Prediction: This Nuclear Stock Outperforms Oklo and NuScale Through 2030 (Hint: It Already Has Revenue)
Key PointsOklo and NuScale remain early in reactor commercialization.
In the rapidly evolving nuclear energy sector, BWX Technologies (NYSE: BWXT) is emerging as a strong contender to outperform fellow players Oklo (NYSE: OKLO) and NuScale Power (NYSE: SMR) by 2030. The key reason behind this prediction is BWXT's already-established revenue stream, which in 2025 reached an impressive $3.2 billion, marking an 18% increase from the previous year.
This growth continued into 2026, with the company reporting a second-quarter revenue of $901.6 million, an 18% year-over-year rise, and adjusted earnings per share of $1.07, a 5% increase.
Management has further bolstered investors' confidence by raising their full-year revenue outlook to approximately $3.8 billion, representing a 19% growth, alongside an expected adjusted earnings per share of $4.70 to $4.80. However, Oklo and NuScale, despite their promising nuclear reactor technologies, remain in the early stages of commercialization.
Consequently, BWX Technologies appears to be the top prediction for outperforming both Oklo and NuScale through the year 2030, with the added advantage of already generating billions in annual revenue.
Written by urgent.news from Motley Fool's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
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