NuScale: Low Return For High Risk
NuScale Power (SMR) is rated a sell due to high valuation and reliance on the Tennessee Valley Authority to buy 80 reactors via an exclusive commercial agreement with ENTRA1. SMR's asset-light model with supplier partners providing capex should reduce capital and debt needs. Consensus forecasts project positive EBITDA by 2029 and strong earnings by 2032, but these estimates rely on uncertain, faith-based assumptions.
Terrestrial Energy: The Nuclear SMR Play To Likely Surpass Oklo's Aurora
Initiate coverage on Terrestrial Energy with a Buy rating as it goes public via SPAC HCM II Acquisition Corp. HOND is developing an integral molten salt reactor to meet rising energy demand and support decarbonization and AI-driven growth. The company stands out among small modular reactor developers due to positive regulatory momentum, strong leadership, and technological advantages.
SMR Up 13% in Three Months: Should You Buy, Sell, or Hold the Stock?
NuScale Power's SMR technology gains traction with NRC approvals and major partnerships, but competition and valuation risks keep the stock in check.
Terra Innovatum: Could This SMR Developer Be The Next Oklo?
GSR III Acquisition Corp. (GSRT) is holding an extraordinary general meeting on October 7 to vote on the proposed business combination with Terra Innovatum Global N.V., a developer of scalable, modular nuclear micro-reactors. The combined company is offering 80,241,571 ordinary shares and 8,040 preferred shares on the NASDAQ at an offering price of $10.00 per share, resulting in a pro forma equity value of $475 million. Although no companies are currently operating SMRs at commercial scale, Terra Innovatum faces formidable competition from several well-financed competitors, including Oklo Inc. (OKLO), NuScale Power Corp. (SMR), BWX Technologies and others.
What's Driving NuScale Stock 250% Rally?
NuScale Power Corp (NYSE: SMR) has surged approximately 200% over the last year, significantly surpassing the S&P 500's 16% increase. This upward trend indicates increasing investor confidence in NuScale's distinctive role within the nuclear energy sector, driven by rising electricity needs resulting from AI infrastructure and the global movement toward electrification.
SMR's Robust Portfolio Fuel Revenue Growth: A Sign of More Upside?
NuScale Power's surging revenue, new NRC approval, and historic TVA deal highlight its expanding role in nuclear energy.
SMR Plunges 8% in One Month: Should You Buy, Sell, or Hold the Stock?
NuScale Power stock is down 7.6% this year so far due to steep valuation, rising sector headwinds and ongoing regulatory challenges.
SMR vs. OKLO: Which Small Modular Reactor Stock Has an Edge Now?
NuScale Power gains an edge over Oklo with regulatory approvals, strong partnerships, and growing momentum in the SMR race.
NuScale Q2 Earnings Show Progress, But Risks Still High
NuScale's Q2 2025 showed strong revenue growth but missed expectations, with losses narrowing slowly and no real commercial orders yet. The company has a solid cash reserve, providing a 2–4 year runway, but continued share dilution poses a risk if no contracts are secured. Regulatory progress gives NuScale an edge, but all major projects remain in planning, and commercial viability is still unproven.
SMR Gains From Rising Data Center Needs: Will it Drive Revenue Growth?
NuScale Power is riding the AI-driven data center boom as demand for reliable, carbon-free nuclear energy accelerates.
Should You Buy, Hold, or Sell NuScale Power Stock Post Q2 Earnings?
NuScale Power Q2 revenues surge 733% on SMR advances and new NRC approval, but steep valuation and tough competition warrant a cautious approach for the stock.
NuScale Power Shares Rise 7% on Narrower Q2 Loss, Revenue Up Y/Y
SMR's second-quarter loss narrows as revenue rises sharply, supported by RoPower project work and a key NRC design approval.
