Nafidia Nasdak: nvda The nucleus was not specifically mentioned in the Q4 report or 2025 directions, but the news is no less important for nuclear stocks such as random energy Nyse: smrOKLO Inc. Nyse: okloAnd Cameco NYSE: CCJ.
Important details are related to the evil hot demand on graphics processing units, the escalation of energy consumption with each new generation, and expectations for the account until they grow by 100x for the models of the next generation of artificial intelligence. They refer to continuous, continuous demand and energy acceleration from data centers that include graphics processing units, which are built at an unprecedented rate. Nuclear is a clear, sustainable option and a low carbon fingerprint.
At the same time, Amazon Nasdaq: amznDefinition platforms Nasdak: DefinitionAnd the alphabet Nasdak: Goog It signed a pledge to join more than 20 governments that support the expansion of nuclear energy. They want at least three times the capacity of global nuclear energy by 2050, which is a bold ambition given the time for new projects to reach online and the current small pipeline.
The latest offers contain 60 atomic projects under construction worldwide, especially in Asia, an increase of 13 % over 440 in the process. The undertaking is not binding, but support from Amazon, Meta and Google is important because it represents more than 50 % of the global data center capacity and is pivotal in building an Amnesty International Infrastructure.
Small standard reactors are an important building block for nuclear capacity
Nuscale strength today
Nuscale power
- 52 weeks
- $ 3.79
▼
32.30 dollars
- The target price
- 12.58 dollars
Small standard reactors are exactly what they look: smaller nuclear reactors that can be connected together, expanding the site’s energy to larger activity and network support. Nuscale Power is the leader in this regard, as the traditional SMRS is made with the water approved for use in the United States
Its plans include first reactors online over the next 3-5 years, and it has 12 production units. The most prominent profit report is increasingly interesting in Easter, governments and industries.
The only bad news is that it will be several years ago before the company achieves significant revenues or profits. Analysts expect revenues to grow in 2026, but it does not lead a billion dollar sign until 2030 or later, and profitability will be far. The profits are not predicted until 2030, which may be optimistic.
Analysts evaluate stocks as a mild purchase, and there is a bullish bias for data, with an increase in the purchase or the best and the height of consensus. However, the recent review is a significant reduction in the target price, the consensus is much lower than the current price procedure, and offers a contemporary wind of the market.
The fast OKLO reactors provide advantages for energy generators
Oslo today
- 52 weeks
- $ 5.35
▼
$ 59.14
- The target price
- 44.50 dollars
OKLO is another SMR company, but it focuses on fast initial reactors for liquid minerals. Quick reactors can work at lower temperatures and re -use consumed fuel from other reactors, which is important due to the state of nuclear fuel.
Uranium is abundant on the ground, but primarily in isolated areas outside the United States, it may be estimated that the current stocks of consumer fuel in the United States can operate OKLO reactors for several decades.
Another decisive factor is the use of OKLO for Haleu, or a highly fertilized uranium examination, which is a higher purity of standard nuclear fuel necessary to cancel the potential of full atomic energy generation. OKLO reactors are also approved, and the initial project on the right track to start operating over the next few years.
Cameco feeds nuclear reactors in the world
Kamco today
- 52 weeks
- 35.43 dollars
▼
62.55 dollars
- Profit
- 0.28 %
- P/E ratio.
- 154.04
- The target price
- 73.64 dollars
Cameco is the main supplier of uranium fuel and reactor components worldwide. It is primarily serving the cooled refrigeration with water but also advanced reactors, and with its arrival online, SMRS.
Revenue growth is irregular due to the timing of quarterly shipments, but it tracks an increase over time. More importantly, the company makes profits today and pays profits. The most prominent thing that investors are familiar with it is the last investment in Westinghouse.
Westinghouse is the leading provider of nuclear reactors and equipment. Cameco has 49 % of the company in partnership with Brookfield Renewable Partners, providing a way to grow.
Before you think about the power of Nuscale, you will want to hear it.
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