NuScale Power's NYSE: SMR stock price is heading for an atomic-sized surge, driven by its market position, accelerated timeline to operations, and market dynamics. The company's position is unparalleled; it is the only one with U.S. Nuclear Regulatory Commission design approval and on track to deploy its first commercial reactors within a few years.
NuScale Power Corporation (NYSE:SMR ) Q2 2025 Earnings Conference Call August 7, 2025 5:00 PM ET Company Participants John Lawrence Hopkins - President, CEO & Director Ramsey Hamady - Chief Financial Officer Rodney McMahan - Senior Director of Investor Relations Conference Call Participants Brian K. Lee - Goldman Sachs Group, Inc., Research Division Craig Kenneth Shere - Tuohy Brothers Investment Research, Inc. Eric Stine - Craig-Hallum Capital Group LLC, Research Division Leanne Hayden - Canaccord Genuity Corp., Research Division Marc Gregory Bianchi - TD Cowen, Research Division Sherif Ehab Elmaghrabi - BTIG, LLC, Research Division Soundarya Iyer - Unidentified Company Operator Good afternoon, and welcome to NuScale's Second Quarter 2025 Earnings Results Conference Call.
SMR's second-quarter 2025 performance is likely to have benefited from strong demand for electricity powering AI-supported data centers.
NuScale Power is gaining traction as tech giants adopt its nuclear tech, but rising competition and valuation may test its momentum.
GE Vernova expands global footprint in the nuclear small module reactor industry with its BWRX-300 reactor.
Key Points in This Article: Nuclear power is gaining traction in 2025 due to rising energy demands from AI and electrification, with Trump's executive orders pushing for streamlined regulations and reactor deployment.
SMR stock is driven by demand for clean energy, tech partnerships,and increasing power needs in data centers.
Artificial intelligence (AI) and electrification are driving the world to need more energy. One form of electric power generation that is coming back into vogue is nuclear power.
SMR benefits from surging clean energy demand, AI-fueled data center growth, and new tech partnerships to boost momentum.
SMR gains momentum as demand for carbon-free energy rises and top tech firms back its small modular reactor tech.
NuScale is uniquely positioned as the only public company with an NRC-approved SMR, benefiting from surging demand for clean, reliable energy, especially from AI data centers. Strong financials, global partnerships, and advanced customer discussions provide a solid runway, despite the speculative valuation and lack of near-term profitability. Risks remain—delays, political changes, or missed deals could trigger sharp corrections—but NuScale's lead and readiness make it a calculated gamble, not just hype.
Nuclear energy upstarts NuScale Power Corporation and Oklo Inc. have soared over 200% since early April as Wall Street dove back into risk assets with massive long-term upside.