Nuclear Market Expected to Reach $42 Billion by 2026 Amid Net-Zero Goals
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 30 2025
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Source: PRnewswire
- Market Growth Potential: The global nuclear power market is projected to reach approximately $42 billion by 2026, reflecting the critical role of nuclear energy in the clean energy transition, particularly in industrial decarbonization and grid stability.
- Policy-Driven Investments: Government initiatives such as carbon pricing and long-term power purchase agreements are driving investments in nuclear power and life-extension projects for existing reactors, ensuring nuclear energy's significant role alongside renewables.
- Technological Innovation Outlook: Advanced designs like small modular reactors (SMRs) are gaining traction, expected to reduce upfront costs and enhance safety, catering to niche markets such as remote areas and data centers.
- Strategic Collaboration Opportunities: DevvStream has signed a memorandum of understanding with multiple companies to explore strategic collaboration on SMR nuclear power development and electro-sustainable aviation fuel (eSAF) production, aiming to advance reliable zero-carbon electricity supply.
Analyst Views on CEG
Wall Street analysts forecast CEG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CEG is 412.82 USD with a low forecast of 350.00 USD and a high forecast of 520.00 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.
11 Analyst Rating
8 Buy
3 Hold
0 Sell
Moderate Buy
Current: 287.350
Low
350.00
Averages
412.82
High
520.00
Current: 287.350
Low
350.00
Averages
412.82
High
520.00
About CEG
Constellation Energy Corporation is a producer of emissions-free energy and an energy supplier to businesses, homes and public sector customers nationwide. The Company’s nuclear, hydro, wind, and solar generation facilities have the generating capacity to power the equivalent of 27 million homes, providing about 10% of the nation’s clean energy. Its segments include Mid-Atlantic, Midwest, New York, ERCOT, and Other Power Regions. Through its integrated business operations, it sells electricity, natural gas, and other energy-related products and sustainable solutions to various types of customers, including distribution utilities, municipalities, cooperatives, commercial, industrial, public sector, and residential customers in markets across multiple geographic regions. It operates approximately 55 gigawatts of capacity from nuclear, natural gas, geothermal, hydro, wind and solar facilities.
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.
