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5 Best Nuclear Power Stocks to Buy According to Wall Street Analysts

In this article, we will take a look at the 5 Best Nuclear Power Stocks to Buy According to Wall Street Analysts. For a deeper discussion and analysis, please refer to the 15 Best Nuclear Power Stocks to Buy According to Wall Street Analysts.

Photo by Frédéric Paulussen on Unsplash

5. Constellation Energy Corporation (NASDAQ:CEG)

Upside Potential as of May 26: 26.67%

Constellation Energy Corporation (NASDAQ:CEG) is the largest provider of clean, low-carbon energy in the United States. The company also operates the largest fleet of nuclear facilities in the country.

On May 21, the analysts over at Wells Fargo reaffirmed the firm’s ‘Buy’ rating on Constellation Energy Corporation (NASDAQ:CEG) and assigned the stock a price target of $516, reflecting a significant upside of over 71% from the current levels.

The bullish stance comes after Constellation Energy Corporation (NASDAQ:CEG) topped both revenue and profit estimates in its Q1 report earlier on May 11, helped by the rising power demand and contributions from its recently ‌acquired Calpine assets. Moreover, the company reaffirmed its adjusted operating earnings range of $11 to $12 per share for the full-year 2026.

Notably, Constellation Energy Corporation (NASDAQ:CEG) successfully delivered 2 new generation projects to the grid last month. This includes the commissioning of the 105 MW Pastoria Solar Project, the largest-ever renewable energy project contracted by the California DWR. Moreover, its 460 MW Pin Oak Creek natural gas peaking facility in Texas also began commercial operations in late April. The company executives also expressed hope that regulators will issue a decision regarding the restart of its Three Mile Island ​nuclear power plant as early as next month.

4. Vistra Corp. (NYSE:VST)

Upside Potential as of May 26: 38.86%

Vistra Corp. (NYSE:VST) is one of the largest competitive power generators in the United States. The company operates a power generation fleet of natural gas, nuclear, coal, solar, and battery energy storage facilities in the country.

On May 21, Morgan Stanley upped its price target on Vistra Corp. (NYSE:VST) from $208 to $212, while maintaining an ‘Overweight’ rating on the shares. The target boost, which reflects an upside of almost 33% from the current levels, comes after the analyst firm revised its price targets for Regulated & Diversified Utilities / IPPs in North America for April.

Similarly, earlier on May 12, the analysts over at JPMorgan also bumped up the firm’s price target on Vistra Corp. (NYSE:VST) by $4, while keeping its ‘Overweight’ rating (read more details here).

The bullish sentiment comes after Vistra delivered a revenue growth of over 43% YoY to $5.64 billion in its Q1 2026 report earlier this month. The utility also reported $1.494 billion in adjusted EBITDA, driven by rising power demand and prices. The company expects adjusted core profit from continuing operations to be in the range of $6.8 ​billion to $7.6 billion for FY 2026. Moreover, it is targeting to generate over $10 billion of cash through year-end 2027.

3. Denison Mines Corp. (NYSEAMERICAN:DNN)

Upside Potential as of May 26: 41.31%

Denison Mines Corp. (NYSEAMERICAN:DNN) is a uranium mining, development, and exploration company with interests focused in the Athabasca Basin region of northern Saskatchewan, Canada.

On May 14, Scotiabank analyst Orest Wowkodaw raised the firm’s price target on Denison Mines Corp. (NYSEAMERICAN:DNN) from C$6 to C$7.50, while maintaining an ‘Outperform’ rating on the shares. The revised target indicates an upside of 62% from the current price level.

The bullish sentiment comes despite Denison Mines Corp. (NYSEAMERICAN:DNN) posting a loss per share of C$0.13 in its Q1 report a day earlier on May 13. The company’s revenue also declined by almost 20% YoY to C$1.11 million.

Notably, Denison Mines Corp. (NYSEAMERICAN:DNN) revealed in its Q1 earnings call that it received regulatory approval to commence construction at its Phoenix asset in February 2026. With the development of the site expected to take a couple of years, the company expects uranium production to commence in mid-2028. Denison is hoping that once the project becomes operational, the company will begin generating free cash flow.

2. NANO Nuclear Energy Inc. (NASDAQ:NNE)

Upside Potential as of May 26: 54.80%

Nano Nuclear Energy Inc. (NASDAQ:NNE) is an advanced technology-driven nuclear energy company. Its business lines include cutting-edge portable and other microreactor technologies, nuclear fuel fabrication, nuclear fuel transportation, nuclear applications for space, and nuclear industry consulting services.

Nano Nuclear Energy Inc. (NASDAQ:NNE) received a boost on May 26 when the company disclosed that it had acquired the nuclear logistics and transportation company, Secured Transportation Services, for as much as $13 million in cash and stock. The move marks an important milestone in NANO Nuclear’s ambitions to become a vertically integrated nuclear energy company by adding the capability to plan, coordinate, license, secure, and execute nuclear materials transportation and related deployment activities.

Founded in 2005, STS specializes in the transportation of radioactive and nuclear materials and holds approvals for more than 90% of the active US Nuclear Regulatory Commission-approved spent fuel routes in the United States. Moreover, the company delivered audited revenues of approximately $7.1 million and net income of around $1.3 million last year, reflecting strong underlying profitability and operational efficiency.

James Walker, CEO of  Nano Nuclear Energy Inc. (NASDAQ:NNE), commented:

“This is a transformational acquisition for NANO Nuclear. STS brings the kind of deep, specialized expertise that is essential to making advanced nuclear a reality at scale. Transportation is one of the most overlooked, but most critical, pieces of the nuclear value chain. By bringing STS into the NANO Nuclear ecosystem, we are removing a major bottleneck and positioning ourselves as one of the few companies capable of delivering a truly end-to-end nuclear solution. This acquisition doesn’t just strengthen our logistics capabilities, it accelerates everything: our fuel strategy, our deployment timelines, and our ability to serve customers across North America and internationally.”

1. Centrus Energy Corp. (NYSE:LEU)

Upside Potential as of May 26: 55.43%

Topping our list of the Best Nuclear Energy Stocks is Centrus Energy Corp. (NYSE:LEU). It is a trusted American supplier of nuclear fuel and services for the nuclear energy industry.

On May 17, JPMorgan reiterated its ‘Hold’ rating on Centrus Energy Corp. (NYSE:LEU), while assigning the stock a price target of $236. The price estimate reflects an upside of almost 29% from the current levels.

The move comes after Centrus Energy Corp. (NYSE:LEU) comfortably exceeded profit estimates in its Q1 2026 report on May 5. Moreover, the company ended the quarter with a backlog of $3.9 billion that extends through 2040. Centrus also raised its full-year 2026 revenue guidance to $450 million to $500 million, compared to $425 million to $475 million previously. The increase was attributed to “the strength of the first quarter and commercial progress, including conversations around potential new enrichment offtake contracts”.

Given the overall bullish sentiment surrounding the stock, Centrus Energy Corp. (NYSE:LEU) was also recently placed in our list of the 12 Best Uranium Stocks to Buy According to Wall Street Analysts.

While we acknowledge the potential of LEU 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 LEU and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 12 Best LNG Stocks to Buy in 2026 and 10 Best Clean Energy Stocks to Buy Right Now

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.

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We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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