Trend
Enrichment, switchgear and gas compression are sold out for years, yet several of these stocks sit near their 12-month lows.
Enrichment price near $200 per unit. Russian supply waivers end Jan 2028; new US plants 2029 or later.
Fear: Utilities paused new contracts; nuclear startups crashed and dragged the group.
Big electrical panels for data centers and the grid. Lead times 52 to 104 weeks; record orders.
Fear: Orders come in lumps.
Engines that push natural gas through pipes. 160-week lead times; Kodiak sold out.
Fear: Low natural gas prices.
Crews that build lines and substations.
Fear: Already near highs.
Gas is plentiful. Small reactor startups have no revenue yet.
Fear: Supply, not shortage.
| AROC Archrock | Stage 2 · Pulled back | $30.29 | $22.88 – $42.23 | 28% | $42.50 | $140.31 | $78.50 |
| BWXT BWX Technologies | Stage 2 · Pulled back | $137.00 | $133.21 – $241.82 | 43% | $222.07 | $162.09 | $81.50 |
| CCJ Cameco | Stage 2 · Pulled back | $86.67 | $77.70 – $135.24 | 36% | $126.85 | $146.36 | $74.75 |
| KGS Kodiak Gas | Stage 2 · Pulled back | $52.97 | $32.55 – $77.68 | 32% | $83.13 | $156.94 | $77.75 |
| LEU Centrus Energy | Stage 2 · Pulled back | $139.49 | $135.85 – $464.25 | 70% | $247.40 | $177.36 | $66.75 |
| MTZ MasTec | Stage 2 · Pulled back | $213.62 | $182.34 – $441.43 | 52% | $413.80 | $193.71 | $54.50 |
| POWL Powell Industries | Stage 2 · Pulled back | $184.47 | $92.59 – $328.00 | 44% | $280.00 | $151.79 | $70.50 |
| PWR Quanta Services | Stage 3 · Priced in | $642.51 | $404.51 – $788.75 | 19% | $769.63 | $119.78 | $70.00 |
| EQT EQT | Glut | $48.56 | $47.94 – $68.24 | 29% | $67.50 | $139.00 | $83.75 |
| OKLO Oklo | Glut | $37.02 | $34.38 – $193.84 | 81% | $76.43 | $206.46 | $70.00 |
Range bar: the dark tick is the price between the 12-month low (left) and high (right). The green tick is the analysts' average 12-month target, capped at the high. Good case uses that target. Bad case is a 2022-style slump: a 25% market drop scaled by the stock's beta (floor 0.5; 2.5 where beta is missing). Event stocks use an "event fails" estimate. These are what-if numbers, not predictions.
Enrichment, switchgear and gas compression are sold out for years, yet several of these stocks sit near their 12-month lows.
Uranium enrichment (stage 2, 6 of 6 signals); Switchgear (stage 2, 5 of 6 signals); Gas compression (stage 2, 5 of 6 signals). Stage 1 means prices just started rising and the stocks have not moved. Stage 2 means the shortage is real but the stocks fell on a specific fear.
Yes, in some parts: Natural gas and nuclear startups. A glut means too much supply, which is the opposite of a bottleneck.
No. Bottleneck Finder is education and public data. It never tells anyone to buy or sell, and it does not know your finances.