Why NuScale Stock Is Surging In 2025?

Group 1: Company Overview - NuScale Power Corp has seen a 33% increase in stock value in 2025, significantly outperforming the S&P 500's 0.6% decline, indicating strong investor confidence in its position within the nuclear energy sector [1] - The company is a leader in developing small modular reactors (SMRs), holding the only U.S. Nuclear Regulatory Commission (NRC)-certified SMR design, which provides a competitive edge [2] - NuScale's stock performance is driven by regulatory benefits, project advancements, and favorable macro trends [2] Group 2: Market Demand and Projects - Rising electricity demand in the U.S. is fueled by the growth of data centers and the shift to electric vehicles, leading to a resurgence in nuclear energy as a reliable, carbon-free alternative [4] - NuScale is set to supply six SMRs to Romania's RoPower, creating a 462-megawatt nuclear facility, with pre-orders for long-lead-time components already underway [4] - A final investment decision from RoPower is expected later this year, which could trigger further stock movement [4] Group 3: Financial Performance - In Q1, NuScale reported revenues of $13.4 million, a significant increase from$1.4 million a year prior, and well above analyst expectations of $3.4 million [5] - The revenue growth was driven by advancements in the FEED Phase 2 Project with Fluor and a technology licensing agreement for Romania's RoPower Doicesti power plant [5] - Operating expenses decreased to$42.3 million from $44.6 million, helping to narrow the operating loss from$44 million to $35.3 million [5] Group 4: Future Prospects - NuScale anticipates NRC approval by July 2025 to increase its module capacity from 50 MWe to 77 MWe and is in discussions with up to ten prospective customers [4] - The company aims to secure a confirmed customer order before the end of the year, which could further enhance its market position [4]