NuScale, Oklo, Nano Nuclear Sink 70%-83% as $12 Billion Valuations Rest on Timelines
Updated
Updated · Yahoo Finance · Aug 8
NuScale, Oklo, Nano Nuclear Sink 70%-83% as $12 Billion Valuations Rest on Timelines
1 articles · Updated · Yahoo Finance · Aug 8
Summary
NuScale trades about 83% below its 52-week high, Oklo 77% and Nano Nuclear 70%, marking a sharp repricing of the market’s most speculative nuclear-growth names.
The selloff has not changed their fundamentals: all three remain pre-commercial developers whose combined market value is still about $12 billion despite only roughly $12 million in trailing-12-month revenue.
That leaves investors effectively paying for future reactor buildouts rather than current operations, unlike fuel sellers Cameco and Centrus, which already generate revenue when uranium and enriched fuel change hands.
Cameco posted about $2.5 billion in trailing revenue and sits 29% below its high after production disruptions, while Centrus generated about $474 million and holds a key HALEU position for advanced-reactor designs.
The contrast underscores a split in nuclear equities: established fuel suppliers are tied to today’s demand, while reactor developers are still valued mainly on execution years ahead.