so much uranium in its reserves, Uranium Energy's stock serves as a proxy for uranium prices. As the uranium spot price rises and falls, so does Uranium Energy's stock price. Spot prices peaked in early 2026 and have since been falling. That's the exact path Uranium Energy's stock has tread, with the shares now down 50% from their early year peak.
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There's more to that decline than just uranium prices; fickle investor sentiment plays a big role, too. However, there's something that short-term investors may be missing. The long-term contracted price of uranium hasn't fallen. It has continued to rise as companies producing nuclear power seek to lock in fuel supplies.
Uranium supply doesn't look like it will keep up with demand
Uranium Energy sometimes sells uranium from its inventory to raise money. However, it has been holding off on such sales lately. That looks like a good idea when you look out over the longer term.
Cameco (NYSE: CCJ), one of the world's largest uranium producers, has been warning for some time that demand for uranium will begin to outstrip supply in the early 2030s. Since uranium is a commodity, that would lead to higher uranium prices. Higher uranium prices would make Uranium Energy's uranium inventory more valuable. And thus, the stock could not only recover over the longer term, but, if the uranium shortfall is as material as Cameco is forecasting, it could even reach new highs.
Uranium Energy is not for the faint of heart
As the deep drawdown highlights, Uranium Energy is not a stock you want to own if you are a risk-averse investor. It is highly leveraged to uranium prices. That would be good news if the above scenario plays out. However, if demand isn't robust and there's plenty of supply, Uranium Energy's uranium reserves could turn out to be a negative rather than a positive. In other words, it appears that Uranium Energy is well-positioned over the longer term, but in order to buy the stock, you really need to believe that uranium demand will, indeed, outstrip uranium supply. Given the big price swing, having a cast-iron stomach might help, too.
Should you buy stock in Uranium Energy right now?
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Reuben Gregg Brewer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Cameco. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Uranium Energy Is Down Sharply in 2026. Here's What the Next 10 Years Could Realistically Look Like.

A study of analyst recommendations at the major brokerages shows that Uranium Energy Corp (Symbol: UEC) is the #21 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index, according to Metals Channel. The Metals Channel Global Mining Titans Index is comprised of the top fifty global leaders from the metals and mining sector. The companies listed in the Metals Channel Global Mining Titans Index are not fixed, but instead variable — updating on a continuous basis to reflect the changing market environment with respect to commodity prices, government policy and market volatility.
From the other direction, when companies have a low rank among analysts, it isn't necessarily the case that investors should conclude that the stock will perform poorly. It can, of course, but a bullish investor could also take the contrarian angle and read into the data that there is lots of room for upside because the stock is so out of favor.
UEC operates in the Metals & Mining sector, among companies like Rio Tinto plc (RIO) which is up about 0.6% today, and Freeport-McMoran Copper & Gold (FCX) trading lower by about 4%. Below is a three month price history chart comparing the stock performance of UEC, versus RIO and FCX.
UEC is currently trading off about 3.4% midday Wednesday.
Further UEC Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Analyst Favorites: Uranium Energy Ranks As a Top Metals Pick

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Let's take a look at what these Wall Street heavyweights have to say about Uranium Energy (UEC) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.
Uranium Energy currently has an average brokerage recommendation (ABR) of 1.20, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by five brokerage firms. An ABR of 1.20 approximates between Strong Buy and Buy.
Of the five recommendations that derive the current ABR, four are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 80% and 20% of all recommendations.
Brokerage Recommendation Trends for UEC
Check price target & stock forecast for Uranium Energy here>>>
While the ABR calls for buying Uranium Energy, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential.
Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.
This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.
Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.
ABR Should Not Be Confused With Zacks Rank
In spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.
In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.
In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.
There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.
Should You Invest in UEC?
In terms of earnings estimate revisions for Uranium Energy, the Zacks Consensus Estimate for the current year has declined 60% over the past month to $0.03.
Analysts' growing pessimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates lower, could be a legitimate reason for the stock to plunge in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #5 (Strong Sell) for Uranium Energy. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, it could be wise to take the Buy-equivalent ABR for Uranium Energy with a grain of salt.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.