Core Insights - NuScale Power's shares have declined over 60% from recent highs, raising questions about the timing for potential investment [1] - The nuclear energy sector is experiencing a resurgence, driven by its potential to meet climate goals and provide reliable power for AI data centers [1] Company Overview - NuScale Power is focused on developing small modular reactors (SMRs) and is currently the only U.S. company with an SMR design approved by the Nuclear Regulatory Commission (NRC) [4] - The company has a market capitalization of $4.8 billion, with shares currently priced at $15.70, down 8.29% on the day [5] Financial Performance - NuScale's gross margin stands at 64.95%, indicating a strong potential for profitability once commercial operations scale [6] - The company has not yet secured a major deal with a paying customer but has received numerous inquiries, suggesting strong interest in its technology [6] Project Developments - NuScale is involved in two significant projects: an SMR power plant in Romania and a project with the Tennessee Valley Authority (TVA), both of which are in the planning stages [7] - These projects represent potential pathways for NuScale to secure its first commercial deal [7] Market Position and Risks - While NuScale holds a competitive advantage with its regulatory approval, it faces challenges such as cash burn and uncertainty regarding the commercial viability and cost of SMRs [8] - The company is considered a speculative investment in the future of energy, appealing to aggressive investors willing to take on high risk for potential high rewards [10]
The Smartest Nuclear Stock to Buy With $100 Right Now