$XE

Shares of Oklo (OKLO), NuScale Power (SMR), X-Energy (XE), and Nano Nuclear Energy (NNE) rose on Tuesday following Google's 20-year nuclear power deal with Constellation Energy (CEG). The deal includes a five-year AI technology partnership. All four stocks are down year-to-date, with NNE having a Strong Buy consensus and an average price target of $39.17.

X-Energy (NASDAQ: XE) and GE Vernova (NYSE: GEV) are developing small modular nuclear reactors (SMRs). GE Vernova, a mature company, has a $250B market cap and a $176B backlog, while X-Energy is in early stages, targeting commercial fuel fabrication by 2028. Both aim to meet growing energy demands from AI data centers.

X-Energy Inc. (XE) shares are down in September, but analyst Nate Pendleton initiated coverage with a 'Buy' rating and $22 price target, citing high-margin cash flows and an asset-light model. The company targets tech and AI firms. Peter Thiel's Thiel Macro and Cathie Wood's Ark Investment hold significant stakes. Retail sentiment is bullish, with Stocktwits message volume up 360%. XE stock is down 46% in 2026.

X-Energy, Inc. (Nasdaq: XE) announced Joel Duling's retirement as president of TRISO-X, its nuclear fuels subsidiary, effective November 20, 2026. Duling will serve as a part-time senior advisor. Jason Hatfield will assume interim leadership. The company is evaluating candidates for a permanent successor. TRISO-X continues construction of its TX-1 fuel fabrication facility in Oak Ridge, Tennessee.

X-Energy (XE) is developing the Xe-100, a reactor for electricity and industrial heat, with a 320 MWe capacity. It targets both traditional and industrial customers, with a U.K. project planned with Centrica. XE's 2027 EPS is estimated to rise 26.87% YoY, but shares are down 14.3% in 3 months, trading at a premium P/S of 12.87X. Zacks ranks XE as a #4 (Sell).

The ALPS Electrification Infrastructure ETF (ELFY) rebalanced its holdings, adding X-Energy and Core Natural Resources, and removing five companies, including NuScale Power and Plug Power. Forgent Power Solutions became the top holding. ELFY has returned 12.3% YTD and focuses on electrification, including data center infrastructure, positioning it as an AI trend ETF.

Oklo Inc. (OKLO) and X-Energy Inc. (XE) gained in after-hours trading after joining a $200M federal initiative to build nuclear power plants for AI data centers. The program includes Microsoft (MSFT) and Nvidia (NVDA), with $60M allocated to labs and universities. The initiative aims to accelerate reactor construction and reduce staffing needs, addressing rising electricity demand and grid strain.

Centrica and X-energy announced the UK's acceptance of X-energy's Xe-100 reactor design into the Generic Design Assessment. The process, expected to take 3 years, is a step toward commercial licensing. The companies plan to deploy up to 6 GW of new nuclear capacity in the UK. X-energy highlighted potential risks in its SEC filings.

Shares of Oklo (OKLO), NuScale Power (SMR), and X-Energy (XE) surged after the U.S. House passed the Ratepayer Protection Act, which may boost demand for their small modular reactors as data center power sources. XE stock rose 12.08% to $16.33. Analysts see 106% upside for XE, with a $33.71 average price target.

U.S. nuclear stocks surged after the House passed the Ratepayers Protection Act, which shifts power upgrade costs to data centers. Oklo (OKLO) rose 11%, NuScale (SMR) gained 9%, Nano Nuclear (NNE) up 8.5%, Centrus (LEU) rose 8%, and X-Energy (XE) closed 12% higher. The bill may boost demand for nuclear power solutions for AI data centers.