QUICK SPARK: Nuclear Stocks Are Up 16% In August, 3 Names Rallied By Over 30%

This Waters Analyst Turns Bullish; Here Are Top 3 Upgrades For Thursday

Top Wall Street analysts upgraded BWX Technologies, The Macerich Company, and Waters Corporation. Check out analyst ratings and price targets.

Wells Fargo Upgrades BWX Technologies to Equal-Weight, Lowers Price Target to $170

Wells Fargo analyst David Strauss upgrades BWX Technologies (NYSE:BWXT) from Underweight to Equal-Weight and lowers the price target from $200 to $170.

BWX Technologies Selected To Deploy BWXT Advanced Nuclear Reactor Technology In Support Of Janus Program

BWX Technologies, Inc. (NYSE:BWXT) announced today its selection to deploy its BWXT Advanced Nuclear Reactor (BANR) technology in support of the Janus program. Janus is a next-generation nuclear energy initiative led by

CCJ's Uranium Production Down 5% in 1H26: Will 2026 Targets be Met?

Cameco Corporation reported a 5% decline in H1 2026 uranium production to 10.1 million pounds, with mixed performance across operations. McArthur River/Key Lake production rose 14% to 5.8 million pounds, but Cigar Lake output fell to 4.3 million pounds due to maintenance outages and operational challenges. Despite disruptions including flooding in Saskatchewan and equipment issues, Cameco maintained its 2026 production guidance at 19.5-21.5 million pounds. Energy Fuels made solid progress with 1.7 million pounds of finished uranium in H1, tracking toward its 2026 target of 1.5-2.5 million pounds.

Canada-US Tariff War Puts Critical-Mineral ETFs Back in Focus

Canada’s latest tariffs could intensify focus on critical-mineral supply chains, putting copper and uranium ETFs in focus.

Shares of uranium and nuclear-related companies are trading higher, possibly in response to Ontario Premier Ford's recent statement that Canada should cut the U.S. off from high-grade nickel and refined uranium produced in Ontario. The commodity has reached a seven-month high.