Nuclear Markets

Nuclear energy equities · Prices delayed 15 minutes

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26 stocks ▲|18 stocks ▼|Market Closed

Derivatives

URANIUM-USD PerpetualQFEXPERP

$86.50-0.80% 24h

Funding Rateⓘ

+1.0000%

Mark Price$86.52

24/7 · No expiry · Source: QFEXTrade →

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Kalshi & Polymarket · Real-money nuclear contracts

View all on Kalshi →View all on Polymarket →

US grants license for new nuclear reactor in 2026?

Yes21%

$24K tradedPolymarket

Upcoming Earnings

Next 30 days · Nuclear universe

8 companies

Ticker	Report Date	Quarter	EPS Est	Rev Est	Status
EXC Exelon Corp	2026-07-29	Q2 2026	$0.49	$5725948.9B	Pending
CEG Constellation Energy	2026-07-30	Q2 2026	$2.53	$8426287.7B	Pending
CCJ Cameco Corp	2026-07-31	Q2 2026	$0.38	$843159.4B	Pending
UUUU Energy Fuels	2026-07-31	Q2 2026	-$0.04	$31377.8B	Pending
NXE NexGen Energy	2026-08-03	Q2 2026	-$0.05	—	Pending
LEU Centrus Energy	2026-08-03	Q2 2026	$0.96	$146497.8B	Pending
BWXT BWX Technologies	2026-08-03	Q2 2026	$1.07	$920743.7B	Pending
URG Ur-Energy	2026-08-03	Q2 2026	-$0.02	—	Pending

Recent Results

Last 90 days · Beat / miss vs. consensus

17 reports

Ticker	Report Date	Quarter	EPS Est / Act	Rev Est / Act	Status
UEC Uranium Energy Corp	2026-06-16	Q3 2026	-$0.05	$8585.0B	Pending
UEC Uranium Energy Corp	2026-06-09	Q3 2026	-$0.05-$0.11	$4292.5B$0M	Miss
UEC Uranium Energy Corp	2026-06-01	Q3 2026	-$0.05	$8585.0B	Pending
DNN Denison Mines	2026-05-12	Q1 2026	-$0.02-$0.13	$1111.0B$1106.0B	Miss
OKLO Oklo Inc	2026-05-12	Q1 2026	-$0.20-$0.19	$0M$0M	Beat
CEG Constellation Energy	2026-05-11	Q1 2026	$2.59$2.74	$8807942.2B$11122000.0B	Beat
URG Ur-Energy	2026-05-08	Q1 2026	-$0.03-$0.07	—$3931.0B	Miss
SMR NuScale Power	2026-05-07	Q1 2026	-$0.13-$0.14	$14813.3B$565.0B	Miss
VST Vistra Corp	2026-05-07	Q1 2026	$1.35$2.87	$5706669.7B$5640000.0B	Beat
EXC Exelon Corp	2026-05-06	Q1 2026	$0.89$0.91	$6999303.7B$7242000.0B	In Line
URG Ur-Energy	2026-05-06	Q1 2026	-$0.03	$4747.0B	Pending
UUUU Energy Fuels	2026-05-06	Q1 2026	-$0.05-$0.04	$30796.2B$35838.0B	Beat
NXE NexGen Energy	2026-05-05	Q1 2026	-$0.04-$0.24	—	Miss
CCJ Cameco Corp	2026-05-05	Q1 2026	$0.37$0.30	$811776.7B$845000.0B	Miss
LEU Centrus Energy	2026-05-05	Q1 2026	$0.56$1.05	$80308.5B$76700.0B	Beat
BWXT BWX Technologies	2026-05-04	Q1 2026	$0.94$1.12	$855461.0B$860200.0B	Beat
NXE NexGen Energy	2026-04-30	Q1 2026	-$0.04	—	Pending

AI Reaction Notes

UEC

UEC missed Q3 estimates with zero revenue and a wider loss, indicating no uranium sales yet.

DNN

DNN's Q1 2026 earnings miss, with wider EPS loss and lower revenue, signals higher costs impacting uranium project development.

OKLO

Oklo beat Q1 2026 EPS by $0.0066 with zero revenue, indicating disciplined pre-revenue nuclear development spend.

CEG

CEG beat Q1 2026 EPS/revenue estimates, underscoring strong nuclear operations and uranium demand upside.

URG

URG missed Q1'26 estimates as EPS widened to -0.07, signaling higher costs for uranium operations.

SMR

NuScale missed Q1 estimates with a wider loss and far lower revenue, raising SMR deployment concerns for uranium investors.

VST

Vistra's strong EPS beat highlights robust earnings power from its nuclear fleet, supporting uranium demand growth.

EXC

EXC posted inline Q1 earnings with modest EPS/revenue beats, underscoring stable nuclear fleet output.

UUUU

UUUU beat Q1 2026 estimates, with revenue of $35.8B exceeding expectations on uranium sales strength.

NXE

NXE posted a wider Q1 loss than expected but stayed pre-revenue, as typical for its development stage.

CCJ

CCJ missed Q1 EPS estimates despite a revenue beat, tempering optimism for uranium production growth.

LEU

LEU beat Q1 2026 EPS 1.05 vs 0.56, underscoring robust profitability in uranium enrichment.

BWXT

BWXT beat Q1 2026 EPS and revenue estimates, underscoring robust nuclear demand and execution.