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]