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SMR

Snapshot
mcap $3.5B · fwd P/E -12.8 · P/S 323.2 · rev -99% y/y · margin 0% · short 20.6% of float · beta 2.3 · 2% of 52w range

Active theses holding SMR

Recent news

Wall Street Warns NuScale Power Faces 40% Downside Risk
UBS downgraded NuScale Power to Sell, cutting its price target to $6, implying 40% downside, citing execution risks and a five-year build timeline with no concrete client commitments. The bank forecasts a cumulative $700
Sep 16, 2026
Three Nuclear Stocks to Buy for 2026: Cameco, Brookfield, NuScale
With 417 nuclear reactors operating globally and 77 under construction, rising electricity demand from AI, electrification, and developing nations is driving a nuclear renaissance. Three stocks are highlighted for 2026:
Sep 16, 2026
NuScale Power Nears TVA Deal for Nuclear SMRs
NuScale Power's future hinges on securing a power purchase agreement (PPA) with the Tennessee Valley Authority (TVA) for a 6-gigawatt small modular reactor (SMR) project, announced in September 2025 with partner ENTRA1 E
Sep 15, 2026
Study Warns NuScale SMR Operating Costs Could Be Prohibitive
A new University of Colorado Boulder study warns that NuScale Power's small modular reactors (SMRs) could face prohibitive operating costs, potentially exceeding $93 per megawatt hour (MWh) when combining fuel, variable,
Sep 15, 2026
NuScale Power faces critical 2026 deal deadline for SMR project
NuScale Power faces a critical deadline by the end of 2026—potentially extending into 2027—to sign a binding financial agreement for its flagship small modular reactor (SMR) project, the world's largest such venture. The
Sep 14, 2026
BWX Technologies Outshines NuScale as Safer Nuclear Bet
NuScale Power, a small modular reactor (SMR) developer that went public via SPAC in May 2022, saw its stock surge to a record $53.43 by October 2025 before collapsing back to around $10. The decline followed the cancella
Sep 11, 2026
Wall Street favors Oklo over NuScale in nuclear SMR stocks
Wall Street analysts favor Oklo over NuScale in the small modular reactor (SMR) nuclear stock space, despite NuScale holding a regulatory lead with U.S. NRC design certification. Oklo's average price target is $79.88, ne
Sep 09, 2026
Oracle and NuScale Power: Different AI Plays, Shared Power Demand
Oracle and NuScale Power are two stocks tied to AI infrastructure and power demand, though they operate independently. Oracle, a cloud infrastructure provider, has seen its remaining performance obligation surge 363% yea
Sep 06, 2026

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