NuScale Power ( SMR ) is a $5 billion provider of advanced nuclear small modular reactor (SMR) technology. The stock became a Zacks #5 Rank after their Q3 report on November 6 delivered a loss of $1.85 per share, significantly wider than the loss of 18 cents reported in the year-ago quarter.
GEV pushes into the SMR market with its BWRX-300 design, securing a key Ontario milestone as global interest accelerates.
Rolls-Royce Holdings PLC (LSE:RR.) results came out alongside news that the decommissioned Wylfa nuclear plant on Anglesey in North Wales has been selected as the site for the UK's first small modular reactor nuclear power station, using the company's SMR technology.
SMR's Q3 loss widens sharply, but major Small Modular Reactor deals with TVA and RoPower highlight long-term clean energy potential.
NuScale Power Corporation ( SMR ) Q3 2025 Earnings Call November 6, 2025 5:00 PM EST Company Participants Rodney McMahan - Senior Director of Investor Relations John Hopkins - President, CEO & Director Robert Hamady - Chief Financial Officer Clayton Scott - Chief Commercial Officer Conference Call Participants Drew Nordquist - Cantor Fitzgerald & Co., Research Division Eric Stine - Craig-Hallum Capital Group LLC, Research Division Leanne Hayden - Canaccord Genuity Corp., Research Division Joseph Osha - Guggenheim Securities, LLC, Research Division Soundarya Iyer - B. Riley Securities, Inc., Research Division Dimple Gosai - BofA Securities, Research Division Brian Lee - Goldman Sachs Group, Inc., Research Division Marc Bianchi - TD Cowen, Research Division Vikram Bagri - Citigroup Inc., Research Division Joseph Nussbaum - BNP Paribas, Research Division Presentation Operator Good afternoon, and welcome to NuScale's Third Quarter 2025 Earnings Results Conference Call.
SMR shares tumble 14% as soaring operating costs widen its Q3 loss, overshadowing a 1,635% revenue surge.
NuScale Power Corporation (SMR) came out with a quarterly loss of $1.85 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to a loss of $0.18 per share a year ago.
Utilities name NuScale Power Corp (NYSE:SMR) is charging higher this afternoon, up 6.6% at $38.01, at last check, as investors prepare for the company's third-quarter report, due out after the close tomorrow.
SMR's Q3 results are likely to reflect the benefits of strong electricity demand to power AI-supported data centers.
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.
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.
NuScale Power's SMR technology gains traction with NRC approvals and major partnerships, but competition and valuation risks keep the stock in check.