{
  "id": 18248643,
  "title": "Better Nuclear Energy Stock to Buy After the Sell-Off: Oklo vs. BWX Technologies",
  "url": "https://urgent.news/2026/11/05/better-nuclear-energy-stock-to-buy-after-the-sell-off-oklo-vs-bwx",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-11-05T04:00:00.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/11/04/better-nuclear-energy-stock-to-buy-after-the-sell/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "Electricity consumption is expected to increase due to advancements in artificial intelligence (AI), leading to a potential rise in nuclear energy usage. However, recent years have seen a decline in nuclear power stocks, despite ongoing infrastructure expansion driven by AI. Oklo (OKLO -5.83%) has decreased by 86% from its peak, while BWX Technologies (BWXT -7.83%) has dropped 45%. Are these nuclear-related stocks viable investments after this market decline? A closer examination of the figures suggests otherwise.\n\nBWX Technologies, a long-standing player in the nuclear energy sector, has built nuclear reactors for the U.S. Navy, providing consistent revenue through long-term contracts spanning decades. The company is also developing cutting-edge nuclear power technologies, such as space-based nuclear propulsion and microreactors. Commercially, BWX Technologies sells components to the nuclear power market in Canada and is pursuing contracts for small modular reactors (SMRs), with existing agreements with GE Hitachi and other entities. Commercial revenue increased by 25% year-over-year to $314 million, with overall revenue growing by 10% to $953 million in the third quarter. The company is projected to generate around $350 million in free cash flow this year, resulting in a price-to-free cash flow (P/FCF) ratio of 34 times based on its current market capitalization.\n\nOklo, on the other hand, is a start-up attempting to commercialize small modular reactor (SMR) technology for power generation, fuel production, and isotopes. The company has secured substantial funding to construct modern SMR facilities tailored for AI data centers. However, Oklo lacks any operational reactors, as it has not received approval from the Nuclear Regulatory Commission (NRC) for its designs. Consequently, the company's revenue remains at zero. Even if it receives NRC approval, it will take years before a nuclear reactor is constructed and operational. As a result, Oklo's stock has plummeted this year, outperforming BWX Technologies. Despite Oklo's lower valuation, BWX Technologies appears to be a more attractive investment due to its diversified portfolio across the nuclear supply chain. The military contracts guarantee steady revenue, while the company's exploration of new commercial opportunities, particularly SMRs, holds promising potential if SMRs indeed become the future of the nuclear sector. Consequently, BWX Technologies emerges as the preferable stock to acquire following the recent sell-off in the nuclear energy market.",
  "summary": "Nuclear stocks are in a sell-off, and there might be opportunities for investors at these prices.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Nasdaq Markets",
        "title": "Better Nuclear Energy Stock to Buy After the Sell-Off: Oklo vs. BWX Technologies",
        "url": "https://urgent.news/2026/11/05/better-nuclear-energy-stock-to-buy-after-the-sell-off-oklo-vs-bwx-18249801",
        "published": "2026-11-05T04:20:00.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}