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1 Reason I Can't Take My Eyes Off of NuScale Power Stock in 2025
NuScaleNuScale(US:SMR) The Motley Foolยท2025-08-31 10:00

Core Viewpoint - The nuclear energy sector, particularly small modular reactors (SMRs), is experiencing renewed interest following executive orders from President Trump, with NuScale Power being a standout company due to its approved designs and growing customer interest [1][2][4]. Company Overview - NuScale Power is the only SMR developer with designs approved by the U.S. Nuclear Regulatory Commission, positioning it uniquely in the market [2]. - The company has two approved SMR designs, which is a significant achievement in the nuclear energy landscape [4]. Customer Interest - There is a notable increase in interest from prospective customers, with management indicating that the company is currently engaged with developer partner ENTRA1 to secure contracts with 2 or 3 major U.S.-based customers [5]. - The company is forecasting to have "hard contracts" in place by the end of 2025, reflecting a strong potential for future revenue [5]. Market Sentiment - The commentary from management during the second-quarter 2025 conference call has generated excitement and anticipation for further developments in customer contracts [4][6]. - While there is a gap between expressed interest and actual contracts, the management's insights have created a positive outlook for the company's future [6].