Nuclear Stock Face-Off: Is NuScale or BWX Technologies the Better Buy Right Now?
Which of these nuclear stocks has a brighter future?
FLR - Fluor Corporation
Which of these nuclear stocks has a brighter future?
Warsaw, Poland--(Newsfile Corp. - May 19, 2026) - Lumina Metals Corp. (TSX: LMCU) ("Lumina" or the "Company") is pleased to announce the formal commencement of the NI 43-101 compliant pre-feasibility study ("PFS") for its flagship Nowa Sól copper-silver project located in western Poland. The PFS will focus on optimizing the overall project development plan and refining the key technical and economic parameters for the Nowa Sól project, including mining methods, shaft sinking and underground infrastructure, metallurgical processing, tailings management, power supply, logistics, permitting integration, capital expenditures, operating costs, and overall execution planning.
Cameco (CCJ) provided a robust outlook for the deployment of Westinghouse's AP1000 reactor technology on its first quarter 2026 earnings call earlier this month. Company leadership now sees a realistic near-term path to as many as 20 of the large-scale reactor units entering construction in the United States.
Fluor Corporation faces mounting headwinds after disappointing Q1 results, including an 8% revenue decline and weak adjusted EPS driven by legal and project cost overruns. AI data center construction and onshoring tailwinds are offset by economic slowdown risks, political uncertainty, and local pushback, complicating the near-term outlook. FLR's $1.4 billion share buyback, funded by the NuScale divestment, is viewed neutrally but signals limited reinvestment opportunities amid a challenging environment.
Fluor Corp (NYSE:FLR) on Friday reported worse-than-expected first-quarter financial results.
FLR's Q1 2026 EPS and revenues miss estimates as legal and project charges hit results, sending shares down 15.2% on Friday.
The nuclear industry has seen a recent flurry of announcements, headlined by two major industry partnerships to rapidly deploy new reactors. These exciting developments come against the backdrop of a new national poll showing increased positive sentiment towards nuclear energy.
Fluor NYSE: FLR reported first-quarter 2026 results that management said reflected a growing pipeline of potential work but also included several discrete items, including a legal charge tied to past government services work and a cost increase on a mining project in the Americas.
U.S. stocks traded mostly higher midway through trading, with the Nasdaq Composite gaining 1.5% on Friday.
Fluor Corporation (FLR) Q1 2026 Earnings Call Transcript
Fluor (FLR) came out with quarterly earnings of $0.14 per share, missing the Zacks Consensus Estimate of $0.66 per share. This compares to earnings of $0.73 per share a year ago.
IRVING, Texas--(BUSINESS WIRE)--Fluor Corporation (NYSE: FLR) announced financial results for its first quarter ended March 31, 2026. “I am encouraged by the significant number of new awards we secured in recent months across diverse markets, including gas-fueled and nuclear power, refining, data centers, mining, and uranium enrichment. Our pipeline of work is expanding, and we see compelling opportunities across each of our core markets,” said Jim Breuer, Fluor's Chief Executive Officer. “The.
This little nuclear stock could remain volatile for the foreseeable future.
IRVING, Texas--(BUSINESS WIRE)-- #CriticalMinerals--Fluor Awarded Feasibility Study Services for Anglo American's Woodsmith Mining Project in the UK.
X-energy (XE), the developer of the Xe-100 advanced small modular reactor (SMR) and XENITH microreactor, made its public market debut earlier this month. The company executed an upsized initial public offering that raised more than $1 billion.
Fluor was an early investor in NuScale Power in 2011.
Fluor Corporation is rated Buy, driven by a successful transition, strong contract wins, and robust capital allocation. FLR's $2.43B NuScale exit funds aggressive share repurchases, targeting $1.4B in 2026 after an 11% float reduction in 2025. Management forecasts 2026 adjusted EBITDA growth of 10%, with Wall Street projecting 26% EPS growth and 5.5% revenue growth.
Companies building nuclear reactors receive significant attention. There are plenty of pick-and-shovel investments in the industry.
Cwm LLC lifted its holdings in Fluor Corporation (NYSE: FLR) by 68.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 91,639 shares of the construction company's stock after buying an additional 37,112 shares during the period. Cwm LLC
Ongoing investment across energy, power and digital infrastructure continues to drive strong demand for large-scale project execution across the United States, with MasTec, Inc. MTZ and Fluor Corporation FLR emerging as key players within this landscape. From grid modernization and pipeline development to data center buildouts and advanced industrial facilities, customers are increasingly prioritizing partners that can deliver complex projects with scale, flexibility and disciplined execution.