<div id="readability-page-1">Who’s leading: Cameco and BWX Technologies are seen as key players in the nuclear energy supply chain, benefiting from rising uranium demand and infrastructure expansion. Why now: Uranium prices have rebounded sharply, and governments are prioritizing nuclear power to meet growing energy needs, especially from AI data centers. What’s ahead: Long-term contracts, strategic acquisitions, and U.S. reactor build-out plans could drive sustained growth for both companies despite valuation concerns.</div>

BWXT

<p>Analysts support Cameco and BWX Technologies as they capitalize on rising uranium demand and infrastructure growth. With uranium prices increasing and governments focusing on nuclear energy for expanding energy needs, both companies are positioned for long-term growth through contracts and acquisitions, despite some valuation concerns.</p>

Analysts back Cameco, BWX as nuclear demand surges