Unlocking Nuclear Energy Stocks: NuScale and Oklo’s 2025 Surge
Explore the soaring nuclear energy stocks like NuScale Power and Oklo, backed by U.S. government initiatives and tech giants, and learn when to invest amid this nuclear revival.
Key Takeaways
- Nuclear energy stocks like NuScale and Oklo have surged over 200% since April 2025.
- U.S. government initiatives aim to triple nuclear capacity by 2050, fueling growth.
- Tech giants Meta and Amazon are locking in long-term nuclear power deals.
- NuScale’s SMR technology is the only one certified by the U.S. Nuclear Regulatory Commission.
- Despite soaring stocks, NuScale expects losses in coming years but holds strong cash reserves.
Nuclear energy is no longer the sleepy sector it once was. Since early April 2025, stocks like NuScale Power Corporation and Oklo Inc. have rocketed over 200%, catching Wall Street’s eye as a high-upside play. This surge isn’t a fluke—it's powered by a potent mix of government backing, tech giants’ energy deals, and a global push to wean off fossil fuels. The U.S. government’s ambitious plan to triple nuclear capacity by 2050, coupled with President Trump’s executive order to accelerate nuclear innovation, sets the stage for a nuclear renaissance. Meta and Amazon recently inked long-term agreements with nuclear firms, signaling confidence in this energy revival. But with stocks already soaring, should investors jump in now or wait for a pullback? Let’s unpack the story behind these nuclear energy stocks, focusing on NuScale’s pioneering small modular reactors and Oklo’s rise, to help you navigate this electrifying opportunity.
Understanding Nuclear Energy Stocks
Nuclear energy stocks have captured investor imagination in 2025, with companies like NuScale Power Corporation and Oklo Inc. soaring over 200% since April. This surge reflects more than market hype—it’s a response to a powerful shift in energy priorities. The U.S. government has launched initiatives aiming to triple nuclear capacity by 2050, signaling a long-term commitment to this sector. President Trump’s executive order in late May further accelerates nuclear innovation and expansion, adding fuel to the fire.
Investors are drawn to these stocks not just for their growth potential but because nuclear energy is becoming a cornerstone for powering the AI revolution and broader economic growth. Tech giants like Meta and Amazon have recently signed long-term power agreements with nuclear companies, underscoring the sector’s rising importance. This isn’t just about energy; it’s about the future of technology and industry. Understanding these stocks means seeing beyond the numbers to the tectonic shifts driving their ascent.
NuScale’s Small Modular Reactor Edge
NuScale Power Corporation stands out as a pure-play small modular reactor (SMR) stock, trading under the ticker SMR. SMRs are like the compact cars of nuclear power—smaller, scalable, and designed for mass production. NuScale’s Oregon-based technology is the first and only SMR design approved and certified by the U.S. Nuclear Regulatory Commission (NRC), a major milestone that sets it apart from competitors.
In late May, NuScale received NRC approval for its uprated 250 MWt (77 MWe) Power Modules, keeping it on track for deployment by 2030. This certification is more than a bureaucratic checkbox; it’s a green light that opens doors to multiple industries, including data centers, utilities, and coal plant operators transitioning to nuclear. CEO John Hopkins highlighted ongoing advanced talks with prospective customers across governments and industries, signaling strong commercial interest. NuScale’s projected revenue growth—46% this year and 188% next year—reflects this momentum, even as the company expects to operate at a loss for several years.
Backing from Government and Tech Giants
The nuclear energy revival isn’t happening in a vacuum. The U.S. government’s strategic push to triple nuclear capacity by 2050 is a game-changer. This includes funding, regulatory support, and policy initiatives designed to accelerate innovation and deployment. President Trump’s executive order in May 2025 underscores the administration’s commitment to fast-tracking nuclear power expansion.
Meanwhile, tech giants like Meta and Amazon have jumped on the bandwagon, signing high-profile long-term power agreements with nuclear energy companies. These deals are part of a broader wave where AI hyperscalers secure reliable, clean energy sources to power their massive data centers. This convergence of government policy and corporate demand creates a robust ecosystem supporting nuclear energy stocks. For investors, it means these companies aren’t just speculative plays—they’re part of a coordinated, multi-sector push toward a nuclear-powered future.
Evaluating Investment Timing
With nuclear energy stocks like NuScale and Oklo having already climbed over 100% in the past month, investors face a classic quandary: buy now or wait for a pullback? The rapid ascent reflects strong enthusiasm but also raises questions about valuation and risk.
NuScale’s fundamentals offer some reassurance. The company closed Q1 2025 with roughly $521.4 million in cash and equivalents, zero debt, and $89 million in liabilities. This financial cushion supports ongoing development despite expected losses in coming years. However, the speculative nature of pioneering nuclear technology means volatility is likely. Investors should weigh the excitement of soaring prices against the patience required for long-term deployment and revenue realization. Timing your entry depends on your risk tolerance and belief in nuclear energy’s transformative potential.
Long Story Short
The nuclear energy sector is charging ahead, fueled by government initiatives, tech giants’ commitments, and breakthrough technologies like NuScale’s SMRs. While the stocks have already soared, the underlying fundamentals—such as NuScale’s NRC certification and strong cash position—suggest this is more than a fleeting rally. Investors face a classic dilemma: buy now amid excitement or wait for a dip. Remember, NuScale projects significant revenue growth but will operate at a loss for several years, a common trait in pioneering industries. The relief of a well-backed company with no debt and multiple prospective customers offers a safety net amid speculation. As the world pivots toward cleaner energy to power AI and economic growth, nuclear energy stocks stand at a crossroads of risk and reward. For those ready to embrace the future, understanding these dynamics is key to making informed, confident moves in this nuclear revival.