KEDI U.S. Nuclear Power SMR Index
The index consists U.S. listed stocks that are highly relevant to the nuclear power and small modular reactor (SMR) value chain.
Sentiment Summary
Recent Events
The company's Q3 2026 earnings report is expected to be announced around June 1, 2026, based on past reporting schedules; this is estimated to have a >5% price impact, expected.
Next earnings release for Q1 2026 is expected.
First quarter 2026 earnings release on May 12, 2026. Medium importance estimated based on typical market reaction to quarterly results, scheduled.
Oklo's Q1 2026 earnings release on 2026-05-12, with analysts estimating a 5% price impact as earnings typically drive volatility, scheduled.
Q1 2026 earnings conference call is scheduled for May 11, 2026. The earnings report is expected to be released before the call. A market reaction of at least 1% is estimated. scheduled
First Quarter 2026 earnings results and conference call on May 7, 2026, with importance estimated based on potential project updates scheduled.
First quarter 2026 earnings release scheduled.
Vistra announced it will report its first quarter 2026 financial results on May 7, 2026, scheduled.
Curtiss-Wright is scheduled to release its first quarter 2026 financial results after the market close on May 6, 2026, with a conference call the following morning. This is a recurring, high-impact event expected.
First quarter 2026 earnings release scheduled; earnings releases typically result in at least 5% price volatility, scheduled.
Q1 2026 earnings results scheduled to be released before markets open. Market impact is estimated at Medium as quarterly earnings typically drive significant price movement, scheduled
Talen Energy plans to release its first quarter 2026 financial results on May 5, 2026, scheduled. Low importance estimated as earnings dates are standard market events.
Providing critical updates on production ramp-up and costs, the first quarter 2026 earnings release on 2026-05-04 is expected.
First quarter 2026 earnings release and conference call scheduled.
Robert J. Gaudette is scheduled to become Chief Executive Officer, succeeding Lawrence Coben, as part of a planned leadership transition effective April 30, 2026; this major leadership change is estimated to have a significant price impact of at least 10%, scheduled.
Q1 2026 earnings release is expected on April 30, 2026. Analyst consensus EPS is forecasted to be approximately -$0.04. Market impact is estimated to be medium (~5%).
The 2026 Annual Meeting of Shareholders is scheduled to be held in a virtual-only format on April 28, 2026. A market reaction of at least 1% is estimated. scheduled
Q1 2026 earnings release is scheduled. Analysts forecast EPS of approximately $1.95-$1.97. Medium importance is estimated based on typical earnings volatility, forecasted.
Proposed a joint project with Argentina's state-run Dioxitek to develop a uranium hexafluoride production facility, representing its first formal project step outside the U.S. This is a proposal pending review by Argentinian authorities. Medium importance is estimated based on the potential for significant international expansion.
Ur-Energy announced a non-binding Letter of Intent (LOI) with Noble Plains Uranium Corp. on 2026-04-15 to evaluate a potential agreement for processing uranium from Noble Plains' Shirley Central Project at Ur-Energy's Shirley Basin facility.
Announced and priced offerings of senior secured and unsecured notes totaling $2.6 billion to refinance existing debt, including a tender offer for $1.5 billion of notes due 2032.
Vineyard Wind 1 LLC filed a lawsuit against GE Vernova to prevent the termination of turbine supply contracts for its offshore wind project, citing performance issues and a blade failure in July 2024. GE Vernova had issued a termination notice on February 27, 2026.
Expanded the Board of Directors on 2026-04-10, appointing four new independent directors; analysts estimate a 1% price impact from governance enhancement estimated.
Major shareholder Fluor Corporation sold 13.5 million shares on April 9, 2026, contributing to the stock price reaching a 52-week low.
Awarded a Gateway for Accelerated Innovations in Nuclear (GAIN) Voucher by the U.S. Department of Energy to collaborate with Oak Ridge National Laboratory on the development of its KRONOS microreactor. Low importance is estimated as this is an R&D support grant.