Key Takeaways SMR shares rose 12.7% in three months but trailed peers like Nano Nuclear and GE Vernova. NuScale gained a second NRC approval for its 77-megawatt reactor, boosting market interest. A TVA deal via ENTRA1 could deploy 6 gigawatts of SMR capacity across seven U.S. states. NuScale Power (SMR) shares have rallied 12.7% in the three months compared with the Zacks Computer & Technology sector’s rise of 15.7%.  The company’s shares have also underperformed its peers, including Nano Nuclear (NNE) and ...

Billions of dollars are flowing into cutting-edge nuclear technologies, from nuclear fusion experiments to small modular reactors and microreactors that backers say will catalyze a global nuclear power renaissance. But after years of buzz and successful funding rounds, these Wall Street darlings have yet to send any of their promised carbon-free energy to the grid. In 2024, investments in advanced nuclear companies from both private equity and venture capital hit an all time high. According to S&P Global, ...

Nuclear stocks were trending lower Thursday—could the pull-back be a buying opportunity in one the market's hottest sectors? OKLO stock is dropping. Watch the real-time price action here. Shares of Oklo, Inc. (NASDAQ: OKLO), NuScale Power Corp. (NASDAQ: SMR) and Nano Nuclear Energy, Inc. (NASDAQ: NNE) were pulling back after recent massive gains on a mix of market rotation away from speculative sectors, analyst ratings and profit taking after a broad run-up. Read Also: Rigetti, D-Wave, IonQ Set To Disrupt E ...

NuScale Power TodaySMRNuScale Power$39.65 -1.99 (-4.78%) 52-Week Range$10.71▼$53.50Price Target$36.09Add to WatchlistShares of NuScale Power NYSE: SMR have delivered a remarkable performance in 2025, climbing in value as the market awakens to a new and powerful reality. The artificial intelligence (AI) revolution is not only changing how we work and live, but it is also fundamentally reshaping global energy demands. This shift has ignited a renewed interest in nuclear power, and NuScale, with its innovativ ...

Core Insights - NuScale Power is experiencing significant growth, with Q2 2025 revenues reaching $8.1 billion, a 733% increase from $967 million in the same quarter last year [1][10] - The company received its second U.S. Nuclear Regulatory Commission approval for its 77-megawatt small modular reactor design, enhancing its competitive position in the SMR market [2][10] - NuScale's applications in water desalination and hydrogen production are gaining traction, expanding the market potential for its SMRs [2] Company Developments - NuScale Power is advancing its manufacturing and commercialization efforts for SMR technology, collaborating with key partners like Doosan Interability and ENTRA1 Energy [3] - The company supports ENTRA1 Energy's agreement with the Tennessee Valley Authority to deploy up to 6 gigawatts of NRC-approved SMR technology, marking the largest SMR program in U.S. history [4][10] Competitive Landscape - The SMR sector faces strong competition from companies like Nano Nuclear Energy and GE Vernova, which are also advancing their own small modular reactor technologies [5][6] - GE Vernova has gained momentum with its Hitachi Nuclear Energy BWRX-300 SMR selected for potential deployment in Sweden, contributing to global project advancements [6] Market Performance - SMR shares have surged 107.8% year-to-date, significantly outperforming the Zacks Computer & Technology sector's 20.6% increase [8] - The stock is currently trading at a premium, with a forward 12-month Price/Sales ratio of 82.62X compared to the sector's 7X [11]

Core Insights - NuScale Power and Nano Nuclear Energy are key players in the small modular reactor (SMR) and microreactor market, focusing on next-gen clean nuclear energy solutions [1][2] - The global SMR market is projected to grow from $5.81 billion in 2024 to $8.37 billion by 2032, with a CAGR of 4.98% from 2025 to 2032, indicating significant growth opportunities for both companies [2] Group 1: NuScale Power - NuScale Power is advancing in SMR technology and has an expanding partner base, positioning itself as a leader in sustainable, carbon-free energy [4] - The company has made significant progress in manufacturing and commercializing its SMR technology, with key partnerships enhancing its market position [5] - A landmark agreement with the Tennessee Valley Authority will deploy up to 6 gigawatts of its NRC-approved SMR technology, marking the largest SMR program in U.S. history [6] Group 2: Nano Nuclear Energy - Nano Nuclear Energy is well-positioned to meet the demand for clean, reliable, and zero-emission energy solutions in the advanced nuclear sector [7] - The company has entered a 10-year Cooperative Research and Development Agreement with Idaho National Laboratory to advance its microreactor technologies [8] - NNE is progressing with licensing for its KRONOS microreactor in the U.S. and Canada, enhancing its presence in the North American microreactor market [9] Group 3: Stock Performance and Valuation - Year-to-date, NuScale Power's shares have appreciated by 91.4%, while Nano Nuclear Energy's shares have increased by 26.3% [10] - Both companies' shares are currently considered overvalued, with NuScale Power trading at a Price/Book ratio of 19.58X and Nano Nuclear Energy at 5.77X [15] - For 2025, the Zacks Consensus Estimate predicts a loss of 46 cents per share for NuScale Power and a loss of $1.20 per share for Nano Nuclear Energy [17] Group 4: Conclusion - NuScale Power is ahead in commercialization, while Nano Nuclear Energy's focus on microreactors and strong research partnerships may provide greater long-term upside [18] - Despite its technological advantages, NuScale Power faces challenges in a competitive energy market, including the rise of renewable energy sources [19]

Core Viewpoint - Oklo, an AI-focused nuclear energy start-up, is experiencing significant stock growth, with shares up over 225% this year, driven by rising electricity usage and interest in nuclear energy [1][2]. Company Strategy - Oklo is uniquely targeting AI providers in its investment approach, differentiating itself from traditional nuclear companies that sell electricity to any willing buyer [3]. - The company has formed a collaboration with Vertiv to develop thermal management solutions for data centers powered by Oklo's nuclear plants, leveraging the heat generated by both systems [5]. Historical Context - Oklo went public in 2024 through a merger with AltC Acquisition, a SPAC led by OpenAI founder Sam Altman, who previously served as the board chair [6]. - The company has garnered attention from influential investors, including Cathie Wood's Ark Invest, and has received notable support from the Trump administration, which has promoted nuclear energy [7][8]. Government Support - The U.S. Department of Energy selected two Oklo projects for its Nuclear Reactor Pilot Program, with a goal to have three reactors operational by July 4, 2026, indicating strong governmental backing [9]. Market Potential - If Oklo successfully brings one of its small modular reactor (SMR) prototypes online by 2027 and secures orders from major AI companies, its share price could significantly increase, rewarding early investors [11].

Core Viewpoint - NuScale Power's stock experienced a significant decline of 10.5% following a previous surge due to a major agreement with the Tennessee Valley Authority (TVA) for a large nuclear project, raising concerns about valuation and future execution [1][4]. Group 1: TVA Agreement - The TVA agreement could lead to the largest small modular reactor (SMR) assembly in the U.S., capable of powering 4.5 million homes or 60 data centers once operational [2]. - The project will be executed through ENTRA1 Energy, marking a strong validation of NuScale's nuclear technology [2]. Group 2: Stock Performance and Valuation - Following the initial excitement over the TVA agreement, NuScale's stock fell sharply as investors reassessed the deal's potential against uncertainties regarding timelines and costs [4]. - The company currently has minimal revenue and operates at a loss, yet its market capitalization exceeds $10 billion, indicating high expectations for future success [4]. Group 3: Financial Health and Risks - NuScale's balance sheet is relatively healthy, with minimal debt and sufficient cash reserves to sustain operations for several years [5]. - However, the capital requirements for developing and deploying reactors could increase significantly, introducing additional risks for the company [5].

Core Insights - NuScale Power and OKLO are significant players in the small modular reactor (SMR) sector, focusing on cleaner and scalable nuclear energy solutions [1][2] - The global SMR market is projected to grow from $5.81 billion in 2024 to $8.37 billion by 2032, with a CAGR of 4.98% from 2025 to 2032, indicating substantial growth opportunities for both companies [2] NuScale Power - NuScale Power is advancing in SMR technology and has a growing partner base, including tech giants and financial institutions, positioning it as a key player in sustainable energy [4][12] - The company received its second U.S. Nuclear Regulatory Commission approval for a 77-megawatt design in Q2 2025, enhancing its competitive position and customer interest [5][11] - Significant progress has been made in manufacturing and commercialization, with partnerships like Doosan Interability and ENTRA1 Energy solidifying its market position [6] OKLO - OKLO is expanding its presence in the SMR market through strategic partnerships, including a memorandum of understanding with Korea Hydro and Nuclear Power to develop advanced nuclear technology [7][8] - The company also announced a partnership with ABB to establish a digital monitoring room, supporting operator training and the deployment of its automated Aurora powerhouses [9] - Despite its expanding portfolio, OKLO has not yet generated revenues, with its first Aurora powerhouse expected to go live in 2027, leading to concerns about high operating costs [19] Stock Performance and Valuation - Year-to-date, NuScale Power's shares have appreciated by 100.9%, while OKLO's shares have soared by 250.1%, with OKLO's outperformance attributed to federal policy support and growing demand [10][11] - Both companies' shares are currently considered overvalued, with NuScale trading at a Price/Book ratio of 20.56X and OKLO at 14.89X [15] - For 2025, the Zacks Consensus Estimate predicts a loss of 46 cents per share for NuScale and 50 cents for OKLO, with both companies facing challenges in profitability [17] Conclusion - NuScale Power is highlighted as the stronger investment option due to its regulatory approvals, diversified applications, and strong industry partnerships, while OKLO faces revenue delays and high operating costs [18][20]

Core Viewpoint - Oklo's stock is experiencing significant growth, driven by positive analyst sentiment regarding its potential in the nuclear energy sector, particularly in relation to small modular reactors (SMRs) [1][3]. Group 1: Analyst Opinions - Bank of America analyst Dimple Gosai has initiated coverage on Oklo with a buy rating and a price target of $92, suggesting a potential upside of 29.2% from the previous closing price of $71.19 [3]. - Gosai believes Oklo is well positioned to meet the increasing energy demands associated with artificial intelligence, and its pipeline includes memoranda of understanding totaling approximately 14 gigawatts, setting it apart from other SMR competitors [4]. Group 2: Market Sentiment and Risks - Despite Bank of America's bullish outlook, not all analysts share the same perspective; UBS has initiated coverage with a neutral rating and a price target of $65, indicating a more cautious approach [5]. - Oklo currently lacks a design licensed by the Nuclear Regulatory Commission, which adds a higher degree of risk to the investment, making it more suitable for speculative investors [6].