Filtered library · Theme
Nuclear & uranium stocks · 6 dossiers
6 Nuclear & uranium stocks moving on the same story, each with a dated research dossier: thesis, kill line and next catalyst.
DormantLast worked 3 September 2026, 53 days ago; the research counts a theme as current for 14 days.
All 6 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers CEG Constellation Energy Corporation Medium Constellation Energy's Google nuclear contracts (890 MW of new uprate output plus 2,700 MW from existing plants) and a raised 2026 outlook support the case; the third-quarter report, expected around 6 November 2026, shows whether revenue… TLN Talen Energy Corporation fresh Medium Talen Energy's $1.5 billion accelerated buyback and roughly $4.0 billion free-cash-flow outlook through 2028 still support the shares, which held above $325 after the 22 October 2026 power-sector sell-off. The 3 November 2026 third-quarter… VST Vistra Corp. Medium Vistra's nuclear and data-center power contracts keep analyst targets well above the $156.14 close, but 2026 guidance has not moved since August. The 6 November 2026 third-quarter report decides whether earnings confirm the story. CCJ Cameco Corporation Low Cameco's uranium contract repricing and a possible Westinghouse listing remain the case, but the shares closed at $82.02 on 21 October 2026 after Barclays cut its target to $95; the 30 October 2026 third-quarter report settles it. OKLO Oklo Inc. fresh Low Oklo Inc. has real reactor progress, but its shares hit $26.35 on 23 October 2026 with two $1 billion share-sale programs open and four brokers cutting targets in a week; the 6 November 2026 third-quarter report shows whether a dated… SMR NuScale Power Corporation Low NuScale Power's case still rests on a binding ENTRA1–TVA power purchase agreement by 31 December 2026, and three analyst cuts in the past week left the shares at $5.38; the 5 November 2026 third-quarter report is the next test.