Oklo Inc.
OKLO · Utilities
$38.53
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BWX Technologies Already Builds Reactors for the Navy. Why Is It Still the Cheapest Nuclear Stock?
BWX Technologies trades at lower valuations than nuclear peers despite being the sole supplier of reactors and fuel for the U.S. Navy's submarine and aircraft carrier fleets. The company reported 18% revenue growth to $901.6M in Q2, signed $1.4B in new Navy contracts, and raised full-year guidance to $3.8B revenue and $4.70-$4.80 EPS. With an $8.6B backlog and diversification into commercial nuclear and medical isotopes, BWX presents a value opportunity in the nuclear sector.
The Nuclear Energy Boom: Where the Industry Really Stands Heading Into 4Q 2026
While global electricity demand is projected to surge 60% by 2045, creating a nuclear renaissance opportunity, the U.S. market hasn't yet capitalized on this trend. Of 77 reactors under construction worldwide, only 3 are in the Americas, with 57 in Asia. Investors seeking U.S. nuclear exposure should consider global suppliers like Cameco and Brookfield Renewable, while emerging SMR technologies from Oklo and NuScale remain high-risk ventures still awaiting confirmed commercial deals.
Better Small Modular Reactor Stock to Buy After the Sell-Off: Oklo vs. NuScale Power
Both Oklo and NuScale Power have experienced significant stock declines in 2026 (down 45% and 37% respectively) despite growing demand for nuclear power from AI data centers. The article recommends Oklo as the better investment due to its vertically integrated business model, Meta partnership, and stronger cash position ($3B vs $1.9B), with analysts setting a median one-year price target of $80 per share representing potential 97% upside.
A New Nuclear Rival Recently Filed to Go Public. Should Oklo Investors Be Worried?
Holtec Nuclear filed for an IPO on Nasdaq, presenting a lower-risk alternative to Oklo in the nuclear sector. Unlike Oklo, Holtec is an established company with $165 million in quarterly revenue and $17.8 million in net income, while Oklo remains pre-commercial with only $1.2 million in quarterly revenue and significant losses. Holtec's existing nuclear fuel management business funds its SMR development, whereas Oklo faces continued cash burn until reaching commercial operations around 2028.
This Unstoppable Trend Could Mint the Industrial Sector's Next Big Winners
AI and data centers are driving massive increases in electricity demand, with projections showing data center power consumption could rise from 5% to 20% of U.S. electricity by 2035. This is spurring global nuclear energy expansion, creating investment opportunities in uranium mining, small modular reactor (SMR) developers, and nuclear fuel manufacturers.