Rolls-Royce nuclear business could reach £10B, Morgan Stanley analyst says
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 10 2025
0mins
Source: SeekingAlpha
Rolls-Royce's Nuclear Business Potential: The U.K. government's choice of Rolls-Royce to develop small modular reactors could expand its nuclear business from £1B to £10B in the coming years, according to a Morgan Stanley analyst.
Market Response and Future Outlook: Although significant profits are not anticipated until the 2030s, the market is expected to recognize value as contracts are finalized, leading to a rise in share prices which reached a record high before stabilizing.
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.
