U.S. Nuclear Expansion Collides with Uranium Supply Constraints
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 17 2026
0mins
Source: PRnewswire
- Nuclear Expansion Initiative: President Trump's signing of four executive orders aims to quadruple U.S. nuclear capacity over the next 25 years, addressing the surging electricity demand driven by sectors like AI and quantum computing.
- Uranium Supply Shortage: With projections indicating a significant increase in uranium demand by 2026, domestic mine production is failing to meet reactor requirements, leading to a structural supply deficit that heightens investor focus on resource control.
- Merger Progress: The merger between Spring Valley Acquisition Corp. II and Eagle Energy Metals is advancing, with the SEC declaring its registration statement effective, and a shareholder vote scheduled for February 23, 2026, marking a critical step towards NASDAQ listing.
- Technological Investment: Eagle Energy Metals is collaborating with BBA USA Inc. to design a drilling campaign at the Aurora uranium project to support a Pre-Feasibility Study, which is expected to enhance its competitiveness in the U.S. uranium market to meet rising nuclear energy demands.
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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: 11.670
Low
18.50
Averages
32.77
High
60.00
Current: 11.670
Low
18.50
Averages
32.77
High
60.00
About SMR
NuScale Power Corporation is a provider of proprietary advanced small modular reactor nuclear technology. The NuScale Power Module, the Company's SMR technology, is a small pressurized water reactor that can generate 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 governments, political subdivisions, state-owned enterprises, investor-owned utilities and other technology and industrial companies, both in domestic and international markets.
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.
NuScale Power Advances Small Modular Reactor Development
- Nuclear Market Opportunity: Research from Bank of America estimates a $10 trillion market opportunity for nuclear energy, with NuScale Power's small modular reactor (SMR) technology at the forefront of this renaissance, indicating significant commercial potential.
- Unique Technology: NuScale is the only U.S. company with an SMR design approved by the Nuclear Regulatory Commission (NRC), and while it has yet to make its first sale, its unique technology positions it favorably in the future market.
- Project Progress: NuScale is advancing its potential first SMR project in Romania and is in talks with the Tennessee Valley Authority to deploy up to 6 gigawatts of SMR capacity across seven states, demonstrating its commitment to market expansion.
- Financial Challenges: Despite the promising technology outlook, NuScale is currently operating at a net loss and has not yet achieved profitability, with the lack of a first sale making its revenue growth timeline uncertain, prompting investors to assess risks carefully.
See More
NuScale Power Class Action Reminder
- Class Action Notice: Rosen Law Firm reminds investors who purchased NuScale Power Class A common stock between May 13, 2025, and November 6, 2025, to apply as lead plaintiffs by April 20, 2026, to participate in the class action and potentially receive compensation.
- Lawsuit Background: The lawsuit alleges that NuScale made false and misleading statements during the class period, failing to disclose ENTRA1 Energy LLC's lack of experience in nuclear energy, which exposed NuScale's commercialization strategy to significant risks, resulting in investor losses.
- Law Firm Credentials: Rosen Law Firm specializes in securities class actions, having recovered over $438 million for investors in 2019 alone, and was ranked No. 1 by ISS Securities Class Action Services in 2017, demonstrating its strong capabilities in this field.
- How to Participate: Investors can visit the Rosen Law Firm website or call the toll-free number for more information, ensuring they select qualified legal counsel to protect their rights and avoid inexperienced intermediaries.
See More
NuScale Power Faces Securities Fraud Class Action Lawsuit
- Lawsuit Background: Kessler Topaz Meltzer & Check, LLP has filed a securities fraud class action against NuScale Power Corporation on behalf of investors who purchased Class A common stock between May 13 and November 6, 2025, highlighting serious concerns over the company's financial transparency.
- Financial Crisis: NuScale's general and administrative expenses surged over 3,000% to $519 million in Q3 2025, primarily due to a $495 million payment to ENTRA1, resulting in a quarterly net loss skyrocketing to $532 million, indicating significant mismanagement of finances.
- Stock Price Plunge: Following the financial disclosure on November 6, 2025, NuScale's Class A common stock price dropped by $5.45, or approximately 14.4%, from $37.91 to $32.46, reflecting strong market concerns regarding the company's future prospects.
- Investor Action: Affected investors are encouraged to apply for lead plaintiff status in the class action by April 20, 2026, indicating their importance in the case and their concerns over corporate governance, which may influence future legal outcomes.
See More
NuScale Power: Nuclear Energy Fuels AI Advancement
- Technological Potential: NuScale Power is developing small modular reactors (SMRs) that can provide on-site power to data centers and military camps, addressing the limitations of the aging electric grid and positioning nuclear energy as a key player in future energy solutions.
- Massive Market Opportunity: Research from Bank of America estimates that the nuclear energy market currently represents a $10 trillion opportunity, with SMR technology leading the charge in this renaissance, highlighting its critical role in powering AI data centers.
- Regulatory Approval Advantage: As the only U.S. company with an SMR design approved by the Nuclear Regulatory Commission (NRC), NuScale is actively pursuing its first project in Romania and negotiating with the Tennessee Valley Authority to deploy up to 6 gigawatts of SMR capacity across seven states, showcasing its market expansion efforts.
- Investment Appeal: Despite currently operating at a net loss and facing cash flow challenges, NuScale stock is viewed as one of the most attractive investments for those looking to gain exposure to AI energy over the next decade, reflecting its strategic positioning in an emerging market.
See More
Surging Oil Prices Revive Interest in Nuclear Energy Market
- Nuclear Economics Strengthened: As oil prices surge to $120 per barrel, utilities and policymakers are seeking stable alternatives, with nuclear power gaining renewed attention due to its relatively low fuel costs, likely prompting investors to rotate into uranium and nuclear-related companies.
- Rising Power Demand: The surge in electricity demand from artificial intelligence infrastructure is pushing large data centers to require reliable power, leading tech companies and utilities to explore long-term power sources, with nuclear operators like Constellation Energy Corp positioned to benefit from this trend.
- Market Dynamics Shifting: The nuclear sector has been overshadowed by cheap natural gas and renewable energy in recent years, but the rise in oil prices and increasing electricity demand may bring nuclear trading back into focus for investors, altering the market landscape.
- Investor Interest Reignited: Companies linked to the nuclear fuel supply chain, such as Cameco Corp and Centrus Energy Corp, are gradually gaining investor attention due to their significant roles in the nuclear market, expected to benefit from the volatility in the energy market.
See More
NuScale Power Faces Class Action Lawsuit
- Class Action Initiated: Robbins Geller law firm announces that purchasers of NuScale Power stock between May 13 and November 6, 2025, can seek lead plaintiff status in a class action lawsuit, highlighting investor concerns over the company's financial transparency.
- Financial Losses Exposed: NuScale's general and administrative expenses surged over 3,000% to $519 million in Q3 2025, primarily due to a $495 million payment to ENTRA1, resulting in a quarterly net loss skyrocketing to $532 million, indicating significant risks in the company's commercialization strategy.
- Technology Partnership Controversy: The lawsuit alleges that NuScale and its executives made misleading statements regarding ENTRA1's background, claiming insufficient experience in nuclear energy, which could undermine investor confidence in the company's future prospects.
- Stock Price Volatility: Following the November 6, 2025 earnings report, NuScale's stock price dropped over 12% within two days, reflecting strong market skepticism regarding its business model and the capabilities of its partners.
See More
NuScale Power Advances Small Modular Reactor Development
- Nuclear Market Opportunity: Research from Bank of America estimates a $10 trillion market opportunity for nuclear energy, with NuScale Power's small modular reactor (SMR) technology at the forefront of this renaissance, indicating significant commercial potential.
- Unique Technology: NuScale is the only U.S. company with an SMR design approved by the Nuclear Regulatory Commission (NRC), and while it has yet to make its first sale, its unique technology positions it favorably in the future market.
- Project Progress: NuScale is advancing its potential first SMR project in Romania and is in talks with the Tennessee Valley Authority to deploy up to 6 gigawatts of SMR capacity across seven states, demonstrating its commitment to market expansion.
- Financial Challenges: Despite the promising technology outlook, NuScale is currently operating at a net loss and has not yet achieved profitability, with the lack of a first sale making its revenue growth timeline uncertain, prompting investors to assess risks carefully.
See More
NuScale Power Class Action Reminder
- Class Action Notice: Rosen Law Firm reminds investors who purchased NuScale Power Class A common stock between May 13, 2025, and November 6, 2025, to apply as lead plaintiffs by April 20, 2026, to participate in the class action and potentially receive compensation.
- Lawsuit Background: The lawsuit alleges that NuScale made false and misleading statements during the class period, failing to disclose ENTRA1 Energy LLC's lack of experience in nuclear energy, which exposed NuScale's commercialization strategy to significant risks, resulting in investor losses.
- Law Firm Credentials: Rosen Law Firm specializes in securities class actions, having recovered over $438 million for investors in 2019 alone, and was ranked No. 1 by ISS Securities Class Action Services in 2017, demonstrating its strong capabilities in this field.
- How to Participate: Investors can visit the Rosen Law Firm website or call the toll-free number for more information, ensuring they select qualified legal counsel to protect their rights and avoid inexperienced intermediaries.
See More
NuScale Power Faces Securities Fraud Class Action Lawsuit
- Lawsuit Background: Kessler Topaz Meltzer & Check, LLP has filed a securities fraud class action against NuScale Power Corporation on behalf of investors who purchased Class A common stock between May 13 and November 6, 2025, highlighting serious concerns over the company's financial transparency.
- Financial Crisis: NuScale's general and administrative expenses surged over 3,000% to $519 million in Q3 2025, primarily due to a $495 million payment to ENTRA1, resulting in a quarterly net loss skyrocketing to $532 million, indicating significant mismanagement of finances.
- Stock Price Plunge: Following the financial disclosure on November 6, 2025, NuScale's Class A common stock price dropped by $5.45, or approximately 14.4%, from $37.91 to $32.46, reflecting strong market concerns regarding the company's future prospects.
- Investor Action: Affected investors are encouraged to apply for lead plaintiff status in the class action by April 20, 2026, indicating their importance in the case and their concerns over corporate governance, which may influence future legal outcomes.
See More
NuScale Power: Nuclear Energy Fuels AI Advancement
- Technological Potential: NuScale Power is developing small modular reactors (SMRs) that can provide on-site power to data centers and military camps, addressing the limitations of the aging electric grid and positioning nuclear energy as a key player in future energy solutions.
- Massive Market Opportunity: Research from Bank of America estimates that the nuclear energy market currently represents a $10 trillion opportunity, with SMR technology leading the charge in this renaissance, highlighting its critical role in powering AI data centers.
- Regulatory Approval Advantage: As the only U.S. company with an SMR design approved by the Nuclear Regulatory Commission (NRC), NuScale is actively pursuing its first project in Romania and negotiating with the Tennessee Valley Authority to deploy up to 6 gigawatts of SMR capacity across seven states, showcasing its market expansion efforts.
- Investment Appeal: Despite currently operating at a net loss and facing cash flow challenges, NuScale stock is viewed as one of the most attractive investments for those looking to gain exposure to AI energy over the next decade, reflecting its strategic positioning in an emerging market.
See More
Surging Oil Prices Revive Interest in Nuclear Energy Market
- Nuclear Economics Strengthened: As oil prices surge to $120 per barrel, utilities and policymakers are seeking stable alternatives, with nuclear power gaining renewed attention due to its relatively low fuel costs, likely prompting investors to rotate into uranium and nuclear-related companies.
- Rising Power Demand: The surge in electricity demand from artificial intelligence infrastructure is pushing large data centers to require reliable power, leading tech companies and utilities to explore long-term power sources, with nuclear operators like Constellation Energy Corp positioned to benefit from this trend.
- Market Dynamics Shifting: The nuclear sector has been overshadowed by cheap natural gas and renewable energy in recent years, but the rise in oil prices and increasing electricity demand may bring nuclear trading back into focus for investors, altering the market landscape.
- Investor Interest Reignited: Companies linked to the nuclear fuel supply chain, such as Cameco Corp and Centrus Energy Corp, are gradually gaining investor attention due to their significant roles in the nuclear market, expected to benefit from the volatility in the energy market.
See More
NuScale Power Faces Class Action Lawsuit
- Class Action Initiated: Robbins Geller law firm announces that purchasers of NuScale Power stock between May 13 and November 6, 2025, can seek lead plaintiff status in a class action lawsuit, highlighting investor concerns over the company's financial transparency.
- Financial Losses Exposed: NuScale's general and administrative expenses surged over 3,000% to $519 million in Q3 2025, primarily due to a $495 million payment to ENTRA1, resulting in a quarterly net loss skyrocketing to $532 million, indicating significant risks in the company's commercialization strategy.
- Technology Partnership Controversy: The lawsuit alleges that NuScale and its executives made misleading statements regarding ENTRA1's background, claiming insufficient experience in nuclear energy, which could undermine investor confidence in the company's future prospects.
- Stock Price Volatility: Following the November 6, 2025 earnings report, NuScale's stock price dropped over 12% within two days, reflecting strong market skepticism regarding its business model and the capabilities of its partners.
See More
