NuScale vs. Oklo vs. GE Vernova: Ranking 3 Nuclear Stocks By Backlog, Not Hype.

Three publicly traded small modular reactor (SMR) companies are positioned to benefit from AI data center power demands. Oklo has the largest backlog (18.1 GW) but much is nonbinding; NuScale offers traditional utility-focused approach with 6-7 GW backlog concentrated with one customer; GE Vernova has the highest quality backlog with active construction projects but weakest SMR exposure at under 3% of sales.

10/03/2026, 4:05 PM • The Motley Fool

The Nuclear Renaissance Explained: 3 Ways to Invest

Wall Street firms predict a nuclear energy renaissance driven by AI data center demand, which is expected to increase power consumption by 175% by 2030. Investors can gain exposure through three approaches: small modular reactor (SMR) developers like NuScale and Oklo, nuclear utility operators like Constellation Energy, or uranium ETFs.

10/02/2026, 1:05 PM • The Motley Fool

Prediction: This Nuclear Stock Outperforms Oklo and NuScale Through 2030 (Hint: It Already Has Revenue)

BWX Technologies is positioned to outperform nuclear peers Oklo and NuScale through 2030 due to its established $3.2 billion revenue base and decades of nuclear manufacturing experience. While Oklo and NuScale are still commercializing reactor technologies, BWXT generates revenue from U.S. Navy contracts, TRISO fuel production, medical isotopes, and is developing advanced reactors and microreactors. The company raised its 2026 revenue guidance to $3.8 billion with 19% growth expected.

10/02/2026, 12:30 PM • The Motley Fool

Amazon Signs 20 Year Nuclear Power Deal. That's Great News for This Nuclear Stock

Amazon announced a 20-year nuclear power deal with Constellation Energy, investing $3 billion to expand an existing nuclear facility. This demonstrates that major AI companies are willing to work through traditional utility operators to scale regional power production, which is positive news for NuScale Power, a small modular reactor company targeting utility companies.

10/01/2026, 5:37 PM • The Motley Fool

X-Energy Just Went Public in 2026. Here's How It Stacks Up Against Oklo, NuScale, and BWX Technologies.

X-Energy, a small modular reactor (SMR) developer, went public at $23 per share in April 2026 but has since dropped to $14, trading 40% below its IPO price. While the company has secured major deals with Amazon and Dow, it faces significant challenges including unproven TRISO fuel technology, regulatory hurdles with the NRC, and a premium valuation at 19x sales despite ongoing losses. The analyst recommends avoiding X-Energy in favor of more established nuclear players like BWX Technologies.

10/01/2026, 2:20 PM • The Motley Fool

What a $1,000 Investment in NuScale Power Could Be Worth by September 2027

NuScale Power, a small modular reactor developer, has seen its stock fall 45% in 2026 despite analyst optimism. With a median price target of $11 (40.5% upside from $7.83), a $1,000 investment could reach ~$1,405 by September 2027. However, the wide analyst range ($6-$20 targets) reflects significant uncertainty, as NuScale has no commercial operations and won't deploy reactors until 2030. The stock suits only aggressive, speculative investors or those diversifying across multiple nuclear energy companies.

10/01/2026, 6:30 AM • The Motley Fool

2 Green Flags and 2 Red Flags for Nuclear Stocks After This Year's Sell-Off

Nuclear power stocks present significant opportunities driven by expected 60% growth in U.S. electricity demand through 2045, particularly from AI and electric vehicles. However, investors should be cautious about high valuations, funding challenges for expensive reactor construction, and unproven small modular reactor technology. While established utilities like NextEra offer relative value, newer entrants remain unprofitable and speculative.

09/25/2026, 8:15 PM • The Motley Fool

Small Modular Reactors Market Size, Share, Trends, Opportunity, and Forecast to 2031

The global Small Modular Reactor (SMR) market is expected to expand at a 4.93% CAGR through 2031, driven by decarbonization goals, major tech company investments in nuclear power, and government funding initiatives. However, the lack of harmonized international licensing frameworks remains a significant obstacle to market growth. Key trends include repurposing retired coal infrastructure and expanding SMR applications to industrial process heat.

09/25/2026, 4:55 AM • GlobeNewswire

NuScale Power Trades Below $10. Bargain or Value Trap?

NuScale Power's stock has experienced extreme volatility, trading from $52 to $2 over three years and currently around $8.75. The company develops small modular nuclear reactors (SMRs) but has yet to secure its first commercial sale, though it has potential deals in discussion with RoPower, ENTRA1 Energy, and the Tennessee Valley Authority. The article cautions that NuScale is a high-risk, money-losing startup in a capital-intensive, heavily regulated industry with limited track record, making it suitable only for aggressive investors.

09/24/2026, 10:15 AM • The Motley Fool

SMR Developer Holtec Just Cancelled Its IPO. Should NuScale Power and Oklo Investors Panic?

Holtec International cancelled its planned $900 million IPO due to weakened market sentiment around AI data centers and nuclear energy. However, the company plans to reattempt the IPO within 3-6 months. Despite this setback, SMR stocks received offsetting positive news including EU funding for SMR developers and U.S. legislation favoring independent power sources like SMRs, which boosted both NuScale and Oklo shares by roughly 10%.

09/17/2026, 3:17 PM • The Motley Fool

NuScale Power Just Solved a Major Engineering Hurdle: Is the Stock a Buy?

NuScale Power achieved a major engineering breakthrough by successfully fabricating boron-oxide pellets for its passive emergency cooling system in collaboration with MilleniTEK. This milestone moves the company closer to commercial deployment of its small modular reactors, though significant hurdles remain. The company is pursuing major deals, including a potential agreement with the Tennessee Valley Authority for up to 72 SMRs, but operational deployment isn't expected until the 2030s, making it a high-risk investment for aggressive long-term investors.

09/16/2026, 8:26 AM • The Motley Fool

Europe Bets Big on Small Modular Reactors. Here's How NuScale Power and Oklo Will Benefit.

The European Investment Bank announced a €40 million loan to Finnish SMR developer Steady Energy, marking the first in a planned pipeline of SMR investments. This government support is expected to benefit SMR companies like NuScale Power and Oklo by increasing commercialization proof points and helping convert their customer pipelines into revenue-generating projects, though meaningful results could take years.

09/15/2026, 3:18 PM • The Motley Fool

A Word of Caution on NuScale Power Before You Buy the Dip

A University of Colorado Boulder study estimates NuScale's small modular reactor operating costs at over $93 per MWh, significantly higher than historical electricity market prices of $42-45 per MWh. The research suggests that even if reactors were built for free, they might not pay for themselves over their 60-year lifespan. With no commercial reactors deployed yet and a previous project cost ballooning from $4.2 billion to $9.3 billion before cancellation, investors should exercise caution until NuScale demonstrates it can build and operate reactors cost-effectively.

09/15/2026, 12:30 PM • The Motley Fool

NuScale Power Is Closing In on a Deal That Could Transform the Small Modular Reactor Industry

NuScale Power is progressing toward a potentially transformative deal with the Tennessee Valley Authority (TVA) and ENTRA1 Energy to develop 6 gigawatts of nuclear power generation capacity. However, the agreement remains non-binding without a final power purchase agreement, and the company has generated minimal revenue ($75,000 in Q2) while its stock has declined 75% over the past year. NuScale needs to finalize money-making deals soon despite having $1.9 billion in cash reserves.

09/15/2026, 3:19 AM • The Motley Fool

Oklo Stock Drops After Announcing $1 Billion Share Sale. Should Investors Panic?

Oklo's stock dropped nearly 20% over the past month following CEO share sales and announcement of a $1 billion stock sale program that will dilute shareholders by up to 14.6%. The company has increased shares outstanding by over 175% since 2023 and posted a record $48.5 million quarterly loss with $94 million in capital expenditures. While Oklo remains a promising SMR developer benefiting from AI data center demand, investors should expect ongoing capital raises as the company finances, builds, and operates its nuclear plants.

09/14/2026, 4:29 PM • The Motley Fool