17 Stocks to Invest in for the 'Nuclear Revival'
Written by Emily J. Thompson, Senior Investment Analyst
Source: Barron's
Updated: Nov 17 20250mins
- Nuclear Energy Renaissance: Brokerage firm Mizuho reports that nuclear energy is experiencing a resurgence, indicating a positive trend in the sector.
- Investment Opportunities: This revival in nuclear energy presents new opportunities for investors looking to capitalize on the growing interest in this energy source.
EMR.N
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Intellectia
Analyst Views on EMR
Wall Street analysts forecast EMR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EMR is 146.50 USD with a low forecast of 115.00 USD and a high forecast of 165.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
8 Buy
4 Hold
1 Sell
Moderate Buy
Current: 136.640
Low
115.00
Averages
146.50
High
165.00
Current: 136.640
Low
115.00
Averages
146.50
High
165.00
JPMorgan
Neutral
maintain
$151 -> $150
2025-11-10
Reason
JPMorgan
Price Target
$151 -> $150
2025-11-10
maintain
Neutral
Reason
JPMorgan lowered the firm's price target on Emerson to $150 from $151 and keeps a Neutral rating on the shares. The firm updated the company's model post the fiscal Q4 report.
Baird
Neutral
downgrade
$146 -> $143
2025-11-06
Reason
Baird
Price Target
$146 -> $143
2025-11-06
downgrade
Neutral
Reason
Baird lowered the firm's price target on Emerson to $143 from $146 and keeps a Neutral rating on the shares. The firm updated its model following results whic introduced moving pieces to its 2026 guidance but the underlying dynamics are stable and healthy.
RBC Capital
Outperform
maintain
$154 -> $155
2025-10-16
Reason
RBC Capital
Price Target
$154 -> $155
2025-10-16
maintain
Outperform
Reason
RBC Capital raised the firm's price target on Emerson to $155 from $154 and keeps an Outperform rating on the shares as part of a broader research note previewing Q3 earnings in Industrials space. Multiple multi-year sector drivers - like electrification, reshoring, and datacenter/AI - and a Fed ease cycle should fuel continued mid-cycle growth and strong earnings visibility, while tariffs remain a fluid but manageable headwind for now, the analyst tells investors in a research note. Datacenter remains the strongest vertical in the sector and muni water the steadiest, while residential construction, HVAC, and chemicals are the weakest end markets, the firm added.
JPMorgan
Neutral
maintain
$135 -> $151
2025-10-15
Reason
JPMorgan
Price Target
$135 -> $151
2025-10-15
maintain
Neutral
Reason
JPMorgan raised the firm's price target on Emerson to $151 from $135 and keeps a Neutral rating on the shares as part of a Q3 earnings preview for the electrical equipment and multi-industry sector. The firm is a "bit more cautious" in the near term on the group but says valuation setup "is now at least more attractive." JPMorgan is "leaning more towards value plays with negative positioning" into the quarter.
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About EMR
Emerson Electric Co. is a global technology and software company that provides solutions for customers in a wide range of end markets around the world. The Company operates through seven segments under two business groups, such as Intelligent Devices and Software and Control. Its Intelligent Devices business includes Final Control, Measurement & Analytical, Discrete Automation, and Safety & Productivity. Software and Control business includes Control Systems & Software, Test & Measurement, and AspenTech. Its Final Control segment is a global provider of control valves, isolation valves, shutoff valves, pressure relief valves, pressure safety valves, actuators, and regulators for process and hybrid industries. Its Measurement & Analytical segment is a supplier of intelligent instrumentation measuring the physical properties of liquids or gases. AspenTech segment provides asset optimization software that enables industrial manufacturers to design, operate and maintain their operations.
About the author
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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.
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