U.S. nuclear policies pushed sector headlines on Apr 6, 2026; nuclear supplied ~19% of U.S. power in 2022 (U.S. EIA) and ~440 reactors operated globally (IAEA PRIS).

Investing.com -- China’s nuclear power sector is entering a significant growth phase, with several key players well-positioned to benefit from the country’s expanding nuclear reactor fleet and technological advancements, according to recent UBS analysis. The investment bank has identified three standout companies leveraging China’s nuclear upcycle, highlighting their strong growth potential and attractive valuations compared to global peers. UBS initiated coverage with a Buy rating and a HK$9.60 price target, identifying Harbin as a top-tier Chinese power equipment manufacturer with the highest nuclear gross profit exposure among listed domestic OEMs. The bank forecasts a 19% EPS CAGR over 2024-29, driven by China’s expanding nuclear reactor fleet, potential upside from small modular reactor development, and growing subscription-based maintenance services. Trading at 6x 2026E PE, Harbin offers an attractive valuation discount compared to both global and domestic competitors. 2. Dongfang Electric Corporation UBS initiated coverage with a Buy rating and HK$23.60 price target for Dongfang Electric-H shares. As a diversified power equipment manufacturer serving multiple energy sectors, Dongfang is projected to achieve a 27% EPS CAGR from 2024-29, significantly outpacing its 11% growth from 2020-24. This acceleration is expected to come from scaling subscription-based maintenance services, the nuclear equipment upcycle, and potential gains from next-generation technologies including small nuclear reactors and fusion. UBS’s EPS estimates for 2025-27 exceed consensus by 4-29%, while the stock trades at just 10x 2026E PE compared to the 44x average for global peers. The bank specifically highlighted Dongfang Electric-A shares as its top sector pick. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. 3. China National Nuclear Power UBS reiterated its Buy rating while raising the price target to Rmb11.30. The bank views CNNP as offering a more balanced risk-reward profile than some competitors, citing its partial exposure to renewables that could benefit from potential policy support and lower fuel cost risk with nuclear fuel supply contracts secured until 2030. With stable operations, higher cost visibility, and a stronger balance sheet, UBS sees upside potential at 1.4x 2026E P/BV, which remains below the historical average of 1.8x forward PB while offering an implied 2% dividend yield. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. With 1133 making headlines, savvy investors are asking: Is it truly valued fairly? In a market full of overpriced darlings, identifying true value can be challenging. InvestingPro's advanced AI algorithms have analyzed 1133 alongside thousands of other stocks to uncover hidden gems. These undervalued stocks, potentially including 1133, could offer substantial returns as the market corrects. In 2025 alone, our AI identified several undervalued stocks that later surged by 50 or more. Is 1133 poised for similar growth? Don't miss the opportunity to find out.

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Nuclear Stocks Are Hot. This One Just Got a Big Target-Price Increase.  Barron's

‘Barron’s Roundtable’ highlights the success of nuclear stocks  Fox Business

Nuclear Stocks Take Off On Key Earnings Report As Trump Targets Moon Reactor  Investor's Business Daily

Palantir, Nuclear Stocks, and the Put/Call Ratio: Key Stocks, Sectors, and Indicators on Watch After U.S. Strikes on Iran  Yahoo Finance

Investing.com-- Nuclear energy stocks gained ground on Tuesday as Oklo (NYSE:OKLO) stock rose 5%, Nano Nuclear (NASDAQ:NNE) stock rose 5%, and NuScale Power (NYSE:SMR) stock rose 4% after a Senate panel proposed changes to President Trump’s budget that would extend tax credits for hydro, nuclear, and geothermal power to 2036. The gains in nuclear stocks stood in sharp contrast to significant declines in solar energy names, which dropped after the same Senate proposal included plans to phase out tax credits for solar power by 2028. Tuesday’s rally in nuclear stocks builds on recent momentum following executive orders from President Trump designed to support the nuclear industry. The policy shift appears to be creating a more favorable regulatory environment for nuclear power companies. The Senate panel’s budget proposal represents a significant policy development for the energy sector, potentially reshaping investment priorities in the coming years by extending support for nuclear energy while reducing incentives for solar power. The divergent performance between nuclear and solar stocks highlights how policy decisions can create clear winners and losers within the broader energy sector, with investors quickly adjusting their positions based on anticipated changes to the regulatory landscape. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Constellation Energy, Nuclear Stocks Jump on 20-Year Meta Deal to Power AI  Investopedia

Futures fell slightly. Meta Platforms signed a 20-year deal with Constellation Energy, lifting nuclear stocks. Credo Technology and Dollar General were earnings winners. The post Dow Jones Futures Fall; Meta-Constellation Deal Fuels Nuclear Stocks appeared first on Investor's Business Daily.

Nuclear Stocks Continue To Climb After Trump's Executive Orders  Investopedia

Cathie Wood Sold These Nuclear Stocks As Trump's Executive Orders Sent The Sector Soaring  MSN

Does The Latest Nuclear Stocks Rally Have Legs?  Bloomberg.com

Nuclear stocks rally on report Trump will sign executive orders to support industry  CNBC

Investing.com -- Shares of nuclear energy companies have rallied premarket Friday after a Reuters report said U.S. President Donald Trump is preparing to sign executive orders aimed at revitalising the nuclear power industry as early as Friday. The report explains that the upcoming orders are expected to simplify the regulatory process for approving new reactors and strengthen domestic nuclear fuel supply chains. According to Reuters, the White House may also invoke the Cold War-era Defense Production Act, allowing Trump to declare a national emergency over U.S. reliance on Russia and China for enriched uranium and advanced nuclear technology components. The report triggered gains across the sector in premarket trading. Uranium Energy (NYSE:UEC) is up 18%, Energy Fuels (TSX:EFR) and NuScale Power have climbed 16%, and Centrus Energy (NYSE:LEU) has jumped 22%. Companies with nuclear utility exposure also rallied, with Constellation Energy (NASDAQ:CEG) up 5.3%, GE Vernova gaining 3%, and Vistra rising 4%. Nuclear startups and technology firms posted even steeper increases. Oklo Inc., backed by OpenAI CEO Sam Altman, soared 19%, and Nano Nuclear Energy gained 17.4%. The Global X Uranium (NYSE:URA) ETF has advanced 9%. A Reuters source reportedly said that officials from the industry, including the Nuclear Energy Institute and Constellation, were asked to attend a signing ceremony Friday afternoon. Furthermore, Reuters says the Trump administration has been discussing four draft executive orders that look for ways to give the administration more power to approve reactors and reform the Nuclear Regulatory Commission.

Nuclear stocks surge on report of Trump executive orders to boost industry  Yahoo Finance

(Reuters) -Shares of nuclear power soared in premarket trading after a Reuters report said U.S. President Donald Trump will sign executive orders aimed to jumpstart the nuclear energy industry as soon as Friday. Trump is expected to streamline the regulatory process for new reactor approvals and enhance fuel supply chains, four sources familiar with the matter told Reuters. Uranium miners led the gains with Uranium Energy (NYSE:UEC) up 11.8%, Energy Fuels (TSX:EFR) climbing 13.2%, and Centrus Energy (NYSE:LEU) surging 19.6%. Nuclear utilities Constellation Energy (NASDAQ:CEG) rose 5.5%, GE Vernova was up 3.3% and Vistra added 4%. Sam Altman-backed nuclear startup Oklo Inc jumped 16%, while Nano Nuclear Energy soared 15.8%. NuScale Power, which develops nuclear technology, added 14.1% and Global X Uranium (NYSE:URA) ETF surged 9%. The United States is facing the first rise in power demand in two decades from the boom in artificial intelligence, Trump declared an energy emergency on his first day in office.

3 Brilliant Nuclear Stocks to Buy Now and Hold for the Long Term  The Motley Fool

Why Nuclear Stocks Soared Today  Yahoo

Cadre Holdings (CDRE) upgraded to Strong Buy with a $49.27 target (61% upside).