智通财经APP获悉，花旗将美国小型模块化核反应堆开发商NuScale Power(SMR.US)的评级从"中性"下 调至"卖出"，目标价37.50美元。该公司周二股价下跌12.8%。 花旗指出下调原因包括："具有约束力的客户合同仍难以落实、新进入者的竞争加剧、大股东Fluor继续 减持股份带来压力，以及公司估值过高。" 分析师表示，"我们认为市场对该交易预期过高，因其时间线可能长于预期，且资金需求压力巨大。该 交易并非板上钉钉，公司也缺乏可靠的短期客户作为后备，除非有新进入者，否则只能依赖现有项目 ——但我们认为这种情况不太可能发生。" 花旗同时维持对Plug Power的"卖出"评级，称其分析师认为人工智能和数据中心相关支出不会为公司带 来直接收益。 NuScale曾表示目标是在2025年底前达成一份客户协议，目前框架是与田纳西河流域管理局及开发商 ENTRA1就潜在6吉瓦电力采购协议进行的非约束性合作。 花旗指出，即使协议签署，NuScale仍需获得原始设备制造商协议来供应核电站模块，因此电力采购协 议的时间表和合同签署仍存不确定性。 花旗报告提到，若6吉瓦协议全面达成，NuScale可能需分多期向ENT ...

Cantor Fitzgerald sets a price target of $55 for NYSE:SMR, indicating a potential increase of 24.41%.Appointment of James D. Canafax as Chief Legal Officer and Corporate Secretary could impact investor confidence.SMR's stock price volatility and significant trading volume suggest active investor interest and potential for growth.NuScale Power Corporation, trading under the symbol NYSE:SMR, is a company focused on developing small modular reactors for clean energy solutions. On October 21, 2025, Cantor Fitzg ...

Core Viewpoint - NuScale Power Corporation is focused on developing small modular reactors for nuclear energy, with a positive outlook indicated by Cantor Fitzgerald's "Overweight" rating on the stock [1][5]. Company Developments - The appointment of James D. Canafax as Chief Legal Officer and Corporate Secretary is expected to enhance the company's legal and corporate governance framework, potentially influencing investor confidence and stock performance [2][5]. Stock Performance - Currently, SMR is priced at $44.21, with a slight decrease of $0.04, or approximately -0.09%. The stock has fluctuated between a low of $43.41 and a high of $46.395 during the trading day [3]. - Over the past year, SMR has experienced significant price movement, with a high of $57.42 and a low of $11.08, indicating both growth potential and market risk [4][5]. - NuScale's market capitalization is approximately $13.18 billion, with a trading volume of 14.99 million shares, reflecting high investor interest and liquidity [4].

Upgrades - BofA upgraded Eversource (ES) to Buy from Neutral with a price target of $85, up from $73, citing an "improving regulatory tone" and a projected 6% EPS growth through 2029 [2] - Leerink upgraded Exelixis (EXEL) to Outperform from Market Perform with a price target of $48, up from $38, following the Phase 3 STELLAR-303 trial results, which established important levers for long-term investment despite a 12% stock decline [3] - Citi upgraded Nextracker (NXT) to Buy from Neutral with a price target of $114, up from $66, highlighting its dominant position in tracker sales and potential revenue contributions from acquired businesses by FY30 [4] - Citi upgraded Sunrun (RUN) to Buy from Neutral with a price target of $26, up from $11, noting benefits from rising electricity rates and increased leverage over suppliers due to market shifts [5] - Raymond James upgraded Capri Holdings (CPRI) to Outperform from Market Perform with a price target of $25, indicating a favorable turnaround position supported by improving demand and conservative guidance [6] Downgrades - JPMorgan downgraded Goldman Sachs (GS) to Neutral from Overweight with a price target of $750, up from $625, citing high current valuations compared to European investment banks [7] - BNP Paribas Exane downgraded Verizon (VZ) to Neutral from Outperform with a price target of $44, raising concerns about strategic direction following a recent CEO change [7] - BNP Paribas Exane downgraded NuScale Power (SMR) to Underperform from Neutral with a price target of $25, down from $41, due to concerns over cumulative shipments and financial commitments [7] - Citi downgraded NuScale to Sell from Neutral with a price target of $37.50, down from $46, highlighting potential sales by Fluor and stretched valuations [7] - TD Cowen downgraded Tempus AI (TEM) to Hold from Buy with a price target of $88, up from $72, viewing the stock as fairly valued after a significant rally [7] - Wells Fargo downgraded Cleveland-Cliffs (CLF) to Underweight from Equal Weight with an unchanged price target of $11, describing the recent stock rally as "excess exuberance" [7]

Key Points Oklo is the stock market darling, with a 12-month gain of more than 1,000%. NuScale is also near its all-time high as it races to build its first small reactor in Idaho. The battle is on to claim supremacy of new nuclear tech in an effort to power the AI data centers of tomorrow. 10 stocks we like better than Oklo › You could call it the one-two punch that put NuScale Power (NYSE: SMR) and Oklo (NYSE: OKLO) on the hot-stock radar. First, there's the ongoing artificial intelligence (AI ...

CORVALLIS, Ore.--(BUSINESS WIRE)--NuScale Power Corporation announced the appointment of James D. Canafax as Chief Legal Officer and Corporate Secretary, effective October 20, 2025. ...

Nuclear stocks have been selling off on the news, probably driven by profit taking after a wild run. Oklo Inc. (NYSE:OKLO) was trading -6.2% lower at 12.50 pm ET on Thursday, but has tucked on 1,285% over the past 52 weeks; Centrus Energy (NYSE:LEU) shed -4.1% on the day but +530.8% YTD, Energy Fuels Inc. (NYSE:UUUU) -7.0% but +349.9% YTD , NuScale Power Corp. (NYSE:SMR) -6.5% on the day but +181.% YTD, Uranium Energy Corp. (NYSE:UEC) -1.6% but +148.7% YTD, BWX Technologies (NYSE:BWXT) +2.8% on the day and ...

Core Insights - NuScale Power (NYSE: SMR) has experienced a significant increase in stock value, rising over 170% since the beginning of 2025, despite facing volatility with two notable declines of approximately 40% since January [1] - Recent developments, including federal support and military initiatives, have positively influenced investor sentiment towards NuScale Power [3][4] Group 1: Stock Performance - NuScale Power shares are currently 15% below this week's highs but have increased by 24.2% since last Friday's close [1] - The company's enterprise value has surpassed $6.5 billion, while revenue for the second quarter was only $8.1 million, indicating a speculative investment nature [5] Group 2: Federal Support and Initiatives - The company has benefited from "multi-billion dollar federal support" due to executive orders from President Trump, which have bolstered the nuclear power sector [3] - The U.S. Army's launch of the Janus Program aims to expedite the installation of small nuclear reactors for military energy needs, further enhancing investor interest [4] Group 3: Investment Considerations - Analysts suggest caution for potential investors, as NuScale Power was not included in a list of the top 10 stocks recommended for investment, indicating that there may be better opportunities available [6][7]

Core Insights - NuScale Power is a global leader in Small Modular Reactor (SMR) technology, benefiting from increasing demand for clean and scalable energy solutions, and is the only SMR technology approved by the U.S. Nuclear Regulatory Commission (NRC) [1][3] - The company received its second NRC approval for a 77-megawatt design in Q2 2025, enhancing its competitive position and customer interest [2][10] - NuScale Power's partnership with ENTRA1 is crucial for reducing project risks and making SMR technology more accessible to various stakeholders [3][10] - The company is expanding internationally, with a project in Romania to replace a coal-fired plant with SMR technology, showcasing the versatility of its reactors [4] - Despite its advancements, NuScale Power faces competition from GE Vernova and BWX Technologies in the nuclear energy sector [5] Competitive Landscape - GE Vernova is developing 300-megawatt small modular reactors and has partnered with Samsung C&T to promote its BWRX-300 SMR in global markets [6] - BWX Technologies is enhancing its presence in the SMR market and has partnered with Kairos Power to improve commercial production of TRISO nuclear fuel [7] Financial Performance - SMR shares have increased by 198% year-to-date, significantly outperforming the Zacks Computer & Technology sector, which has appreciated by 21.6% [8][10] - The stock is trading at a trailing 12-month Price/Book ratio of 30.51X, compared to the sector's 11.15X, indicating a premium valuation [11] - The Zacks Consensus Estimate for loss in 2025 is 46 cents per share, unchanged over the past 30 days, while the company reported earnings of 42 cents per share in the same quarter last year [13]

Core Insights - NuScale Power Corporation (NYSE:SMR) reached an all-time high on Wednesday, driven by investor interest following the US Army's launch of the Janus Program for small modular reactors [1][3]. Stock Performance - During the trading session, NuScale Power's stock peaked at $56.16 before closing at $53.43, reflecting a 16.68% increase [2]. Government Initiatives - The US Army's Janus Program supports the development of nuclear reactors, aligning with President Trump's executive order from May, which may lead to opportunities for NuScale Power [3][4]. - The Department of Defense has a deadline to have a reactor operational by September 30, 2028 [4]. Investment Context - Investors are also showing interest in NuScale Power and other nuclear technology stocks, linked to JPMorgan's $1.5 trillion security and resiliency investment program [4]. - JPMorgan emphasizes the importance of diversified energy production and grid modernization for national interests and advancing artificial intelligence [5].