Core Insights - NuScale Power's stock has seen an increase of 15.14% recently, driven by positive sentiment regarding nuclear power's role in the AI industry [2][4] - Jensen Huang, CEO of Nvidia, emphasized the importance of nuclear energy for meeting the power demands of AI computing during a podcast appearance, which has positively influenced investor interest in NuScale Power [5][6] Company Overview - NuScale Power's current stock price is $23.19, with a market capitalization of $6 billion [4] - The stock has experienced a 52-week range of $11.08 to $57.42, indicating significant volatility [5] Industry Context - Jensen Huang predicts that small nuclear reactors will become more prevalent in the next six to seven years to support AI computing needs [5] - Huang's comments highlight the potential of nuclear power to alleviate pressure on the energy grid and contribute to energy supply, which aligns with NuScale Power's offerings of small modular reactors [5][6]

We recently published 10 Stocks Already Hurting in December. NuScale Power Corporation (NYSE:SMR) is one of the top performers on Monday. NuScale Power declined for a second day on Monday, shedding 9.60 percent to close at $18.08 apiece, with sentiment dampened by an overall market sell-off following the recent holiday boost. Additionally, investors went in a wait-and-see mode amid the lack of fresh catalysts to fuel buying appetite. NuScale Power Corporation (NYSE:SMR) is engaged in providing small mod ...

智通财经APP获悉，周二，核电股集体拉升，截至发稿，Oklo(OKLO.US)涨超8%，NANO Nuclear Energy(NNE.US)涨超7%，Centrus Energy(LEU.US)涨超5.7%，NuScale Power(SMR.US)涨超5.9%。 ...

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Markets gave up ground to start the new month.Often, stock markets perform well to start a new month, as automated monthly investments from 401(k) plans and individual investors provide some buying pressure. However, December didn't get off to a good start on Wall Street. The Nasdaq Composite (^IXIC 0.38%), Dow Jones Industrial Average (^DJI 0.90%), and S&P 500 (^GSPC 0.53%) were all down on the day, although they all recovered from much larger gains early in the trading session.IndexDaily Percentage Change ...

Hands hold a phone displaying NuScale Power’s logo as the company’s strategic AI-energy investments draw investor interest. Key Points NuScale's NRC-approved technology and its landmark agreement with the TVA solidify its leadership position in the burgeoning nuclear energy sector. The company has strategically strengthened its financial position through a massive capital injection, resulting in a debt-free balance sheet and ample liquidity. Recent financial results reflect a calculated investment to a ...

Core Insights - NuScale Power is focused on developing small modular reactors (SMRs), which are gaining renewed interest as a clean energy source due to advancements in technology and materials [2][4] - The global SMR market is expected to triple in size by 2030, indicating significant growth potential for companies in this sector [3] - NuScale is the first and only SMR design approved by the U.S. Nuclear Regulatory Commission, positioning it as a leader in the market [4] Company Positioning - NuScale is not the only player in the SMR space; competitors include BWXT, X-Energy, Kairos Power, and Nano Nuclear, among others [5] - Larger, well-funded companies like Rolls-Royce, GE Vernova, and Holtec International are also entering the SMR market, posing a competitive threat to NuScale [7] Revenue Timeline - While NuScale's technology is promising, significant revenue generation is projected to be years away, with meaningful commercial revenue expected around 2030 [8] - The company has agreements to supply up to 6 gigawatts of electricity to the Tennessee Valley Authority, but these agreements require regulatory oversight, which could delay revenue realization [9]

Core Insights - NuScale Power is collaborating with ENTRA1 to develop up to 6 gigawatts (GW) of small modular reactor capacity for the Tennessee Valley Authority (TVA), marking the largest small modular reactor initiative in the U.S. to date, with the first plant expected to generate power by 2030 [1][10] Group 1: Project Development - The term sheet between ENTRA1 and TVA indicates progress, with ENTRA1 working on final agreements [2] - NuScale Power made a milestone payment of $128.5 million in Q3 2025 to facilitate early development tasks [2][10] - The company ended Q3 with $753.8 million in cash after raising $475.2 million through an equity program, providing financial flexibility for upcoming milestone payments [3] Group 2: Risks and Challenges - The primary risk for NuScale Power is timing, as TVA is still evaluating nuclear options and the agreement is not yet a firm order [4] - ENTRA1 must finalize its Power Purchase Agreement before construction can commence, which adds uncertainty to the timeline [4] Group 3: Competitive Landscape - NuScale Power faces significant competition in the nuclear energy sector from companies like BWX Technologies and GE Vernova [5] - GE Vernova and Samsung C&T have partnered to expedite the rollout of GE Vernova's BWRX-300 SMR outside North America [6] - BWX Technologies has signed agreements with Rolls-Royce SMR to design and supply key components for advanced reactors, enhancing its position in the SMR supply chain [7] Group 4: Financial Performance and Valuation - NuScale Power's shares have increased by 4.5% year-to-date, while the Zacks Computer and Technology Sector has grown by 25% [8] - The company trades at a forward price-to-sales ratio of 60.54X, significantly higher than the industry average of 25.29X [11] - The Zacks Consensus Estimate for 2025 indicates a projected loss of $1.64 per share, widening from a previous estimate of a loss of 50 cents [14]

Core Insights - NuScale Power and BWX Technologies are key players in the nuclear energy sector, with NuScale focusing on small modular reactors and BWX supplying nuclear components and fuel to the U.S. government [1][2] - The global small modular reactor (SMR) market is projected to grow from $5.81 billion in 2024 to $8.37 billion by 2032, with a CAGR of approximately 4.98% from 2025 to 2032, benefiting both companies [2] NuScale Power Overview - NuScale Power is the only small modular reactor vendor with U.S. NRC design approval, providing a competitive edge [4] - The company has a significant project with ENTRA1 and TVA, planning 6 GW of capacity across six plants, with 12 modules already in production [5] - NuScale is also working on the RoPower project in Romania, which is nearing completion and generating steady revenues [6] - Despite these advancements, NuScale's revenues remain low at $8.2 million for Q3 2025, and it faces high milestone payments and non-binding agreements that could delay revenue generation [7][8] BWX Technologies Overview - BWX Technologies reported a 29% year-over-year revenue growth to $866 million in Q3 2025, with a backlog increase of 119% to $7.4 billion, indicating strong demand [9][10] - The company secured significant defense contracts totaling over $3 billion, enhancing its revenue visibility [10][11] - BWXT's revenues from government operations grew by 10%, supported by naval propulsion and special materials [12] - The commercial segment also performed well, with a 122% revenue increase, bolstered by the Kinectrics acquisition [12][13] Comparative Analysis - Analysts are more optimistic about BWX Technologies, as indicated by the earnings estimate revision trend [14] - Year-to-date, NuScale Power shares have increased by 4%, while BWX Technologies shares have surged by 56.2% [19] - NuScale Power's forward sales multiple is 60.54X, significantly higher than BWX Technologies' 4.52X, suggesting that NuScale may be overvalued [21] Conclusion - BWX Technologies is currently viewed as the stronger investment option due to its financial strength, revenue growth, and established government contracts, while NuScale Power, despite its technological advantages, faces challenges with revenue generation and project timelines [26][27]

Core Viewpoint - The nuclear energy sector, particularly small modular reactors (SMRs), is experiencing a resurgence, with NuScale Power positioned as a potential leader in this market due to its innovative technology and strategic projects [4][11]. Industry Overview - The Global X Uranium ETF has seen a recovery from a low of $5.97 in March 2020 to approximately $41, while uranium's spot price has increased from $30.82 to nearly $60, driven by low-carbon initiatives and rising demand [3][4]. - The demand for uranium has outstripped supply due to mine closures and geopolitical factors, leading to renewed interest in nuclear energy stocks [3][4]. Company Profile: NuScale Power - NuScale Power specializes in the development of small modular reactors (SMRs) that are compact and can be deployed in less-than-ideal locations for traditional reactors [6][7]. - The company has received Standard Design Approvals (SDAs) from the U.S. Nuclear Regulatory Commission for its SMR designs, indicating regulatory progress [7]. - NuScale's market cap is approximately $5 billion, with a current stock price around $18.68, reflecting significant volatility in its valuation [5][10]. Financial Performance and Projections - NuScale has not yet sold any SMRs but is generating revenue through front-end engineering and design (FEED) studies, particularly in Romania and for the Tennessee Valley Authority [8][9]. - Analysts project a compound annual growth rate (CAGR) of 98% in revenue from $37 million in 2024 to $289 million by 2027, driven by new projects and market demand [11]. - The nascent SMR market is expected to grow at a CAGR of 42.31% from 2024 to 2035, positioning NuScale favorably as a first mover [12]. Market Challenges and Future Outlook - Despite high valuations and near-term volatility, NuScale's stock could rebound as it advances its projects and secures more customers by 2026 [13]. - Current market conditions, including high Treasury yields and investor caution, are impacting speculative stocks like NuScale, but potential future developments could lead to a quick recovery [13].