I'm upgrading NuScale Power Corporation (SMR) to Speculative Buy after it suffered an incredible 80% decline from 2025 highs, as a bottoming signal beckons. SMR's first-mover advantage stems from being the only SMR technology with NRC design certification, positioning it for long-term nuclear energy deployment. Execution risks remain significant, but improving sentiment, robust liquidity (~$1B), and global partnerships suggest potential for future monetization.
SMR targets AI data center demand with modular reactors, but revenue growth hinges on project execution and signed PPAs.
NuScale Power's first customer just gave the green light to a nuclear power project. NuScale's customer still needs to find funding for the project.
The small modular reactor maker has a lot to prove.
NuScale Power drops 14% in a month after weak Q4 results, but a potential 6-GW TVA nuclear program keeps long-term hopes alive.
The global energy market is currently facing a perfect storm. We are witnessing a collision between an unstoppable force and an immovable object.
NuScale Power Corporation (SMR) Q4 2025 Earnings Call Transcript
NuScale Power Corporation (SMR) came out with a quarterly loss of $0.8 per share versus the Zacks Consensus Estimate of a loss of $0.1. This compares to earnings of $0.6 per share a year ago.
Over the last few months, the market has seen NuScale Power ( NYSE:SMR ) collapse from $57.42 to $14.24, erasing approximately 75% of shareholder value.
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.