NuScale's Small Modular Reactor Approved by NRC
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 29 2026
0mins
Source: NASDAQ.COM
- Regulatory Approval: NuScale's small modular reactor (SMR) has received approval from the U.S. Nuclear Regulatory Commission (NRC), making it the only approved SMR, which marks a significant milestone for the company and could pave the way for future commercialization.
- Project Partnership: NuScale has partnered with the Tennessee Valley Authority (TVA) to deploy 6 gigawatts of SMR across seven states, backed by a $400 million grant, with commercial operations targeted for early next decade, significantly enhancing the company's market position and revenue potential.
- Revenue Volatility: While NuScale expects to generate $63.1 million in revenue from its ongoing project with Romania's RoPower between Q2 2024 and Q4 2025, its revenue is dependent on project continuity and has shown a declining trend in 2025, indicating risks in revenue stability.
- Investment Risks: Although NuScale is at the forefront of SMR technology deployment, its reliance on irregular revenue streams and investor funding necessitates cautious consideration of its speculative investment potential, particularly over the next few years.
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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: 10.030
Low
18.50
Averages
32.77
High
60.00
Current: 10.030
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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- Rising Market Demand: Global electricity demand is surging due to the rapid growth of AI technologies, benefiting NuScale's business model, as nuclear power is recognized for its potential as a clean energy source, despite traditional plants taking over a decade to build.
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- Rising Market Demand: Global electricity demand is surging due to the rapid growth of AI technologies, benefiting NuScale's business model, as nuclear power is recognized for its potential as a clean energy source, despite traditional plants taking over a decade to build.
- Advantages of SMRs: Compared to conventional large-scale nuclear plants, small modular reactors (SMRs) require less land, have shorter construction periods, and enhanced safety features; currently, only two SMRs are operational worldwide, but over 80 are in development, indicating strong market demand.
- Key Agreement Progress: The landmark deal with the Tennessee Valley Authority to build a 6GW SMR system is seen as a significant advancement, with expectations of a power purchase agreement (PPA) by the end of 2026, which, if successful, would greatly enhance the likelihood of construction starting in 2027.
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