SMR NuScale Power stock outlook 2026: 77 MWe NPM NRC design certification achieved May 2025, UAMPS CFPP cancellation lessons, RoPower Romania February 2026 investment approval, ENTRA1-TVA non-binding 6 GW collaboration, dilution risk and zero revenue analysis. IRA Section 45U nuclear tax credit angle.
OKLO Oklo stock outlook 2026: Aurora powerhouse 15-75 MWe specs, NRC COLA resubmission timeline after 2022 denial, DOE Idaho National Lab site permit, Meta/Switch data center LOI pipeline, HALEU fuel supply constraints. Binary regulatory bet analyzed.
Constellation Energy (CEG) stock outlook 2026: verified data on the Three Mile Island/Crane Clean Energy Center restart, Microsoft 20-year PPA, Calpine $26.6B acquisition (closed Jan 7, 2026), Section 45U nuclear PTC, 19GW+ fleet economics, and price scenarios.
CCJ Cameco stock outlook 2026: Q1 2026 earnings analysis, McArthur River/Key Lake and Cigar Lake production, Inkai JV Kazakhstan supply risk, Westinghouse 49% stake contribution, spot vs long-term uranium contract strategy. IRA Section 45U tailwinds.
Vistra Corp (VST) stock outlook for 2026: Energy Harbor acquisition impact, Comanche Peak nuclear PPA strategy, AI hyperscaler long-term power deals, IRA nuclear PTC tailwinds, and three price scenarios with key financial data.