Key Takeaways OKLO's reactor is based on liquid-metal-cooled, metal-fueled fast reactor technology.The design builds on EBR-II, a reactor that ran for 30 years and provided passive safety features.OKLO's approach supports recycling nuclear waste into fuel, lowering risk and boosting credibility.Oklo Inc.’s (OKLO) reactor concept is rooted in fast reactor technology that has been built, operated and validated over decades. Its design draws directly from liquid-metal-cooled and metal-fueled fast reactors, whi ...

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]

NuScale Power Corporation (NYSE:SMR) is one of the stocks Jim Cramer recently discussed. Cramer highlighted the stock’s decline over time, as he remarked: “NuScale Power, which is trying to build small-scale nuclear reactors. Like the other nuclear plays, this company’s losing fortunes. Its stock, which at one time was at $57, is now at $17 and change, down just 3% for the year. I hope we can stay at that level, but it might not because, well, it’s got a pretty lofty evaluation still.” Pixabay/Public D ...

Group 1 - NuScale Power Corporation (NYSE:SMR) specializes in advanced small modular reactor technology, specifically the 77-MWe NuScale Power Module [1] - Jim Cramer suggested that investors should consider selling NuScale shares at price points of $27 and $30, indicating a cautious approach to the stock [1] - Cramer expressed a preference for GE Vernova over NuScale, citing GE's expertise in building such technology [1] Group 2 - There is a belief that certain AI stocks may offer greater upside potential and lower downside risk compared to NuScale [1] - The article hints at a potential stock offering for NuScale, which could present a buying opportunity for investors [1]

Core Insights - Troluce Capital Advisors LLC has sold its entire stake of 1,015,000 shares in NuScale Power Corporation, valued at $40,153,400 based on Q3 average price, and now holds no shares in its reportable portfolio [1][2] Company Overview - NuScale Power Corporation is a leading developer of modular nuclear reactor technology, focusing on scalable and flexible deployment of clean energy solutions [4] - The company utilizes its proprietary NuScale Power Module and VOYGR plant designs to meet the increasing demand for reliable, carbon-free power generation globally [4] - NuScale targets electric utilities, industrial operators, and infrastructure developers seeking scalable, carbon-free energy solutions [8] Financial Metrics - As of November 14, 2025, NuScale's stock price was $22.45, with a market capitalization of $6.7 billion and a revenue of $63.90 million for the trailing twelve months (TTM) [2] Market Dynamics - NuScale Power has experienced significant stock volatility, trading between $12.60 and $53 per share throughout the year, as investors speculate on its potential to address the power needs of AI data centers [5][9] - The company raised approximately $475 million through an at-the-market (ATM) stock offering in Q3 to support its capital needs [6] Strategic Positioning - NuScale's strategic focus on modularity and safety positions it competitively within the advanced nuclear sector, catering to utilities and industrial clients [4]

Core Insights - GE Vernova Inc. (GEV) is positioning itself as a leader in the small modular reactors (SMRs) market, responding to the increasing demand for clean power solutions, particularly from data centers and AI operators [1] - The modular design of SMRs allows for factory prefabrication and quicker on-site assembly, reducing construction delays and upfront costs, making projects more attractive for financing [2] - GEV's BWRX-300 reactor has gained global interest, with various utilities and governments assessing its potential for use, highlighting its lower licensing risk and faster deployment timelines compared to new reactor concepts [4] Regulatory and Market Developments - In May 2025, GE Vernova Hitachi Nuclear Energy (GVH) received approval to deploy the first SMR in the Western world at the Darlington nuclear site in Ontario, Canada, marking a significant advancement in nuclear innovation [3] - The company is enhancing supplier relationships and collaborating with international regulators to standardize its SMR design and streamline approval processes [5] Financial Performance and Estimates - The Zacks Consensus Estimate indicates a year-over-year EPS growth of 33.87% for 2025 and 70.94% for 2026, reflecting strong financial performance expectations [8] - GEV's stock is trading at a premium with a forward 12-month price-to-earnings ratio of 46.33X compared to the industry average of 23.94X, indicating strong market confidence [11] - Over the past six months, GEV's shares have increased by 28.5%, outperforming the industry's growth of 24.4% [13]

Core Insights - NuScale Power shares have dropped 20% following a disappointing Q3 2025 earnings report, with a loss per share of $1.85, wider than the previous year's loss of $0.18 and the Zacks Consensus Estimate of a loss of $0.11 [1][9] - The company reported revenues of $8.24 million for Q3 2025, a remarkable increase of 1213.5% from $0.48 million in the same quarter last year, driven by higher fees from engineering, licensing, and pre-commercial operational services for the RoPower project [2][9] - Despite the recent decline, NuScale Power shares have increased by 69.3% year-to-date, outperforming the Zacks Computer & Technology sector's return of 24.4% and the Zacks Electronics-Power Generation industry's growth of 66.7% [3] Financial Performance - The loss per share of $1.85 in Q3 2025 is a significant increase compared to the prior year's loss of $0.18 and is worse than the expected loss of $0.11 [1][9] - The revenue of $8.24 million in Q3 2025 represents a substantial year-over-year increase of 1213.5% [2][9] - The Zacks Consensus Estimate for the loss in 2025 is now pegged at $0.50 per share, revised downward by $0.04 over the past 30 days [16] Market Position and Prospects - NuScale Power is recognized as a leader in small modular reactor (SMR) technology, being the only SMR technology approved by the U.S. Nuclear Regulatory Commission (NRC) [7] - The company's partnerships, including a growing collaboration with ENTRA1 Energy, enhance its position in the clean energy market by providing scalable and reliable clean power options [8][20] - A significant agreement with the Tennessee Valley Authority (TVA) to deploy up to 6 gigawatts of SMR capacity marks a major milestone for the company [9][10] Competitive Landscape - NuScale Power faces competition from other companies in the nuclear energy sector, including Oklo, BWX Technologies, and GE Vernova [12] - Recent partnerships among competitors, such as GE Vernova and Samsung C&T, and BWX Technologies with Rolls-Royce SMR, indicate a competitive environment for SMR technology [13][14][15] Valuation - NuScale Power's current price-to-sales (P/S) ratio is 59.63X, significantly higher than the industry average of 30.7X and its peers, which have P/S multiples ranging from 3.82X to 5.16X [17][18] Conclusion - The increasing demand for energy, particularly from AI data centers, along with advancements in SMR technology and strategic partnerships, positions NuScale Power favorably in the clean energy sector [20] - However, the company must navigate challenges in a competitive market and address its high valuation concerns [21]

Core Insights - Constellation Energy Corporation (CEG) is focusing on Small Modular Reactors (SMRs) to meet increasing energy demands from sectors like data centers and artificial intelligence operators, viewing SMRs as a scalable and carbon-neutral power solution [1][9] - The modular design of SMRs allows for factory prefabrication and quicker on-site assembly, significantly reducing construction delays and upfront costs, making projects less risky and more appealing for financing [2] - CEG plans to utilize existing nuclear sites for SMR deployment, enhancing efficiency and leveraging current infrastructure [3] Strategic Partnerships - CEG signed a Memorandum of Understanding with Rolls-Royce Holdings plc in 2020 to explore the operation of compact nuclear power stations in the UK and internationally, utilizing CEG's operational experience to support SMR development [4] Regulatory and Development Plans - CEG is assessing options to extend its existing early site permit or obtain a new construction permit from the Nuclear Regulatory Commission (NRC) for developing an advanced nuclear reactor or SMR at the Clinton Clean Energy Center site [5] Market Position and Competitors - Companies benefiting from SMRs include NuScale Power Corporation, which has the only NRC-approved small modular reactor technology ready for deployment, and GE Vernova, which is advancing its BWRX-300 design to secure early projects in the market [6][7] Financial Performance - The Zacks Consensus Estimate indicates an EPS growth of 8.54% for 2025 and 25.99% for 2026, reflecting positive financial outlooks for CEG [8] - CEG shares have increased by 62.5% over the past year, outperforming the industry growth of 57.1% [9][13] Valuation Metrics - CEG is currently trading at a forward 12-month price-to-earnings ratio of 28.67X, which is higher than the industry average of 20.83X, indicating a premium valuation [11]

Core Insights - The global transition towards clean energy has positioned nuclear power as a vital solution, with over 70 gigawatts (GW) of new nuclear capacity currently under construction worldwide, according to the International Energy Agency's January 2025 report. GE Vernova Inc. (GEV) is expected to benefit from this trend, particularly through its expertise in small modular reactors (SMR) [1][10]. Company Developments - GE Vernova's joint venture with Hitachi, GE Hitachi Nuclear Energy (GVH), has 60 years of experience in reactor design, deployment, servicing, and fueling. The 10th-generation Boiling Water Reactor, BWRX-300, is a compact reactor capable of generating 300 megawatts (MW) of power, with the first unit scheduled for commissioning in Canada in 2029 [2][10]. - GE Vernova is enhancing its nuclear power business through significant deployment of BWRX-300 SMRs via collaborations, including agreements with Fortum for deployment in Finland and Sweden, and a memorandum of understanding (MoU) with Emirates Nuclear Energy Company for international evaluation of BWRX-300 technology [3][4][10]. Market Performance - GE Vernova's stock has increased by 255.5% over the past year, significantly outperforming the industry average gain of 67.9% [9]. - The company is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 58.46X, which is a premium compared to the industry average of 22.03X [11]. Financial Outlook - The Zacks Consensus Estimate for GEV's near-term bottom-line has shown positive revisions over the past 60 days, indicating an upward trend in earnings expectations [12][13].

Core Insights - NuScale Power reported Q2 2025 results with a revenue of $8.1 million, missing analyst expectations by approximately 30.5% compared to the consensus of $11.65 million, but showing a significant year-over-year growth of over 700% from $1.0 million in Q2 2024 [1][2][5] - The company achieved a key regulatory milestone by receiving early approval for its 77-megawatt design from the U.S. Nuclear Regulatory Commission, positioning it uniquely in the market [1][7] - Despite the revenue growth, the company continues to face financial losses, with costs rising due to the shift towards commercialization and ongoing pre-commercial operating expenses [1][6][12] Financial Performance - Revenue for Q2 2025 was $8.1 million, a 710% increase year-over-year from $1.0 million in Q2 2024, but a 39.6% decrease from the previous quarter's $13.4 million [2][5] - Cost of sales increased to $6.3 million from $0.9 million a year ago, while general and administrative expenses rose to $22.5 million from $16.8 million, reflecting expanded business development activities [2][6] - The company ended the quarter with $489.9 million in cash, cash equivalents, and investments, providing a runway for two or more years at current expenditure levels [1][11] Business Model and Strategy - NuScale focuses on building small modular reactors (SMRs) that can be deployed flexibly, with its flagship product capable of delivering 77 MWe per unit [3][9] - The company aims to commercialize its technology for global, carbon-free baseload power, with key success factors including regulatory approvals and strategic partnerships [4][10] - Ongoing negotiations with about ten advanced customers in the U.S. and abroad indicate potential for future sales, particularly related to the RoPower project in Romania [8][10] Regulatory and Market Position - The early receipt of Standard Design Approval for the 77 MWe SMR design gives NuScale a competitive edge as the only SMR provider with NRC-certified technology [7] - The company is actively working on the RoPower project, which remains a primary source of near-term contracted revenue, with key engineering deliverables expected later in the year [8][10] - Management emphasizes the importance of converting customer interest into binding module orders as central to future growth [4][12]