U.S. nuclear stocks rally pre-market; BWX Technologies up over 14% post-earnings, raises FY 2025 guidance; NuScale Power up over 3%, Duke Energy up nearly 3%, Oklo up over 2%.

U.S. nuclear stocks rally pre-market; BWX Technologies up over 14% post-earnings, raises FY 2025 guidance; NuScale Power up over 3%, Duke Energy up nearly 3%, Oklo up over 2%.

U.S. nuclear stocks experienced a significant rally pre-market on July 2, 2025, following strong earnings reports and guidance updates from several major players in the industry. BWX Technologies (NYSE: BWXT) led the charge, with its stock surging over 14% post-earnings release. The company's second-quarter 2025 results showed robust financial performance, with revenues of $764.0 million and a net income of $78.5 million [1].

BWX Technologies reported an adjusted EBITDA of $145.9 million and a non-GAAP EPS of $1.02, marking a substantial increase compared to the same period last year. The company attributed its strong performance to solid operational performance and a record backlog of $6.0 billion, up 70.2% year-over-year [1]. Additionally, BWX Technologies raised its 2025 financial guidance, expecting adjusted EBITDA of $565 million to $575 million, non-GAAP EPS of $3.65 to $3.75, and free cash flow of $275 million to $285 million [1].

Other notable gains in the nuclear sector include NuScale Power, which saw its stock rise over 3%, and Duke Energy, which increased by nearly 3%. Oklo also experienced a significant uptick, with its stock up over 2% [1].

The positive sentiment in the nuclear sector is driven by increasing demand for nuclear solutions in the global security, clean energy, and medical markets. BWX Technologies, in particular, has built a strong portfolio with decades of real nuclear experience and strategic investments in innovation and efficiency [1].

Investors are optimistic about the future prospects of the nuclear industry, with companies like BWX Technologies continuing to report strong financial performance and raise guidance. The rally in nuclear stocks pre-market reflects this optimism and suggests that investors are bullish on the long-term growth potential of the sector.

References:
[1] https://www.morningstar.com/news/business-wire/20250804605853/bwx-technologies-reports-second-quarter-2025-results