In a recent interview, Wedbush analyst Dan Ives highlighted the potential of nuclear energy to address energy concerns in the tech sector. The VanEck Uranium and Nuclear ETF (NLR) has surged by 49% YTD, reflecting market optimism. The nuclear energy sector is projected to reach $51.83 billion by 2035, with factors like data center demand and government support driving growth.

Top-rated nuclear energy stock #1 is Asp Isotopes (ASPI), with a market cap of $620 million and a YTD gain of 31%. In Q3 2025, the company reported increased revenues but wider losses. Analysts rate ASPI as a “Strong Buy” with a target price of $11.

Top-rated nuclear energy stock #2 is Talen Energy Corporation (TLN), valued at $16.8 billion with an 81% YTD increase. TLN reported strong revenue and earnings growth in Q3 2025, with analysts giving it a “Strong Buy” rating and a target price of $462.29.

Top-rated nuclear energy stock #3 is Ur Energy (URG), valued at $443.9 million with a modest YTD gain of 0.43%. In Q3 2025, URG saw a decline in sales and increased losses, but analysts still rate it as a “Strong Buy” with a target price of $2.24.

Overall, these companies present investment opportunities in the growing nuclear energy sector, with Talen Energy standing out as a strong performer. ASPI and URG also offer potential upside, making them interesting options for investors.

Read more at Barchart: Wall Street Is Betting on a Nuclear Renaissance. Here Are the 3 Top-Rated Nuclear Energy Stocks to Buy Now.