NuScale Power's 6GW ENTRA1 plan targets 72 modules by 2030, but no binding PPAs and execution risks can test the ambitious timeline.
SMR heads into Q4 with revenues set to plunge sharply Y/Y, even as long-term small modular reactor projects and partnerships gain traction.
BWX Technologies' surging backlog and earnings growth outshine NuScale Power, whose long timelines and premium valuation raise near-term risks.
NuScale Power's stock has experienced significant fluctuations amid a nuclear energy resurgence. The company needs to establish a manufacturing supply chain to produce NuScale Power Modules at scale, which will require substantial capital investment.
SMR trades at a steep valuation premium as execution risks, delayed revenues and weak stock performance fuel debate over whether to hold or exit.
NuScale Power is attempting to build a manufacturing business around small modular nuclear reactors. The company is still trying to finalize its first sale.
GE Vernova's small modular reactor progress and steadier fundamentals give it an edge over NuScale Power's long-dated, higher-risk pipeline.
The Global X Uranium exchange-traded fund is still simmering after its massive advance for much of last year.
NuScale Power is positioning its small modular reactors to meet surging AI data center power demand, tying long-term growth to major U.S. nuclear projects.
SMR shares plunge 54.4% over the past three months as execution risks, long timelines and rich valuation pressure NuScale Power's nuclear growth plans.
Meta Platforms ( NASDAQ:META ) announced nuclear power agreements this morning with three companies to support its artificial intelligence (AI) data centers.
SMR's 20% slide follows a wider Q3 loss, Fluor's declining equity stake and mounting project risks as long timelines and high costs cloud its outlook.