How the Street's calls on nuclear played out
Sell-side price targets on nuclear names over the last two years, checked over each firm's own horizon: 72 of 119 resolved targets (60%) were reached while they stood, 47 were replaced by the same firm first, and 0 fell short at their deadline.
5 names · 4 firms with 8+ resolved targets here · checked through 2026-10-13. Rebuilt every morning.
Firm by firm on nuclear
| # | Firm | Targets reached | Replaced early | Short | Resolved | Ratings vs sector | Names |
|---|---|---|---|---|---|---|---|
| Citigroup | 7 (70%) | 3 | 0 | 10 | — | LEU OKLO SMR | |
| Bank of America | 6 (60%) | 4 | 0 | 10 | 2 of 2 | BWXT CCJ LEU OKLO SMR | |
| RBC Capital | 1 (11%) | 8 | 0 | 9 | 1 of 1 | CCJ SMR | |
| Wedbush | 7 (88%) | 1 | 0 | 8 | 1 of 1 | OKLO |
Numbered firms have 30+ resolved targets in this sector and are ordered by the share reached; the rest are listed by volume, unranked. A record inside one sector is a slice of a slice: none of these counts is a measure of skill, and none carries a letter. How targets and ratings are checked →
The names
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How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
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