Nuclear energy is seeing renewed interest from governments and companies around the world, particularly in light of the power needs of artificial intelligence (AI).And one of the most interesting developments in nuclear power, particularly in relation to AI, is the small modular reactor (SMR).SMRs work the same way as large reactors; they use the heat generated from splitting uranium atoms to boil water and spin a turbine with the steam. They just do it on a far smaller scale.That allows them to take up muc ...

NuScale Power Corporation (NYSE:SMR) is one of the 8 Must-Buy Nuclear Energy Stocks to Invest In. On March 19, 2026, NuScale Power Corporation (NYSE:SMR) announced a collaborative research program with Ebara Elliott Energy to develop and field test a commercial-scale high-temperature steam compressor aimed at integrating NuScale Power Modules with petrochemical plants requiring process heat. The company said its SMR technology remains the “first and only” design to receive approval from the U.S. Nuclear Re ...

Core Viewpoint - NuScale Power's stock is significantly underperforming, down over 75% from its October 2025 high, and currently trading near its 52-week low [1][2] Company Overview - NuScale is the only company with a small modular reactor (SMR) design approved by the Nuclear Regulatory Commission (NRC), providing it with a first-mover advantage [3] - The company reported substantial net losses for the fiscal year 2025, deepening compared to 2024 and 2023, but maintains strong liquidity of $1.3 billion [7] Market Context - The demand for reliable and cleaner energy is increasing, driven by big tech, which presents a significant opportunity for SMRs [5] - The SMR market could potentially reach $16 billion or more in the coming decade, indicating substantial growth potential [8] Partnerships and Controversies - NuScale has partnered with ENTRA1 to develop SMR power plants, although there are ongoing class-action lawsuits alleging the company overstated ENTRA1's capabilities [6][5] Investment Considerations - The stock is volatile and has underperformed compared to competitors like Nano Nuclear and Oklo, but much of the negative sentiment may already be reflected in the current price [8] - If NuScale can manage its cash burn and prove the commercial viability of its SMRs, it could present a significant investment opportunity [9][10]

Core Viewpoint - NuScale Power Corporation (NYSE:SMR) experienced a significant decline in share price, dropping 7.18% from February 18 to February 25, 2026, making it one of the worst-performing energy stocks during that week [1]. Group 1: Company Overview - NuScale Power Corporation specializes in small modular reactor technology solutions, with its flagship product, the NuScale Power Module, capable of generating up to 924 MWe of carbon-free energy through a 12-module plant [2]. Group 2: Recent Developments - On February 17, Fluor completed the sale of 71 million shares of NuScale, raising $1.35 billion, and plans to sell an additional 40 million shares in the second quarter of the year [3]. - On February 23, Barclays reduced its price target for NuScale from $45 to $15 while maintaining an 'Equal Weight' rating on the stock [4]. - On February 24, Cantor Fitzgerald lowered its price target from $55 to $20 but kept an 'Overweight' rating, citing various challenges including Fluor's share sales and delays related to the RoPower announcement, while still expressing optimism about NuScale's long-term commercialization prospects [5].

Core Insights - The increasing power needs of artificial intelligence (AI) present an opportunity for companies developing small modular reactor (SMR) technology, as the International Energy Agency (IEA) predicts AI's electricity consumption will double in the coming years [1]. Company Overview - SMRs operate similarly to full-sized nuclear power plants but on a smaller scale, making them suitable for powering AI data centers due to their reduced space and resource requirements [2]. Company Analysis: Oklo - Oklo's Aurora SMR utilizes liquid sodium metal as a coolant, allowing it to produce 90% less nuclear waste compared to traditional water-cooled reactors [5][6]. - Despite its innovative technology and a government contract for an Aurora reactor at Eielson Air Force Base, Oklo currently generates no revenue and is not expected to do so until 2027 or 2028 [7]. - Oklo's market capitalization is $10 billion, with a current stock price of $63.24, but it is considered highly speculative due to its lack of revenue generation [9]. Company Analysis: NuScale - NuScale's SMR is a miniaturized conventional water-cooled reactor that can be factory-assembled and deployed, and it has been selected to support the Tennessee Valley Authority in deploying 6 gigawatts of SMR capacity [10]. - In Q3 2025, NuScale reported $8.2 million in revenue, primarily from its collaboration with Fluor on Romania's RoPower Doicești plant, which contributed $7.8 million [11]. - NuScale has a market capitalization of $3.8 billion, a current stock price of $12.61, and holds $753.8 million in cash and equivalents, indicating a stronger financial position compared to Oklo [13][14].

Core Viewpoint - NuScale Power Corporation's share price experienced an 8.80% decline from February 11 to February 18, 2026, marking it as one of the energy stocks that lost the most during that week [1]. Company Overview - NuScale Power Corporation specializes in small modular reactor technology solutions, with its flagship product being the NuScale Power Module, a 12-module plant capable of generating up to 924 MWe of carbon-free energy [2]. Recent Developments - On February 11, 2026, TD Cowen analyst Marc Bianchi downgraded NuScale's stock from 'Buy' to 'Hold' due to concerns regarding potential delays in the company's first small modular reactor project in Romania, which may now be postponed to 2034 [3]. - On February 13, 2026, Romanian nuclear operator Nuclearelectrica approved the Final Investment Decision (FID) for the small modular reactor project in collaboration with NuScale. However, commercial operations are not expected to commence until July 2033, with plant completion projected for December 2034. This project has been in planning since 2021 and was initially aimed for a 2030 start. TD Cowen highlighted concerns over the extended timelines and noted that new agreement conditions have shifted some project risks to NuScale [4].

Core Insights - Mirion Technologies, Inc. (NYSE:MIR) is recognized as one of the best stocks to buy for investment, with shares increasing over 73% in the past year as of January 27 [1] - Analysts show strong confidence in MIR, with 89% rating it a Buy and a median price target of $29, indicating an upside potential of nearly 14% [1] - Morgan Stanley has initiated coverage of MIR with an Equal Weight rating and a price target of $29, reflecting optimism about the company's growth prospects in the nuclear power sector [2][3] Company Overview - Mirion Technologies specializes in radiation detection, measurement, analysis, and monitoring products and services, operating through two segments: Medical and Nuclear & Safety [4] - The company's nuclear power solutions are utilized in over 95% of the world's nuclear reactors, while its medical products are present in 80% of cancer centers globally [3] Market Position and Strategy - The recent acquisition of Paragon Energy Solutions enhances Mirion's safety-related offerings for nuclear power plants and strengthens its position in the small modular reactor (SMR) market [3] - Analysts believe that the company will benefit from the increasing global nuclear power generation capacity, driven by the growth of data centers and the rapid adoption of new technologies [3]

Industry Overview - U.S. electricity generation is projected to grow by 2.4% in 2025 and 1.7% in 2026, driven by the power needs of AI data centers [1] - The global Small Modular Reactor (SMR) sector is expected to reach $10.3 billion by 2032, influenced by the intersection of the AI boom and national security [2] - The U.S. government is taking steps to secure domestic uranium supply and fast-track nuclear licensing, recognizing the need for a stable energy source [2][6] Company Highlights - Eagle Energy Metals is preparing for a NASDAQ listing under the ticker symbol NUCL and has engaged BBA USA Inc. for a drilling campaign at its Aurora Uranium Project [3] - The Aurora deposit is reported to be the largest open pit-constrained uranium deposit in the U.S., with 32.75 million pounds of indicated uranium [4] - Uranium Energy Corp. reported a total cost per pound of uranium at $34.35, with production of 68,612 pounds of uranium concentrate in Q1 of fiscal 2026 [8] - NexGen Energy announced a high-grade assay at Patterson Corridor East, with drill hole RK-25-256 returning 5.5 meters at 21.4% U₃O₈ [11] - Denison Mines has achieved a significant milestone with grid power now available at the future Phoenix in-situ recovery uranium mine site [13][14] - Energy Fuels Inc. exceeded FY-2025 guidance for uranium production, with over 1.6 million pounds produced, and expects to sell 360,000 pounds of U₃O₈ in Q4-2025 at a weighted average price of approximately $74.93 per pound [15][16]

Core Insights - NuScale Power Corporation (NYSE:SMR) experienced a share price decline of 10.39% from December 23 to December 30, 2025, ranking among the energy stocks that lost the most during that week [1] - B. Riley reduced its price target for NuScale Power from $38 to $24 while maintaining a 'Buy' rating, indicating an upside potential of over 67% from the current share price [3] - Concerns among investors regarding potential stock dilution arose following a partnership agreement with ENTRA1 and an increase in the authorized share count to 662 million shares, nearly double the previous 332 million [4] Company Overview - NuScale Power specializes in small modular reactor technology, with its flagship product being the NuScale Power Module, capable of producing up to 924 MWe of carbon-free energy [2] - The company has seen a share price decline of over 19% since the beginning of 2025, raising questions about its investment potential compared to certain AI stocks [5]

Core Viewpoint - Oklo's stock has experienced significant volatility, rising by 720% since January 1, reaching a peak of $174.14 on October 14, before dropping over 50% to a low of $85.77 on November 25, and then rebounding to around $105 [1][2]. Company Overview - Oklo is a speculative nuclear energy start-up currently in the pre-commercial phase, which limits the availability of detailed operational data typically found in established energy companies [4][6]. - The company is required to publish quarterly earnings reports but currently has no revenue or profits, with expenses primarily related to start-up costs [7]. Technology and Operations - Oklo is developing its first Aurora Powerhouse facility, which will feature a sodium-cooled fast reactor, a type of small modular reactor (SMR) [9]. - The technology being developed by Oklo is unique as it is the only sodium-cooled fast SMR in development, which could operate more efficiently and utilize spent nuclear fuel as a cheaper energy source [11]. Future Prospects - The timeline for the Aurora Powerhouse to begin commercial operations is uncertain, with previous targets set for late 2027 or early 2028, but now dependent on achieving criticality by July 4, 2026 [12]. - Investors may face a waiting period of at least six months to assess the viability of Oklo's business plan [12]. Market Behavior - The stock price of Oklo is highly volatile, influenced by news, analyst updates, and market sentiment rather than concrete operational data [13]. - A significant drop in Oklo's stock occurred after a major investor sold a portion of their stake, highlighting the sensitivity of the stock to investor actions [14]. Investment Considerations - Investors are advised to consider the potential for significant price swings and the uncertainty surrounding Oklo's ability to meet its upcoming milestones, which include completing construction, achieving criticality, and obtaining regulatory approval [15].