A true ‘nuclear renaissance' is taking shape, and these stocks could be big winners

The nuclear-energy industry has been having a moment, but analysts say some companies look better positioned than others to capitalize on a wave of AI-fueled demand.

Market Watch • Oct 8, 2026

Public Service Enterprise Group CEO Sells 2,083 Shares

The sale was valued at approximately $153,000. The transaction size equaled 0.7% of the direct equity stake held before the filing.

The Motley Fool • Sep 11, 2026

PSEG (PEG) Down 2.9% Since Last Earnings Report: Can It Rebound?

PSEG (PEG) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Sep 3, 2026

Public Service Enterprise: A Prime Candidate For Utility Exposure

Founded in 1903, Public Service Enterprise Group (hereon referred to as PSEG) is now a $36 billion (by market cap) utility employing around 13,000 people. PSEG has increased its dividend for 15 consecutive years. Its 10-year dividend growth rate of 4.9% is somewhat middling, but I don't think that tells the whole story. PSEG has an okay financial position. Its long-term debt/equity ratio is 1.3, while the interest coverage ratio is right about 3.

Seeking Alpha • Aug 31, 2026

Public Service Enterprise Group: Regulated Growth And Nuclear Upside Option

I initiate Public Service Enterprise Group with a buy rating, driven by its robust regulated investment program and strong nuclear generation assets. PEG's $22.5–$25.5 billion regulated capex plan underpins a credible 6–8% operating earnings growth outlook, contingent on timely rate base conversion. PEG's nuclear fleet delivers reliable, carbon-free baseload power, positioning PEG to benefit from surging data center and commercial electricity demand.

Seeking Alpha • Aug 18, 2026

Public Service Enterprise Group Q2 Earnings Call Highlights

Public Service Enterprise Group NYSE: PEG reaffirmed its full-year 2026 operating-earnings outlook after reporting second-quarter results supported by utility infrastructure investments and improved performance at its power business.

MarketBeat • Aug 5, 2026

Public Service Enterprise beats profit estimates on electric and gas unit boost

U.S. utility Public Service Enterprise on Tuesday beat second-quarter profit estimates, helped by strength at its ​electric and gas unit while higher interest ‌costs weighed on its power-generation business.

Reuters • Aug 4, 2026

Public Service Enterprise Group Incorporated (PEG) Q2 2026 Earnings Call Transcript

Public Service Enterprise Group Incorporated (PEG) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 4, 2026

PSEG ANNOUNCES SECOND QUARTER 2026 RESULTS

$0.67 PER SHARE NET INCOME $0.86 PER SHARE NON-GAAP OPERATING EARNINGS    Maintains 2026 Non-GAAP Operating Earnings Guidance of $4.28 - $4.40 Per Share NEWARK, N.J., Aug. 4, 2026 /PRNewswire/ -- Public Service Enterprise Group (NYSE: PEG) reported the following results for the second quarter and six months ended June 30, 2026: PSEG Consolidated (unaudited) Second Quarter Comparative Results   Income Earnings Per Share ($ millions, except per share amounts) 2026 2025 2026 2025 Net Income $334 $585 $0.67 $1.17   Reconciling Items 91 (201) 0.19 (0.40) Non-GAAP Operating Earnings $425 $384 $0.86 $0.77   Average Shares Outstanding (Diluted) 499 500 See Attachments 8 and 9 for a complete list of items excluded from Net Income/(Loss) in the determination of non-GAAP Operating Earnings.

PRNewsWire • Aug 4, 2026

PSEG (PEG) Tops Q2 Earnings Estimates

PSEG (PEG) came out with quarterly earnings of $0.86 per share, beating the Zacks Consensus Estimate of $0.8 per share. This compares to earnings of $0.77 per share a year ago.

Zacks Investment Research • Aug 4, 2026