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The market is being brutal with nuclear companies that are still years away from making real money. 

Oil Price By Alex Kimani – Oct 11, 2026

Nuclear energy stocks have suffered heavy losses over the past year, even as technology companies commit billions of dollars to securing nuclear electricity for AI data centers. The Global X Uranium ETF (URA) has lost more than 20% over the past 12 months, compared with gains exceeding 40% for the Energy Select Sector SPDR Fund (XLE). Investors have grown increasingly concerned about valuations, financing requirements and the long development timelines for companies that don’t yet generate any meaningful commercial revenues.

The market has been brutal with nuclear companies that are still years away from making real money. NuScale Power Corp. (NYSE: SMR) has lost about 82% of its value over the past year, Oklo Inc. (NYSE: OKLO) is down roughly 75%, and Nano Nuclear Energy (NASDAQ: NNE) has fallen nearly 68%. All three are developing technologies that could eventually feed enormous new demand for nuclear power, but investors are no longer paying nearly as much for what could happen years from now.

NuScale received standard design approval from the Nuclear Regulatory Commission (NRC) for its 77-megawatt SMR technology in May 2025, but continues to burn cash as it works toward commercial deployment. In January, Sam Altman-backed Oklo and Meta Platforms (NASDAQ: META) announced an agreement supporting development of a 1.2-gigawatt nuclear energy campus in Pike County, Ohio, to supply electricity for Meta’s regional data centers and AI infrastructure. Initial generation is targeted for as early as 2030, with the full 1.2 GW potentially coming online by 2034. Nano Nuclear, which is developing portable microreactors, also faces a long road to commercialization.

Uranium fuel suppliers and miners have suffered substantial losses of their own. Centrus Energy Corp. (NYSE: LEU) has dropped some 62% over the past year, Uranium Energy Corp. (NYSE American: UEC) has fallen roughly 32%, and BWX Technologies (NYSE: BWXT) has lost around 27%………………………….https://oilprice.com/Alternative-Energy/Nuclear-Power/3-Stocks-To-Play-The-Nuclear-Energy-Boom.html

October 16, 2026 - Posted by Christina Macpherson | business and costs, Small Modular Nuclear Reactors