VanEck Uranium + Nuclear Energy ETF

NLR

Market cap $4.86B

The world of exchange-traded funds (ETFs) expands and changes at a rapid pace, with investors funneling more than a trillion dollars into these products annually amid a host of new fund launches. It can be easy to get caught up in the noise of the ETF space as a result.

The VanEck Uranium and Nuclear ETF has surged 75% over the past year, climbing from around $84 in January 2025 to $146.60 today.

Reliable power, including nuclear, data-center efficiency, and grid capacity are now core drivers of returns from stocks outside of the tech sector benefitting from the AI boom as demand ramps. Investors are finding opportunity in small- and mid-cap companies that operate in concentrated markets with limited competition.

I reiterate a buy recommendation on uranium and nuclear energy ETFs, with NLR ETF favored for liquidity and lowest expense ratio. Meta's major nuclear energy contracts highlight accelerating demand for stable, clean power to support AI data centers, reinforcing the uranium investment thesis. NLR ETF now trades at 66x earnings, above its 45x historical average, but a potential target of 85x P/E implies a 28% upside.

Energy markets around the world have been shaken up by geopolitical volatility, most notably in Venezuela and Iran. However, there's much more to the story beyond just those two countries.

The VanEck Uranium and Nuclear ETF beat the market in 2025. The ETF could be poised to see more growth in 2026.

I am shifting uranium exposure from Global X Uranium ETF to VanEck Uranium and Nuclear ETF for better risk management. NLR offers distributed risk across miners, utilities, and tech, reducing idiosyncratic risk compared to URA's heavy concentration in a few names. Uranium demand is set to outpace supply through 2045, with long-term contracts locking in higher prices and supporting sector margins.

NEW YORK--(BUSINESS WIRE)--VanEck announced today the 2025 annual distributions per share for its VanEck equity exchange-traded funds.

CNBC's “Power Lunch” team discusses energy markets, Trump Media's merger with fusion company TAE Technologies and more with Tyler Rosenlicht, head of natural resource equities at Cohen & Steers.

I'd be a seller of the VanEck Uranium and Nuclear ETF, as I believe investor enthusiasm is running ahead of fundamentals for nuclear power. NLR's top holdings include several pre-revenue firms, exposing investors to heightened risk. Trump Media's announcement of a $6 billion deal for a nuclear fusion company gives a concrete example of the speculative juices in the nuclear sector today.