We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
2 AI Energy Stocks to Buy Now that Might Be the Next Oklo
Key Takeaways
Oklo and other nuclear and next-gen energy stocks have soared as part of the AI trade.
NNE is a soaring home-run nuclear energy stock to buy for big upside.
MVST is a cheap ($5 a share), Zacks Rank #1 (Strong Buy) energy storage stock poised to breakout.
Wall Street is treating next-generation nuclear energy companies such as Oklo as direct bets on artificial intelligence. The reason is simple: large AI data centers consume as much electricity as a mid-sized city, which is a huge reason why U.S. electricity demand is set to grow ~75% by 2050.
The desperate need for more power to fuel AI expansion helped Sam Altman-backed nuclear energy upstart Oklo (OKLO - Free Report) stock soar 500% so far in 2025, despite being pre-revenue. Investors have also sent established energy giants such as GE Vernova, Constellation Energy, and Vistra skyrocketing over the past few years.
AI hyperscalers are taking an all-of-the-above approach to energy from nuclear and natural gas to solar, which is great for energy storage companies.
Oklo looks a bit overheated after climbing 140% since early July. It’s time to buy other stocks that could be the next home-run AI energy investments with huge near-term and long-term upside.
Investors looking for the next Oklo might want to consider Zacks Rank #1 (Strong Buy) energy storage company Microvast, which trades for under $5 a share, and speculative microreactor stock Nano Nuclear Energy.
Buy Nano Nuclear Stock Before It Soars Again
Nano Nuclear Energy Inc. (NNE - Free Report) is developing advanced portable micro nuclear reactors. The speculative pre-revenue nuclear company envisions a future where its microreactors provide energy to AI data centers, cargo ships, Moon bases, and beyond.
Nano’s bull case is deepened by its strong balance sheet ($210 million in cash and cash equivalents vs. $5 million in total liabilities).
Image Source: Zacks Investment Research
NNE said last quarter that it’s experiencing “growing support and interest from long-term oriented institutional investors.” AI hyperscalers are partnering with nuclear energy companies like Oklo and Constellation (CEG - Free Report) to make sure they’re prepared to power their data centers.
Big tech companies might even buy a few small nuclear energy companies like Nano because securing power is the most difficult part of the AI supply chain.
Nuclear energy, as Nano pointed out in its Q3 earnings report in August, is also backed by “unprecedented bipartisan legislative and policy support in the U.S. for nuclear energy.” NNE is gaining interest from Wall Street. Zacks has five brokerage recommendations for the stock, up from two in the spring (3 out of 5 are “Strong Buys”).
Nano Nuclear announced in late September that it was included in the S&P Global Broad Market Index (BMI), “the world's first float-adjusted global benchmark.” NNE was also added to the S&P Total Market Index (TMI), which “encompasses the entire U.S. equity market.” These inclusions expand NNE’s visibility to a large swath of investors.
Image Source: Zacks Investment Research
Nano Nuclear stock lagged some of its home-run nuclear energy peers in 2025, yet it is still up 80% YTD and 760% since its early May 2024 IPO. Yet, Nano has not broken out above its early 2025 highs.
The stock is heavily short (~28% of the float), setting up the potential for quick and substantial upside if Wall Street takes some of its Oklo winnings and dives into Nano.
The chart above shows the NNE has held its ground at its post IPO highs and its 21-day moving average. It is also far from overheated on the RSI front, proving Nano Nuclear breakout potential in Q4 and beyond once it climbs above its January peaks.
Time to Buy Cheap AI Energy Stock MVST in October
Microvast (MVST - Free Report) designs, develops, and manufactures lithium-ion battery solutions. The Texas-based company boasts that its cutting-edge cell technology and its vertical integration capabilities extend from core battery chemistry to modules and packs.
Microvast is capitalizing on the long-term momentum of solar energy expansion, which necessitates the massive deployment of energy storage solutions. It also benefits from the broader electrification of vehicles, big and small.
U.S. utility-scale battery storage grew ~66% last year, with it set to add another 20 GW of battery storage to the grid in 2025, to reach nearly 50 GW, up from essentially zero before 2020.
Image Source: Zacks Investment Research
The battery technology company's huge beat-and-raise second quarter report in early August sent its FY25 consensus estimate 46% higher, with its FY26 estimate up 21%. MVST’s positive bottom-line revisions help it earn a Zacks Rank #1 (Strong Buy).
MVST is projected to swing from an adjusted loss of -$0.27 a share last year to +$0.19 a share in FY25 and then grow its earnings per share (EPS) by 53% in 2026. It is projected to grow its revenue by 22% in 2025 and 2026 to reach $563.5 million vs. $108 million in 2020.
Image Source: Zacks Investment Research
Microvast stock soared 120% YTD and over 2,220% off its November 2024 lows. Yet it still trades roughly 23% below its average Zacks price target and 80% beneath its 2021 highs.
MVST stock is on the verge of breaking out to new 2025 highs and overtaking a potentially key level highlighted above that could help it start marching back up to its all-time highs. Investors might also be attracted to MVST’s status as a cheap stock trading for roughly $4.60 a share.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
2 AI Energy Stocks to Buy Now that Might Be the Next Oklo
Key Takeaways
Wall Street is treating next-generation nuclear energy companies such as Oklo as direct bets on artificial intelligence. The reason is simple: large AI data centers consume as much electricity as a mid-sized city, which is a huge reason why U.S. electricity demand is set to grow ~75% by 2050.
The desperate need for more power to fuel AI expansion helped Sam Altman-backed nuclear energy upstart Oklo (OKLO - Free Report) stock soar 500% so far in 2025, despite being pre-revenue. Investors have also sent established energy giants such as GE Vernova, Constellation Energy, and Vistra skyrocketing over the past few years.
AI hyperscalers are taking an all-of-the-above approach to energy from nuclear and natural gas to solar, which is great for energy storage companies.
Oklo looks a bit overheated after climbing 140% since early July. It’s time to buy other stocks that could be the next home-run AI energy investments with huge near-term and long-term upside.
Investors looking for the next Oklo might want to consider Zacks Rank #1 (Strong Buy) energy storage company Microvast, which trades for under $5 a share, and speculative microreactor stock Nano Nuclear Energy.
Buy Nano Nuclear Stock Before It Soars Again
Nano Nuclear Energy Inc. (NNE - Free Report) is developing advanced portable micro nuclear reactors. The speculative pre-revenue nuclear company envisions a future where its microreactors provide energy to AI data centers, cargo ships, Moon bases, and beyond.
Nano’s bull case is deepened by its strong balance sheet ($210 million in cash and cash equivalents vs. $5 million in total liabilities).
Image Source: Zacks Investment Research
NNE said last quarter that it’s experiencing “growing support and interest from long-term oriented institutional investors.” AI hyperscalers are partnering with nuclear energy companies like Oklo and Constellation (CEG - Free Report) to make sure they’re prepared to power their data centers.
Big tech companies might even buy a few small nuclear energy companies like Nano because securing power is the most difficult part of the AI supply chain.
Nuclear energy, as Nano pointed out in its Q3 earnings report in August, is also backed by “unprecedented bipartisan legislative and policy support in the U.S. for nuclear energy.” NNE is gaining interest from Wall Street. Zacks has five brokerage recommendations for the stock, up from two in the spring (3 out of 5 are “Strong Buys”).
Nano Nuclear announced in late September that it was included in the S&P Global Broad Market Index (BMI), “the world's first float-adjusted global benchmark.” NNE was also added to the S&P Total Market Index (TMI), which “encompasses the entire U.S. equity market.” These inclusions expand NNE’s visibility to a large swath of investors.
Image Source: Zacks Investment Research
Nano Nuclear stock lagged some of its home-run nuclear energy peers in 2025, yet it is still up 80% YTD and 760% since its early May 2024 IPO. Yet, Nano has not broken out above its early 2025 highs.
The stock is heavily short (~28% of the float), setting up the potential for quick and substantial upside if Wall Street takes some of its Oklo winnings and dives into Nano.
The chart above shows the NNE has held its ground at its post IPO highs and its 21-day moving average. It is also far from overheated on the RSI front, proving Nano Nuclear breakout potential in Q4 and beyond once it climbs above its January peaks.
Time to Buy Cheap AI Energy Stock MVST in October
Microvast (MVST - Free Report) designs, develops, and manufactures lithium-ion battery solutions. The Texas-based company boasts that its cutting-edge cell technology and its vertical integration capabilities extend from core battery chemistry to modules and packs.
Microvast is capitalizing on the long-term momentum of solar energy expansion, which necessitates the massive deployment of energy storage solutions. It also benefits from the broader electrification of vehicles, big and small.
U.S. utility-scale battery storage grew ~66% last year, with it set to add another 20 GW of battery storage to the grid in 2025, to reach nearly 50 GW, up from essentially zero before 2020.
Image Source: Zacks Investment Research
The battery technology company's huge beat-and-raise second quarter report in early August sent its FY25 consensus estimate 46% higher, with its FY26 estimate up 21%. MVST’s positive bottom-line revisions help it earn a Zacks Rank #1 (Strong Buy).
MVST is projected to swing from an adjusted loss of -$0.27 a share last year to +$0.19 a share in FY25 and then grow its earnings per share (EPS) by 53% in 2026. It is projected to grow its revenue by 22% in 2025 and 2026 to reach $563.5 million vs. $108 million in 2020.
Image Source: Zacks Investment Research
Microvast stock soared 120% YTD and over 2,220% off its November 2024 lows. Yet it still trades roughly 23% below its average Zacks price target and 80% beneath its 2021 highs.
MVST stock is on the verge of breaking out to new 2025 highs and overtaking a potentially key level highlighted above that could help it start marching back up to its all-time highs. Investors might also be attracted to MVST’s status as a cheap stock trading for roughly $4.60 a share.