NuScale Power's Progress on SMR Projects
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Source: NASDAQ.COM
- Market Leadership: NuScale Power stands as the only U.S. company with an NRC-certified small modular reactor (SMR) design, and while it has yet to deploy a commercial model, its market potential remains significant.
- Project Development Focus: Over the next three years, NuScale will concentrate on developing its SMR plant in Romania and deploying 6 gigawatts of SMRs to the Tennessee Valley Authority (TVA), which is expected to validate its technology and enhance market acceptance.
- Potential Customer Expansion: In the most optimistic scenario, NuScale's commercial partner ENTRA1 Energy could secure customers in the data center sector, further advancing the TVA project and potentially generating substantial revenue for the company.
- Investor Watchpoint: Although NuScale's first SMR is unlikely to come online for several years, the success of its developing projects will directly impact the company's future position in the nuclear energy market, necessitating close attention from 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: 10.340
Low
18.50
Averages
32.77
High
60.00
Current: 10.340
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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- First-Mover Advantage: NuScale Power holds the unique position as the only small modular reactor company with U.S. Nuclear Regulatory Commission (NRC) approval, providing it with a significant lead over competitors still striving for this milestone, particularly as demand for reliable power sources surges.
- Project Pipeline: The company is collaborating with the Tennessee Valley Authority and commercialization partner ENTRA1 Energy to deploy up to 6 gigawatts of SMR capacity, alongside a Romanian initiative that, if successful, could yield substantial revenue for investors by the early 2030s.
- Financial Position: While NuScale boasts approximately $900 million in cash reserves and short-term investments to support its commercialization efforts, it reported a staggering net loss of $355.8 million in 2025, a 160% increase from the previous year, highlighting ongoing financial risks.
- Legal Risks: The company is currently facing a class action lawsuit alleging that executives misled investors, which could result in financial and reputational damage, compounded by the threat from competitors like Oklo, necessitating a long-term investment perspective from shareholders.
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- Cash Reserves and Commercialization Progress: The company currently holds about $900 million in cash reserves; however, it faces high cash burn rates and challenges in achieving commercialization, which could limit its survival in a competitive market.
- Legal Litigation Risks: NuScale is facing a class action lawsuit alleging that executives misled investors, which could lead to financial losses and reputational damage, further exacerbating market concerns about its future, especially as competitors like Oklo emerge.
- Market Outlook and Investment Opportunities: Despite numerous challenges, NuScale's first-mover advantage in the small modular reactor space and its partnership with the Tennessee Valley Authority remain strategically significant, with potential to generate substantial revenue by the early 2030s if successfully executed.
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