Stocks · Theme
Nuclear & uranium stocks · 11 research notes
11 Nuclear & uranium stocks with a dated research note: thesis, kill line and next catalyst.
Earlier themeNot among the research's active themes (last active 3 September 2026). Each stock's note below is dated on its own.
All 11 have a dated research note with a published kill line: the note's own test, stated in advance, of what would prove it wrong: a price level, a business fact, or both.
All stocksCEGConstellation EnergyMedium Constellation Energy's third-quarter beat and raised $12.50–$12.80 guidance make its shares modestly more likely than not to beat the S&P 500; whether data-center limits spread into its mid-Atlantic states and the February report settle it.MIRMirion TechnologiesMedium Mirion Technologies' nuclear power orders doubled and backlog reached $1.25 billion, supporting shares that lead the S&P 500 from a weak 2026. The mid-February 2027 report shows whether orders become revenue at better margins after the…TLNTalen EnergyMedium Talen Energy's new seven-year Ohio capacity sale and its 2027 guidance of $2.5–2.85 billion adjusted EBITDA make the shares modestly more likely than not to beat the S&P 500. PJM's December 2026 capacity auction will test whether…VSTVistraMedium Vistra Corp. shares lean toward beating the S&P 500 on 2027 adjusted EBITDA guidance of $7.7–8.5 billion. Texas data-center policy settles it: the December 2026 grid audit and the new governor's first moves after 19 January 2027.CCJCamecoLow Cameco's shares are more likely to lag the S&P 500 because record uranium contract prices have not yet reached its earnings, with third-quarter adjusted profit at nil on 30 October 2026. The full-year report expected in February 2027…OKLOLow Oklo Inc. shares lean toward lagging the S&P 500 because its first Aurora plant still has no published cost and the company keeps selling stock. A disclosed plant cost and a quarter of slower share issuance would show that view wrong.SMRNuScale PowerLow NuScale Power's shares are more likely to lag the S&P 500 because the binding ENTRA1–TVA power purchase agreement its case needs is still unsigned and undated. A signed agreement, or none by year-end 2026, settles the case.XEX-EnergyLow X-Energy's shares are more likely to lag the S&P 500 over three months: the NRC approved Dow's Long Mott permit on 9 November 2026, but the 12 November 2026 report showed losses widening and first power stays in the early 2030s. Dow's 2027…NNENano Nuclear EnergyLow NANO Nuclear Energy's shares are more likely to lag the S&P 500 over three months: they closed at $11.09 on 12 November 2026, and its agreements are non-binding. The 30 November 2026 business update webcast, following the annual report,…UROYUranium RoyaltyLow Uranium Royalty Corp. is more likely to lag the S&P 500 over three months: earnings came from one-off uranium-inventory sales, and a $40.0 million bridge loan falls due 31 January 2027. The fiscal second-quarter report, expected around…UUUUEnergy FuelsLow Energy Fuels' rare-earth expansion is more likely to lag the S&P 500 over three months after the 4 November 2026 revenue miss and a heavy rare-earth delay to early 2028; the Donald financing decision targeted by 31 December 2026 settles it.