A new analysis from Simply Wall St highlights three nuclear energy stocks for September 2026: NuScale Power, Constellation Energy, and Oklo. The article notes that while the 10-year US Treasury yield near 5.11% pressures many growth stories, nuclear power companies are tied to long-term electricity demand and low-carbon generation, which changes the risk picture. NuScale is a small modular reactor developer with a market value of roughly $3.8 billion and a licensing-backed design, including a FEED Phase 2 role in Romania. Constellation operates a large US nuclear fleet and has signed about 920 MW of long-term power contracts with investment-grade buyers. Oklo is an early-stage developer of compact 15 to 75 MW reactors, with agreements such as 12 GW with Switch through 2044. The article warns that timing, policy shifts, and regulatory progress could change each company's outlook. It also points to a broader nuclear energy stock screener for more options, and clarifies that the commentary is general in nature and not financial advice.
