Core Insights - NuScale Power and GE Vernova are significant players in the nuclear energy sector, focusing on small modular reactors (SMRs) to meet the increasing demand for clean energy [1][2][18] Group 1: Company Developments - NuScale Power is the only SMR technology approved by the U.S. Nuclear Regulatory Commission (NRC), recently receiving its second NRC approval for a 77-megawatt design, enhancing its competitive edge [4][10] - GE Vernova is developing the BWRX-300 small modular reactor and has formed a partnership with Samsung C&T to promote this technology in global markets, including potential installations in Sweden [7][8] - NuScale Power's collaboration with ENTRA1 Energy and the Tennessee Valley Authority aims to deploy up to 6 gigawatts of SMR technology, marking the largest SMR program in U.S. history [6] Group 2: Market Potential - The global SMR market is projected to grow from $5.81 billion in 2024 to $8.37 billion by 2032, with a compound annual growth rate (CAGR) of 4.98% from 2025 to 2032, presenting significant growth opportunities for both companies [2] - NuScale Power's expanding partnerships with tech giants and financial institutions position it as a key player in sustainable, carbon-free energy [5] Group 3: Financial Performance - Year-to-date, NuScale Power shares have surged by 151.1%, while GE Vernova shares have increased by 97.1%, reflecting strong market interest in their technologies [10] - Valuation metrics indicate that both companies are currently overvalued, with NuScale Power trading at a trailing Price/Sales ratio of 93.71X compared to GE Vernova's 4.37X [15] Group 4: Earnings Estimates - For 2025, the Zacks Consensus Estimate for NuScale Power indicates a loss of 46 cents per share, while GE Vernova's earnings estimate is $7.67 per share, reflecting a year-over-year increase of 37.46% [17]

Core Viewpoint - HCM II Acquisition Corp. (NASDAQ: HOND) is initiating coverage with a Buy rating, focusing on the public listing of Terrestrial Energy, which is developing an integral molten salt reactor (IMSR) [1] Company Overview - HCM II Acquisition Corp. is facilitating the public listing of Terrestrial Energy, a company engaged in innovative energy solutions [1] Technology Development - Terrestrial Energy is working on the IMSR, which represents a significant advancement in nuclear reactor technology, potentially offering safer and more efficient energy production [1]

智通财经APP获悉，周一，美股核电股大涨，Energy Fuels(UUUU.US)涨超18%，Centrus Energy(LEU.US)涨超13%，Oklo(OKLO.US)涨超11%，NuScale Power(SMR.US)涨超9%。消息面上，高 盛近期发布报告称，释放人工智能潜力的最关键障碍并非资本，而是电力。高盛预计到2027年，全球数 据中心电力需求将增长50%，其中60%的增长需通过新增产能满足;而到2030年数据中心电力需求将增长 160%。若想突破电力瓶颈，则需要综合发展太阳能、风能等新能源，并且要积极拥抱核电。 ...

NuScale Power is working toward something huge that could potentially change the energy landscape forever.If you hear the names Chernobyl, Three Mile Island, and Fukushima, you will most likely associate them with nuclear power. But not in a good way, since the notoriety of these names is because of nuclear meltdowns, or near misses.NuScale Power (SMR -3.23%) is hoping it can change the nuclear power industry for the better by changing the way power plants are built. Not enough people are talking about this ...

Core Insights - NuScale Power's shares have increased by 12.7% over the past three months, underperforming compared to the Zacks Computer & Technology sector's rise of 15.7% and peers like Nano Nuclear and GE Vernova, which saw increases of 35.3% and 17.6% respectively [1][10] - The company has outperformed the Zacks Electronics-Power Generation industry, which grew by 7.9% during the same period, due to advancements in Small Modular Reactor (SMR) technology [3] - NuScale Power is positioned as a leader in SMR technology, being the only SMR technology approved by the U.S. Nuclear Regulatory Commission (NRC) [7] Market Dynamics - The competitive energy market, characterized by the rise of renewable energy sources and regulatory challenges, has contributed to NuScale's underperformance [2][19] - The company is benefiting from high demand for electricity and clean energy, particularly driven by the need for AI-powered data centers [6] Strategic Partnerships - NuScale Power's partnership with ENTRA1 is crucial for its portfolio expansion, allowing for the development and operation of energy production plants powered by SMR technology [8] - A significant agreement with the Tennessee Valley Authority (TVA) aims to deploy up to 6 gigawatts of NuScale SMR capacity across seven states, marking a historic milestone in SMR deployment in the U.S. [9][10] Financial Performance - The Zacks Consensus Estimate for NuScale Power's loss in 2025 is projected at 46 cents per share, unchanged over the past month, compared to earnings of 42 cents per share in the same quarter last year [15] - The company's shares are currently considered overvalued, with a forward price/sales ratio of 85.30X, significantly higher than the sector average of 7.01X [16][19] Conclusion - Despite advancements in SMR technology and strategic partnerships, NuScale Power faces challenges in a competitive energy market and has a stretched valuation, leading to a recommendation to hold the stock for now [18][20]

智通财经APP获悉，周五，核电股集体冲高，截至发稿，Oklo Inc(OKLO.US)涨幅扩大至逾12%，盘中 股价创历史新高，年内累涨超620%。Uranium Energy(UEC.US)涨超11%，Energy Fuels(UUUU.US)涨超 4%，Centrus Energy(LEU.US)涨超6.7%，NuScale Power(SMR.US)涨超7%。 ...

CORVALLIS, Ore.--(BUSINESS WIRE)--NuScale Power announced it will host a conference call to review third quarter 2025 results on Thursday, November 6, 2025, at 5:00 p.m. ET. ...

Group 1 - NuScale Power Corporation's stock increased by 5.1% following positive developments regarding Italy's nuclear energy policy [1][5] - Italy's council of ministers has introduced a bill to parliament aimed at reintroducing nuclear energy, establishing a national program for sustainable nuclear power, and creating an independent authority for oversight [3][4] - The bill emphasizes the use of "modular and advanced" technologies, particularly small modular reactors (SMR), which aligns with NuScale's focus [4][7] Group 2 - While the introduction of the bill is a significant step, there remains a long process before it can become law and impact the nuclear industry [4] - The potential reintroduction of nuclear power in Italy could benefit NuScale, but there is no guarantee that the company will be the primary beneficiary [5][6] - NuScale is currently facing financial challenges, reporting a loss of $124 million annually and not expected to achieve profitability before 2030 [6]

智通财经APP获悉，周一，核电板块全线冲高，截至发稿，NANO Nuclear Energy(NNE.US)飙升超 16%，Oklo Inc(OKLO.US)涨超7%，NuScale Power(SMR.US)涨超5%。 ...

Key Points The world demands more clean energy sources -- a trend that looks set to continue. NuScale Power has a clear lead in the development of small modular nuclear reactors. 10 stocks we like better than NuScale Power › NuScale Power (NYSE: SMR) has a fascinating history. Founded in 2007, the company's mission was to create the world's first small modular nuclear reactor that would actually see real-world adoption. In 2011, the company received a huge boost when Fluor (NYSE: FLR) purchased a ma ...