In this article, we are going to discuss the best nuclear power stocks to buy according to analysts.
Nuclear energy has emerged as a leading candidate to power the ongoing AI boom and its power-hungry data centers, since it is scalable, renewable, and a low-carbon source of power. According to the World Nuclear Association, there are currently about 70 reactors under construction worldwide, with plans to build a further 110. The International Atomic Energy Agency (IAEA) expects the global nuclear capacity to expand by up to 2.5 times by 2050.
To ensure America is not left behind in this nuclear revolution, President Trump signed multiple executive orders earlier this year to increase the country’s nuclear energy capacity, aiming to quadruple it over the long term, and remove red tape. Moreover, the White House also announced plans to support domestic nuclear materials production and enrichment and reduce reliance on imports from Russia, given the current geopolitical landscape.
The nuclear renaissance is not limited to the government alone. Several American tech giants and hyperscalers are also deploying billions of dollars to revive old nuclear facilities and even build new ones to ensure a constant supply of clean energy for their data centers.
Our Methodology
To identify the best nuclear energy stocks, we examined all the companies in the nuclear energy sector that are listed on NASDAQ and NYSE. We then shortlisted those stocks with the highest upside potential according to Wall Street analysts, as of October 6, 2025. The following list, ranked in an ascending order of potential upside, highlights the Best Nuclear Energy Stocks According to Analysts.
If you’re looking for stocks in the overall market that the Wall Street is most bullish on with a higher upside, please check out our list of the 10 Best Stocks with the Highest Upside Potential.
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13. The Southern Company (NYSE:SO)
Upside Potential as of October 6: 5.35%
The Southern Company (NYSE:SO), through its subsidiaries, engages in the generation, transmission, and distribution of electricity. The company has also carved out a leading role in the American nuclear energy sector and oversees eight reactors at three different facilities.
The Southern Company (NYSE:SO)’s Plant Vogtle power complex stands out for its first new nuclear reactor built from scratch in the country in more than three decades. Moreover, the company made headlines earlier this year when one of Vogtle’s legacy reactors powered up to full capacity, becoming the first commercial reactor in America to run on next-generation fuel. This enables the company to get more out of its existing reactors than in the past, marking a significant change for the overall industry.
The Southern Company (NYSE:SO) is known for its strong commitment to shareholders, having paid dividends without interruption for 78 years. Moreover, the company has raised its payouts for more than 20 consecutive years, putting it among the Best Dividend Stocks for a Dividend Champions List.
12. Constellation Energy Corporation (NASDAQ:CEG)
Upside Potential as of October 6: 6.18%
Constellation Energy Corporation (NASDAQ:CEG) is the largest producer of carbon-free energy in the US, with over 32,400 MW of generating capacity consisting of nuclear, wind, solar, natural gas, and hydroelectric assets.
Constellation Energy Corporation (NASDAQ:CEG) is the largest producer of nuclear energy in the US by a wide margin, over three times more than its closest competitor. The company’s business model generates strong, stable cash flows through regulated rate structures and long-term power purchase agreements and it boasts hyperscalers such as Microsoft, Amazon, and Google among its key customers. It was reported this summer that the utility has also struck a deal with Meta to keep one of its reactors in Illinois operating for 20 years.
Constellation Energy Corporation (NASDAQ:CEG) made headlines earlier this year when it announced the acquisition of Calpine, turning the company into the largest independent power provider in the country. The blockbuster deal, which is expected to close in Q4 2025, is expected to boost CEG’s EPS by more than 20% next year.
11. enCore Energy Corp. (NASDAQ:EU)
Upside Potential as of October 6: 6.66%
enCore Energy Corp. (NASDAQ:EU) engages in the acquisition, exploration, and development of uranium resource properties in the United States.
enCore Energy Corp. (NASDAQ:EU) extracted 203,798 pounds of uranium in the second quarter of 2025, up by a significant 79% from Q1. These numbers are expected to pump after the company announced the acquisition of a 5,900 acre parcel of private land located immediately adjacent to its Alta Mesa uranium project in Texas.
enCore Energy Corp. (NASDAQ:EU) also received a significant boost recently after it was reported that the U.S. Environmental Protection Agency has dismissed a review petition against permits for its Dewey Burdock uranium project. enCore said the project remains on a federal fast-track permitting program.
Following a resurgence of the American nuclear energy sector under the Trump administration and the recent increase in the price of uranium, the stock of enCore Energy Corp. (NASDAQ:EU) has surged by more than 180% over the last six months.
10. Duke Energy Corporation (NYSE:DUK)
Upside Potential as of October 6: 7.14%
Next on our list of the Best Nuclear Energy Stocks is Duke Energy Corporation (NYS:DUK), which engages in the distribution of natural gas and energy related services. The company operates 11 nuclear units at six sites in the Carolinas, representing the company’s largest and most reliable source of carbon-free generation.
Duke Energy Corporation (NYS:DUK) is considering adding large nuclear reactors to its 11-gigawatt fleet as part of a long-term plan aimed at meeting the rapidly growing electricity demand in the Carolinas. The strategy includes a proposal to study the addition of large light-water reactors and small modular reactors, with the company targeting a 2037 in-service date for new nuclear generation.
Duke Energy Corporation (NYS:DUK) has a five-year $83 billion investment program underway to expand its transmission and distribution network, enabling the company to grow its EPS at a rate of 5% to 7% through 2029. Moreover, the company’s business model generates very stable cash flows backed by government-regulated rate structures, allowing it to pay dividends for 99 consecutive years as of mid-2025.
9. NextEra Energy Inc. (NYSE:NEE)
Upside Potential as of October 6: 7.67%
With a market cap of over $169 billion as of the writing of this piece, NextEra Energy Inc. (NYSE:NEE) is the most valuable utility company in the world. The company boasts a diverse mix of energy sources, including natural gas, nuclear, renewable energy, and battery storage.
NextEra Energy Inc. (NYSE:NEE) announced recently that the U.S. Nuclear Regulatory Commission has approved the license renewal for its Point Beach Nuclear Plant Units 1 and 2, extending operations for approximately three additional decades. The development follows a similar subsequent license renewal granted to the Turkey Point Nuclear Power Plant, owned by NextEra’s subsidiary Florida Power & Light Company.
NextEra Energy Inc. (NYSE:NEE) has grown its adjusted EPS at a CAGR of 9% over the last 20 years, more than twice the growth rate of its closest competitors. The company expects to invest $75 billion through 2028 on new renewable energy, battery storage, and electricity transmission projects, allowing it to grow its EPS by 6% to 8% annually through 2027.
NextEra Energy Inc. (NYSE:NEE) has increased its dividends for 29 consecutive years, putting it among the 12 Best Dividend Aristocrat Stocks to Invest in Right Now.
8. Denison Mines Corp. (NYSEAMERICAN:DNN)
Upside Potential as of October 6: 11.07%
Denison Mines Corp. (NYSEAMERICAN:DNN) is a uranium exploration and development company with interests focused on the Athabasca Basin region of northern Saskatchewan, Canada.
The share price of Denison Mines Corp. (NYSEAMERICAN:DNN) has surged by more than 35% since the beginning of 2025, primarily due to the greater attention that the uranium market has been drawing as the Trump administration advances its nuclear energy plans. Moreover, the decision by Cameco to cut back on production presents a significant opportunity for suppliers like Denison.
Denison Mines Corp. (NYSEAMERICAN:DNN) remains focused on expansion and recently invested over $1 million in Foremost Clean Energy, which the latter will use to advance exploration of its 330,000-acre uranium portfolio in Saskatchewan’s Athabasca Basin and for general corporate purposes. Moreover, the company also recently secured a key regulatory approval for its Wheeler River project and began early test mining at another site.
7. GE Vernova Inc. (NYSE:GEV)
Upside Potential as of October 6: 13.68%
GE Vernova Inc. (NYSE:GEV) brings together General Electric’s former portfolio of energy businesses including Power, Wind, Electrification and Digital businesses. The company’s nuclear business, GE Vernova Hitachi Nuclear Energy (GVH), is a world-leading provider of advanced reactors, fuel, and nuclear services.
GE Vernova Inc. (NYSE:GEV) has emerged as a pioneer of the small modular reactor (SMR) technology and made headlines earlier this year after it received permission to begin construction on its BWRX-300 SMR in Ontario – the first reactor of its type in the Western hemisphere, capable of powering roughly 300,000 homes. Moreover, it was reported in August that Swedish utility Vattenfall has selected Rolls-Royce and GEV to build a series of SMRs in the country. The utility plans to order either five BWRX-300 reactors from GEV or three Rolls-Royce SMRs, to provide a total output of around 1,500 MW.
GE Vernova Inc. (NYSE:GEV) is also aiming to deploy small nuclear reactors across the developed world and targeting over $2 billion in annual revenue from the business by the mid-2030s.
6. Public Service Enterprise Group Incorporated (NYSE:PEG)
Upside Potential as of October 6: 13.69%
Next on our list of the Best Nuclear Energy Stocks is Public Service Enterprise Group Incorporated (NYSE:PEG), a predominantly regulated energy company that engages in the provision of electric and gas services. The company is involved in nuclear energy through its subsidiary PSEG Power, which owns and operates merchant nuclear generating assets and provides fuel and energy management services.
Public Service Enterprise Group Incorporated (NYSE:PEG)’s nuclear fleet generated approximately 7.5 terawatt hours (TWh) in Q2 2025, up by 0.5 TWh over the same period in 2024 and reached 15.9 TWh for the first half of this year.
Known for its strong commitment to shareholders, Public Service Enterprise Group Incorporated (NYSE:PEG) raised its dividend by 5% to an annualized $2.52 per share earlier this year, marking the company’s 14th consecutive annual increase. PEG has paid dividends to its shareholders for 118 consecutive years and boasts an annual dividend yield of 3.08% as of the writing of this piece.
Public Service Enterprise Group Incorporated (NYSE:PEG) updated its five-year capital spending program from $21 billion to $24 billion, which supports an expected rate base CAGR of 6% – 7.5% through 2029. This, in turn, drives the company’s non-GAAP operating earnings CAGR to 5% – 7% at the nuclear production tax credit (PTC) threshold. Notably, PSEG intends to execute this capital program without having to issue new equity or sell assets.
5. Vistra Corp. (NYSE:VST)
Upside Potential as of October 6: 15.4%
Vistra Corp. (NYSE:VST) is the largest competitive power generator in the US with a capacity of approximately 41,000 MW, powered by a diverse portfolio that includes natural gas, coal, nuclear, solar, and battery energy storage facilities.
Vistra Corp. (NYSE:VST) owns the second-largest competitive nuclear power fleet in the US and has also secured 20-year license renewals for all six of its reactors. The company expects to add over 600 MW to its existing nuclear capacity by early to mid-2030s.
Vistra Corp. (NYSE:VST) has also started construction on projects supporting its contracts with hyperscalers like Amazon and Microsoft, with expected commercial operation dates in 2025 and 2026, respectively. The utility also reported last month that it has secured a 20-year deal to supply 1,200 MW of power to an undisclosed investment-grade buyer from its nuclear power plant in Texas. Vistra expects power delivery to start in Q4 of 2027 and reach full capacity by 2032.
4. Uranium Energy Corp. (NYSEAMERICAN:UEC)
Upside Potential as of October 6: 21.56%
Uranium Energy Corp. (NYSEAMERICAN:UEC) is engaged in uranium mining and related activities.
The Trump administration recently announced plans to support domestic nuclear materials production and enrichment, providing a significant opportunity for Uranium Energy Corp. (NYSEAMERICAN:UEC), the largest and fastest-growing supplier of uranium in America.
Given the increased interest, Uranium Energy Corp. (NYSEAMERICAN:UEC) recently revealed that it had boosted its stake in Anfield Energy with an investment of $14.82 million, significantly expanding its strategic influence in the uranium market. The company is working to grow its production rapidly, from 0.2 mmlbs in 2025 to 2.8 mmlbs by 2027 and potentially 6 mmlbs by 2030, while utilizing its low-cost and environmentally friendly In-Situ Recovery (ISR) mining method.
The share price of Uranium Energy Corp. (NYSEAMERICAN:UEC) has surged by over 200% over the last six months, with the stock hovering around its all-time high as of the writing of this article.
3. NexGen Energy Ltd. (NYSE:NXE)
Upside Potential as of October 6: 24.54%
NexGen Energy Ltd. (NYSE:NXE) is a Canadian uranium explorer and developer operating particularly in the Athabasca Basin region of Saskatchewan.
NexGen Energy Ltd. (NYSE:NXE) is focused on optimally developing the Rook I Project into the largest, low-cost uranium mine in the world. Earlier this month, the company announced an upsized AUD $600 million equity offering in Australia, along with a concurrent C$400 million bought deal equity offering in North America. The proceeds from these offerings will be used to advance engineering of the Rook I Project, for pre-production capital costs, and for general corporate purposes.
It was recently reported that the company had secured a new uranium offtake agreement with an unnamed ‘major US-based utility’ to deliver 1 million pounds of uranium annually over a five-year period. This latest contract follows the initial agreements NexGen signed with US utility companies last year to supply 5 million pounds of uranium.
Given the renewed global interest in nuclear energy and the recent surge in prices of the nuclear fuel, the share price of NexGen Energy Ltd. (NYSE:NXE) has risen by over 20% since the beginning of 2025.
2. PG&E Corporation (NYSE:PCG)
Upside Potential as of October 6: 27.99%
PG&E Corporation (NYSE:PCG) provides natural gas and electric service to residential and business customers in northern and central California.
PG&E Corporation (NYSE:PCG)’s Diablo Canyon Power Plant is the only operational nuclear power plant in California and provides around 10% of the state’s electricity and nearly 20% of its clean, carbon-free energy. The company recently revealed that it has requested the US Nuclear Regulatory Commission to renew its Diablo Canyon license to allow the plant to operate through 2045, and reported that Unit 2 of the power plant has officially entered extended operations.
PG&E Corporation (NYSE:PCG) also made headlines earlier this year when it launched an on-site generative AI program at Diablo Canyon, marking the first time such technology has been commercially deployed at a nuclear facility in the US.
PG&E Corporation (NYSE:PCG) recently announced a sweeping $73 billion capital investment plan through 2030, marking a $10 billion increase over its previous five-year framework. The move comes as the utility prepares to strengthen its grid to meet the rapidly growing demand from the data center-led surge in electricity usage.
1. IsoEnergy Ltd. (NYSEAMERICAN:ISOU)
Upside Potential as of October 6: 57.56%
Topping our list of the Best Nuclear Energy Stocks According to Analysts is IsoEnergy Ltd. (NYSEAMERICAN:ISOU), a leading, globally diversified uranium company with substantial current and historical mineral resources in top uranium mining jurisdictions in Canada, the United States, and Australia.
IsoEnergy Ltd. (NYSEAMERICAN:ISOU) recently made headlines when the company, together with Purepoint Uranium Group, announced significant uranium findings from its 50/50 joint venture Dorado Project in Saskatchewan’s Athabasca Basin. The project encompasses one of the world’s premier uranium exploration regions through a diversified portfolio of properties totaling over 98,000 hectares of exploration ground.
Moreover, IsoEnergy Ltd. (NYSEAMERICAN:ISOU) announced the launch of its 2025 US exploration program last month, focusing on advancing its uranium projects in southeast Utah. The 15,000-foot drilling program marks the company’s first phase of testing at Flatiron, following historical exploration by Plateau Resources in the 1980s.
Philip Williams, CEO of IsoEnergy Ltd. (NYSEAMERICAN:ISOU), stated:
“Commencing these exploration programs in Utah marks an exciting new chapter for IsoEnergy in the United States. While advancing our past-producing mines toward production remains a top priority, our geological team has also identified compelling new exploration targets that we believe are ready to be tested.”
While we acknowledge the potential of ISOU to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ISOU and that has 100x upside potential, check out our report about this cheapest AI stock.
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