Jefferies Names Top Nuclear Stocks to Buy in September 2026

TLDR

• Jefferies ranked NexGen Energy, Cameco, and BWX Technologies among its top nuclear picks for near-term opportunity
• Cameco owns two of the world’s highest-producing uranium mines and holds a 49% stake in Westinghouse Electric
• BWX Technologies is the sole commercial provider of nuclear reactors and fuel for the U.S. Navy
• Westinghouse filed a confidential IPO application with the SEC on July 31, which could unlock value for Cameco
• BWX Technologies secured $1.4 billion in naval propulsion contracts in May 2026 and recently expanded its manufacturing capacity

Nuclear energy is back in focus. Jefferies has ranked its preferred stocks in the sector, pointing to uranium miners and nuclear-service companies with strong near-term positioning. Here is a closer look at three of the top picks.

NexGen Energy: High-Grade Uranium in Canada

NexGen Energy is Jefferies’ top-ranked uranium miner for the near term. The company is developing the Rook I uranium project in Canada’s Athabasca Basin, one of the highest-grade uranium regions in the world.

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