11 December 2025 | 4:02PM EST Equity Research Nuclear Nuggets: Global reactor tracker - December edition; 2026 Key Themes in Focus In the December edition of the Global Reactor Tracker, we highlight (1) a 2026 outlook for nuclear focused on a Q&A on key debates/themes into the new year (2) updated supply and demand forecasts through 2045 (3) recent data on pricing and contracting and (4) investor positioning and performance for nuclear equities under our coverage. Top questions on the nuclear theme heading ...

Core Insights - Oklo and NuScale Power are both involved in the small modular reactor sector, but their recent quarterly results indicate they are at significantly different stages of development [1] Company Summaries - Oklo operates in the small modular reactor space and has recently reported quarterly results that suggest it is at an earlier stage compared to its competitor [1] - NuScale Power, also in the small modular reactor market, has released quarterly results that reflect a more advanced stage of development relative to Oklo [1]

小型模块化反应堆公司NuScale Power(SMR.US)盘前续跌2.26%，报19.86美元；该股昨日收跌4.69%。消 息面上，花旗重申对NuScale Power的"卖出/高风险"评级，并将其目标价从37.5美元大幅下调至18.5美 元。花旗指出，短期内或存在利好因素推动公司股价走高，但长期来看，营收压力将持续显现。一方 面，现有合同相关收入呈下滑态势，另一方面，合作伙伴福陆持续减持套现，且NuScale需增发股权以 履行支付承诺。(格隆汇) | SMR NuScale Power | | 01 | | --- | --- | --- | | 20.320 + -1.000 -4.69% | | 收盘价 12/10 15:59 美东 | | 19.860 + -0.460 -2.26% | | 盘前价 12/11 04:20 美东 | | 三 5 24 号 ( 8 目 ( 白 ( ) 2 | | ● 快捷交易 | | 最高价 21.115 | 开盘价 20.620 | 成交量 2247.9万 | | 最低价 19.770 | 昨收价 21.320 | 成交额 4.56亿 | | 平均价 20.306 ...

该分析师表示，短期内或存在利好因素推动公司股价走高，但长期来看，营收压力将持续显现。一方 面，现有合同相关收入呈下滑态势，另一方面，合作伙伴福陆(FLR.US)持续减持套现，且NuScale需增 发股权以履行支付承诺。此外，Bagri将公司首台核电模块的预计销售时间推迟两年，并认为公司在中 短期内与美国田纳西河谷管理局签订确定性合同的可能性较低。 截至周三收盘，NuScale股价收跌4.69%。 智通财经APP获悉，花旗重申对小型模块化反应堆公司NuScale Power(SMR.US)的"卖出/高风险"评级， 并将其目标价从37.50美元大幅下调至18.50美元，理由是公司面临合同不确定性与营收压力。 花旗分析师Vikram Bagri指出，作为唯一获得美国核管理委员会批准的小型模块化反应堆设计方案的核 能公司，NuScale拥有显著的监管审批与时间优势，并在数据中心和人工智能(AI)推动的电力需求增长 背景下，获得行业先发优势。然而，公司仍面临重大的项目执行风险，且其股价似乎已提前计入了大量 2040年前的装机预期，这与全球核电容量的预计增幅并不相称。 ...

The stock's latest slump may feel discouraging, but for investors who believe in the potential of small modular reactors, it could be an opportunity.In case you haven't noticed, the energy sector is undergoing a nuclear resurgence.Or, at least, it was. Prior to about mid-October, nuclear energy stocks, especially those of companies that are designing microreactors, were surging in value. Oklo, for instance, was up by about 700% on the year, while uranium enricher Centrus Energy was up by about 440%.Then cam ...

Nuscale Power Corp (NYSE:SMR) is one of the best industrial stocks to buy according to Wall Street analysts. On November 25, analysts at UBS reiterated a Neutral rating on Nuscale Power Corp (NYSE:SMR) and cut the price target to $20 from $38. UBS Cautious on NuScale Power Corporation (SMR) amid Near Term Headwinds Copyright: vencavolrab78 / 123RF Stock Photo The price target cut, which still implies significant upside potential, comes amid concerns that the company faces near-term headwinds, including ...

Key Takeaways SMR shares plunged after a wider-than-expected Q3 loss and Fluor's plan to sell its entire stake.NuScale faces tiny revenues, large milestone payments and non-binding TVA agreements.Competition from GEV, BWXT and OKLO, plus a rich valuation, adds pressure to SMR's near-term prospects.NuScale Power’s ((SMR) shares have lost 20.3% over the past month, underperforming the Zacks Electronics- Power Generation industry’s decline of 18.4%. The stock has also underperformed its industry competitors, i ...

NU E Power Corp. Announces Upcoming Appointment of Hon. Tony Clement to Board of Directors to Support Advanced Energy and SMR StrategyDecember 09, 2025 9:30 AM EST | Source: Nu E Corp.Calgary, Alberta--(Newsfile Corp. - December 9, 2025) - NU E Power Corp. (CSE: NUE) (OTC Pink: NUEPF) ("Nu E" or the "Company") is pleased to announce that the Honorable Tony Clement, former Canadian Cabinet Minister, is expected to be appointed to the Company's Board of Directors following its upcoming Annual Ge ...

The nuclear energy stock has lost ground rapidly in recent weeks on certain developments.Shares of NuScale Power (SMR +1.25%) logged their worst month in 2025 as they plunged 55.4% in November, according to data provided by S&P Global Market Intelligence.At one point in the year, NuScale Power stock was up a staggering 200%. After November's big fall, its year-to-date gain has dropped to only 19%, as of the time of this writing. What went wrong with the once red-hot nuclear energy stock? NuScale Power isn't ...

NuScale Power Corporation (NYSE:SMR) is one of the stocks Jim Cramer discussed, along with the tech battleground. A caller inquired if they should buy more, hold, or sell the stock, and here’s what Mad Money’s host had to say in response: “The only one I want… to buy is GE Vernova because they actually know how to build one of these things. I want you to scale out on the way up… Sell some at $27. Sell some at $30. Get rid of all of it.” Pixabay/Public Domain NuScale Power Corporation (NYSE:SMR) provid ...