Analysts Say ‘Load Up’ on These 2 Nuclear Power Stocks — Here’s Why
View original at finance.yahoo.comAnalysts Say ‘Load Up’ on These 2 Nuclear Power Stocks — Here’s Why The widespread push toward energy sector decarbonization is well underway, and usually turns investor attention toward wind or solar power…
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CEG remains best Independent Power Producer idea with ideal mix and scale of assets, leadership position on nuclear contracting, with FERC/PJM regulatory clarity creating opportunities
80% confidenceOverweight rating on Constellation Energy with $460 price target
80% confidenceTerrestrial is attractively valued relative to its nuclear reactor technology peer group, with market cap ~37% below peer median despite strong regulatory progress and commercial engagement
80% confidenceTerrestrial maintains sizable cash balance representing ~27% of market cap vs peer median of 14%, providing meaningful liquidity runway to advance licensing, engineering and business development
80% confidenceEvery week there are announcements of new companies or governments expanding nuclear capacity or revisiting prior stances on nuclear as the world seeks ways to expand, accelerate or incentivize new nuclear capacity
80% confidenceOutperform rating on Terrestrial Energy with $15 price target
80% confidenceNear-term catalysts include hyperscaler deal by year-end, Calpine accretion, costs coming down on Crane restart, and uprate opportunities moving above 2 GW fleetwide
80% confidence