Two nuclear power stocks that may benefit from Trump administration policies in 2025

Nuclear power will experience a strong upturn in 2025, thanks to favourable policy changes that support the growth of the sector. Experts say the new pro-energy direction of the current administration is a key factor that could help revive a nuclear industry that has long suffered from regulatory delays and outdated infrastructure. At the same time, demand for reliable and clean energy is growing, motivating large technology companies to invest more in nuclear power.

Among the top candidates for profitable investments in nuclear power in 2025 are two companies that are enjoying growing support from President Donald Trump's administration, which is focused on developing artificial intelligence and data center infrastructure. Oklo and Centrus Energy are profiling themselves as key players that could benefit from new initiatives and reform moves.

Oklo $OKLO: A new era of nuclear power with small modular reactors

Founded in 2013, Oklo specializes in developing small modular reactors to deliver clean, affordable and scalable energy. Oklo has become extremely popular over the past year and its stock has risen more than 410% over the past 52 weeks, including a 156% increase this year.

Oklo made its public debut in 2024 via a SPAC transaction and since then its market value has climbed to $6.1 billion. The company plans to begin power sales in 2027 and has secured several significant power supply commitments totaling 2,100 MW.

While still waiting to generate revenue until 2027, Oklo has solid fundamentals and has received positive ratings from several analysts who expect further growth. Oklo shares have a price target set at $44.50, with upside potential of up to 16% relative to a high of $58.

Centrus Energy $LEU: Key player in uranium enrichment for small reactors

Centrus Energy, founded in 1998, specializes in the production of enriched uranium and the provision of technical services for nuclear power plants. The company is currently valued at $1.9 billion and is the only company licensed to produce 20% enriched uranium, which is key to the operation of new small modular reactors.

Centrus has seen tremendous growth in 2024, with its stock up nearly 250% from its yearly low. The company reported excellent fourth-quarter 2024 results, with earnings per share (EPS) of $3.20, well above analyst expectations. Revenue was up 46.3% year-over-year.

The company has a positive outlook going forward, mainly due to new government contracts and the expansion of its uranium enrichment facility in Ohio. Despite near-term risks and regulatory uncertainties that could impact profitability, Centrus is expected to benefit from growing demand for uranium fuel for next-generation nuclear reactors.

Disclaimer: There is a lot of inspiration to be found on Bulios, but stock selection and portfolio construction is up to you, so always conduct a thorough analysis of your own.

Source: barchart