Nuclear Stock Face-Off: Is NuScale or BWX Technologies the Better Buy Right Now?
2026-05-22 15:50:00 ET
The nuclear energy market cooled off for about a decade after the 2011 Fukushima disaster prompted many countries to pause their nuclear projects. But over the past few years, the rapid expansion of the power-hungry artificial intelligencee ( AI ) and data center markets -- along with the rollout of safer, more efficient reactors -- has sparked renewed interest in nuclear power .
NuScale (NYSE: SMR) and BWX Technologies (NYSE: BWXT) represent two different ways to profit from that trend. NuScale develops small modular reactors (SMRs) for constructing smaller nuclear power plants in remote areas. BWX is the only large-scale producer of specialized nuclear components, fuel systems, and naval reactor systems in North America.
Yet over the past 12 months, NuScale's stock plunged by more than 50%, while BWX's stock surged nearly 90%. Let's see why BWX crushed NuScale, and if it will remain the better nuclear stock.
NASDAQ: BWXT
BWXT Trading
-1.56% G/L:
$186.54 Last:
277,088 Volume:
$188.76 Open:
