Best 5 Nuclear Energy Stocks for 2026

What Are Nuclear Energy Stocks?

Nuclear energy stocks are publicly listed companies active in the nuclear energy sector. They primarily operate nuclear reactors to generate electricity. Alternatively, investors can participate in nuclear energy through uranium mining stocks.

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Why Should You Consider Investing in Nuclear Energy Stocks?

Nuclear energy is a cornerstone of clean energy, and small modular reactors (SMRs) represent the industry’s most significant breakthrough. They can address the tremendous energy demand posed by data centers and AI. Forecasts estimate nuclear energy investment to exceed $2 trillion by 2050. With energy needs rising, energy security a national security concern for most countries, and the need to lower carbon emissions, nuclear energy has a bright future.

Here are a few things to consider when evaluating nuclear energy stocks:

• Invest in nuclear energy stocks that have signed deals with some of the most notable end-users like tech giants Meta Platforms, Microsoft, Amazon, and Alphabet
• Analyze next-generation nuclear energy stocks that can power the future with disruptive technologies, including nuclear fusion reactors
• Mix your nuclear energy portfolio with established nuclear energy stocks, uranium miners, and next-generation players to diversify your exposure

What Are the Downsides of Nuclear Energy Stocks?

Uranium miners may struggle to meet demand, and uranium prices are volatile. Despite its clean energy appeal, opponents will try to derail or limit its potential due to concerns about nuclear waste and its environmental impact, which pose significant storage challenges. Nuclear energy experienced three major catastrophes: Chernobyl (1986), Three Mile Island (1979), and Fukushima (2011). Therefore, pushbacks against new nuclear reactors could delay deployment.

Here is a shortlist of attractive nuclear energy stocks:

• IsoEnergy (ISOU)
• ASP Isotopes (ASPI)
• Oklo (OKLO)
• Vistra (VST)
• Anfield Energy (AEC)

An Update on Our Previous Best Nuclear Energy Stocks to Buy Now

In our previous installment, I highlighted the upside potential of Energy Fuels and Ur-Energy.

• Energy Fuels (UUUU) - A long position in UUUU between 14.30 and 15.35

UUUU surged over 92%, and my stop-loss at 24.50 triggered, resulting in a profit of almost 69%.

• Ur-Energy (URG) - A long position in URG between 1.36 and 1.45

URG over 42% and my stop-loss at 1.85 triggered, resulting in a profit exceeding 32%.

IsoEnergy Fundamental Analysis

IsoEnergy (ISOU) acquires and develops uranium mineral properties in Canada, the United States, and Australia. It also explores, in search of uranium, copper, and gold deposits.

IsoEnergy is in the pre-revenue phase, but it has an excellent current ratio and a favorable price-to-book ratio. NexGen Energy, another nuclear energy stock, owns approximately 30% of ISOU. I am bullish on its Hurricane deposit in Saskatchewan's Athabasca Basin, which has one of the highest-grade undeveloped uranium projects globally with an exceptional grade of 34.5%. Also, the Tony M mine in Utah is advancing toward restart, including a toll milling agreement at the White Mesa Mill, and I expect the company to begin generating revenue in 2026. Its Toro Energy acquisition adds another bullish catalyst.

IsoEnergy Fundamental Analysis Snapshot

The ISOU price-to-earnings (P/E) ratio is unavailable.

The average analyst price target for ISOU is 22.60. It suggests excellent upside potential with acceptable downside risks.

IsoEnergy Technical Analysis

• The ISOU D1 chart shows price action between its descending 0.0% and 38.2% Fibonacci Retracement Fan levels.
• It also shows IsoEnergy inside a bullish price channel.
• The Bull Bear Power Indicator is bullish with an ascending trendline.

My ISOU Long Stock Trading Recommendation

• ISOU Entry Level: Between 11.12 and 12.20
• ISOU Take Profit: Between 21.92 and 22.60
• ISOU Stop Loss: Between 7.19 and 7.80
• Risk/Reward Ratio: 2.75

ASP Isotopes Fundamental Analysis

ASP Isotopes (ASPI) produces, distributes, markets, and sells isotopes. Its two operating segments are Nuclear Fuels and Specialist Isotopes and Related Services. The former researches and develops technologies and methods used to produce high-assay low-enriched uranium (HALEU) and Lithium-6 for the advanced nuclear fuels target end market.

I am bullish on ASP Isotopes following its Renergen acquisition, expected to achieve positive operational cash flow this year. ASPI expects to become revenue-positive in 2026, and its production milestones, including laser-based quantum enrichment and commercial shipments of ytterbium-176 and silicon-28 samples to customers, support my bullish narrative. ASP Isotopes should benefit from its strategic partnerships, and I expect the pending Quantum Leap Energy IPO to provide another catalyst.

ASP Isotopes Fundamental Analysis Snapshot

The ASPI price-to-earnings (P/E) ratio is unavailable, but its Forward P/E ratio of 54.35 makes it an expensive stock. By comparison, the P/E ratio for the S&P 500 is 31.45.

The average analyst price target for ASP Isotopes is 13.00. It suggests excellent upside potential with decreasing downside risks.

ASP Isotopes Technical Analysis

• The ASPI D1 chart shows price action breaking down between its descending Fibonacci Retracement Fan.
• It also shows ASP Isotopes approaching a significant horizontal support zone.
• The Bull Bear Power Indicator is bearish with a descending trendline, hinting at potential short-term volatility.

My ASPI Long Stock Trading Recommendation

• ASPI Entry Level: Between 5.86 and 6.32
• ASPI Take Profit: Between 8.60 and 9.38
• ASPI Stop Loss: Between 4.57 and 5.02
• Risk/Reward Ratio: 2.12

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