Citi, Morgan Stanley, Raymond James and Roth revise targets on nuclear energy stocks
Citi, Morgan Stanley, Raymond James and Roth changed price targets on OKLO, SMR, CEG, VST and LEU ahead of Q3 results, per Stocktwits.
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what happened
Citi cut its price target on Oklo to $33 from $57.50 and kept a Neutral rating. Its target for NuScale was lowered to $4 from $6.50, with a Sell rating maintained. Citi said renewables remain out of favor because of higher interest rates, policy uncertainty and rising costs.
Morgan Stanley raised its target on Constellation Energy to $378 from $369 and kept an Overweight rating. Raymond James trimmed its Vistra target to $176 from $182 and kept a Strong Buy rating. Roth Capital lowered its Centrus Energy target to $115 from $188 and kept a Neutral rating, warning that Q3 results could disappoint some investors.
why it matters
The target changes across several nuclear names come ahead of the third-quarter earnings season. For investors in nuclear power, this mainly reflects analyst sentiment rather than a new development for the sector. The information was reported by Stocktwits, citing The Fly.
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sources
- Nuclear Energy Analyst Roundup: Wall Street Weighs In On OKLO, SMR, CEG, VST, LEU Stocks — Stocktwits, 22 October 2026 at 01:59 UTC
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