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
Oklo's Q1 2026 financial results and business update conference call is scheduled; a ≥1% price impact is expected.
Constellation Energy is scheduled to release its Q1 2026 earnings on May 11, 2026, with a conference call at 10:00 AM ET. Analysts forecast EPS of $2.43. This event is estimated to have a ≥10% price impact based on historical earnings volatility, scheduled.
High importance estimated due to expected high volatility; Q1 2026 earnings results and conference call scheduled for May 11, 2026. Analysts forecast an EPS of -$0.10 forecasted.
Vistra is scheduled to report its first quarter 2026 financial and operating results on May 7, 2026. Earnings releases typically result in moderate price movement of at least 5%, scheduled.
Centrus Energy is scheduled to release its first-quarter 2026 results on May 5, 2026, after market close, with a conference call to follow on May 6. Analysts forecast a significant year-over-year decline in earnings per share, scheduled.
Eaton's Q1 2026 earnings release is scheduled for May 5, 2026 scheduled.
BWX Technologies is scheduled to release its Q1 2026 financial results after market close on May 4, 2026, with analysts forecasting EPS of approximately $0.92; scheduled. High importance is estimated due to the historical volatility associated with earnings releases.
Announced on April 29, 2026, a significant order from Egypt's Middle Delta Electricity Production Company (MDEPC) to modernize the Banha and Nubaria power plants, an order booked in Q1 2026.
NuScale announced the opening of a new operations center in Houston, TX, on April 29, 2026, to be closer to key industries and partners, scheduled. This expansion into a major energy hub is estimated to have a 5% price impact.
Reported record Q1 2026 revenue of $751.1 million, a 130% year-over-year increase, and non-GAAP EPS of $0.44, significantly beating analyst estimates. Raised full-year 2026 revenue guidance from a midpoint of ~60% to ~80% year-over-year growth.
The Board of Directors declared a quarterly dividend of $0.4265 per share on April 28, 2026. The dividend is payable on June 5, 2026, to shareholders of record as of May 15, 2026. This event is estimated to have a ≥1% price impact, scheduled.
Announced on April 28, 2026, agreements to supply 71.5 MW of onshore wind turbines for multiple projects in Germany, reinforcing its presence in a key European market.
Oklo announced a collaboration with NVIDIA and Los Alamos National Laboratory to advance nuclear fuel validation using AI and support the development of nuclear-powered AI data centers; a ≥10% price impact is expected due to the high-profile nature of the partnership.