Akros U.S. AI Electricity SMR Index
The index provides exposure to U.S.-listed companies advancing electricity infrastructure essential for AI, with an emphasis on nuclear small modular reactors and on-site power generation for AI data centers.
Sentiment Summary
Recent Events
The Q1 2026 earnings release on May 12, 2026, for which analysts estimate a low impact (≥1%) for the date announcement itself, is scheduled.
Q1 2026 earnings conference call is scheduled for 2026-05-11. A price impact of 10% or more is estimated due to high market anticipation, and the event is scheduled.
Q1 2026 earnings release is scheduled for May 11, 2026 (estimated date based on past reporting). Low importance estimated as it is a routine announcement, scheduled.
Vistra to report its first quarter 2026 financial and operating results on May 7, 2026, scheduled; earnings releases typically result in a Medium (5-10%) price impact.
Q1 2026 earnings release, with importance reflecting typical volatility surrounding quarterly results, scheduled.
BWX Technologies is expected to release its Q1 2026 earnings results after the market closes on May 4, 2026; this is estimated to have a medium impact as a primary financial disclosure, scheduled.
Estimated >5% impact based on historical volatility; Eaton's Q1 2026 earnings release is scheduled for 2026-05-01. Analysts forecast EPS of approximately $2.75 on revenues of $7.09 billion, forecasted.
First quarter 2026 financial results are scheduled to be released after market close on April 28, 2026. High impact is estimated as earnings reports often trigger price movements exceeding 10% scheduled
The 2026 Annual Meeting of Shareholders is scheduled for 2026-04-28, and the event is scheduled.
GE Vernova is scheduled to release its first quarter 2026 financial results before the market opens on April 22, 2026. Analysts forecast quarterly earnings of $1.79 per share on revenues of $9.29 billion, expected.
JPMorgan Chase & Co. analysts raised their price target on GE Vernova stock to $1,150.00 from $1,000.00, maintaining an "overweight" rating, forecasted.
Announced on April 15, 2026, the successful completion of the hydrogen fill for Germany's H2CAST underground salt cavern storage project, a key milestone for large-scale hydrogen storage in Europe. Low importance estimated as it is an operational milestone.
Bloom Energy announced an expanded partnership with Oracle on April 13, 2026, to supply up to 2.8 GW of fuel cell systems for AI and cloud infrastructure, with an initial 1.2 GW contracted, causing a stock surge of over 20%.