NuScale Power (NYSE:SMR) stock rose 4% to $8.07 on Wednesday even as investors continued to focus on dilution concerns. Oklo (NYSE:OKLO | OKLO Price Prediction) shares advanced 2% to $37.94, while Uranium Energy (NYSE MKT:UEC) stock gained 4% to $9.
Uranium Energy (NYSEAMERICAN:UEC) is rallying after its fiscal 2026 results showed higher output and a strong realized uranium price. Following the report, Uranium Energy stock is at $9.77, up 6% in morning trading.
Shares of NuScale Power (NYSE:SMR) are sliding in Friday morning trading, giving back the policy-driven advance nuclear developers posted a day earlier. NuScale Power stock is at $8.45, down 7% midday.
OKLO, SMR and NNE surged after a House bill shifted data-center power costs toward operators, spotlighting advanced nuclear as dedicated supply.
Shares of Oklo (NYSE:OKLO | OKLO Price Prediction) and NuScale Power (NYSE:SMR) are leading a nuclear rally in Thursday morning trading after a House vote that sharpens the case for dedicated data center generation.
Oklo Inc (NYSE:OKLO) shares fell more than 7% on Friday after the company launched a new $1 billion at-the-market stock offering program. The move follows the full utilization of Oklo's previous $1 billion ATM program, which was launched in May and exhausted within four months.
Shares of Oklo (NYSE:OKLO | OKLO Price Prediction), NuScale Power (NYSE:SMR) and X-Energy (NASDAQ:XE) are sliding together in Thursday afternoon trading after Piper Sandler issued a split rating action across advanced nuclear. Oklo stock is down 5% to $40.
OKLO's ambitious nuclear buildout faces a pivotal stretch as investors weigh timelines, spending needs and execution challenges.
Small modular reactors sit at the intersection of the two biggest stories in power right now: hyperscalers scrambling for firm, carbon-free baseload, and a US grid that has not built meaningful new nuclear capacity in a generation.
A rotation back into nuclear names is running through the complex on Tuesday morning, and small modular reactor developers are leading the tape higher. The Global X Uranium ETF (NYSEARCA:URA) is up 4% as the sector proxy.
I maintain my Buy rating of Oklo with my price target revised from $99 to $88 due to dilution. Q2 2026 demonstrated tangible execution progress: Groves achieved first criticality, Aurora-INL advanced, and Aurora-Ohio secured key agreements. My normalized EBITDA estimate rises modestly to $443 million, with improved confidence in risk-adjusted capacity for Ohio, INL, Fuel, and Isotopes.
Holtec's planned IPO pairs an existing revenue base with SMR growth ambitions, putting pricing at the center of investor interest.