Two Obvious Nuclear Energy Stocks to Invest in for $100 Today
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 20 2025
0mins
Source: Fool
Nuclear Energy Resurgence: Nuclear energy is gaining attention as a zero-emission power source that can support energy-intensive AI data centers, prompting significant government investment and initiatives to boost domestic nuclear capacity.
Investment Opportunities: Companies like Oklo and Centrus are highlighted as promising investments; Oklo focuses on advanced small modular reactors (SMRs) while Centrus specializes in high-assay low-enriched uranium (HALEU) production, both facing regulatory challenges but positioned for future growth.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy OKLO?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on OKLO
Wall Street analysts forecast OKLO stock price to rise
12 Analyst Rating
7 Buy
5 Hold
0 Sell
Moderate Buy
Current: 65.090
Low
90.00
Averages
125.11
High
175.00
Current: 65.090
Low
90.00
Averages
125.11
High
175.00
About OKLO
Oklo Inc. is an advanced nuclear technology company. The Company is engaged in developing fast fission power plants to provide clean, reliable, and affordable energy at scale. It is developing advanced fuel recycling technologies in collaboration with the United States Department of Energy and United States National Laboratories. It provides 24/7 clean energy to data centers, factories, industrial sites, communities, and defense facilities. It offers heat and power through power purchase agreements. Its powerhouse product line, Aurora, is designed to be inherently safe, to be able to run on fresh or recycled fuel, and to produce 15-50 megawatts electric (MWe) and with the potential to expand powerhouse size to produce 100 MWe of electricity. The Company intends to develop specialized radioisotope production capabilities to address urgent supply shortages in life-saving medical radioisotopes and advanced industrial applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
NuScale Power's TVA Collaboration Emerges as Key Growth Catalyst
- Commercialization Catalyst: NuScale Power's collaboration with the Tennessee Valley Authority (TVA) and ENTRA1 Energy is advancing, potentially unlocking up to 6 gigawatts of nuclear deployment, which could become the largest nuclear project in U.S. history, significantly enhancing the company's market position.
- Power Purchase Agreement Progress: The parties are nearing a definitive power purchase agreement (PPA), and once finalized, NuScale expects to quickly initiate site-specific licensing work and OEM contracts, leading to early revenue generation and improved financial stability.
- Regulatory Advantage: NuScale has secured U.S. Nuclear Regulatory Commission (NRC) approvals for two small modular reactor designs, providing a competitive edge as customers increasingly prefer commercially deployable technologies over experimental options.
- Financing Support Potential: The project may receive investment backing from Japan and South Korea, particularly under the $550 billion U.S.-Japan investment framework, which will provide funding assurance for the TVA project and further propel the company's strategic development.
See More
Investment Analysis of Small Modular Reactor Companies
- Oklo's Strong Financials: Oklo boasts $2.5 billion in cash with no debt, providing a solid financial foundation despite not yet generating revenue, and it aims to deploy its Aurora microreactor by the end of 2027 to serve data centers and industrial facilities.
- NuScale's Legal Challenges: NuScale, the only SMR company with design certification from the U.S. Nuclear Regulatory Commission, is currently facing a class action lawsuit alleging it misled investors, which could significantly impact its reputation and finances, contributing to a nearly 30% drop in stock price year-to-date.
- Market Performance Comparison: While Oklo's stock has increased by 40% over the past year, it has still seen a decline of over 20% year-to-date, reflecting the high volatility in the small modular reactor sector, necessitating a high risk tolerance from investors.
- Investment Outlook Assessment: Currently, Oklo is viewed as the safer investment option with long-term growth potential and high-profile partners like Meta Platforms, whereas NuScale's legal issues increase its investment risk, warranting careful evaluation.
See More
Analysis of Oklo and NuScale Small Modular Reactor Competition
- Financial Strength: Oklo boasts $2.5 billion in cash and marketable securities, providing a robust balance sheet that supports its future growth despite not yet being profitable, ensuring its competitive edge in the nuclear energy market.
- Market Outlook: Oklo aims to deploy its Aurora microreactor by the end of 2027, targeting data centers and industrial facilities, which is expected to drive growth in its market share within the nuclear sector.
- Competitive Advantage: NuScale is the only small modular reactor manufacturer with design certification from the U.S. Nuclear Regulatory Commission; however, it faces a class action lawsuit related to its partnership with ENTRA1 Energy, which raises concerns among investors.
- Investment Risks: While both Oklo and NuScale stocks have experienced volatility over the past year, Oklo is viewed as the safer investment option due to its debt-free status and high-profile partners like Meta Platforms, whereas NuScale's legal issues increase investment risks.
See More
Oklo Up 2% as Bank of America Reinstates Buy Rating with $80 Target
- Market Performance Boost: Oklo (OKLO) rose 2% in Friday's trading as Bank of America reinstated coverage with a Buy rating and an $80 price target, reflecting market confidence in its future growth prospects.
- Business Model Advantage: Oklo's differentiated 'build-own-operate' model positions it as a potential leader in the small modular reactor (SMR) sector, uniquely capturing project economics by owning its reactors and pursuing long-term contracts with energy-intensive customers like data centers.
- Strong Market Demand: The binding power agreement of approximately 1.2 GWe with Meta and a pipeline exceeding 14 GWe under non-binding customer letters indicate robust demand for Oklo's offerings, making it one of the largest players in the SMR market.
- Significant Competitive Edge: With the demonstration reactor on track and agreements with hyperscalers, BofA believes Oklo possesses a compelling advantage in capturing opportunities in this rapidly growing market.
See More
2026 EnerCom Denver Energy Investment Conference Set for August
- Conference Dates and Venue: The EnerCom Denver Energy Investment Conference will take place from August 17-19, 2026, at the Westin Denver Downtown, expected to attract over 1,000 industry professionals and investors, providing extensive networking opportunities.
- Charity Golf Tournament: Kicking off the event, a charity golf tournament will be held on August 17, requiring a $150 donation to participate, with proceeds supporting inclusive higher education for students with intellectual disabilities, highlighting the conference's commitment to social responsibility.
- Investor Engagement Opportunities: The conference offers investors direct access to executives from over 70 energy companies through one-on-one meetings and Q&A sessions, enabling them to gain insights into operational and financial strategies that inform investment decisions.
- Sponsors and Participating Companies: EnerCom Denver has attracted notable sponsors and participating companies, including Netherland, Sewell & Associates, showcasing its significant role in the global energy sector and enhancing connections with investors.
See More
2026 EnerCom Denver Energy Investment Conference Set to Take Place
- Conference Dates and Venue: The EnerCom Denver Energy Investment Conference will take place from August 17-19, 2026, at the Westin Denver Downtown, expecting over 1,000 industry professionals and investors, providing extensive networking opportunities.
- Charity Golf Tournament: On the opening day, a charity golf tournament will be held, requiring a $150 donation to participate, with proceeds supporting inclusive higher education initiatives in Colorado, highlighting the conference's commitment to social responsibility.
- Executive Access Opportunities: The conference offers investors direct access to executives from over 70 energy companies through one-on-one meetings and breakout Q&A sessions, aimed at helping investors gain insights into operational and financial strategies.
- Sponsorship and Presentation Opportunities: EnerCom Denver provides sponsorship opportunities for companies looking to enhance their market presence, attracting participation from several well-known firms, thereby increasing the conference's industry impact and professionalism.
See More
NuScale Power's TVA Collaboration Emerges as Key Growth Catalyst
- Commercialization Catalyst: NuScale Power's collaboration with the Tennessee Valley Authority (TVA) and ENTRA1 Energy is advancing, potentially unlocking up to 6 gigawatts of nuclear deployment, which could become the largest nuclear project in U.S. history, significantly enhancing the company's market position.
- Power Purchase Agreement Progress: The parties are nearing a definitive power purchase agreement (PPA), and once finalized, NuScale expects to quickly initiate site-specific licensing work and OEM contracts, leading to early revenue generation and improved financial stability.
- Regulatory Advantage: NuScale has secured U.S. Nuclear Regulatory Commission (NRC) approvals for two small modular reactor designs, providing a competitive edge as customers increasingly prefer commercially deployable technologies over experimental options.
- Financing Support Potential: The project may receive investment backing from Japan and South Korea, particularly under the $550 billion U.S.-Japan investment framework, which will provide funding assurance for the TVA project and further propel the company's strategic development.
See More
Investment Analysis of Small Modular Reactor Companies
- Oklo's Strong Financials: Oklo boasts $2.5 billion in cash with no debt, providing a solid financial foundation despite not yet generating revenue, and it aims to deploy its Aurora microreactor by the end of 2027 to serve data centers and industrial facilities.
- NuScale's Legal Challenges: NuScale, the only SMR company with design certification from the U.S. Nuclear Regulatory Commission, is currently facing a class action lawsuit alleging it misled investors, which could significantly impact its reputation and finances, contributing to a nearly 30% drop in stock price year-to-date.
- Market Performance Comparison: While Oklo's stock has increased by 40% over the past year, it has still seen a decline of over 20% year-to-date, reflecting the high volatility in the small modular reactor sector, necessitating a high risk tolerance from investors.
- Investment Outlook Assessment: Currently, Oklo is viewed as the safer investment option with long-term growth potential and high-profile partners like Meta Platforms, whereas NuScale's legal issues increase its investment risk, warranting careful evaluation.
See More
Analysis of Oklo and NuScale Small Modular Reactor Competition
- Financial Strength: Oklo boasts $2.5 billion in cash and marketable securities, providing a robust balance sheet that supports its future growth despite not yet being profitable, ensuring its competitive edge in the nuclear energy market.
- Market Outlook: Oklo aims to deploy its Aurora microreactor by the end of 2027, targeting data centers and industrial facilities, which is expected to drive growth in its market share within the nuclear sector.
- Competitive Advantage: NuScale is the only small modular reactor manufacturer with design certification from the U.S. Nuclear Regulatory Commission; however, it faces a class action lawsuit related to its partnership with ENTRA1 Energy, which raises concerns among investors.
- Investment Risks: While both Oklo and NuScale stocks have experienced volatility over the past year, Oklo is viewed as the safer investment option due to its debt-free status and high-profile partners like Meta Platforms, whereas NuScale's legal issues increase investment risks.
See More
Oklo Up 2% as Bank of America Reinstates Buy Rating with $80 Target
- Market Performance Boost: Oklo (OKLO) rose 2% in Friday's trading as Bank of America reinstated coverage with a Buy rating and an $80 price target, reflecting market confidence in its future growth prospects.
- Business Model Advantage: Oklo's differentiated 'build-own-operate' model positions it as a potential leader in the small modular reactor (SMR) sector, uniquely capturing project economics by owning its reactors and pursuing long-term contracts with energy-intensive customers like data centers.
- Strong Market Demand: The binding power agreement of approximately 1.2 GWe with Meta and a pipeline exceeding 14 GWe under non-binding customer letters indicate robust demand for Oklo's offerings, making it one of the largest players in the SMR market.
- Significant Competitive Edge: With the demonstration reactor on track and agreements with hyperscalers, BofA believes Oklo possesses a compelling advantage in capturing opportunities in this rapidly growing market.
See More
2026 EnerCom Denver Energy Investment Conference Set for August
- Conference Dates and Venue: The EnerCom Denver Energy Investment Conference will take place from August 17-19, 2026, at the Westin Denver Downtown, expected to attract over 1,000 industry professionals and investors, providing extensive networking opportunities.
- Charity Golf Tournament: Kicking off the event, a charity golf tournament will be held on August 17, requiring a $150 donation to participate, with proceeds supporting inclusive higher education for students with intellectual disabilities, highlighting the conference's commitment to social responsibility.
- Investor Engagement Opportunities: The conference offers investors direct access to executives from over 70 energy companies through one-on-one meetings and Q&A sessions, enabling them to gain insights into operational and financial strategies that inform investment decisions.
- Sponsors and Participating Companies: EnerCom Denver has attracted notable sponsors and participating companies, including Netherland, Sewell & Associates, showcasing its significant role in the global energy sector and enhancing connections with investors.
See More
2026 EnerCom Denver Energy Investment Conference Set to Take Place
- Conference Dates and Venue: The EnerCom Denver Energy Investment Conference will take place from August 17-19, 2026, at the Westin Denver Downtown, expecting over 1,000 industry professionals and investors, providing extensive networking opportunities.
- Charity Golf Tournament: On the opening day, a charity golf tournament will be held, requiring a $150 donation to participate, with proceeds supporting inclusive higher education initiatives in Colorado, highlighting the conference's commitment to social responsibility.
- Executive Access Opportunities: The conference offers investors direct access to executives from over 70 energy companies through one-on-one meetings and breakout Q&A sessions, aimed at helping investors gain insights into operational and financial strategies.
- Sponsorship and Presentation Opportunities: EnerCom Denver provides sponsorship opportunities for companies looking to enhance their market presence, attracting participation from several well-known firms, thereby increasing the conference's industry impact and professionalism.
See More
