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. демонстрирует смешанную картину по ключевым финансовым показателям. Положительным моментом является наличие значительных ликвидных активов, что позволяет компании поддерживать устойчивость в трудные времена. Однако, компания сталкивается с серьезными вызовами, включая отрицательные значения прибыли и операционного дохода, что указывает на трудности в генерации дохода. Мультипликатор P/E равен нулю, что говорит о том, что компания не генерирует прибыль, и это существенно снижает ее привлекательность для инвесторов. Долговая нагрузка остается низкой, что является положительным фактором, однако отсутствие дивидендов и значительное превышение показателя price/sales над медианой отрасли также указывает на переоцененность акций. Высокие значения коэффициентов, таких как price/book и price/sales, могут настораживать инвесторов, так как они указывают на возможное завышение стоимости акций. В целом, несмотря на некоторые положительные аспекты, такие как высокая ликвидность и низкий уровень долга, негативная динамика доходов и прибыли требует осторожности при оценке инвестиционной привлекательности компании.

Uranium Energy Corp.

The SPDR S&P North American Natural Resources ETF is seeing unusually high volume in afternoon trading Tuesday, with over 747,000 shares traded versus three month average volume of about 60,000. Shares of NANR were up about 0.3% on the day.
Components of that ETF with the highest volume on Tuesday were Transocean, trading up about 0.2% with over 23.6 million shares changing hands so far this session, and Occidental Petroleum, off about 4.2% on volume of over 15.4 million shares. Uranium Energy is the component faring the best Tuesday, higher by about 10.4% on the day, while SM Energy is lagging other components of the SPDR S&P North American Natural Resources ETF, trading lower by about 5.3%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Tuesday's ETF with Unusual Volume: NANR

Key Points
Uranium Energy lost money in Q2.
The uranium miner was still able to sell its uranium significantly above average prices last quarter.
Uranium Energy (NYSEMKT: UEC) stock jumped 6.6% through 10:35 a.m. ET Tuesday after reporting in-line earnings this morning -- and by in-line, I mean Uranium Energy didn't earn anything.
Analysts forecast the uranium miner would lose $0.03 per share in its fiscal Q2 2026, and that's exactly what happened. On sales, Uranium Energy generated $20.2 million from uranium sales at an average price of $101 per pound.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Uranium Energy Q2 "earnings"
Uranium spot prices averaged $80.76 per pound in Q2, and are sitting at $85.90 per pound today, according to data from TradingEconomics.com. Uranium Energy, however, got prices better than either of these numbers by selling its uranium at times of its choosing, unhedged.
Looking at the chart, I'm guessing most of its sales took place on Jan. 29, when uranium prices briefly passed $101 per pound before immediately plunging to... right about where the price is today.
What's curious about Uranium Energy is that the company has a low-cost production strategy. According to management, it costs Uranium Energy only about $44.14 to produce a pound of uranium, and it produced 45,743 pounds of the stuff last quarter.
Can Uranium Energy earn a profit?
What's more, its costs are falling -- and production is increasing.
Uranium Energy produced most of its uranium from just two "header houses" (also known as a wellhead house -- the place where leached uranium is extracted from a mine) last quarter. Uranium Energy has four more header houses built now, and is working on three more. It's also cooperating with its engineering contractor, Fluor Corporation (NYSE: FLR), to build a new refining and conversion plant to turn uranium "yellowcake" ore into uranium hexafluoride gas.
Analysts predict Uranium Energy will turn profitable next year. With production ramping up, I believe it.
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 $530,233!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,119,682!*
Now, it’s worth noting Stock Advisor’s total average return is 955% — a market-crushing outperformance compared to 191% 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 March 10, 2026.
Rich Smith 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.

Why Uranium Energy Stock Popped Today

The following companies are expected to report earnings prior to market open on 03/10/2026. Visit our Earnings Calendar for a full list of expected earnings releases.
BioNTech SE (BNTX)is reporting for the quarter ending December 31, 2025. The biomedical (gene) company's consensus earnings per share forecast from the 4 analysts that follow the stock is $-0.22. This value represents a 119.13% decrease compared to the same quarter last year. The last two quarters BNTX had negative earnings surprises; the latest report they missed by -118.67%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for BNTX is -26.36 vs. an industry ratio of -5.70.
NIO Inc. (NIO)is reporting for the quarter ending December 31, 2025. The auto (foreign) company's consensus earnings per share forecast from the 1 analyst that follows the stock is $-0.05. This value represents a 89.36% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for NIO is -4.55 vs. an industry ratio of 14.70.
Uranium Energy Corp. (UEC)is reporting for the quarter ending January 31, 2026. The consensus earnings per share forecast from the 1 analyst that follows the stock is $-0.06. UEC reported earnings of $-0.01 per share for the same quarter a year ago; representing a a increase of 500.00%.Legend Biotech Corporation (LEGN)is reporting for the quarter ending December 31, 2025. The biomedical (gene) company's consensus earnings per share forecast from the 7 analysts that follow the stock is $-0.17. This value represents a 13.33% decrease compared to the same quarter last year. LEGN missed the consensus earnings per share in the 2nd calendar quarter of 2025 by -54.55%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for LEGN is -11.86 vs. an industry ratio of -5.70.
ABM Industries Incorporated (ABM)is reporting for the quarter ending January 31, 2026. The business services company's consensus earnings per share forecast from the 3 analysts that follow the stock is $0.87. This value represents a no change for the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for ABM is 10.72 vs. an industry ratio of 16.20.
United Natural Foods, Inc. (UNFI)is reporting for the quarter ending January 31, 2026. The food company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.51. This value represents a 131.82% increase compared to the same quarter last year. In the past year UNFI has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 43.59%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for UNFI is 17.28 vs. an industry ratio of 15.00, implying that they will have a higher earnings growth than their competitors in the same industry.
Kohl's Corporation (KSS)is reporting for the quarter ending January 31, 2026. The retail company's consensus earnings per share forecast from the 5 analysts that follow the stock is $0.85. This value represents a 10.53% decrease compared to the same quarter last year. In the past year KSS has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 152.63%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for KSS is 10.88 vs. an industry ratio of 19.80.
Custom Truck One Source, Inc. (CTOS)is reporting for the quarter ending December 31, 2025. The auto (truck) company's consensus earnings per share forecast from the 3 analysts that follow the stock is $0.09. This value represents a 125.00% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for CTOS is -45.79 vs. an industry ratio of 4.40.
Stagwell Inc. (STGW)is reporting for the quarter ending December 31, 2025. The advertising/marketing company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.25. This value represents a 92.31% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for STGW is 7.94 vs. an industry ratio of 8.20.
Esperion Therapeutics, Inc. (ESPR)is reporting for the quarter ending December 31, 2025. The drug company's consensus earnings per share forecast from the 4 analysts that follow the stock is $0.23. This value represents a 330.00% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for ESPR is -34.00 vs. an industry ratio of -0.50.
ADC Therapeutics SA (ADCT)is reporting for the quarter ending December 31, 2025. The biomedical (gene) company's consensus earnings per share forecast from the 1 analyst that follows the stock is $-0.32. This value represents a 10.34% decrease compared to the same quarter last year. ADCT missed the consensus earnings per share in the 2nd calendar quarter of 2025 by -38.89%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for ADCT is -2.80 vs. an industry ratio of -5.70, implying that they will have a higher earnings growth than their competitors in the same industry.
Priority Technology Holdings, Inc. (PRTH)is reporting for the quarter ending December 31, 2025. The technology services company's consensus earnings per share forecast from the 1 analyst that follows the stock is $0.29. This value represents a 61.11% increase compared to the same quarter last year. PRTH missed the consensus earnings per share in the 3rd calendar quarter of 2025 by -6.67%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for PRTH is 5.35 vs. an industry ratio of 12.40.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Pre-Market Earnings Report for March 10, 2026 : BNTX, NIO, UEC, LEGN, ABM, UNFI, KSS, CTOS, STGW, ESPR, ADCT, PRTH

U.S. President Donald Trump recently launched “Project Vault,” a $12 billion strategic stockpile of critical and rare earth minerals aimed at insulating U.S. manufacturers from supply shocks. The reserve will source and store key inputs, such as rare earths, lithium, cobalt, copper and uranium.
The plan, announced from the Oval Office, brings together $2 billion in private capital and a $10 billion loan from the U.S. Export-Import Bank.
Rare earth miners and critical materials stocks such as MP Materials (MP), along with clean energy names like Bloom Energy BE, which rely on metals central to the global energy transition, jumped on the news, underscoring how policies that bolster the domestic supply chain can lift market confidence.
For investors, this policy adoption highlights a significant entry opportunity in exchange-traded funds (ETFs) that hold upstream producers and developers, such as VanEck Rare Earth & Strategic Metals ETF (REMX) as well as clean energy ETFs like iShares Global Clean Energy ETF (ICLN), with critical minerals serving as the "bloodstream" for renewable hardware.
Before getting into the specifics of these ETFs, let us take a closer look at what drove the push for this strategic stockpile and how it benefits the ETFs mentioned above.
Strategy Behind Project Vault
While President Trump is known for favoring traditional energy policies, Project Vault is not primarily a clean energy initiative; its core drivers are national economic security and geopolitical strategy.
Apart from the clean energy industry, rare earth minerals also serve as a critical raw material for industries like defense, space and automotive. These elements are primarily used to create high-performance magnets, advanced electronics, and specialized alloys that enable modern technology, such as the F-35 fighter jet, electric vehicles (EVs) and satellites.
Thus, by framing critical minerals as an industrial necessity rather than a climate-only initiative, the administration aims to boost the future of American manufacturing.
This latest stance by the U.S. administration is a direct response to China's dominance, which controls about 60-70% of global rare earth mining and more than 90% of processing. A previous episode where China restricted exports during trade talks highlighted America's vulnerability.
To this end, it is imperative to mention that Trump has explicitly compared the stockpile to the petroleum reserve, framing it as a necessary safeguard for American industry against foreign leverage, ensuring businesses are "never harmed by any shortage."
Tailwinds for Clean Energy and Others
While the policy is rooted in security, the direct beneficiaries are battery manufacturing and clean energy companies. Rare earths like neodymium and dysprosium are essential for the permanent magnets found in EV motors and wind turbines.
Industry experts note that the critical next step will be transforming these raw materials into advanced components within the United States, fostering a resilient domestic manufacturing base for future technologies, ranging from EVs to humanoid robots. This creates a foundational material base that can accelerate the entire clean tech ecosystem, from miners like MP to wind turbine manufacturers like Iberdrola IBDRY, on the path of a multi-year growth cycle.
ETFs to Gain
For investors, Project Vault creates a compelling opportunity to gain exposure through the following ETFs:
VanEck Rare Earth & Strategic Metals ETF REMX
This fund, with net assets worth $2.56 billion, offers exposure to 32 companies involved in producing, refining, and recycling of rare earth and strategic metals and minerals. Its top five holdings include Albemarle Corp. ALB (8.30%), China Northern Rare Earth Group (7.02%), Lynus Rare Earth (6.68%), Xiamen Tungsten (6.24%) and MP (5.98%).
REMX has surged 118.8% over the past year. The fund charges 58 basis points (bps) as fees.
Global X Lithium & Battery Tech ETF LIT
This fund, with net assets worth $1.73 billion, offers exposure to 41 companies throughout the lithium cycle, including mining, refinement and battery production, cutting across traditional sector and geographic definitions. Its top five holdings include Rio Tinto RIO (22.50%), ALB (7.17%), Samsung SDI (4.57%), Sociedad Quimica y Minera SQM (4.05%) and Naura Technology Group (3.86%).
LIT has surged 76.4% over the past year. The fund charges 75 bps as fees.
Sprott Critical Materials ETF SETM
This fund, with net assets worth $509.6 million, offers exposure to 128 global securities in the critical materials industry. Its top five holdings include FreeportMcMoRan FCX (5.28%), NAC Kazatomprom (5.20%), Cameco Corp. CCJ (5.00%), ALB (4.61%) and Uranium Energy UEC (4.17%).
SETM has rallied 134.8% over the past year. The fund charges 65 bps as fees.
iShares Global Clean Energy ETF ICLN
This fund, with net assets worth $2.14 billion, offers exposure to 102 companies that produce energy from solar, wind, and other renewable sources. Its top five holdings include BE (11.28%), Nextpower NXT (9.73%), First Solar FSLR (7.15%), IBDRY (5.38%) and China Yangtze Power (4.34%).
ICLN has gained 65% over the past year. The fund charges 39 bps as fees.
Boost Your Portfolio with Our Top ETF Insights
Zacks' exclusive Fund Newsletter delivers actionable information, top news and analysis, as well as top-performing ETFs, straight to your inbox every week.
Don’t miss out on this valuable resource. It’s free!
Get it now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
iShares Global Clean Energy ETF (ICLN): ETF Research Reports
VanEck Rare Earth/Strategic Me (REMX): ETF Research Reports
Iberdrola S.A. (IBDRY) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Project Vault: ETFs to Gain as Trump Pushes $12B Into Rare Earth Reserve

For Immediate Release
Chicago, IL – February 2, 2026 – Today, Zacks Investment Ideas feature highlights Meta META, Centrus Energy Corp. LEU, Microsoft MSFT and Uranium Energy Corp. UEC.
Buy Soaring Uranium Stocks Now and Hold for Home Run Potential
Uranium stocks have skyrocketed over the last year, with the largest U.S.-listed nuclear fuel stocks crushing Nvidia and tons of other artificial intelligence names.
Uranium is the fuel that powers nuclear reactors, and the U.S. uranium industry went nearly dormant for decades. That's why uranium demand is projected to outstrip supply for the foreseeable future as the U.S. races to quadruple nuclear energy capacity by 2050 to help support the power-hungry AI boom and expand the most reliable source of clean power.
Check out the Zacks Earnings Calendar to stay ahead of market-moving news.
The U.S. uranium stocks we dive into today—Centrus Energy and Uranium Energy—have soared at least 150% over the past 12 months, and the upside potential remains massive for both traders and long-term investors.
A growing corner of Wall Street views uranium and uranium stocks as the next gold and silver trade, meaning investors should buy some nuclear fuel stocks now for huge upside in 2026 and beyond.
Are Soaring Uranium Stocks the Next Gold and Silver Trade?
The AI age is projected to drive a 25% increase in U.S. electricity demand by the end of the decade and 75% to 100% growth by 2050. This is why Meta, Microsoft, and other AI hyperscalers are racing to secure long-term power agreements with nuclear energy companies.
Nuclear energy is expected to power a large chunk of the AI age for a few simple reasons. It's already provided 50% of America's carbon-free electricity for decades.
Plus, nuclear power plants provide baseload power, operating at full capacity more than 93% of the time. This makes nuclear by far the most reliable energy source, according to the U.S. Department of Energy.
The AI hyperscalers and the U.S. Federal Government are throwing full weight behind creating a nuclear energy renaissance, which is only possible with massive uranium industry expansion.
On top of that, there are only a few U.S. uranium companies, which means that they will benefit substantially from the all-hands-on-deck push to kick the domestic nuclear fuel industry into hyperdrive.
The nuclear energy boom already sent uranium prices to their highest levels in over 15 years in 2024. Despite a pullback, uranium prices have soared roughly 170% since the start of 2021.
More importantly, uranium demand is set to outstrip supply for years to come since new supply takes a long time to bring online.
Plus, despite hyperscalers making nuclear power deals and small modular reactor stocks soaring, no new nuclear reactors have been built in the U.S. recently. SMRs and new larger-scale reactors are not expected to start producing power until the early 2030s, at the earliest.
The U.S. government is spurring the industry on after adding uranium to the list of Critical Minerals in November. The U.S. government is actively supporting many domestic uranium companies.
Domestic uranium companies will become more and more critical as the U.S. attempts to slowly wean off Russian imports and its broader sphere of influence, which dominate the nuclear fuel industry.
The World Nuclear Association said that "over a fourfold increase in annual uranium production would be needed to fuel the tripling of global nuclear capacity" in its World Nuclear Outlook Report published in January 2026.
This backdrop means that investors looking to cash in on the next potential gold and silver-like trade might want to look at uranium stocks.
Buy Soaring "Strong Buy" Uranium Stock LEU Right Now?
Centrus Energy Corp. is a diversified supplier of nuclear fuel components and services for commercial nuclear power plants. LEU is working directly with the U.S. government and other key players leading the U.S. nuclear revival. LEU's impressive upward earnings revisions help it land a Zacks Rank #1 (Strong Buy).
The Bethesda, Maryland-headquartered firm is helping drive the next generation of centrifuge technologies and beyond to help restore domestic uranium enrichment capabilities. Centrus Energy in 2023 inaugurated the first new U.S.-technology, U.S.-owned uranium enrichment plant to begin production since 1954.
Centrus boasts that it's "pioneering production of High-Assay, Low-Enriched Uranium and is leading the effort to restore America's uranium enrichment capabilities."
Centrus, in early January, was awarded $900 million from the U.S. government to help "create domestic HALEU enrichment capacity." The current fleet of nuclear reactors runs on uranium fuel enriched up to 5%, while HALEU is enriched between 5% and 20% and is required for the next-gen SMRs. Speaking of, Centrus is working with small modular reactor upstarts like TerraPower.
LEU, which has provided its utility customers with more than 1,850 reactor years of fuel since 1998, said it's already secured "$2.3 billion in LEU purchase commitments from utilities contingent upon securing the necessary financing to build the new capacity."
The nuclear fuel stock skyrocketed 1,300% in the past five years and 250% in the past 12 months. Yet LEU trades 95% below its 2007 peak, as it continues to find support near its critical 10-month moving average.
On a shorter timeframe, Centrus is holding firm near its 21-day after falling 11% on Thursday amid a huge Microsoft-driven selloff. LEU is still down 30% from its mid-October highs, and is on the cusp of breaking out above the key technical range above.
Why Uranium Energy Stock is a Great Buy and Hold
Uranium Energy Corp. is a Corpus Christi, Texas-based uranium mining company focused on advancing the next generation of low-cost, environmentally friendly in situ recovery (ISR) uranium mining. UEC is also running high-grade conventional projects in the U.S. and Canada.
Uranium Energy, which is one of a few domestic uranium companies, is attempting to build America's "Only Vertically Integrated Uranium Fuel Supply Chain, from Mining to Conversion, Supporting U.S. Enrichment."
UEC is increasing production via the construction of new low-cost in-situ recovery capacity in Wyoming and Texas. The domestic uranium company offered a bullish outlook for 2026 when it reported its Q1 FY26 results in early December.
Uranium Energy is projected to trim its adjusted loss from -$0.17 a share in FY25 to -$0.10 in FY26 and then soar all the way to +$0.06 next year. Its revenue is set to slip this year and then skyrocket 125% in FY27 as it ramps up its business and the U.S. nuclear revival revs into full gear.
Wall Street is bullish on UEC, with 7 of the 9 brokerage recommendations Zacks has at "Strong Buys." Uranium Energy is also growing its unhedged uranium inventory to position itself to benefit from potentially massive upside. It also has a stout balance sheet, with no debt and $698 million in cash, uranium inventory, and equities at market prices.
UEC shares have climbed 2,000% in the past decade, including a 920% run in the past five years. Its 60% YTD charge to start 2026 helped it overtake its October records to reach new all-time highs.
The bulls stepped up right at Uranium Energy's previous highs after tumbling on Thursday, signaling they are ready to push UEC and the wider uranium industry higher. Any pullback to UEC's 50-day or lower would likely mark a screaming buying opportunity for traders and investors.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
https://www.zacks.com
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.
#1 Semiconductor Stock to Buy (Not NVDA)
The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.
One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.
See This Stock Now for Free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Zacks Investment Ideas feature highlights: Meta, Centrus Energy, Microsoft and Uranium Energy

Uranium stocks have skyrocketed over the last year, with the largest U.S.-listed nuclear fuel stocks crushing Nvidia and tons of other artificial intelligence names.
Uranium is the fuel that powers nuclear reactors, and the U.S. uranium industry went nearly dormant for decades. That’s why uranium demand is projected to outstrip supply for the foreseeable future as the U.S. races to quadruple nuclear energy capacity by 2050 to help support the power-hungry AI boom and expand the most reliable source of clean power.
Check out the Zacks Earnings Calendar to stay ahead of market-moving news.
The U.S. uranium stocks we dive into today—Centrus Energy and Uranium Energy—have soared at least 150% over the past 12 months, and the upside potential remains massive for both traders and long-term investors.
A growing corner of Wall Street views uranium and uranium stocks as the next gold and silver trade, meaning investors should buy some nuclear fuel stocks now for huge upside in 2026 and beyond.
Are Soaring Uranium Stocks the Next Gold and Silver Trade?
The AI age is projected to drive a 25% increase in U.S. electricity demand by the end of the decade and 75% to 100% growth by 2050. This is why Meta META, Microsoft, and other AI hyperscalers are racing to secure long-term power agreements with nuclear energy companies.
Nuclear energy is expected to power a large chunk of the AI age for a few simple reasons. It’s already provided 50% of America’s carbon-free electricity for decades.
Plus, nuclear power plants provide baseload power, operating at full capacity more than 93% of the time. This makes nuclear by far the most reliable energy source, according to the U.S. Department of Energy.
The AI hyperscalers and the U.S. Federal Government are throwing full weight behind creating a nuclear energy renaissance, which is only possible with massive uranium industry expansion.
Image Source: Zacks Investment Research
On top of that, there are only a few U.S. uranium companies, which means that they will benefit substantially from the all-hands-on-deck push to kick the domestic nuclear fuel industry into hyperdrive.
The nuclear energy boom already sent uranium prices to their highest levels in over 15 years in 2024. Despite a pullback, uranium prices have soared roughly 170% since the start of 2021.
More importantly, uranium demand is set to outstrip supply for years to come since new supply takes a long time to bring online.
Plus, despite hyperscalers making nuclear power deals and small modular reactor stocks soaring, no new nuclear reactors have been built in the U.S. recently. SMRs and new larger-scale reactors are not expected to start producing power until the early 2030s, at the earliest.
The U.S. government is spurring the industry on after adding uranium to the list of Critical Minerals in November. The U.S. government is actively supporting many domestic uranium companies.
Domestic uranium companies will become more and more critical as the U.S. attempts to slowly wean off Russian imports and its broader sphere of influence, which dominate the nuclear fuel industry.
The World Nuclear Association said that “over a fourfold increase in annual uranium production would be needed to fuel the tripling of global nuclear capacity” in its World Nuclear Outlook Report published in January 2026.
This backdrop means that investors looking to cash in on the next potential gold and silver-like trade might want to look at uranium stocks.
Buy Soaring "Strong Buy" Uranium Stock LEU Right Now?
Centrus Energy Corp. LEU is a diversified supplier of nuclear fuel components and services for commercial nuclear power plants. LEU is working directly with the U.S. government and other key players leading the U.S. nuclear revival. LEU’s impressive upward earnings revisions help it land a Zacks Rank #1 (Strong Buy).
The Bethesda, Maryland-headquartered firm is helping drive the next generation of centrifuge technologies and beyond to help restore domestic uranium enrichment capabilities. Centrus Energy in 2023 inaugurated the first new U.S.-technology, U.S.-owned uranium enrichment plant to begin production since 1954.
Image Source: Zacks Investment Research
Centrus boasts that it’s “pioneering production of High-Assay, Low-Enriched Uranium and is leading the effort to restore America’s uranium enrichment capabilities.”
Centrus, in early January, was awarded $900 million from the U.S. government to help “create domestic HALEU enrichment capacity.” The current fleet of nuclear reactors runs on uranium fuel enriched up to 5%, while HALEU is enriched between 5% and 20% and is required for the next-gen SMRs. Speaking of, Centrus is working with small modular reactor upstarts like TerraPower.
LEU, which has provided its utility customers with more than 1,850 reactor years of fuel since 1998, said it’s already secured “$2.3 billion in LEU purchase commitments from utilities contingent upon securing the necessary financing to build the new capacity.”
Image Source: Zacks Investment Research
The nuclear fuel stock skyrocketed 1,300% in the past five years and 250% in the past 12 months. Yet LEU trades 95% below its 2007 peak, as it continues to find support near its critical 10-month moving average.
On a shorter timeframe, Centrus is holding firm near its 21-day after falling 11% on Thursday amid a huge Microsoft (MSFT)-driven selloff. LEU is still down 30% from its mid-October highs, and is on the cusp of breaking out above the key technical range above.
Why Uranium Energy Stock is a Great Buy and Hold
Uranium Energy Corp UEC is a Corpus Christi, Texas-based uranium mining company focused on advancing the next generation of low-cost, environmentally friendly in situ recovery (ISR) uranium mining. UEC is also running high-grade conventional projects in the U.S. and Canada.
Uranium Energy, which is one of a few domestic uranium companies, is attempting to build America’s “Only Vertically Integrated Uranium Fuel Supply Chain, from Mining to Conversion, Supporting U.S. Enrichment.”
Image Source: Zacks Investment Research
UEC is increasing production via the construction of new low-cost in-situ recovery capacity in Wyoming and Texas. The domestic uranium company offered a bullish outlook for 2026 when it reported its Q1 FY26 results in early December.
Uranium Energy is projected to trim its adjusted loss from -$0.17 a share in FY25 to -$0.10 in FY26 and then soar all the way to +$0.06 next year. Its revenue is set to slip this year and then skyrocket 125% in FY27 as it ramps up its business and the U.S. nuclear revival revs into full gear.
Wall Street is bullish on UEC, with 7 of the 9 brokerage recommendations Zacks has at “Strong Buys.” Uranium Energy is also growing its unhedged uranium inventory to position itself to benefit from potentially massive upside. It also has a stout balance sheet, with no debt and $698 million in cash, uranium inventory, and equities at market prices.
Image Source: Zacks Investment Research
UEC shares have climbed 2,000% in the past decade, including a 920% run in the past five years. Its 60% YTD charge to start 2026 helped it overtake its October records to reach new all-time highs.
The bulls stepped up right at Uranium Energy’s previous highs after tumbling on Thursday, signaling they are ready to push UEC and the wider uranium industry higher. Any pullback to UEC's 50-day or lower would likely mark a screaming buying opportunity for traders and investors.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They include
Stock #1: A Disruptive Force with Notable Growth and Resilience
Stock #2: Bullish Signs Signaling to Buy the Dip
Stock #3: One of the Most Compelling Investments in the Market
Stock #4: Leader In a Red-Hot Industry Poised for Growth
Stock #5: Modern Omni-Channel Platform Coiled to Spring
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.
See Our Newest 5 Stocks Set to Double Picks >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Buy Soaring Uranium Stocks Now and Hold for Home Run Potential

Key Points
Uranium prices are spiking, but uranium stock Centrus is down today.
Centrus boasts positive profits, a net debt-free balance sheet, and powerful free cash flow.
Centrus Energy (NYSE: LEU) stock tumbled 3.3% through 12:25 p.m. ET today -- and no one seems to know why.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks »
Round up the usual suspects
Uranium prices aren't the problem. Trading Economics data shows uranium prices going positively parabolic, up 12% over the last couple of months to $88.40 per pound. This is the highest price since May 2024 and is approaching the highest price in the last decade ($106), recorded in February 2024.
Headline news isn't the problem, either. The biggest news in the uranium market today is South Korea announcing it will build two big new nuclear plants. State-owned Korea Hydro & Nuclear Power (KHNP) hopes to secure construction permits in the early 2030s and have the reactors operational by 2037 and 2038, respectively.
This is bullish for global uranium demand -- not a reason for Energy Fuels stock fall 7%.
Is Centrus Energy stock a buy?
So why is Centrus Energy stock down today? That's an excellent question.
Priced at 46 times earnings, Centrus Energy is not a cheap stock. But at least it has earnings, which is more than I can say for uranium stocks such as Denison Mines (NYSEMKT: DNN), Energy Fuels (NYSEMKT: UUUU), or Uranium Energy (NYSEMKT: UEC). Centrus's efforts to focus on uranium enrichment, and particularly the production of high-assay, low-enriched uranium (HALEU) fuel for advanced nuclear power plants, also seem wise to me. That's a weak link in the U.S. supply chain that Centrus should attempt to fill.
With a good business model, a balance sheet brimming with more cash than debt, and positive free cash flow that dwarfs its own reported net income (the enterprise value-to-free cash flow ratio is only 34x), Centrus Energy seems to me one of the best buys in nuclear stocks today.
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 $464,439!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,150,455!*
Now, it’s worth noting Stock Advisor’s total average return is 949% — a market-crushing outperformance compared to 195% 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 January 26, 2026.
Rich Smith 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.

Why Centrus Energy Stock Dropped Today

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR S&P Metals & Mining ETF (Symbol: XME) where we have detected an approximate $173.9 million dollar inflow -- that's a 6.2% increase week over week in outstanding units (from 51,350,000 to 54,550,000). Among the largest underlying components of XME, in trading today Allegheny Technologies, Inc (Symbol: ATI) is up about 0.8%, Reliance Steel & Aluminum Co. (Symbol: RS) is up about 0.6%, and Peabody Energy Corp (Symbol: BTU) is lower by about 1.8%. For a complete list of holdings, visit the XME Holdings page » The chart below shows the one year price performance of XME, versus its 200 day moving average:
Looking at the chart above, XME's low point in its 52 week range is $38.65 per share, with $66.63 as the 52 week high point — that compares with a last trade of $54.30. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

SPDR S&P Metals & Mining ETF Experiences Big Inflow

For Immediate Release
Chicago, IL – January 20, 2026 – Today, Zacks Investment Ideas feature highlights Taiwan Semiconductor TSM, Cameco CCJ, Energy Fuels UUUU, Centrus Energy LEU, Uranium Energy UEC and GE Vernova GEV.
Best AI Energy Stocks to Buy in 2026 and Hold Forever
Long-term investors and traders must buy stocks that are part of one of the biggest megatrends and supercycles on Wall Street: the AI Energy Trade.
Investors need to cash in on the growing relationship between artificial intelligence and skyrocketing energy and electricity demand, and buy best-in-class stocks and upstarts across nuclear energy, natural gas, solar, battery storage, grid technology and infrastructure, and more.
The AI age is projected to help drive a 25% increase in U.S. electricity demand by the end of the decade and 75% to 100% growth by 2050.
The companies powering the AI age should be part of investors’ long-term portfolios because they stand to win no matter who the actual AI winners are down the road.
Here’s a look at some of the best AI energy stocks (Cameco, GE Vernova) for investors to buy now to start 2026 and hold for the long haul.
Why Investors Should Buy the Stocks Powering AI
Taiwan Semiconductor’s fourth quarter report and guidance confirmed that the AI spending boom remains in full throttle in 2026. The semiconductor manufacturing powerhouse boosted its capex guidance to between $52 billion and $56 billion for this year, blowing away 2025's $40.9 billion.
The maker of AI chips expects its revenue to grow 30% in 2026, with sales set to expand at a CAGR of ~25% from 2024 to 2029.
Total AI hyperscaler capex is projected to hit $530 billion in 2026, up from roughly $400 billion last year.
Global data center infrastructure spending is expected to reach ~$7 trillion by 2030, with $1.3 trillion of this spending going toward power generation and the broader energy industry.
The artificial intelligence arms race and the electrification boom are sending U.S. electricity demand soaring. This is why Amazon, Meta, and the other AI hyperscalers are securing long-term power agreements with nuclear energy firms, natural gas companies, and more.
Big Tech companies and the U.S. government are 100% committed to helping fuel massive energy industry expansion.
The reason is simple: the AI hyperscalers and the U.S. Federal Government won’t let a lack of power hinder the multi-trillion-dollar AI spending spree that’s set to drive the economy and Wall Street.
Meta kicked off 2026 by making three new nuclear energy deals to expand its efforts to power its AI growth around the country. Alphabet closed 2025 by announcing a nearly $5 billion deal to acquire energy infrastructure solutions provider Intersect to “enable more data center and generation capacity to come online, faster, while accelerating energy development and innovation.”
U.S. grid operators are facing a tidal wave of AI data center demand requests that they cannot accommodate as the country faces a massive, nearly overnight energy/electricity demand boom—U.S. electricity demand could soar 75% to 100% by 2050.
This is why the U.S. government is aiming to help quadruple nuclear energy capacity by 2050. Most recently, the Trump administration late last week announced an effort to make AI hyperscalers enter into long-term power deals and help “build more than $15 billion of reliable baseload power generation.”
Buy CCJ and Hold for Long-Term Uranium and Nuclear Growth
Cameco is the second-largest uranium (the fuel for nuclear energy) miner in the world and a leading supplier of refining, conversion, and fuel manufacturing services.
The Canadian company is growing increasingly important to the U.S. as the country attempts to quadruple its nuclear capacity while ending its reliance on Russia and the region, which currently dominates the uranium market.
CCJ also owns 49% of Westinghouse Electric, one of the largest nuclear equipment and services businesses in the world. Westinghouse secured a substantial contract with the U.S. government to assist in the construction of 10 new large-scale nuclear reactors.
Amid this backdrop, Cameco is projected to grow its adjusted earnings by 100% in FY25 and 55% in 2026. The uranium miner’s recent upward earnings revisions earn it a Zacks Rank #1 (Strong Buy) right now.
CCJ stock skyrocketed 800% in the past five years, including a 125% surge in the past 12 months, to help it overtake its 2007 highs. Some investors might want to wait for a pullback to some longer-term moving averages.
Yet, the rapid revival of nuclear power already sent uranium prices to their highest levels in over 15 years in 2024. Despite a pullback, uranium prices are still up roughly 170% since the start of 2021. Plus, uranium demand is set to outstrip supply for years to come.
Cameco trades at an 85% discount to its highs, below the S&P 500, and in-line with the Energy sector in terms of its price/earnings-to-growth (PEG) ratio at 1.3. This relative value comes even though it blew away the benchmark and the Energy sector over the last five and 25 years.
Investors interested in uranium should also consider buying U.S. uranium companies such as Energy Fuels, Centrus Energy and Uranium Energy as the country races to restart its domestic nuclear fuel industry.
Is GEV the Best AI Energy Stock to Buy?
GE Vernova continues cementing its case to be one of the more sure-fire long-term winners in the AI energy trade. The GE spinoff boasts that its customers generate roughly 25% of global electricity via its installed base of technologies across nuclear, natural gas, electrification, and beyond.
GEV has provided nuclear turbine technologies and services for all reactor types for decades. On top of that, it's ready to be one of a few titans of the next generation of nuclear energy, small modular reactors (SMRs), via its GE Vernova Hitachi Nuclear Energy unit and its BWRX-300 SMRs.
GE Vernova is working directly with power companies in the U.S. and Canada to deploy its next-gen SMRs by the early 2030s.
The company is also a natural gas turbine giant. This provides a huge growth runway as the AI hyperscalers race to make natural gas deals while they wait for more nuclear power to come online. GEV’s power conversion, energy storage, and grid solutions are also gaining momentum.
GEV stock briefly broke out of the trading range and was stuck in for the back of 2025 after it raised its long-term financial guidance on December 9. The company said its “electrification backlog will double in the next 3 years,” with its total backlog projected to climb from $135 billion to $200 by year-end 2028.
The AI energy giant's growth outlook empowered GEV to boost its shareholder rewards. GEV in December doubled its quarterly dividend for 2026 and lifted its repurchase authorization to $10 billion from $6 billion.
The gas turbine and nuclear technology standout is projected to grow its adjusted EPS by 31% in FY25 and 82% in FY26 to reach $13.27 a share vs. $5.58 in 2024, based on the most recent Zacks estimates. It is expected to expand its revenue by 6% in FY25 and 14% in 2026 to pull in $42 billion—GEV projects its revenue will reach $52 billion by 2028.
GEV stock has skyrocketed 385% since its April 2024 IPO, crushing Nvidia’s 110% and AI chip manufacturer Taiwan Semi’s 145%. The stock jumped on Friday to climb firmly above its 21-day moving average. It is now on the cusp of returning to its December records heading into its Q4 earnings release on January 28.
Check out the Alternative Energy Innovators service at Zacks for a deeper dive into all the other best-in-class stocks to buy across nuclear, uranium, electrification, solar, and beyond.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details here >>
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
https://www.zacks.com
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.
Today, See These 5 Potential Home Runs >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Uranium Energy Corp. (UEC) : Free Stock Analysis Report
Centrus Energy Corp. (LEU) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Zacks Investment Ideas feature highlights: Taiwan Semiconductor, Cameco, Energy Fuels, Centrus Energy, Uranium Energy and GE Vernova

Long-term investors and traders must buy stocks that are part of one of the biggest megatrends and supercycles on Wall Street: the AI Energy Trade.
Investors need to cash in on the growing relationship between artificial intelligence and skyrocketing energy and electricity demand, and buy best-in-class stocks and upstarts across nuclear energy, natural gas, solar, battery storage, grid technology and infrastructure, and more.
The AI age is projected to help drive a 25% increase in U.S. electricity demand by the end of the decade and 75% to 100% growth by 2050.
The companies powering the AI age should be part of investors’ long-term portfolios because they stand to win no matter who the actual AI winners are down the road.
Here’s a look at some of the best AI energy stocks (Cameco, GE Vernova) for investors to buy now to start 2026 and hold for the long haul.
Why Investors Should Buy the Stocks Powering AI
Taiwan Semiconductor’s TSM fourth quarter report and guidance confirmed that the AI spending boom remains in full throttle in 2026. The semiconductor manufacturing powerhouse boosted its capex guidance to between $52 billion and $56 billion for this year, blowing away 2025's $40.9 billion.
The maker of AI chips expects its revenue to grow 30% in 2026, with sales set to expand at a CAGR of ~25% from 2024 to 2029.
Total AI hyperscaler capex is projected to hit $530 billion in 2026, up from roughly $400 billion last year.
Global data center infrastructure spending is expected to reach ~$7 trillion by 2030, with $1.3 trillion of this spending going toward power generation and the broader energy industry.
The artificial intelligence arms race and the electrification boom are sending U.S. electricity demand soaring. This is why Amazon, Meta, and the other AI hyperscalers are securing long-term power agreements with nuclear energy firms, natural gas companies, and more.
Big Tech companies and the U.S. government are 100% committed to helping fuel massive energy industry expansion.
The reason is simple: the AI hyperscalers and the U.S. Federal Government won’t let a lack of power hinder the multi-trillion-dollar AI spending spree that’s set to drive the economy and Wall Street.
Meta kicked off 2026 by making three new nuclear energy deals to expand its efforts to power its AI growth around the country. Alphabet closed 2025 by announcing a nearly $5 billion deal to acquire energy infrastructure solutions provider Intersect to “enable more data center and generation capacity to come online, faster, while accelerating energy development and innovation.”
U.S. grid operators are facing a tidal wave of AI data center demand requests that they cannot accommodate as the country faces a massive, nearly overnight energy/electricity demand boom—U.S. electricity demand could soar 75% to 100% by 2050.
This is why the U.S. government is aiming to help quadruple nuclear energy capacity by 2050. Most recently, the Trump administration late last week announced an effort to make AI hyperscalers enter into long-term power deals and help “build more than $15 billion of reliable baseload power generation.”
Buy CCJ and Hold for Long-Term Uranium and Nuclear Growth
Cameco CCJ is the second-largest uranium (the fuel for nuclear energy) miner in the world and a leading supplier of refining, conversion, and fuel manufacturing services.
The Canadian company is growing increasingly important to the U.S. as the country attempts to quadruple its nuclear capacity while ending its reliance on Russia and the region, which currently dominates the uranium market.
CCJ also owns 49% of Westinghouse Electric, one of the largest nuclear equipment and services businesses in the world. Westinghouse secured a substantial contract with the U.S. government to assist in the construction of 10 new large-scale nuclear reactors.
Image Source: Zacks Investment Research
Amid this backdrop, Cameco is projected to grow its adjusted earnings by 100% in FY25 and 55% in 2026. The uranium miner’s recent upward earnings revisions earn it a Zacks Rank #1 (Strong Buy) right now.
CCJ stock skyrocketed 800% in the past five years, including a 125% surge in the past 12 months, to help it overtake its 2007 highs. Some investors might want to wait for a pullback to some longer-term moving averages.
Yet, the rapid revival of nuclear power already sent uranium prices to their highest levels in over 15 years in 2024. Despite a pullback, uranium prices are still up roughly 170% since the start of 2021. Plus, uranium demand is set to outstrip supply for years to come.
Image Source: Zacks Investment Research
Cameco trades at an 85% discount to its highs, below the S&P 500, and in-line with the Energy sector in terms of its price/earnings-to-growth (PEG) ratio at 1.3. This relative value comes even though it blew away the benchmark and the Energy sector over the last five and 25 years.
Investors interested in uranium should also consider buying U.S. uranium companies such as Energy Fuels UUUU, Centrus Energy LEU, and Uranium Energy UEC as the country races to restart its domestic nuclear fuel industry.
Is GEV the Best AI Energy Stock to Buy?
GE Vernova GEV continues cementing its case to be one of the more sure-fire long-term winners in the AI energy trade. The GE spinoff boasts that its customers generate roughly 25% of global electricity via its installed base of technologies across nuclear, natural gas, electrification, and beyond.
GEV has provided nuclear turbine technologies and services for all reactor types for decades. On top of that, it's ready to be one of a few titans of the next generation of nuclear energy, small modular reactors (SMRs), via its GE Vernova Hitachi Nuclear Energy unit and its BWRX-300 SMRs.
GE Vernova is working directly with power companies in the U.S. and Canada to deploy its next-gen SMRs by the early 2030s.
Image Source: Zacks Investment Research
The company is also a natural gas turbine giant. This provides huge growth runway as the AI hyperscalers race to make natural gas deals while they wait for more nuclear power to come online. GEV’s power conversion, energy storage, and grid solutions are also gaining momentum.
GEV stock briefly broke out of the trading range was stuck in for the back of 2025 after it raised its long-term financial guidance on December 9. The company said its “electrification backlog will double in the next 3 years,” with its total backlog projected to climb from $135 billion to $200 by year-end 2028.
The AI energy giant's growth outlook empowered GEV to boost its shareholder rewards. GEV in December doubled its quarterly dividend for 2026 and lifted its repurchase authorization to $10 billion from $6 billion.
Image Source: Zacks Investment Research
The gas turbine and nuclear technology standout is projected to grow its adjusted EPS by 31% in FY25 and 82% in FY26 to reach $13.27 a share vs. $5.58 in 2024, based on the most recent Zacks estimates. It is expected to expand its revenue by 6% in FY25 and 14% in 2026 to pull in $42 billion—GEV projects its revenue will reach $52 billion by 2028.
GEV stock has skyrocketed 385% since its April 2024 IPO, crushing Nvidia’s 110% and AI chip manufacturer Taiwan Semi’s 145%. The stock jumped on Friday to climb firmly above its 21-day moving average. It is now on the cusp of returning to its December records heading into its Q4 earnings release on January 28.
Check out the Alternative Energy Innovators service at Zacks for a deeper dive into all the other best-in-class stocks to buy across nuclear, uranium, electrification, solar, and beyond.
#1 Semiconductor Stock to Buy (Not NVDA)
The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.
One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.
See This Stock Now for Free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
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 Corp.

Trend

Trend Class

Trend Power

Pattern

EMA

EMA-20

EMA-50

EMA-100

EMA-20

EMA-50

EMA-100

Oscillators

Stochastic

RSI

MACD

Candle pattern type