Investment Opportunities in Small Modular Nuclear Reactors
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Source: NASDAQ.COM
- NuScale Power's Growth Prospects: NuScale Power has an approved design for its small modular reactors (SMRs), yet it has not finalized its first reactor sale, with shares down 75% from their 52-week high, indicating high risk as a startup; however, if SMRs gain traction, it could represent a long-term growth opportunity.
- Cameco's Market Performance: Recently acquiring a 50% stake in Westinghouse, Cameco, a fuel supplier for the nuclear industry, has seen its stock rise 175% over the past year, with expectations that uranium demand will exceed supply by 2030, potentially driving uranium prices higher and boosting company performance.
- Attractiveness of Brookfield Renewable: Brookfield Renewable owns the other half of Westinghouse and boasts a globally diversified portfolio of clean energy assets, offering a 4.5% attractive dividend yield, making it suitable for investors looking to gradually engage with nuclear energy.
- Diversity in Nuclear Investment: There is no single way to invest in nuclear power; NuScale Power appeals to aggressive growth investors, Cameco serves as a solid investment focused on uranium supply, while Brookfield Renewable offers a high-yield option for cautious investors.
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Analyst Views on SMR
Wall Street analysts forecast SMR stock price to rise
13 Analyst Rating
5 Buy
6 Hold
2 Sell
Hold
Current: 11.320
Low
18.50
Averages
32.77
High
60.00
Current: 11.320
Low
18.50
Averages
32.77
High
60.00
About SMR
NuScale Power Corporation is a provider of proprietary advanced small modular reactor (SMR) nuclear technology. The NuScale Power Module, the Company's SMR technology, is a small pressurized water reactor that can generate approximately 77 megawatts of electricity (MWe) or 250 megawatts thermal (gross) and can be scaled to meet customer needs through an array of flexible configurations of up to 924 MWe (12 modules) of output. In addition to the sale of NPMs, it offers a diversified suite of services throughout the development and operating life of the power plant. The Company's suite of services is planned to include licensing support, testing, training, fuel supply services and program management, among others. It serves a range of customers consisting of domestic and international governments, utilities, state-owned enterprises and technology and industrial companies in need of carbon-free, reliable energy.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Argan's Business Growth: Argan achieved record revenues of $944 million and net income of $138 million last year, reflecting increases of 8% and 61% respectively, and its backlog surged from $1 billion to nearly $3 billion as electricity demand is projected to rise by 25% between 2025 and 2030, indicating strong market demand.
- NuScale Power's Market Potential: NuScale Power's small modular nuclear plants are expected to generate significant revenue post-2030, with potential partnerships with Romania and the Tennessee Valley Authority indicating growing interest in its solutions, despite no sales to date.
- Flexibility of Small Modular Reactors: NuScale's small modular reactors can be constructed in just 36 months, making them suitable for companies seeking independent power production, with the International Energy Agency forecasting up to 1,000 SMRs could be operational by 2050 to meet rising electricity demands.
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- NuScale Power's Outlook: NuScale Power's stock has fallen 75% from its 52-week high; while it has an approved design for small modular reactors, it has yet to finalize its first reactor sale and remains unprofitable, making its future growth reliant on the acceptance of SMRs in the market.
- Cameco's Market Position: Cameco has strengthened its role in the nuclear sector by acquiring a 50% stake in Westinghouse, and it anticipates that uranium demand will exceed supply by 2030, potentially driving up uranium prices and boosting its stock performance.
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Investment Opportunities in Small Modular Nuclear Reactors
- NuScale Power's Growth Prospects: NuScale Power has an approved design for its small modular reactors (SMRs), yet it has not finalized its first reactor sale, with shares down 75% from their 52-week high, indicating high risk as a startup; however, if SMRs gain traction, it could represent a long-term growth opportunity.
- Cameco's Market Performance: Recently acquiring a 50% stake in Westinghouse, Cameco, a fuel supplier for the nuclear industry, has seen its stock rise 175% over the past year, with expectations that uranium demand will exceed supply by 2030, potentially driving uranium prices higher and boosting company performance.
- Attractiveness of Brookfield Renewable: Brookfield Renewable owns the other half of Westinghouse and boasts a globally diversified portfolio of clean energy assets, offering a 4.5% attractive dividend yield, making it suitable for investors looking to gradually engage with nuclear energy.
- Diversity in Nuclear Investment: There is no single way to invest in nuclear power; NuScale Power appeals to aggressive growth investors, Cameco serves as a solid investment focused on uranium supply, while Brookfield Renewable offers a high-yield option for cautious investors.
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- Surging Energy Demand: Global data center electricity consumption is expected to double from 460 TWh in 2022 to over 1,000 TWh by 2026, prompting major tech companies to invest hundreds of billions to expand computing capacity, thereby accelerating the demand for nuclear microreactors.
- Innovative Demonstration Project: Elemental Nuclear's collaboration with the University of Utah marks the first time the TRIGA reactor will generate electricity for a mini AI data center, with a modest output of 2-3 kW, symbolizing the potential of small nuclear reactors to meet the energy needs of the AI industry.
- Platform for Innovation: Elemental Nuclear aims to leverage the global network of TRIGA research reactors as a rapid innovation platform, tapping into the expertise of over 1,500 nuclear scientists and engineers to advance next-generation nuclear technologies.
See More
Investment Opportunities at the Intersection of Energy and Industry
- Navitas Semiconductor's Technological Breakthrough: Navitas Semiconductor enhances the efficiency of electricity-consuming devices through gallium nitride and silicon carbide materials, with the global silicon carbide market expected to grow nearly 35% annually, despite a drop in 2025 revenue projections from $83.3 million to $45.9 million due to inconsistent demand challenges.
- Argan's Business Growth: Argan achieved record revenues of $944 million and net income of $138 million last year, reflecting increases of 8% and 61% respectively, and its backlog surged from $1 billion to nearly $3 billion as electricity demand is projected to rise by 25% between 2025 and 2030, indicating strong market demand.
- NuScale Power's Market Potential: NuScale Power's small modular nuclear plants are expected to generate significant revenue post-2030, with potential partnerships with Romania and the Tennessee Valley Authority indicating growing interest in its solutions, despite no sales to date.
- Flexibility of Small Modular Reactors: NuScale's small modular reactors can be constructed in just 36 months, making them suitable for companies seeking independent power production, with the International Energy Agency forecasting up to 1,000 SMRs could be operational by 2050 to meet rising electricity demands.
See More
Investment Opportunities at the Intersection of Energy and Industry
- Navitas Semiconductor's Technological Edge: Navitas Semiconductor enhances the efficiency of power-consuming devices through the development of gallium nitride and silicon carbide materials, although its revenue is projected to drop from $83.3 million in 2024 to $45.9 million in 2025, the demand for its technology is expected to grow, with the global silicon carbide market projected to expand at nearly 35% annually through 2034.
- Argan's Strong Performance: Argan reported record revenues of $944 million and net income of $138 million in 2024, reflecting increases of 8% and 61% respectively, and with electricity demand expected to rise by 25% between 2025 and 2030, its backlog has surged from $1 billion in 2024 to nearly $3 billion, indicating robust market prospects.
- NuScale Power's Market Potential: NuScale Power's small modular reactors are expected to start generating significant revenue post-2030, despite not having sold any units yet, their modular design allows for construction in just 36 months, making them suitable for power-intensive industries, with up to 1,000 SMRs projected to be built by 2050.
- Investment Patience Required: While Navitas Semiconductor was not recommended by The Motley Fool Stock Advisor, its innovative technologies at the intersection of energy and industry, combined with anticipated future market demand, still make it a noteworthy investment option, especially against the backdrop of rising electricity costs.
See More
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- Rising Nuclear Demand: Electricity demand is increasing due to the adoption of AI and electric vehicles, leading to a renaissance in nuclear power, with tech giants like Meta, Microsoft, and Google investing heavily to secure stable and sustainable energy supplies.
- NuScale Power's Outlook: NuScale Power's stock has fallen 75% from its 52-week high; while it has an approved design for small modular reactors, it has yet to finalize its first reactor sale and remains unprofitable, making its future growth reliant on the acceptance of SMRs in the market.
- Cameco's Market Position: Cameco has strengthened its role in the nuclear sector by acquiring a 50% stake in Westinghouse, and it anticipates that uranium demand will exceed supply by 2030, potentially driving up uranium prices and boosting its stock performance.
- Brookfield Renewable's Investment Strategy: Brookfield Renewable offers indirect exposure to nuclear power through its ownership of half of Westinghouse and a diversified portfolio of clean energy assets, while providing a high dividend yield of 4.5%, appealing to conservative investors and mitigating investment risks.
See More
Investment Opportunities in Small Modular Nuclear Reactors
- NuScale Power's Growth Prospects: NuScale Power has an approved design for its small modular reactors (SMRs), yet it has not finalized its first reactor sale, with shares down 75% from their 52-week high, indicating high risk as a startup; however, if SMRs gain traction, it could represent a long-term growth opportunity.
- Cameco's Market Performance: Recently acquiring a 50% stake in Westinghouse, Cameco, a fuel supplier for the nuclear industry, has seen its stock rise 175% over the past year, with expectations that uranium demand will exceed supply by 2030, potentially driving uranium prices higher and boosting company performance.
- Attractiveness of Brookfield Renewable: Brookfield Renewable owns the other half of Westinghouse and boasts a globally diversified portfolio of clean energy assets, offering a 4.5% attractive dividend yield, making it suitable for investors looking to gradually engage with nuclear energy.
- Diversity in Nuclear Investment: There is no single way to invest in nuclear power; NuScale Power appeals to aggressive growth investors, Cameco serves as a solid investment focused on uranium supply, while Brookfield Renewable offers a high-yield option for cautious investors.
See More
Nuclear Microreactor Market Expected to Exceed $6 Billion
- Market Growth Potential: The nuclear microreactor market is projected to grow from $850 million in 2025 to $6.8 billion by 2034, indicating strong long-term expansion driven by AI data center and energy security demands.
- Surging Energy Demand: Global data center electricity consumption is expected to double from 460 TWh in 2022 to over 1,000 TWh by 2026, prompting operators to seek long-term, carbon-free power sources to meet increasing compute capacity needs.
- Innovative Demonstration Project: Elemental Nuclear's collaboration with the University of Utah marks the first time the TRIGA reactor will power a mini AI data center, representing a significant milestone for small nuclear reactors addressing the energy needs of the AI industry.
- Technological Advancements: The project utilizes a cold helium-based power generation system, showcasing how small nuclear platforms can integrate with advanced power conversion technologies to meet modern computing energy demands and accelerate nuclear technology innovation.
See More
Nuclear Microreactor Market Poised for $6 Billion Growth Driven by AI and Energy Security
- Market Growth Potential: The nuclear microreactor market is projected to expand from approximately $850 million in 2025 to $6.8 billion by 2034, indicating strong long-term growth driven by the demands of AI data centers and energy security priorities.
- Surging Energy Demand: Global data center electricity consumption is expected to double from 460 TWh in 2022 to over 1,000 TWh by 2026, prompting major tech companies to invest hundreds of billions to expand computing capacity, thereby accelerating the demand for nuclear microreactors.
- Innovative Demonstration Project: Elemental Nuclear's collaboration with the University of Utah marks the first time the TRIGA reactor will generate electricity for a mini AI data center, with a modest output of 2-3 kW, symbolizing the potential of small nuclear reactors to meet the energy needs of the AI industry.
- Platform for Innovation: Elemental Nuclear aims to leverage the global network of TRIGA research reactors as a rapid innovation platform, tapping into the expertise of over 1,500 nuclear scientists and engineers to advance next-generation nuclear technologies.
See More
