Centrus Energy Option Alert: Jan 16 $175 Calls at the Bid: 700 vs 322 OI; Earnings 8/5 After Close [est] 

Centrus Energy Option Alert: Jan 16 $175 Calls at the Bid: 700 @ $28.5 vs 322 OI; Earnings 8/5 After Close [est] Ref=$149.44

Centrus Energy (AMEX:LEU) 주식

CENTRUS ENERGY CORP-CLASS A

Centrus Energy

Centrus Energy Corp is engaged in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment has two components which include the sale of separative work units and uranium. The Technical Solutions segment provides engineering, design, and manufacturing services to government and private sector customers. The majority of the firm's revenue is derived from the LEU segment. It has a business presence in the U.S. and other countries, of which prime revenue is generated in the U.S.

ELF-Photo by LisaChi via Shutterstock

Mid Cap

News

Movers

DOOO

INFA

JOBY

LZMH

MRUS

OKLO

지난주 가장 좋은 실적을 기록한 11개 중형주는 다음과 같다. LZ 테크놀로지 홀딩스, 센트러스, 엘프 뷰티, 메루스, 오클로, 뉴스케일파워, 인포매티카, BRP, 박스, 조비 에비에이션, C3 AI

엘프 뷰티, 박스, 조비 에비에이션 등 지난주 급등한 중형주 11종목 (5월 26일~30일)

View,On,Cooling,Towers,Of,Nuclear,Power,Plant,Thermal,Power

Long Ideas

Technicals

Trading Ideas

BWXT

원자력 분야는 대통령의 파워로 새로운 전환점을 맞이했으며, 월가도 주목하고 있다.  도널드 트럼프 대통령이 미국 원자력 산업 부흥을 목표로 하는 일련의 행정 명령에 서명하면서, 원자력 발전 스타트업인 오클로(NYSE:OKLO), 우라늄 공급업체 센트러스 에너지(NYSE:LEU), 그리고 원자로 대기업 BWX 테크놀로지스(NYSE:BWXT) 주가가 이번 주에 급등했다.

원자력 3인방 오클로·센트러스·BWX, 트럼프의 원전 정책 강화 속 급등세

Wall Street bull

Equities

Markets

General

TLSA

아크 인베스트의 창립자 캐시 우드가 회사의 리서치를 재공유한 이후 원자력 에너지 주식과 ETF가 다시 주목을 받고 있다. 해당 리서치는 규제 장애물과 반원자력 정서가 어떻게 비용 초과를 야기하고 오늘날 원자력이 천연가스보다 가격 경쟁력이 떨어지게 만들었는지에 관한 내용이다. 

캐시 우드, 규제 어려움 겪는 원자력 에너지 주식에 관심 표명: 오클로, 카메코, 센트러스 에너지 등

Centrus Energy Corp. Class A Common Stock

Centrus Energy Corp

U.S. stocks were higher, with the Dow Jones index gaining around 100 points on Wednesday.
Shares of SailPoint, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAIL#NASDAQ">SAIL</a>) rose sharply during Wednesday's session after the company reported better-than-expected first-quarter adjusted EPS results and raised its FY26 guidance <a href="https://www.benzinga.com/quote/SAIL/earnings">above estimates</a>.
The company reported quarterly revenue growth of 23% year-on-year to $230.47 million, compared to analyst consensus estimates of $235.19 million. The quarterly subscription revenue was $215.32 million, up by 27%. The company reported an adjusted EPS of 1 cent, surpassing the consensus analyst estimate of a 1-cent loss.
SailPoint shares jumped 20.1% to $23.60 on Wednesday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>Quantum Computing Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>) shares jumped 30.6% to $19.77.</li>
<li>QuantaSing Group Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QSG#NASDAQ">QSG</a>) gained 21.3% to $11.21. Citigroup analyst Alice Cai, on Tuesday, upgraded QuantaSing from Neutral to Buy and raised the price target from $6.1 to $9.52.</li>
<li>Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) gained 21.3% to $63.99. Oklo has been selected to provide clean nuclear power for Air Force Base in Alaska under Defense Department Pilot Program</li>
<li>Ouster, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OUST#NYSE">OUST</a>) rose 20.7% to $19.36 after the company announced that its OS1 digital lidar has been vetted and approved by the Department of Defense for use in unmanned aerial systems.</li>
<li>LiveWire Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LVWR#NYSE">LVWR</a>) gained 18.2% to $8.84.</li>
<li>Rigetti Computing, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>) gained 17.5% to $13.22. Rigetti Computing completed $350 million at-the-market equity offering.</li>
<li>NuScale Power Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>) gained 16.8% to $40.38.</li>
<li>Dave &amp; Buster&#8217;s Entertainment, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLAY#NASDAQ">PLAY</a>) gained 16.7% to $30.20 following quarterly results.</li>
<li>Advantage Solutions Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADV#NASDAQ">ADV</a>) rose 15.6% to $1.7000.</li>
<li>NANO Nuclear Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NNE#NASDAQ">NNE</a>) gained 12.8% to $34.44. NANO Nuclear Energy named former Texas Governor Rick Perry as Chairman of its Executive Advisory Board.</li>
<li>Centrus Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>) rose 12.6% to $164.46.</li>
<li>Sezzle Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEZL#NASDAQ">SEZL</a>) gained 8% to $132.70. Sezzle recently announced it filed an antitrust lawsuit against Shopify.</li>
<li>Joby Aviation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JOBY#NYSE">JOBY</a>) rose 8% to $10.20.</li>
<li>Affirm Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AFRM#NASDAQ">AFRM</a>) gained 6.7% to $65.14.</li>
</ul>
Now Read This: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/06/45882911/top-2-consumer-stocks-that-may-plunge-in-june">Top 2 Consumer Stocks That May Plunge In June</a> </li>
</ul>
Photo via Shutterstock

Intraday Update

AFRM

LVWR

OUST

PLAY

QUBT

RGTI

SAIL

SEZL

SailPoint Posts Upbeat Earnings, Joins Ouster, Dave & Buster's Entertainment And Other Big Stocks Moving Higher On Wednesday

WIIM

Centrus Energy shares are trading higher after B of A Securities initiated coverage on the stock with a Buy rating and announced a price target of $160.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Barclays analyst Lauren Lieberman initiated coverage on Primo Brands Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PRMB#NYSE">PRMB</a>) with an Overweight rating and announced a price target of $40. Primo Brands shares closed at $31.86 on Tuesday. <a href="https://www.benzinga.com/quote/PRMB/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Loop Capital analyst Alan Gould initiated coverage on Lionsgate Studios Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LION#NYSE">LION</a>) with a Hold rating and announced a price target of $8. Lionsgate Studios shares closed at $7.28 on Tuesday. <a href="https://www.benzinga.com/quote/LION/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup analyst Xiaopo Wei initiated coverage on Chagee Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHA#NASDAQ">CHA</a>) with a Buy rating and announced a price target of $43.7. Chagee Holdings shares closed at $30.46 on Tuesday. <a href="https://www.benzinga.com/quote/CHA/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>UBS analyst Anojja Shah initiated coverage on International Paper Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IP#NYSE">IP</a>) with a Buy rating and announced a price target of $60. International Paper shares closed at $47.31 on Tuesday. <a href="https://www.benzinga.com/quote/IP/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B of A Securities analyst Lawson Winder initiated coverage on Centrus Energy Corp. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>) with a Buy rating and announced a price target of $160. Centrus Energy shares closed at $130.56 on Tuesday. <a href="https://www.benzinga.com/quote/LEU/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying IP stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="569" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/04094451/image-50-1024x569.png" alt="" class="wp-image-938296" style="width:552px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/04094451/image-50-1024x569.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/04094451/image-50-300x167.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/04094451/image-50-768x427.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/04094451/image-50.png 1142w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next: 
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<li><a href="https://www.benzinga.com/markets/25/06/45762621/cramer-shouldve-told-investors-to-pull-the-trigger-on-trade-desk-cant-believe-how-low-gentex-has-fal">Cramer: Should&#8217;ve Told Investors To &#8216;Pull The Trigger&#8217; On Trade Desk, Can&#8217;t Believe &#8216;How Low&#8217; Gentex Has Fallen</a> </li>
</ul>
Photo via Shutterstock

Initiation

Analyst Ratings

LION

PRMB

This International Paper Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesday

B of A Securities analyst Lawson Winder initiates coverage on Centrus Energy (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>) with a Buy rating and announces Price Target of $160.

Price Target

B of A Securities Initiates Coverage On Centrus Energy with Buy Rating, Announces Price Target of $160

These eleven mid-cap stocks were the best performers in the last week. Are they in your portfolio?
<ol class="wp-block-list">
<li>LZ Technology Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LZMH#NASDAQ">LZMH</a>) shares surged 78.57% last week.</li>
<li>Centrus Energy Corp. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>) shares rose 36.22% as President Donald Trump signed a suite of executive orders aimed at <a href="https://www.benzinga.com//node/45654523" target="_blank" rel="noreferrer noopener">reviving the U.S. nuclear industry.</a></li>
<li>e.l.f Beauty, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ELF#NYSE">ELF</a>) stock escalated 35.89% after it reported better-than-expected quarterly results and announced it would acquire Hailey Bieber&#8217;s <a href="https://www.benzinga.com//node/45677382" target="_blank" rel="noreferrer noopener">Brand Rhode for $1 billion</a>. Analysts raised the <a href="https://www.benzinga.com/quote/elf/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast on the stock</a>.</li>
<li>Merus N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRUS#NASDAQ">MRUS</a>) stock increased 34.78%.</li>
<li>Oklo Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) stock was up 32.73% due to executive orders signed by Trump to <a href="https://www.benzinga.com//node/45654523" target="_blank" rel="noreferrer noopener">revive the U.S. nuclear industry.</a></li>
<li>NuScale Power Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>) shares upped 26.32%.</li>
<li>Informatica Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) shares jumped 25.05% after the company announced that Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) would acquire them for approximately $8 billion, and analysts <a href="https://www.benzinga.com//node/45647236" target="_blank" rel="noreferrer noopener">revised the price forecast</a>.</li>
<li>BRP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DOOO#NASDAQ">DOOO</a>) stock escalated 22.29% after the company reported better-than-expected first-quarter results. Additionally, the company announced that its president, CEO, and chair of the board will retire <a href="https://www.benzinga.com//node/45664327" target="_blank" rel="noreferrer noopener">by the end of the fiscal year</a>. Analysts raised the <a href="https://www.benzinga.com/quote/dooo/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast/ rating on the stock</a>.</li>
<li>Box (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOX#NYSE">BOX</a>) stock grew 20.99% after the company reported better-than-expected first-quarter financial results, and analysts revised the <a href="https://www.benzinga.com//node/45646700" target="_blank" rel="noreferrer noopener">price forecast on the stock</a>.</li>
<li>Joby Aviation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JOBY#NYSE">JOBY</a>) stock upped 17.77% after the company announced closing a <a href="https://www.benzinga.com//node/45643642" target="_blank" rel="noreferrer noopener">$250 million investment</a> from Toyota Motor Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>).</li>
<li>C3.ai, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AI#NYSE">AI</a>) shares rose 16.98% after the company reported better-than-expected fourth-quarter financial results and announced a renewal and expansion of its joint venture with Baker Hughes for accelerated AI-driven transformations <a href="https://www.benzinga.com//node/45657936" target="_blank" rel="noreferrer noopener">in the energy and industrial sectors</a>. Analysts revised the <a href="https://www.benzinga.com/quote/ai/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast on the stock</a>.</li>
</ol>
Photo by LisaChi via Shutterstock

e.l.f Beauty, Box And Joby Aviation Are Among Top 11 Mid-Cap Gainers Last Week (May 26-May 30): Are Others In Your Portfolio?

The <a href="https://www.benzinga.com/topic/nuclear-energy">nuclear energy sector</a> just got a jolt of presidential power—and Wall Street noticed. Shares of nuclear-power startup Oklo Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>), uranium supplier Centrus Energy Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>), and reactor heavyweight BWX Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) charged higher this week as President Donald Trump signed a suite of executive orders aimed at reviving the U.S. nuclear industry.
<h2 class="wp-block-heading">Trump&#8217;s Nuclear Push Ignites Analyst Optimism</h2>
Calling it "the most consequential shift in energy policy of our lifetimes," William Blair analyst Jed Dorsheimer initiated coverage of the three companies with Outperform ratings, citing a policy backdrop that now aggressively favors nuclear innovation and domestic uranium production.
Trump's four executive orders—signed Friday—mandate faster licensing timelines, greenlight federal land for new nuclear builds, and prioritize AI data centers and defense facilities as early beneficiaries. The goal: break regulatory bottlenecks and unleash a new wave of U.S.-based nuclear projects, including 10 large reactors by 2030.
<h2 class="wp-block-heading">Oklo, Centrus, BWX Flash Bullish Technicals</h2>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0528"><img loading="lazy" decoding="async" width="631" height="486" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131606/Screenshot-2025-05-28-at-10.45.32-PM.png" alt="" class="wp-image-930323" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131606/Screenshot-2025-05-28-at-10.45.32-PM.png 631w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131606/Screenshot-2025-05-28-at-10.45.32-PM-300x231.png 300w" sizes="(max-width: 631px) 100vw, 631px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0528" target="_blank" rel="noreferrer noopener">Chart created using Benzinga Pro</a>
Oklo, which aims to bring its first small modular reactor (SMR) online by 2028, saw its stock surge over 10% Tuesday and is now up 150% in 2025 alone. Dorsheimer pegs Oklo's fair value at $70—a roughly 30% upside from current levels—with bullish scenarios reaching as high as $82.
Read Also: <a href="https://www.benzinga.com/news/mid-cap/25/05/45618496/oklo-inks-deal-with-south-korean-nuclear-giant-for-global-push">Oklo Inks Deal With South Korean Nuclear Giant For Global Push</a>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0528"><img loading="lazy" decoding="async" width="631" height="486" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131617/Screenshot-2025-05-28-at-10.45.44-PM.png" alt="" class="wp-image-930324" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131617/Screenshot-2025-05-28-at-10.45.44-PM.png 631w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131617/Screenshot-2025-05-28-at-10.45.44-PM-300x231.png 300w" sizes="(max-width: 631px) 100vw, 631px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0528" target="_blank" rel="noreferrer noopener">Chart created using Benzinga Pro</a>
Centrus Energy, the only U.S.-owned uranium enricher, is riding its own wave. The stock soared nearly 13% Tuesday, fueled by technical momentum and strategic positioning amid growing national security concerns over enriched uranium supplies. Blair's price target: $185—about 42% upside from current prices.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0528"><img loading="lazy" decoding="async" width="631" height="486" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131629/Screenshot-2025-05-28-at-10.45.54-PM.png" alt="" class="wp-image-930325" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131629/Screenshot-2025-05-28-at-10.45.54-PM.png 631w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28131629/Screenshot-2025-05-28-at-10.45.54-PM-300x231.png 300w" sizes="(max-width: 631px) 100vw, 631px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0528" target="_blank" rel="noreferrer noopener">Chart created using Benzinga Pro</a>
BWX Technologies, long the Navy's go-to nuclear supplier, could expand its footprint into commercial SMRs. Though its recent gains were modest, Blair sees a potential 36% climb with a target of $173.
With all three stocks now trading well above key moving averages, the trend is bullish—and the policy winds are clearly at their back. 
Whether you believe in the trillion-dollar nuclear dream or just want to ride the momentum, Wall Street's message is clear: this trio is officially on watch.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/government/regulations/25/05/45650179/uranium-stocks-hit-17-year-highs-as-mays-rally-marks-best-month-on-record">Uranium Stocks Hit 17-Year Highs As May&#8217;s Rally Marks Best Month On Record</a></li>
</ul>
Photo: Shutterstock

Nuclear Trio Oklo, Centrus, BWX Soar As Trump Supercharges Reactor Policy

A group of stocks tied to uranium mining and nuclear energy surged to levels not seen since mid-2008, capping off an extraordinary rally in May that is repositioning nuclear power at the center of both the global energy <a href="https://www.benzinga.com/topic/uranium">transition and investor portfolios.</a>
The VanEck Uranium and Nuclear ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NLR#NYSE">NLR</a>) rose to $100 per share on Tuesday, May 28, 2025, reclaiming territory last reached in July 2008. 
The fund has now posted eight consecutive weeks of gains, climbing 56% from April lows and 28% in May alone — on pace to mark its strongest month since inception in 2007.
The rally gained fresh momentum in the wake of President Donald Trump's executive order last week, which laid out a strategy to rebuild America's nuclear fuel cycle, reduce dependence on foreign uranium and supercharge reactor development over the next decade.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="535" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28105122/image-369-1024x535.png" alt="" class="wp-image-930117" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28105122/image-369-1024x535.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28105122/image-369-300x157.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28105122/image-369-768x401.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28105122/image-369-1536x803.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/28105122/image-369-2048x1070.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
<h1 class="wp-block-heading">Who's Leading The Nuclear Rally?</h1>
Three companies have emerged as standout winners in May's uranium breakout:
<ul class="wp-block-list">
<li>Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) is up 130.7% since late April. The firm develops compact advanced fission reactors aimed at off-grid and remote installations, positioning itself as a leader in next-gen nuclear tech. Last week, the <a href="https://www.benzinga.com/news/mid-cap/25/05/45618496/oklo-inks-deal-with-south-korean-nuclear-giant-for-global-push">company signed a key partnership</a> with South Korean Nuclear Giant&nbsp;Korea Hydro &amp; Nuclear Power.</li>
<li>NuScale Power Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>) has gained 114.7%. It specializes in Small Modular Reactors (SMRs), a scalable and cost-efficient technology now getting federal backing.</li>
<li>Centrus Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>) has risen 91.4%. The company supplies enriched uranium fuel for commercial and government use, and stands to benefit from expanded enrichment capabilities outlined in Trump's order.</li>
</ul>
Other notable gainers in the past month include Boss Energy Limited (OTCPK: BQSSF), up 50%; NANO Nuclear Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NNE#NASDAQ">NNE</a>), up 42.1% and Canadian uranium mining heavyweight Cameco Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>), which is up 37.8%.
Read also: <a href="https://www.benzinga.com/money/best-uranium-stocks">Best Uranium Stocks Right Now</a>
<h1 class="wp-block-heading">What's Fueling The Nuclear Rally?</h1>
Much of the momentum stems from the May 23 executive order signed by President Trump, which outlines an aggressive roadmap for U.S. nuclear revitalization. 
Among the core initiatives:
<ul class="wp-block-list">
<li>10 new nuclear reactors under construction by 2030</li>
<li>5 gigawatts of uprated capacity from existing facilities</li>
<li>Expansion of uranium enrichment, conversion and recycling</li>
<li>Reinvigoration of the domestic nuclear fuel supply chain</li>
</ul>
In a research note last week, Goldman Sachs analyst Brian Lee said the policy shift provides "a meaningful tailwind for companies in the nuclear fuel supply chain."
Lee reiterated a Buy rating on Cameco, citing its exposure to rising uranium demand and its 49% stake in Westinghouse, a key player in new reactor builds.
"We view the Westinghouse segment would likely see an uplift as construction on new nuclear plants begins," he said.
He also flagged NuScale as a beneficiary of federal investment, given the administration's support for SMRs in both civilian and defense applications.
Goldman Sachs forecasts global nuclear capacity will grow from 378GW to 575GW by 2040, boosting its share of the global electricity mix to 12%. 
The need for reliable, emissions-free baseload power — especially to support the electrification of vehicles, AI-driven data centers and grid stability — is now reviving nuclear's appeal.
Read Now:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/general/market-summary/25/05/45541408/cathie-woods-ark-invest-says-nuclear-energy-could-overtake-solar-as-cheapest-power-source-heres-a-list-of-nuclear-energy-linked-etfs-to-consider">Cathie Wood&#8217;s Ark Invest Says Nuclear Energy Could Overtake Solar As Cheapest Power Source: Here&#8217;s A List Of Nuclear Energy Linked ETFs To Consider </a></li>
</ul>
Photo: Shutterstock

Government

Large Cap

Regulations

Sector ETFs

Specialty ETFs

Commodities

Small Cap

ETFs

Uranium Stocks Hit 17-Year Highs As May's Rally Marks Best Month On Record

On CNBC's &#8220;Mad Money Lightning Round,&#8221; Jim Cramer said IonQ, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IONQ#NYSE">IONQ</a>) is &#8220;so high,&#8221; and it's also losing so much money.&#8221; He added that it's &#8220;<a href="https://www.benzinga.com/quote/IONQ">too speculative&#8221; for him</a>.
As per the recent news, IonQ, on May 23, formed a strategic partnership with the Korea Institute of Science and Technology Information, or KISTI, to advance South Korea's quantum technology goals.
Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) is &#8220;literally five years behind GE Vernova (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>),&#8221; Cramer said. &#8220;I don't have the time for that when I can just go buy GE Vernova.&#8221;
As per the recent news, Oklo, on May 27, signed an MOU with Korea Hydro &amp; Nuclear Power to collaborate on the development and deployment of its nuclear technology.
Cramer said he prefers Phillips (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSX#NYSE">PSX</a>) over Valero Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>). &#8220;I think Valero's already had too much of a run,&#8221; he added.
On the earnings front, Valero Energy, on April 24, reported a first-quarter sales of $30.26 billion, beating the analyst consensus estimate of $28.68 billion.
Verona Pharma plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNA#NASDAQ">VRNA</a>) is a &#8220;rocket ship. Again, very, very speculative because it loses a lot of money. Does have a couple things in the pipe that people like, but also has a huge amount of insider selling, frankly,&#8221; Cramer said.
Verona Pharma, on April 29, reported mixed results for the first quarter.
&#8220;What a horse,&#8221; Cramer said when asked about Centrus Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>). &#8220;I suggest that you calm down and you buy GE Vernova (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>).&#8221;
On the earnings front, Centrus Energy, on May 7, reported better-than-expected first-quarter revenue results.
Price Action:
<ul class="wp-block-list">
<li>Valero Energy shares gained 1.7% to settle at $130.71 on Tuesday.</li>
<li>IONQ shares jumped 5.1% to close at $48.04 during the session.</li>
<li>Verona Pharma shares gained 0.7% to settle at $75.61.</li>
<li>Centrus Energy shares gained 12.9% to close at $127.86 on Tuesday.</li>
<li>Oklo shares jumped 10.3% to settle at $53.90.</li>
</ul>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45616471/jim-cramer-says-rocket-is-a-very-fine-company-recommends-buying-this-health-care-stock"> Jim Cramer Says Rocket Is A &#8216;Very Fine&#8217; Company, Recommends Buying This Health Care Stock</a> </li>
</ul>
Photo via Shutterstock

Media

IONQ

VRNA

Jim Cramer Says This Quantum Computing Stock Is 'So High' And 'Too Speculative'

William Blair analyst Jed Dorsheimer initiates coverage on Centrus Energy (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>) with a Outperform rating.

William Blair Initiates Coverage On Centrus Energy with Outperform Rating

LTBR

Nuveen Arizona Dividend Advantage Municipal Funds 3

UROY

UUUU

Shares of nuclear stocks are trading higher on reports indicating Trump will sign executive orders to ease regulatory requirements for new reactors.

Wedbush analyst Dan Ives highlighted nuclear energy stocks in a note released Friday and pointed to Oklo, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) as the<a href="https://www.benzinga.com/markets/25/05/45583796/nuclear-stocks-oklo-nano-nuclear-constellation-energy-surge-in-friday-pre-market-whats-going-on"> star of the sector.&nbsp;</a>
What To Know: President Donald Trump is expected to sign executive orders as early as Friday to boost the nuclear energy industry by streamlining approvals for new reactors and strengthening fuel supply chains. 
Read Next:<a href="https://www.benzinga.com/news/mid-cap/25/05/45587750/uranium-stocks-surge-trumps-nuclear-push-sparks-double-digit-gains?utm_source=articleShare"> Uranium Stocks Surge: Trump&#8217;s Nuclear Push Sparks Double-Digit Gains</a>&nbsp;
The anticipated executive orders are expected to direct federal agencies to expedite permitting and siting of new nuclear facilities and instruct the Departments of Energy and Defense to identify federal lands and facilities suitable for nuclear deployment, bypassing some of the current Nuclear Regulatory Commission hurdles.
Expert Ideas: Ives pointed to Oklo as a primary beneficiary of Trump's policy changes. It plans to submit a combined license application by the end of 2025 and deploy its first commercial power plant by 2027. Increased federal support and streamlined regulation could accelerate this.
Oklo's business model of building, owning and operating its own reactors while selling power directly to customers under long-term contracts positions it well for recurring revenues and addresses common pain points in nuclear projects, Ives said.&nbsp;
He sees Oklo as "set to be a major player" in the "AI Revolution datacenter buildout."
Wedbush maintained an Outperform rating on Oklo stock and raised its price target from $45 to $55. 
Other Nuclear Stocks: The Wedbush senior analyst also highlighted other companies likely to benefit from the executive orders including nuclear energy stocks such as NuScale Power Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>), Lightbridge Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LTBR#NASDAQ">LTBR</a>) and Centrus Energy Corp. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>), as well as uranium suppliers like Energy Fuels Inc. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/UUUU#AMEX">UUUU</a>), Cameco Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>), Uranium Energy Corp. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/UEC#AMEX">UEC</a>) and Nexgen Energy Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NXE#NYSE">NXE</a>).&nbsp;&nbsp;
Read Next:&nbsp;
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/legal/25/05/45568107/solar-energy-stocks-drop-as-house-approves-major-rollback-of-climate-incentives?utm_source=article">Solar Energy Stocks Drop As House Approves Major Rollback Of Climate Incentives</a></li>
</ul>
Image: Shutterstock

Oklo Stock To Go Nuclear? Analyst Calls It A 'Major AI Revolution Player'

U.S. stocks were lower, with the Dow Jones index falling around 300 points on Friday.
Shares of Frontline plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FRO#NYSE">FRO</a>) rose during Friday's session <a href="https://www.benzinga.com/quote/FRO/earnings">following first-quarter results</a>.
The company reported revenue of $427.9 million, surpassing the $264.2 million consensus. Adjusted EPS declined to 18 cents from 62 cents a year ago, missing the consensus of 23 cents.
Frontline shares gained 3.7% to $17.81 on Friday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>Merus N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRUS#NASDAQ">MRUS</a>) shares jumped 30% to $54.04 as the company disclosed interim clinical data as of a February 27, 2025 data cutoff from the ongoing phase 2 trial of the bispecific antibody petosemtamab in combination with pembrolizumab.</li>
<li>NANO Nuclear Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NNE#NASDAQ">NNE</a>) rose 24.7% to $34.40.</li>
<li>Centrus Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>) gained 23.4% to $114.98.</li>
<li>Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) rose 23.1% to $49.03 after Wedbush raised its price target on the stock from $45 to $55 and maintained an Outperform rating.</li>
<li>Centrus Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>) gained 23.1% to $114.80.</li>
<li>Uranium Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UEC#NYSE">UEC</a>) gained 19.2% to $6.15.</li>
<li>NuScale Power Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>) shares gained 16% to $29.36.</li>
<li>NexGen Energy Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NXE#NYSE">NXE</a>) rose 11.6% to $6.07.</li>
<li>Intuit Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) gained 8.8% to $724.54 after the company reported better-than-expected third-quarter financial results and raised guidance.</li>
<li>Cameco Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) rose 8.2% to $57.13.</li>
<li>BWX Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>) gained 6.5% to $114.70.</li>
<li>Fluor Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FLR#NYSE">FLR</a>) rose 5.4% to $39.61.</li>
</ul>
Now Read This: 
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<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45585296/jim-cramer-says-medical-properties-trust-has-too-much-risk-likes-this-industrial-stock">Jim Cramer Says Medical Properties Trust Has &#8216;Too Much Risk,&#8217; Likes This Industrial Stock</a> </li>
</ul>
Photo via Shutterstock

INTU

Frontline, Merus, Intuit And Other Big Stocks Moving Higher On Friday

Shares of Intuit Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) rose sharply in today's pre-market after the company reported stronger-than-expected third-quarter financial results and <a href="https://www.benzinga.com/quote/INTU/earnings">raised its full-year guidance</a>.
Intuit reported third-quarter revenue of $7.75 billion, beating analyst estimates of $7.56 billion, according to Benzinga Pro. The QuickBooks and TurboTax parent company reported third-quarter adjusted earnings of $11.65 per share, beating analyst estimates of $10.91 per share.
Intuit shares jumped 8.3% to $721.00 in the pre-market trading session.
Here are some other stocks moving in pre-market trading.
<h3 class="wp-block-heading">Gainers</h3>
<ul class="wp-block-list">
<li>INNEOVA Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INEO#NASDAQ">INEO</a>) rose 45.3% to $1.30 in pre-market trading after gaining more than 6% on Thursday.</li>
<li>Snow Lake Resources Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITM#NASDAQ">LITM</a>) surged 38.1% to $4.71 in pre-market trading.</li>
<li>MicroAlgo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MLGO#NASDAQ">MLGO</a>) jumped 23.1% to $2.67 in pre-market trading after jumping 38% on Thursday.</li>
<li>Lightbridge Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LTBR#NASDAQ">LTBR</a>) gained 20.5% to $12.84 in pre-market trading after gaining 5% on Thursday.</li>
<li>Centrus Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>) surged 20.3% to $112.06 in pre-market trading.</li>
<li>Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) gained 20.2% to $47.73 in pre-market trading after gaining 8% on Thursday.</li>
<li>NANO Nuclear Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NNE#NASDAQ">NNE</a>) gained 17.3% to $32.35 in pre-market trading after gaining 7% on Thursday.</li>
<li>NuScale Power Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>) rose 15.7% to $29.30 in pre-market trading after gaining 6% on Thursday.</li>
<li>SOBR Safe, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOBR#NASDAQ">SOBR</a>) climbed 14.7% to $3.35 in pre-market trading after the company reported a year-over-year increase in first-quarter EPS and sales results.</li>
</ul>
<h3 class="wp-block-heading">Losers</h3>
<ul class="wp-block-list">
<li>Immix Biopharma, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IMMX#NASDAQ">IMMX</a>) shares fell 17% to $2.00 in pre-market trading. Immix Biopharma announced the publication of cell therapy NXC-201 Abstract #7508, selected for oral presentation at the 2025 American Society of Clinical Oncology Annual Meeting.</li>
<li>Deckers Outdoor Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) fell 16% to $105.90 in pre-market trading after the company reported fourth-quarter financial results for fiscal 2025 after the market close on Thursday. Deckers expects first-quarter revenue of $890 million to $910 million versus estimates of $925.86 million. The company anticipates first-quarter earnings of 62 cents to 67 cents per share versus estimates of 81 cents per share.</li>
<li>Biodexa Pharmaceuticals Plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BDRX#NASDAQ">BDRX</a>) fell 14.4% to $1.19 in today's pre-market trading. Biodexa Pharmaceuticals shares gained 6% on Thursday after the company announced it has been awarded a $3 million grant from CPRIT to support the registrational Phase 3 program of eRapa in familial adenomatous polyposis.</li>
<li>Ross Stores, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NASDAQ">ROST</a>) shares dipped 11.2% to $135.00 in pre-market trading after the company issued second-quarter EPS guidance below estimates.</li>
<li>180 Life Sciences Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ATNF#NASDAQ">ATNF</a>) fell 10.7% to $0.9200 in pre-market trading.</li>
<li>Hallador Energy Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HNRG#NASDAQ">HNRG</a>) shares tumbled 9.7% to $17.00 in pre-market trading.</li>
<li>Xerox Holdings Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XRX#NASDAQ">XRX</a>) dipped 9.6% to $4.62 in pre-market trading after the company announced it reduced its quarterly dividend from $0.125 per share to $0.025.</li>
<li>Catheter Precision, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTAK#NYSE">VTAK</a>) declined 9.2% to $0.1907 in pre-market trading after dipping over 30% on Thursday. The company announced it filed for the resale of 12.9 million common shares by existing stockholders.</li>
<li>Safe &amp; Green Holdings Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SGBX#NASDAQ">SGBX</a>) shares fell 8.9% to $0.51 in pre-market trading. Safe and Green Holdings appointed Samarth Verma to its Board of Directors.</li>
<li>MINISO Group Holding Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MNSO#NYSE">MNSO</a>) fell 8.5% to $20.30 in pre-market trading following third-quarter results.</li>
</ul>
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Photo via Shutterstock

Pre-Market Outlook

ATNF

BDRX

DECK

HNRG

IMMX

INEO

LITM

MLGO

MNSO

ROST

SGBX

SOBR

VTAK

Why Intuit Shares Are Trading Higher By Over 8%; Here Are 20 Stocks Moving Premarket

After grappling with regulatory hurdles, rising capital costs, and rapidly declining costs of renewables like solar, Cathie Wood&#8216;s Ark Invest highlights in its new research that nuclear energy can potentially emerge as the lowest-cost source of electricity, outcompeting solar.
What Happened: A new research note from Sam Korus, the director of research for autonomous technology and robotics at Ark, published on May 14, highlights that nuclear power&#8217;s promise of reliable baseload energy was overshadowed by soaring expenses, particularly after the 1970s.
While solar costs have plummeted, Ark Invest&#8217;s analysis highlights a crucial, often overlooked factor: utilization rates.
&#8220;A quick glance suggests nuclear wouldn&#8217;t be as low as solar on a cost-per-watt basis,&#8221; the research note explains, &#8220;but importantly, the first glance misses a key point: nuclear plants operate at more than 80% utilization, while solar plants operate at a capacity utilization rate in the low 20s%.&#8221;
When adjusted for this, the playing field dramatically shifts, explains Korus in his research.
The research proposes four potential cost scenarios for nuclear, with the most optimistic envisioning a &#8220;step-change cost decline to pre-1975 nuclear cost trendline.&#8221;
This discontinuous drop, driven by new companies like Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>), could lead to overall capital costs of approximately $3.3 trillion, making nuclear power the lowest-cost option.
Korus adds, &#8220;The future of nuclear energy depends upon costs. If a company were to achieve a discontinuous decline in costs, nuclear power could emerge as the lowest-cost source of electricity.&#8221;
Here&#8217;s a list of some solar energy-linked stocks and exchange-traded funds that investors could consider.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Nuclear Energy Linked Stocks</td>
<td>YTD Performance</td>
<td>One-Year Performance</td>
</tr>
<tr>
<td>Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>)</td>
<td>71.95%</td>
<td>404.97%</td>
</tr>
<tr>
<td>Nuscale Power Corp.(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>)</td>
<td>32.58%</td>
<td>217.30%</td>
</tr>
<tr>
<td>Lightbridge Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LTBR#NASDAQ">LTBR</a>)</td>
<td>96.27%</td>
<td>220.83%</td>
</tr>
<tr>
<td>Centrus Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEU#NYSE">LEU</a>)</td>
<td>28.41%</td>
<td>96.79%</td>
</tr>
<tr>
<td>BWX Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>)</td>
<td>-1.14%</td>
<td>24.59%</td>
</tr>
<tr>
<td>Constellation Energy Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>)</td>
<td>20.53%</td>
<td>31.36%</td>
</tr>
<tr>
<td>Talen Energy Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLN#NASDAQ">TLN</a>)</td>
<td>13.65%</td>
<td>123.86%</td>
</tr>
<tr>
<td>Entergy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>)</td>
<td>11.84%</td>
<td>47.66%</td>
</tr>
</tbody>
</table>
</figure>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Nuclear Energy Stocks Linked ETFs</td>
<td>YTD Performance</td>
<td>One-Year Performance</td>
</tr>
<tr>
<td>VanEck Uranium and Nuclear ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NLR#NYSE">NLR</a>)</td>
<td>4.30%</td>
<td>-0.74%</td>
</tr>
<tr>
<td>Sprott Uranium Miners ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URNM#NYSE">URNM</a>)</td>
<td>-14.84%</td>
<td>-37.40%</td>
</tr>
<tr>
<td>Range Nuclear Renaissance Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUKZ#NYSE">NUKZ</a>)</td>
<td>11.74%</td>
<td>39.05%</td>
</tr>
<tr>
<td>Themes Uranium &amp; Nuclear ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/URAN#BATS">URAN</a>)</td>
<td>2.79%</td>
<td>11.11%</td>
</tr>
<tr>
<td>Defiance Daily Target 2X Long Uranium ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URAX#NYSE">URAX</a>)</td>
<td>-37.13%</td>
<td>-60.30%</td>
</tr>
</tbody>
</table>
</figure>
See Also: <a href="https://www.benzinga.com/markets/equities/25/05/45536595/big-beautiful-bill-will-explode-the-deficit-and-make-the-rich-richer-congressional-budget-office">Big Beautiful Bill Will &#8216;Explode The Deficit,&#8217; And Make The Rich Richer: Congressional Budget Office Estimates 4% Income Fall For Lowest Decile Of Americans By 2033</a>
Why It Matters: Talking about solar energy, Korus said that while solar costs are expected to continue their decline, there are significant logistical challenges.
&#8220;Solar's land requirement at 71.4 million acres would be a considerable logistical challenge,&#8221; the note states.
This vast footprint, coupled with complex real estate negotiations and long interconnect times, could make large-scale solar deployment difficult, leaving a vital role for alternative sources like nuclear.
Price Action: The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, fell in premarket on Wednesday. The SPY was down 0.44% to $590.22, while the QQQ declined 0.47% to $517.85, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Analyst Color

Market Summary

Broad U.S. Equity ETFs

Futures

NUKZ

Themes ETF Trust Themes Uranium & Nuclear ETF

URAN

URAX

URNM

Cathie Wood's Ark Invest Says Nuclear Energy Could Overtake Solar As Cheapest Power Source: Here's A List Of Nuclear Energy Linked ETFs To Consider

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>B of A Securities analyst Fiona Liang initiated coverage on EHang Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EH#NASDAQ">EH</a>) with a Buy rating and announced a price target of $26. EHang shares closed at $19.24 on Tuesday. <a href="https://www.benzinga.com/quote/EH/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Oppenheimer analyst Timothy Horan initiated coverage on Digital Realty Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>) with an Outperform rating and announced a price target of $200. Digital Realty Trust shares closed at $165.80 on Tuesday. <a href="https://www.benzinga.com/quote/DLR/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>RBC Capital analyst Logan Reich initiated coverage on Dutch Bros Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BROS#NYSE">BROS</a>) with an Outperform rating and announced a price target of $83. Dutch Bros shares closed at $70.23 on Tuesday. <a href="https://www.benzinga.com/quote/BROS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Evercore ISI Group initiated coverage on Centrus Energy Corp. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>) with an Outperform rating and announced a price target of $145. Centrus Energy shares closed at $92.57 on Tuesday. <a href="https://www.benzinga.com/quote/LLEU/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Seaport Global analyst Bill Ryan initiated coverage on Enova International, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ENVA#NYSE">ENVA</a>) with a Buy rating and announced a price target of $124. Enova International shares closed at $99.22 on Tuesday. <a href="https://www.benzinga.com/quote/ENVA/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying DLR stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="566" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14125146/image-165-1024x566.png" alt="" class="wp-image-915374" style="width:620px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14125146/image-165-1024x566.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14125146/image-165-300x166.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14125146/image-165-768x425.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14125146/image-165.png 1152w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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</ul>
Photo via Shutterstock

BROS

ENVA

This Digital Realty Trust Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesday

Evercore ISI Group initiates coverage on Centrus Energy (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>) with a Outperform rating and announces Price Target of $145.

Evercore ISI Group Initiates Coverage On Centrus Energy with Outperform Rating, Announces Price Target of $145

Centrus Energy Says On May 9 It Increased Max Amount Of shares To Be Sold Through ATM Program To $200,000,000 From $100,000,000

Centrus Energy shares are trading higher after the company reported better-than-expected Q1 revenue results.

Earnings

Earnings Beats

UPDATE: Centrus Energy Q1 Adj. EPS $1.07, Sales $73.10M Beat $68.12M Estimate

ACAD

ACDC

ACRE

ACVA

ADMA

ADNT

ADTN

AIRG

ALNT

ALTG

ALTO

ALVO

AMPH

AMPL

AMRK

AMRN

AOSL

APLS

ARIS

ARMN

ASLE

Avadel Pharmaceuticals plc - American Depositary Shares each representing one Ordinary Share

AVDL

AVDX

AXON

AXTA

AZTA

BAND

BBDO

BBGI

BBSI

BGSF

Brighthouse Financial, Inc. - Common Stock

BLBD

BLMN

BLZE

BMBL

BRKR

BTMD

BXSL

BYND

CAPL

CCSI

CDLX

CENT

CENTA

CENX

CEVA

CIVI

CMTG

CNDT

COHR

Core Scientific, Inc. - Class A Common Stock

CORZ

CPRX

CRNC

CRNT

CSGS

CSTE

CTVA

CVNA

CYRX

Earnings Scheduled For May 7, 2025

Opinion

Press Releases

The Supply Crisis Threatening to Cripple the U.S. Military

Contracts

Centrus Wins LEU Enrichment Award from U.S. Department of Energy

Centrus Energy to Participate in Goldman Sachs Energy, CleanTech & Utilities Conference

Comments

Centrus Energy

Unusual Options Activity for

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