Nuclear energy stocks are on the rise in 2025 due to President Trump’s executive orders to boost nuclear power development. Companies like NuScale Power and Nano Nuclear Energy have seen significant stock increases, while veteran uranium supplier Centrus Energy has also experienced a surge in shares.
Centrus Energy’s growth can be attributed to factors like the ban on Russian uranium imports and the increasing demand for enriched uranium fuel. The company’s role in uranium supply and enrichment in the U.S. positions it well for future growth, especially as new nuclear reactors come online to meet rising electricity demands driven by the AI revolution.
While Centrus Energy’s stock has seen a 450% increase in the past year, its current valuation may be a bit steep. With analysts forecasting relatively flat profit growth in the near term, investors may want to exercise caution before jumping in. The company’s strong financials and strategic position in the nuclear energy sector make it a compelling investment, but a larger margin of safety may be needed to justify the current stock price.
