Shares of uranium and nuclear-related companies are trading higher. The world's largest uranium producer KazAtomProm said in its H1 financial results that the era of cheap uranium is fading away in addition to disclosing new supply deals with Russia and China. Also, Centrus' CEO said in an interview that he expects the U.S. military to be a key buyer of its enriched uranium, which may help bolster demand for fuel and engineering services.

Guggenheim Initiates Coverage On BWX Technologies with Buy Rating, Announces Price Target of $192

Guggenheim analyst Michael Ciarmoli initiates coverage on BWX Technologies (NYSE:BWXT) with a Buy rating and announces Price Target of $192.

Shares of uranium and nuclear-related companies are trading higher amid multiple catalysts including reciprocal Canadian tariffs on U.S. imports, which may hinder Canadian uranium exports to the U.S. if the trade dispute worsens. Also, the U.S. Department of Energy's extension of a $1.9 billion loan to NextEra Energy to restart an Iowa nuclear facility helps to underpin both future demand and government commitment to the sector.

Can BWXT's Canadian Lab Role Strengthen Nuclear Services Growth?

BWX Technologies (BWXT) has expanded its nuclear services footprint by beginning management and operations of Canada's National Laboratory through a joint venture in December 2025. The Kinectrics acquisition completed in May 2025 strengthens BWXT's nuclear lifecycle management and isotope production capabilities. Commercial Operations revenues surged 62.8% to $853.1 million in 2025, with consolidated revenues reaching $3.2 billion. BWXT trades at a valuation discount compared to industry peers.

Jefferies Initiates Coverage On BWX Technologies with Buy Rating, Announces Price Target of $181

Jefferies analyst Laurence Alexander initiates coverage on BWX Technologies (NYSE:BWXT) with a Buy rating and announces Price Target of $181.

UEC Gears Up to Report Q4 Earnings: What's in Store for the Stock?

Uranium Energy (UEC) is expected to report $9 million in Q4 revenues versus nil a year ago, but still post a loss of four cents per share. While uranium prices rose 16% year-over-year, higher operating, exploration, and development costs are expected to offset revenue gains. The company's shares have declined 18.1% over the past year.

Trump's New Trade War Brought an Unexpected Ally to Canada

Trump’s trade war is pushing Canada toward the EU. Here are the ETFs and stocks tied to defense, uranium and critical minerals.