Core Viewpoint - NuScale Power Corporation is facing a class action lawsuit due to alleged misleading statements regarding its commercialization partnership with ENTRA1 Energy LLC and significant financial losses reported in Q3 2025 [1] Company Overview - NuScale Power Corporation specializes in small modular nuclear reactors, specifically the NuScale Power Module (NPM) designed for energy generation [1] - The company entered a global commercialization partnership with ENTRA1 Energy LLC prior to the class action period, which was expected to advance its NPM technology from development to deployment [1] Allegations and Financial Impact - The lawsuit claims that NuScale and its executives made false statements about ENTRA1's capabilities, failing to disclose that ENTRA1 had no significant experience in building or operating nuclear power projects [1] - NuScale's general and administrative expenses surged over 3,000% to $519 million in Q3 2025, primarily due to a $495 million payment to ENTRA1 for the TVA agreement, leading to a net loss of $532 million, up from $46 million in the previous year [1] - Following the financial disclosures, NuScale's Class A shares dropped more than 12% over two days [1] Class Action Details - Investors who purchased NuScale Class A common stock between May 13, 2025, and November 6, 2025, can seek to be appointed as lead plaintiff in the class action lawsuit [1] - The lawsuit is titled Truedson v. NuScale Power Corporation, No. 26-cv-00328 (D. Or.) [1] Legal Representation - The law firm Robbins Geller Rudman & Dowd LLP is representing the plaintiffs and has a strong track record in prosecuting investor class actions, having recovered over $916 million for investors in 2025 alone [1]

Most of us thought the energy world had really turned a corner. State governments are rolling out clean power targets, utility companies have been retiring their coal plants, and renewables are finally gaining both political and commercial momentum. That’s why everybody’s so shocked about what’s going on over in Knoxville, Tennessee. It might not be a household name all over the country, but the Tennessee Valley Authority (TVC) is America’s biggest public power provider. The company serves 10 million peo ...

NuScale Power Fourth Quarter and Full Year 2025 Earnings Presentation February 2026 NuScale Nonproprietary | Copyright © 2026 NuScale Power, LLC. | Page 1 Forward-Looking Statements This Presentation contains forward-looking statements (including without limitation statements containing words such as "will," "believes," "expects," "anticipates," "plans" or other similar expressions). These forward-looking statements include statements relating to our strategic and operational plans, expectations (including ...

NEW YORK, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against NuScale Power Corporation (“NuScale” or the “Company”) (NYSE: SMR). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased. The class action concerns whether NuScale and certain of i ...

Core Viewpoint - NuScale Power Corporation is facing a class action lawsuit due to allegations of misleading statements regarding its commercialization partnership with ENTRA1 Energy LLC and significant financial losses during the Class Period from May 13, 2025, to November 6, 2025 [1][4]. Company Overview - NuScale Power Corporation specializes in small modular nuclear reactors, specifically the NuScale Power Module (NPM), aimed at generating energy within larger power plants [3]. - The company entered a global commercialization partnership with ENTRA1 Energy LLC, which was expected to advance NuScale's NPM technology from development to deployment [3]. Allegations and Financial Impact - The class action lawsuit claims that NuScale made false statements about ENTRA1's capabilities, asserting that ENTRA1 had no significant experience in building or operating nuclear power projects [4]. - NuScale's general and administrative expenses surged over 3,000% to $519 million in the third fiscal quarter, primarily due to a $495 million payment to ENTRA1 related to the TVA agreement [5]. - The company's net loss for the quarter increased to $532 million, compared to $46 million in the same period the previous year [5]. - Following the revelation of these financial issues, NuScale's Class A share price dropped by more than 12% over two days [5].

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] Market Overview - The global small modular reactor market was valued at $5.96 billion in 2025 and is projected to reach $8.77 billion by 2034, growing at a CAGR of approximately 4.59% [2] Company Analysis: NuScale Power - NuScale Power is the only small modular reactor vendor with U.S. Nuclear Regulatory Commission design approval, providing a competitive edge [4] - The company has a significant project with ENTRA1 and Tennessee Valley Authority, planning 6 GW across multiple plants, with 12 modules already in production [5] - However, NuScale's revenues are currently low at $8.2 million for Q3 2025, and it faces substantial milestone payments and long project timelines, with meaningful revenues expected only after 2030 [6][7] Company Analysis: BWX Technologies - BWX Technologies has expanded its backlog to $7.4 billion, a 119% increase year-over-year, indicating strong demand for its nuclear products [8] - The company secured major contracts worth $1.5 billion and $1.6 billion for defense-related projects, contributing to steady multi-year revenues [9] - BWXT's revenues grew 29% year-over-year to $866 million in Q3 2025, with a 10% increase in government operations revenue [10] Earnings Estimates Comparison - NuScale Power's 2026 earnings estimate is a loss of $0.62 per share, improving from a projected loss of $2.23 per share in 2025 [13] - In contrast, BWX Technologies' 2026 earnings estimate is $4.26 per share, up from $3.81 per share in 2025, indicating a strong growth outlook [15] Stock Performance and Valuation - Over the past six months, NuScale Power shares have decreased by 59.1%, while BWX Technologies shares have increased by 17.2% [16] - NuScale Power trades at a forward sales multiple of 25.8X, significantly higher than BWX Technologies' 4.96X, making BWXT more attractive for value-seeking investors [17] Conclusion - Both companies are positioned to benefit from the nuclear energy sector's growth, but BWX Technologies shows stronger earnings potential, established contracts, and a more favorable valuation, making it a better investment choice at this time [18][19]

Core Viewpoint - The U.S. government is taking measures to support the coal industry by directing the Department of War to purchase electricity from coal-fired power plants and allocating funds for upgrades to existing plants [1][2]. Group 1: Government Actions - President Trump signed an executive order for the Department of War to buy electricity from coal-fired power plants, aiming to support the struggling coal industry [1]. - The Energy Department will allocate $175 million to upgrade six coal plants located in Kentucky, North Carolina, Ohio, Virginia, and West Virginia [1]. - The Tennessee Valley Authority plans to delay the closure of two older coal-fired power plants in Tennessee, Kingston Fossil Plant and Cumberland Fossil Plant [2]. Group 2: Industry Perspectives - Southern Company CEO Chris Womack supports extending coal plant operations to maintain grid reliability [4]. - Yale analysts report that at least 15 coal plant retirements have been delayed, some indefinitely, indicating a shift in operational strategy [4]. - Peabody Energy noted a 13% year-over-year increase in coal generation, suggesting potential for further growth in the sector [4]. Group 3: Market Outlook - The International Energy Agency (IEA) projects that while U.S. coal consumption may see near-term growth, it is expected to decline by about 6% annually through 2030 due to the expansion of renewables and natural gas, along with the shutdown of older coal plants [5].

Core Viewpoint - Ameren Corporation has elected Timothy S. Rausch to its board of directors, effective March 1, 2026, highlighting the company's commitment to enhancing its leadership in nuclear generation [1][3]. Group 1: Leadership Appointment - Timothy S. Rausch has extensive experience in nuclear generation, having served as executive vice president and chief nuclear officer at Tennessee Valley Authority from October 2018 to July 2025 [2]. - Rausch's previous roles include senior vice president and chief nuclear officer at Talen Energy Corporation and PPL Corporation, as well as various leadership positions at Exelon Nuclear Corporation and FirstEnergy Corporation [2]. Group 2: Strategic Importance of Nuclear Generation - Martin J. Lyons, chairman and CEO of Ameren, emphasized that Rausch's leadership in nuclear generation will add significant value to the board, as nuclear energy is crucial for Ameren's strategy to provide reliable and affordable energy [3]. - The company aims to ensure a diverse generation resource strategy, with nuclear generation being a key component [3]. Group 3: Company Overview - Ameren Corporation serves 2.5 million electric customers and over 900,000 natural gas customers across a 64,000-square-mile area through its subsidiaries, Ameren Missouri and Ameren Illinois [4]. - Ameren Illinois focuses on electric transmission and distribution, while Ameren Missouri provides electric generation, transmission, and distribution services, along with natural gas distribution [4].

Core Insights - NuScale Power Corporation is recognized as one of the best nuclear energy stocks to buy, with a focus on its unique position as the only small modular reactor developer approved by the U.S. Nuclear Regulatory Commission [1] Group 1: Company Ratings and Price Targets - Texas Capital initiated coverage of NuScale with a Buy rating and a price target of $23, emphasizing its low-enriched uranium fuel choice as a key differentiator that reduces supply chain risk [1] - Bank of America upgraded NuScale from Underperform to Neutral, setting a price target of $28, down from $34, citing the recent stock pullback as aligning deployment expectations closer to its base case [2] Group 2: Strategic Partnerships and Technology - In Q3 2025, TVA and ENTRA1 announced an agreement for the potential deployment of up to 6 gigawatts of new nuclear capacity using NuScale's SMR technology, highlighting the company's advanced position in the small modular reactor market [3] - NuScale's technology centers on the NuScale Power Module, a light-water reactor design capable of generating 77 megawatts per unit, positioning the company as a leader in the SMR space [3] Group 3: Market Context and Challenges - Texas Capital noted that NuScale offers differentiated exposure to advanced nuclear development with lower regulatory, supply chain, and execution risks compared to peers [1] - Bank of America indicated that 2026 is expected to be a screening year for small modular reactors, suggesting that while policy momentum is improving, it does not significantly accelerate deployment timelines [2]

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