Nuclear Sector Earnings Show a Mixed Picture. Why One Stock Is Surging. - Barron's
1. BWXT exceeded earnings expectations, causing a 17% stock surge. 2. Utilities are cautious about financing new nuclear reactors. 3. Small Modular Reactors (SMRs) are gaining interest but face development delays. 4. Analyst recommends buying BWXT despite premium valuation. 5. Nuclear energy remains a hot market but faces financing challenges.