Global X Uranium

Westinghouse: US and Japan Reach Agreement on Roles in Potential Nuclear Projects

Roth MKM Analyst Maintains Buy Rating on Denison Mines (DNN)

Denison Mines released FY2025 earnings on March 11 (EST), actual revenue USD 3.543 M (forecast USD 4.937 M), actual EPS USD -0.1745 (forecast USD -0.1523)

Denison Mines released FY2025 Q4 earnings on March 11 (EST), actual revenue USD 892.08 K (forecast USD 803.02 K), actual EPS USD -0.0417 (forecast USD -0.0156)

Dennis Lyle Higgs Sells Energy Fuels Inc Shares

Dennis Lyle Higgs Sells 14,000 Shares of Energy Fuels

Dennison Mining Approves Phoenix In-Situ Recovery Uranium Mine Construction Investment for Wheeler River Project

Uranium Energy released FY2026 Semi-Annual Earnings on March 10 Pre-Market (EST), actual revenue USD 20.2 M, actual EPS USD -0.0509

Uranium Energy released FY2026 Q2 earnings on March 10 Pre-Market (EST), actual revenue USD 20.2 M (forecast USD 0), actual EPS USD -0.0299 (forecast USD -0.05)

Oklo to Report Q4 2025 Earnings

Oklo to Release FY2025 Annual Earnings on March 17 After-Market (EST), Forecast Revenue USD 0, EPS USD -0.6228

Oklo and Centrus Energy plan to establish a joint venture for high-assay low-enriched uranium conversion services

Cameco Corporation's Stock Price Dips, Analyst Ratings Mixed

Significant Bearish Sentiment in Cameco's Options Market

NexGen Energy Reports Lower-than-Expected Quarterly Earnings and Ready to Start Rook One Project

NexGen Energy Obtains Construction License for Rook I Uranium Project

Nexgen Energy released FY2025 Q4 earnings on March 4 After-Market EST, actual revenue USD 0, actual EPS USD -0.0494

Nexgen Energy released FY2025 Annual Earnings on March 4, 2026, After-Market EST with actual revenue USD 0 and EPS USD 0

Energy Fuels Senior VP Curtis Moore Disposes of Ordinary Shares

Caroline Cochran Sells Oklo Inc. Shares

bioAffinity Tech

Firefly Neuroscience

Silvaco

eLong Power

T-REX 2X Long UPXI Daily Target ETF

Polaryx Therapeutics

TCW Strategic Income Fund, Inc.

Stak

iSpecimen

Oruka Therapeutics

BWXT

OKLL

OKLO

SMUP

MarketBeat highlights five nuclear stocks to watch: Oklo, Centrus Energy, BWX Technologies, NuScale Power, and Nano Nuclear Energy. These companies are involved in various aspects of the nuclear energy sector, including fuel processing and reactor manufacturing. Investors are drawn to these stocks for exposure to low-carbon energy, but should consider factors like commodity cycles and regulatory changes. Oklo focuses on fission power plants and fuel recycling, while Centrus supplies nuclear fuel components. BWX manufactures nuclear components, NuScale develops modular reactors, and Nano Nuclear Energy is also noted for its potential.

Market Beat

BWX Tech

Defiance Daily Target 2X Long OKLO ETF

Centrus Energy

Tradr 2X Long SMR Daily ETF

VanEck Uranium + Nuclear Energy ETF

Oklo

T-REX 2X Long SMR Daily Target ETF

NANO Nuclear Energy

NuScale Power

Promising Nuclear Stocks To Keep An Eye On - March 13th

URNM

China officially joined the "Triple Nuclear Energy Declaration," which aims to triple the global nuclear power installed capacity by 2050 compared to 2020. With countries like China, Brazil, and Belgium joining one after another, the total number of signatories has expanded to 38

- China has officially joined the global nuclear energy expansion commitment, enhancing the multilateral framework of nuclear energy.  
- This announcement was made at the Nuclear Energy Summit in Paris on March 10, where China aims to triple global nuclear capacity by 2050, with support from 38 countries now signed on.  
- China's participation is seen as a significant force for sustainable nuclear energy development and the global transition to green and low-carbon energy.

Wallstreetcn

Sprott Uranium Miners ETF

China joins the Triple Nuclear Energy Declaration

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Reuters

Mitsubishi Heavy Industries, Ltd.

Toshiba

Sumitomo Heavy Industries, Ltd.

Kawasaki Heavy Industries Ltd.

Cameco

US, Japan agree on their roles in potential nuclear power project, Westinghouse says

PLOO

PLTU

PLTR

PTIR

PLTG

Centrus Energy has partnered with Palantir Technologies to enhance its uranium enrichment capacity, identifying nearly $300 million in potential cost savings. This collaboration will utilize Palantir's AI-driven software to optimize various operational aspects, including project controls and supply chain management. The partnership aims to reduce manufacturing lead times and improve efficiency, positioning Centrus as a competitive player in the market. The announcement was made during AIPCon 9, highlighting the significance of AI in critical infrastructure projects for energy security.

- Palantir Technologies and Centrus Energy have announced a partnership to enhance uranium enrichment using AI-driven software.  
- The collaboration aims to identify potential cost savings of nearly $300 million while improving operational efficiency and reducing manufacturing lead times.  
- This initiative supports the expansion of Centrus' uranium enrichment capacity in the U.S. and aims to bolster energy security by decreasing reliance on foreign suppliers.

StockTitan

Leverage Shares 2x Cpd Acclrtd PLTRMnETF

Defiance Leveraged Long +Income PLTR ETF

Direxion Daily PLTR Bull 2X Shares

Palantir Tech

GraniteShares 2x Long PLTR Daily ETF

Leverage Shares 2X Long PLTR Daily ETF

Centrus Partners with Palantir to Drive Cost Savings and Unlock Operational Efficiencies in Major Expansion of U.S. Uranium Enrichment Capacity | LEU Stock News

Oklo Inc. and Centrus Energy Corp. are forming a joint venture to establish a HALEU fuel hub in Piketon, Ohio, aimed at enhancing the U.S. nuclear fuel cycle. This initiative could alleviate a significant HALEU supply bottleneck for advanced reactors. While the hub may improve Oklo's investment case, challenges remain, including regulatory hurdles and project timelines. Investors are keenly awaiting Oklo's 2025 results for insights on deployment and funding needs. Current estimates suggest a potential 88% upside in Oklo's stock value, but reliance on federal programs poses risks to returns.

Simplywall

Is Oklo’s Piketon HALEU Fuel Hub With Centrus Altering The Investment Case For Oklo (OKLO)?

URNJ

Joseph Reagor from Roth MKM has maintained a Buy rating on Denison Mines (DNN) with a price target of $4.25. Reagor, who focuses on the Basic Materials sector, has an average return of 30.1% and a 54.62% success rate on recommended stocks. Additionally, Desjardins also maintained a Buy rating on Denison Mines with a C$7.00 price target in a report released on February 26.

Tip Ranks

Sprott Junior Uranium Miners ETF

Denison Mines

Invesco DB TR Base Metals ETF

Denison Mines (DNN) Receives a Buy from Roth MKM

Oklo Inc. (NYSE: OKLO) has seen a rise in market sentiment, with its Benzinga Edge momentum score increasing from 88.54 to 90.27. Despite a 14.46% year-to-date decline, the stock has gained 159.10% over the past year, driven by global uranium supply concerns and geopolitical tensions. Analysts maintain a Buy Rating with a price target of $110.88 ahead of the March 17 earnings report. Additionally, Oklo has formed a joint venture with Centrus Energy for high-assay low-enriched uranium services, enhancing U.S. nuclear fuel capabilities.

benzinga_article

Oklo Momentum Climbs On Joint Venture With Centrus Energy, US Plans For Iran Nuclear Stockpiles

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Cameco Corp once fell by 8.9%, Energy Fuels Inc. once fell by 4.4%, and Trump stated that the current focus is not on acquiring uranium materials from Iran

Energy Fuels

Cameco (TSX:CCO) has experienced an 8.4% decline in share price over the past month, despite a 17.6% gain in the last three months and a remarkable 143.6% total return over the past year. Currently trading at CA$148, analysts suggest a fair value of CA$175, indicating it may be undervalued by 15.1%. The company's strong production assets and strategic supply management position it well for future growth, although its high P/E ratio of 116.1x raises concerns about market optimism. Investors are encouraged to consider other undervalued stocks and opportunities in the nuclear sector.

Assessing Cameco (TSX:CCO) Valuation After Strong Long Term Returns And Recent Share Price Pullback

Energy Fuels Inc (NYSEAMERICAN:UUUU) Director Dennis Lyle Higgs sold 6,000 shares at an average price of $20.64, totaling $123,840. Following this sale, he owns 151,113 shares, a 3.82% decrease in ownership. Higgs also sold 8,000 shares on March 9th for $156,960. The stock traded down to $19.91, with a market cap of $4.72 billion. Analysts have mixed ratings, with an average target price of $24.94. Institutional investors have increased their stakes in the company recently.

Dennis Lyle Higgs Sells 6,000 Shares of Energy Fuels (NYSEAMERICAN:UUUU) Stock

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Uranium Energy Corp. reported a significant revenue decline in Q2 FY2026, with revenues of $20.2 million and a net loss of $13.9 million, down from $49.8 million and a net loss of $10.2 million a year ago. Despite this, analyst Heiko Ihle from HC Wainwright reaffirmed a Buy rating and raised the price target to $26.75, citing the company's strong financial position with $144 million in uranium inventories and $486.3 million in cash. UEC shares rose 1.24% to $14.66.

Uranium Energy

Direxion Daily Uranium Industry Bull 2X Shares

Defiance Daily Target 2X Lng Uranium ETF

Uranium Energy Faces Revenue Dip But Stays Well-Funded For Growth: Analyst

Cameco (NYSE:CCJ) has delivered an annualized return of 24.41% over the past decade, outperforming the market by 11.81%. With a current market cap of $50.12 billion, a $1000 investment in CCJ 10 years ago would now be worth $9,283.41, highlighting the significant impact of compounded returns on investment growth.

$1000 Invested In Cameco 10 Years Ago Would Be Worth This Much Today

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The European Union will provide a €200 million guarantee to boost private investment in innovative nuclear technology, as announced by European Commission President Ursula von der Leyen. This initiative aims to advance nuclear energy, support sustainable energy solutions, and enhance energy security. It encourages private sector involvement in developing cutting-edge nuclear technologies, aligning with the EU's broader environmental goals and commitment to cleaner energy sources.

CoinLive

Roundhill Uranium ETF

Range Nuclear Renaissance ETF

ALPS Nautilus SMR, Nuclear & Tech ETF

EU to Provide €200 Million Guarantee for Private Investment in Innovative Nuclear Technology

Cameco Corporation (NYSE:CCJ) shares fell 6.4% to $107.92 on Friday, with trading volume increasing by 46%. Analysts have mixed ratings, with 13 recommending a Buy and 2 a Hold. Recent earnings showed $0.36 EPS, exceeding estimates. The company has a market cap of $47 billion and a P/E ratio of 111.26. Institutional investors hold 70.21% of shares, with Vanguard Group being a significant stakeholder. Cameco is a major uranium producer, supplying the nuclear power industry.

Cameco (NYSE:CCJ)  Shares Down 6.4%   - Should You Sell?

Britain's government is advancing nuclear planning and regulatory reforms to expedite atomic projects for homes and datacenters. The reforms aim to reduce bureaucratic hurdles, including easing environmental approvals and limiting legal challenges for nationally important projects. Led by John Fingleton, the Nuclear Regulatory Taskforce advocates for smarter regulation focused on real risks while protecting nature. The Nuclear Industry Association supports these reforms, emphasizing their importance for energy security. Completion of the reforms is expected by the end of 2027, contingent on legislative timelines.

The Register

Atomic Britain: UK plans regulatory reset to boost nuclear power

And this is exactly why we track the Politicians ✍️Remember back on 2/14, we flagged Rep. Fleischmann's buy of the Global Uranium ETF $Global X Uranium(URA.US)Why?He sits on 6 committees that oversee Energy including Co-Chairman of the Advanced Nuclear CaucusWell yesterday Energy Sec. Wright confirmed Trump's admin plans to put real money behind nuclear securitySince then the stock is +57%

And this is why we follow the politicians ✍️Back on 2/14 we flagged Rep. Fleischmann (R)'s $15K buy of the Global Uranium ETF $Global X Uranium(URA.US)Why?He sits on 6 committees that oversee Energy including Co-Chairman of the Advanced Nuclear CaucusThe stock is +40% since

$NANO Nuclear Energy(NNE.US)【North American uranium mining stocks and nuclear energy concept stocks surged, Microsoft to receive nuclear power supply from Constellation Energy】Constellation Energy (CEG) once rose about 17.1%, Vistra (VST) once rose about 11.1%, Uranium Energy (UEC) rose 6.4%; Canada-listed Cameco once rose over 8.03%, Energy Fuels once rose over 7%, Denison Mines once rose 5.58%. Earlier on September 20, Constellation Energy, the top nuclear reactor operator in the U.S., expects Three Mile Island to resume power generation services in 2028 to meet Microsoft's demand.

Constellation Energy

Vistra